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卓越財富管理系列 單元三:學懂完美的投資習慣
(此課程目標只提供英文版)
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
授課語言
除一些指定以英語授課的課程外,所有課程均以廣東話授課,部份輔以英文專業用語
持續專業進修(CPD)/持續培訓(CPT)時數
IA CPD Hours: 3
MPFA Non-core CPD Hours: 3
SFC CPT Hours: 3
HKMA ECF CPD Hours 3
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