The Pursuit of Excellent Wealth Management Series Module 1: How Good is an Investment Fund Sales Team Course Code: PE4200691 Start Date: To Be Advised Hours: 3.0 Level: Short Course Application Form Email: peak@vtc.edu.hk Enquiry: 28361922 Programme Information (This course introduction in provides Chinese contents only) 卓越財富管理系列 單元一：成為出色的基金銷售人員 The Pursuit of Excellent Wealth Management Series Module 1: How Good is an Investment Fund Sales Team • 做好跟客人會面前的準備 • 一般人的誤解及市場常規 • 整個銷售基金的流程 • 那些資料給客戶最重要 • 基金的比較及選擇 • 處理各類型異議 General Information 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 bookmark Bookmark this
Course Code: PE4200691 Start Date: To Be Advised Hours: 3.0 Level: Short Course Application Form Email: peak@vtc.edu.hk Enquiry: 28361922 Programme Information (This course introduction in provides Chinese contents only) 卓越財富管理系列 單元一：成為出色的基金銷售人員 The Pursuit of Excellent Wealth Management Series Module 1: How Good is an Investment Fund Sales Team • 做好跟客人會面前的準備 • 一般人的誤解及市場常規 • 整個銷售基金的流程 • 那些資料給客戶最重要 • 基金的比較及選擇 • 處理各類型異議 General Information 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 bookmark Bookmark this
