This course introduces students to alternative types of investment, the analysis of investment products, Portfolio management and Risk management. Upon completion of the course, students will understand how a financial adviser may evaluate these products to ensure that they are compliant and suitable for a client.

本課程乃介紹學員各種投資方式、分析各種投資商品、投資組合管理與風險管理。在完成課程後，學員可了解理財規劃顧問如何評估以上產品及推薦予合適的客戶。

The objectives of the subject are:

本課程欲達到的目標是：

• to enable students to understand the nature of different types of investment products and apply the investment techniques
• to provide students with the analytical skills and techniques required to effectively manage institutional and individual portfolios of investment products.
• to understand the process of financial advising and the practical techniques in providing financial advice to clients

• 讓學員能了解各種不同投資商品的特性，並能靈活應用投資技巧
• 提供學員具備分析技巧與技能去有效管理機構及個人投資商品的投資組合
• 加強了解理財規劃顧問的服務過程與所需技巧，從而為顧客提供專業的服務

投資規劃(Investment Planning)—40小時(40 hours)

下載課程綱要-投資規劃