AFP 資格認證試題研習班 - 香港大學專業進修學院: Investment Management課程
通告
新型冠狀病毒影響下的課堂安排

在新型冠狀病毒疫情不穩定的狀態下,未來數月可能持續影響我們的課堂安排。學院一向以學員的健康及個人安全為首要考慮,為確保學生的學習進度不受影響,學院有可能需要按有關指引將面授課堂改為網上授課。如出現此等情況,課程組別同事將會儘快聯絡學員有關安排的詳情。如欲了解更多新型冠狀病毒影響下課堂安排之詳情,請參閱學院網頁之 特別通告

關閉特別通告
Main content start

Accounting & Finance Investment Management

AFP Certification Refresher Course
AFP 資格認證試題研習班

Course Code
FINA9293
Application Code
1960-1282NW
Study mode
Part-time
Start Date
04 Dec 2021 (Sat)
Next intake(s)
3-2022
Duration
10 hours
Language
以粵語為主
Course Fee
Regular fee: HK$2,500
Apply Now
Deadline on 22 Nov 2021 (Mon)
Enquiries
2867 8468
2861 0278
12月課程現正招生,歡迎報名。針對 "Challenge Status" 和重考學員,用兩天時間精讀、做模擬試題及討論考試技巧。

This 10-hours’ short course will help the students go through different type of questions step-by-step and the relevant tricks required to tackle these questions.  Students are assumed to have the knowledge required for the AFP syllabus.
 

The course will cover questions following AFP syllabus:

  1. Financial Management
  2. Personal Financial Planning
  3. Retirement Planning
  4. Investment Planning
  5. Insurance Planning
  6. Ethical and Regulatory Requirements for Financial Planners
  7. Management of a Financial Planning Practice

http://www.ifphk.org/pdf/CFP/SyllabusEng.pdf

Remark: Please bring along IFPHK Supplementary Notes (English and Chinese versions) and calculator with you during the Refresher Course.

Teacher:

Mr. Richard Ng is an experienced financial planner, who possessed three master degrees including an MBA degree in Finance. He has been working in personal financial services for many years, and has abundant experience in insurance and wealth management. He belongs to one of the pioneering groups to sit for the Hong Kong CFP® examinations and to have successfully acquired the CFP® certification. He is passionate about financial education and training, and currently teaching finance-related courses in different universities. Before he has been a part-time trainer for PEAK of VTC, and conducted in-house training in Financial Planning in different major banks such as Fortis Bank, Fubon Bank, ICBC Bank, and Wing Hang Bank. Besides, he has been the radio speaker for a programme in Commercial Radio on different financial topics including Insurance, Personal Finance, and Investment.

Application Code 1960-1282NW Apply Online Now
Start Date 04 Dec 2021 (Sat)
Apply Online Now

Days / Time
  • Sat - Sun, 1:00pm - 6:00pm
Duration
  • 10 hours

2021 Dec intake [M29048]

Lecture

Date

Time

1

4 Dec 2021 (Sat)

13:00-18:00

2

5 Dec 2021 (Sun)

13:00-18:00

Course Fee
  • Regular fee: HK$2,500

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 the 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 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 (course 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, continuing students of award-bearing programmes, if their programmes offer online service, may also pay their course fees by Online WeChat Pay, Online Alipay and 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 Enrolement Centres and avoid making cheque payment under this circustance.
  • 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 or PPS (for online payment only) will normally be reimbursed by a cheque, and fees paid by credit card will normally be reimbursed to the payment cardholder's credit card account.
  • 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.
  • Receipts will be issued for fees paid but HKU SPACE will not be repsonsible for any loss of receipt 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. 
More Programmes of
Investment Management
Relevant Programmes
Advanced Diploma in Financial Planning