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Change.每天多學一點 改變.可大可小

Accounting & Finance Financial Services and Insurance

Executive Workshop on Financial Planning Journey
財策啟程工作坊

Course Code
FINA9402
Application Code
2450-2622NW
Study mode
Part-time
Start Date
21 Oct 2026 (Wed)
Duration
2 weeks
Language
Cantonese or Putonghua
Course Fee
HK$3800
Enquiries
2975 5767 / 2867 8476
2861 0278
Apply Now

Highlights

         本工作坊專為初入職的保險理財從業員而設,內容聚焦於入行初期常見的實務問題和基礎知識。課程涵蓋財務策劃在不同人生階段的角色與需求、宏觀經濟對理財建議的影響、時間價值與風險概念、財策流程及事實調查重點等,讓學員全面掌握理財建議的基本理論及實用技巧。同時,課程亦強調專業操守與良好實務,包括持牌中介人應有的行為規範、與客戶溝通及建立信任的技巧,協助學員奠定穩固的專業基礎,為日後事業發展作好準備。

Programme Details

完成課程後,學生應能夠:

  1. 掌握財務策劃的基本理論、流程與計算方法,並了解不同人生階段客戶的理財需求及相關宏觀經濟因素;及
  2. 運用良好的專業操守與溝通技巧,提升與客戶互動及建立信任的能力,為日後提供專業理財建議打下穩固基礎。

課程內容

1. 財策視野與需求洞察

  - 財務策劃在不同人生階段的角色與需要

  - 宏觀經濟因素對理財建議的影響

2. 時間價值與風險概念

  - 複利、現值、年金等基本計算與應用

  - 風險承受能力評估入門

3. 財策框架與流程

  - 基本概念與流程、事實調查重點

  - 由目標到方案的快速草擬方法

4.專業與溝通基礎

  - 良好實務與中介人操守要點

  - 與客戶建立信任與建議呈現技巧

講師

Mr Choy

Mr. Choy Chak Po 蔡澤寶先生                             

蔡澤寶先生擁有多個專業資格,包括認可財務策劃師(CFP)、英國銀行學會會士(ACIB)、專業財富管理師(CFMP)等。他畢業於英國萊斯特大學,持有工商管理學碩士學位。

他現時擔任香港大學專業進修學院客席講師,並為香港銀行學會及香港職業訓練局等兼職導師,教授不同金融及銀行課程,例如金融產品銷售合規管理、銀行與金融市場、退休規劃、內地金融市場動態及認可財策劃師(CFP)教育課程等。

除學術領域外,他擁有超過二十年銀行界工作經驗,職務範圍包括投資理財業務、信貸業務、分行業務管理及銀行內部培訓等。

 

學員修畢此工作坊,出席率達70% 或以上,可獲修讀證明書(Statement of Attendance)。

Application Code 2450-2622NW Apply Online Now
Start Date 21 Oct 2026 (Wed)
Apply Online Now

Class Details

10月時間表

課堂 日期 時間 地點
1 10月21日 (三) 10:00 am - 1:00 pm; 2:00 pm - 5:00 pm TBC
2 10月28日 (三) 10:00 am - 1:00 pm; 2:00 pm - 5:00 pm TBC

Fee

Course Fee
  • Course Fee : HK$3800

Apply

Online Application Apply Now

Application Form Download Application Form

Enrolment Method
Payment Method
1. Cash, EPS, WeChat Pay Or Alipay

Course fees can be paid by cash, EPS, WeChat Pay or Alipay at any HKU SPACE Enrolment Centres.

2. Cheque Or Bank draft

Course fees can also be paid by crossed cheque or bank draft made payable to “HKU SPACE”. Please specify the programme title(s) for application and applicant’s name. You may either:

  • bring the completed form(s), together with the appropriate course or application fees in the form of a cheque, and any required supporting documents to any of the HKU SPACE enrolment centres;
  • or mail the above documents to any of the HKU SPACE Enrolment Centres, specifying “Course Application” on the envelope. HKU SPACE will not be responsible for any loss of personal information and payment sent by mail.
3. VISA/Mastercard

Applicants may also pay the course fee by VISA or Mastercard, including the “HKU SPACE Mastercard”, at any HKU SPACE enrolment centres. Holders of the HKU SPACE Mastercard can enjoy a 10-month interest-free instalment period for courses with a tuition fee worth a minimum of HK$2,000; however, the course applicant must also be the cardholder himself/herself. For enquiries, please contact our staff at any enrolment centres.

4. Online Payment

Online application / enrolment is offered for most open admission courses (enrolled on first come, first served basis) and selected award-bearing programmes. Application fees and course fees of these programmes/courses can be settled by using "PPS by Internet" (not available via mobile phones), VISA or Mastercard. In addition to the aforesaid online payment channels, new and continuing students of award-bearing programmes with available online service, they may also pay their course fees by Online WeChat Pay, Online Alipay or Faster Payment System (FPS). Please refer to Enrolment Methods - Online Enrolment  for details.

Notes

  • If the programme/course is starting within five working days, application by post is not recommended to avoid any delays. Applicants are advised to enrol in person at HKU SPACE Enrolment Centres and avoid making cheque payment under this circumstance.

  • Fees paid are not refundable except under very exceptional circumstances (e.g. course cancellation due to insufficient enrolment), subject to the School’s discretion. In exceptional cases where a refund is approved, fees paid by cash, EPS, WeChat Pay, Alipay, cheque, FPS or PPS by Internet will be reimbursed by a cheque, and fees paid by credit card will be reimbursed to the credit card account used for payment. 

  • In addition to the published fees, there may be additional costs associated with individual programmes. Please refer to the relevant course brochures or direct any enquiries to the relevant programme team for details.
  • Fees and places on courses cannot be transferrable from one applicant to another. Once accepted onto a course, the student may not change to another course without approval from HKU SPACE. A processing fee of HK$120 will be levied on each approved transfer.
  • HKU SPACE will not be responsible for any loss of payment, receipt, or personal information sent by mail.
  • For payment certification, please submit a completed form, a sufficiently stamped and self-addressed envelope, and a crossed cheque for HK$30 per copy made payable to “HKU SPACE” to any of our enrolment centres.