Programme List
-
- 17 May
Finnovation: Redefining Fintech Module 3: WealthTech - Opening a New Chapter for Wealth Management Industry
-
- 18 May
Persuasion Skills for Financial Professionals Module 2: Excel Your Persuasion Skills
-
- 18 May
The Pursuit of Excellent Wealth Management Series Module 3: Good Investment Habit Makes Perfect
-
- 20 May
AML/CFT Series Module 1: AML/CFT: Global Trends on AML and HK’s Latest Regulatory Developments (Virtual class through Zoom)
-
- 20 May
MPF Training Programme Module 5 : Tax Deductible Voluntary Contributions (TVCs) for MPF Intermediaries
-
- 21 May
Advanced Technical Analysis - Japanese Candlesticks Module 2 : Two - Line Patterns
-
- 21 May
Mainland Latest Dynamics Module 6: Mainland Wealth Management Market on High Net Worth Clients: Opportunities for HK’s Financial and Insurance Practitioners (Virtual class through Zoom)
-
- 21 May
Smart Retiring Module 3: How Annuity Helps Retirement Investing(Virtual class through Zoom)
-
- 23 May
Estate Planning Module 1: Family Office and Asset Allocation for High Net Worth Clients (Virtual class through Zoom)
-
- 23 May
Regulatory Requirement for Selling Financial Products Review and Updates Module 3 Banking / Securities Compliance Review and Updates