The Pursuit of Excellent Wealth Management Series Module 2: Optimal Strategies of Asset Allocation

Course Code:

PE4200692

Start Date:

2026/01/07

Hours:

3.0

Level:

Short Course

Fee:

$330

Application Form Apply Now

Email:

peak@vtc.edu.hk

Enquiry:

28361922

(This course introduction in provides Chinese contents only)

卓越財富管理系列

單元二：最佳資產分配策略

The Pursuit of Excellent Wealth Management Series

Module 2: Optimal Strategies of Asset Allocation

• 分散的重要性

• 資產配置的基本

• 策略性及戰略性資產配置

• 最佳的資產配置實務指引

• 不同的資產再分配策略

• 最大化利潤案例分析

• 最小化風險案例分析

Teaching Language

All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English)

Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours

IA CPD Hours: 3

MPFA Non-core CPD Hours: 3

SFC CPT Hours: 3

HKMA ECF CPD Hours 3

2026/01/07

Date: 7.1.2026
Time: 7:00pm-10:00pm
Duration:3 hours
Venue: 9/F, VTC Tower, 27 Wood Road, WanChai

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