课程目标 (此课程目标只提供英文版)
The course aims to provide an overview of the latest investment products offered by financial institutions in Hong Kong so as to equip the participants with a solid foundation in investment concepts and tools.
内容 (此课程内容只提供英文版)
Module 8: Funds selection for your customers单元八：为客户拣选基金组合(4 hours)
1. Introduction of different types of fund and its features
2. How to read and interpret the key elements of Fund Factsheets
3. How to select the most suitable funds for your customer 's portfolio
4. Asset re-allocation and Re-balancing strategies to enhance your client's investment portfolio
