PDI - Personal Investment and Financial Services (此课程内容只提供英文版本)
电邮
arvinlau@vtc.edu.hk
查询:
Mr. John Tsang (Programme Director)
Tel: 2836 1863
Email: johntsang@vtc.edu.hk
Mr. Arvin Lau (Programme Secretary)
Tel: 2919 1429
Email: arvinlau@vtc.edu.hk Fax: 2891 5707
Tel: 2836 1863
Email: johntsang@vtc.edu.hk
Mr. Arvin Lau (Programme Secretary)
Tel: 2919 1429
Email: arvinlau@vtc.edu.hk Fax: 2891 5707
(此课程内容只提供英文版本)
Learning Outcomes
On completion of the module, students are expected to be able to:
- apply investment principles and factors in investment decision making to meet the clients’ needs; and
- analyze data and information from the financial markets and indices for enhancing investment and financial planning; and;
- make recommendations and advice on investment risk and portfolio management by selecting the appropriate financial instruments and calculation methods.
Learning Contents
-
Understanding investment
- Financial markets, investment instruments and vehicles
- Market structure and indices
- Securities trading
- Investment companie
-
Financial planning concepts and tools
- Time Value of Money
- Common stocks: valuation, analysis and strategy
- Fundamental analysis
- Valuation of common stocks
- Foundation for technical analysis
- Fixed income securities: valuation analysis and strategy
- Bond attributes and types
- Bond ratings
- Bond pricing theorems
- Risk structure of interest rates
- Funds, derivative securities
- Types and characteristics
- Valuation
- Hedging, arbitrage and speculation
-
Portfolio & Asset Management
- Portfolio & Asset Management
- Risk and return measurement
- Diversification
- Capital assets pricing model
- Capital market line
- Marketing efficiency
-
Financial Planning
- Financial Planning
- Ethical andprofessional considerations in financial planning
- Financial planning process
- Insurance planning and employees benefits (life, medical and disability plans)
- Tax planning
- Profit tax, salaries tax and property tax planning
- Retirement planning
- Asset and Estate planning
Entry Requirements:
- Five HKDSE subjects at Level 2 or above, including English and Chinese Languages with 2 or more years relevant full-time work experience; or
- Five HKCEE subjects at Grade E/Level 2 or above, including English* and Chinese Languages with 3 or more years relevant full-time work experience; or
- Completion of a QF Level 3 programme that is deemed acceptable to the respective Programme Committee; or
- Relevant Recognition of Prior Learning (RPL) qualification(s) at QF Level 3 or above AND a pass in an admission interview; or
- Other relevant verifiable prior learning and/or work experience that is/are deemed appropriate by respective Programme Committee AND a pass in an admission interview.
[* Applicants who took HKCEE English Language in 2006 or before should have attained Grade E or above (Syllabus B) / Grade C or above (Syllabus A)]
[Entry requirements for mature applicants are: Aged 23 years old or above with at least 2 years of relevant full-time work experience subject to a satisfactory admission interview.]
Continuing Education Fund
The modules of “Professional Diploma in Insurance” (PDI) have been included in the list of reimbursable courses for Continuing Education Fund (CEF) purposes (https://www.wfsfaa.gov.hk/cef). The mother course “Professional Diploma in Insurance” of the modules is recognised under the Qualifications Framework (QF Level 4).
For the modules commenced on or before 31 March 2022 (the 1st module should be commenced on or before the date), CEF claimants would be eligible for fee reimbursement upon their successful completion of any 4 modules selected from PDI (CEF Course Code: 33F11053A), with the fulfilment of both the minimum attendance requirement of 70% AND passing each of the 4 modules at 50% or above.
For the modules commenced on or after 16 August 2022, CEF claimants would be eligible for fee reimbursement upon their successful completion of any one module selected from PDI with the following CEF course codes, with the fulfilment of both the minimum attendance requirement of 70% AND passing the module at 50% or above.
| CEF course code (for the modules commenced after 16 August 2022) | CEF Course Title in English (for the modules commenced after 16 August 2022) |
| 33Z139263 | Personal Investment and Financial Services (Module from Professional Diploma in Insurance) |
