Part One – Professional Module / 第一節 – 專業版

Financial Planning Mandarin / 理財策劃普通話

This is an 8 Chapter course catering to financial planning professionals with some industry experience and possibly already dealing with mainland clientele on a regular basis. We’re going to cover specific areas within the scope of planning and analysis, investment products, funds and other key knowledge essential to closing the deal.

本課程分為八章,主要針對在理財策劃行內已經有一定經驗並可能跟內地客戶有持續聯繫的專業人士。我們將會覆蓋財務策劃及分析範圍內的細節,投資產品及工具,基金和其他對完成交易有幫助的重要知識。

Course Outline / 課程大綱:

Chapter 1: Making contact with mainland clients
第一章:與內地客戶聯系

  • Ice-breaking, build report
    打破堅冰,並建立良好關系
  • Project positive professional image of your industry and yourself
    為行業及自己樹立良好的專業形象
  • Introduce your company
    介紹您的公司

Chapter 2: Financial planning & analysis – Risk management
第二章:財務策劃與分析 – 風險管理
Chapter 3: Financial planning & analysis – Education fund
第三章:財務策劃與分析 – 教育基金
Chapter 4: Financial planning & analysis – Retirement planning
第四章:財務策劃與分析 – 退休計劃
Chapter 5: Financial planning & analysis – Wealth enhancement
第五章:財務策劃與分析 – 財富增強

  • Assess the client’s personal and family financial situation
    評估客戶的個人及家庭財務狀況
  • Educate the client to have the correct mindset for financial planning
    教育客戶建立正確的理財觀念
  • Help the client set reasonable financial goals
    協助客戶制定合理的理財目標
  • Present the client with a professional proposal suited to his/her needs
    為客戶編制適合他/她的需要的專業財務策劃建議書
  • Understand and resolve the client’s objections
    體恤並調解客戶的抗議

Chapter 6: Asset management – Investing in funds (I)
第六章:資產管理 – 資金投資(一)
Chapter 7: Asset management – Investing in funds (II)
第七章:資產管理 – 資金投資(二)
Chapter 8: Asset management – Investing in funds (III)
第八章:資產管理 – 資金投資(三)

  • Help the client adopt a correct investment approach
    幫助客戶樹立正確的投資方法
  • Explain the operations and management of investment funds
    解釋投資基金的業務和管理
  • Briefing the client on Hong Kong’s monetary and financial systems
    為客戶簡介香港的貨幣及金融系統
  • Explaining the various fees charged by investment funds
    解釋投資基金所收取的各項收費
  • Introducing different types of funds across different markets
    引入不同市場不同類型的基金
  • Proposing an investment portfolio suited to the client’s needs
    因應客戶需要建議投資組合
  • Evaluating the performance of the investment portfolio
    評估投資組合的業績

For a more elementary course, please checkout our basic module.

Leave any comments or questions below or click on this link to see enrollment information.

Enroll now!

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