(This course provides Chinese introduction only)
金融創新:重新定義金融科技 單元三:財富科技 - 開啟財富管理業新篇章
Finnovation: Redefining Fintech Module 3: WealthTech – Opening a New Chapter for Wealth Management Industry
財富科技結合了科技創新和財富管理服務,提供更智慧、個性化的財富管理解決方案。財富科技改變了投資組合管理、財務規劃和風險評估的方式,提高了投資回報並降低了風險。同時,它也提供了更方便的數字化交易平台和投資工具,使投資者能夠更輕鬆地掌握和管理自己的財富。財富科技的應用促進了財富管理行業的創新和進步,為投資者提供了更多的選擇和便利。
1. 財富科技概況
2. 財富管理業數位轉型
3. 用人工智能重塑財富管理業
4. 在財富管理業中利用區塊鏈
5. 釋放雲端在財富管理業的潛力
6. 探索財富管理業的大數據分析
7. 客戶體驗與財富管理科技
8. 財富管理科技的未來趨勢與創新
Enrollment
- Enrollment of virtual CPD programmes can only be made through VTC’s Continuing & Professional Education website (https://cpe.vtc.edu.hk/en). The programme fees must be paid online by Credit Card (Visa / Master). Only enrollment with completed information and payment will be processed.
- Applicants should upload* a copy of your Hong Kong Identity (HKID) Card / Passport / Travel Document, or valid visa / entry permit for study issued by the Immigration Department of the Hong Kong Special Administrative Region (HKSAR) during the enrollment process for identity verification purpose. The uploaded image should only show your full name in both English and Chinese with your photo. Other personal information must be covered.
* File size shall be less than 4 MB. File format shall be in jpg, jpeg, pdf or png.
- All places are allocated on a first-come-first-served basis. Incomplete forms and forms received without payment will not be processed.
Notification of Class Commencement
Successful applicants will be notified of the class confirmation and relevant information by email at least 7 working days## before class commencement. Login information including Meeting ID and Passcode, and Student Login ID will be sent to students by email 3 working days## before class commencement. Please contact us at 2836 1906 if you do not receive the notification and/or login information 3 working days## before the class commencement.
## Working days (exclusive of Saturdays, Sundays and Public Holidays)
Applicants should ensure their digital devices be equipped with a video camera and connected to a stable network before enrolling the virtual CPD Programme.
Students are required to show themselves in front of the camera throughout the lesson, otherwise the CPD / CPT hours will be deducted.
Certificate
Students who have participated in PEAK’s CPD short courses viavirtual classrooms and achieved an attendance rate of 80% or higher may download their certificates from PEAK’s website (www.peak.edu.hk) starting from the 6th working day upon completion of the respective courses. The certificates shall be downloaded within three months from the date of course completion.
Please note that students should choose to download their certificates from our website or have their certificates sent by ordinary post during the online application process. Once students have chosen the mail delivery option, they will not be able to download their certificates via online means. The certificates will be sent to their registered local correspondence address within 14 working days from the date of course completion. PEAK will not be responsible for any loss in mailing.