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卓越财富管理系列单元三:学懂完美的投资习惯
(此课程简介只提供英文版)
The Pursuit of Excellent Wealth Management Series
Module 3: Good Investment Habit makes perfect
- Basic knowledge of Behavior Finance in investment
- Understanding different kind of investor types
- The true beauty of asset allocation
- Matching investor type to different kind of asset allocation strategies
- Effective mechanisms to rectify bad investment habits
- Other remedies
授课语言
除一些指定以英语授课的课程外,所有课程均以广东话授课,部份辅以英文专业用语
持续专业进修(CPD)/持续培训(CPT)时数
IA CPD Hours: 3
MPFA Non-core CPD Hours: 3
SFC CPT Hours: 3
HKMA ECF CPD Hours 3
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