Certificate in Wealth Planning

Certificate in Wealth Planning is recognized under the QF
and is available under the Qualifications Register webpage
QF Level: 3
QR Registration No.: 19/000640/L3
QR Registration Validity Period: 01/06/2019 - 31/08/2023
CEF Course code: 33C110458

Key area of study

BUSINESS AND MANAGEMENT

Delivery Mode

30 hours

Course Duration

2-3 months

Course Outline

1) 財富策劃程序
2) 風險管理策劃
3) 投資策劃
4) 退休策劃
5) 傳承策劃

Assessment

A) ASSESSMENT ITEMS AND THEIR WEIGHTINGS 1) 個案研習(50%)； 2) 期末筆試(50%)
B) COMPLETION REQUIREMENTS 1) 總出席率須達課程70%或以上；及 2) 須於課程的各項評核考獲及格分數（60%或以上）
C) CEF REIMBURSEMENT REQUIREMENTS 1) SAME AS COMPLETION REQUIREMENTS

Entry Requirements

1) 完成中五（舊學制）或完成中六（新學制）或同等學歷程度及通過入學試；或
2) 完成中五（舊學制）或完成中六（新學制）或同等學歷程度及一年金融服務業工作經驗；或
3) 年滿 21 歲及具三年或以上工作經驗及通過入學試