Refresher Programs

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					                  Refresher Programs



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                                                      複習課程
Designed for practitioners who have not attained CFPCM Certification or
              who are studying for the CFPCM Certification Examination
                         專為尚未獲得 CFPCM 認可財務策劃師認證資格或
                             正為 CFPCM 認證考試作準備的人士而設
                                                           Refresher Programs ︱複習課程




                                                           Refresher Programs
                                                                複習課程
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Introduction                                                                          課程簡介
IFPHK Refresher Programs reinforce and improve                                        此課程旨讓學員強化及增進於投資、稅
participants' current knowledge on investment, tax,                                   務、保險及退休策劃的知識。 課程專為尚
insurance and retirement planning from well-known experts.                            未獲得認可財務策劃師認證資格或正為
Designed for practitioners who have not attained CFP CM                               CFPCM 認證考試作準備的人士而設, 課程
Certification or who are studying for the CFPCM Certification                         將透過個案分析及練習,讓學員更深入了
Examination, the sessions will use case studies and                                   解財務策劃的實務知識。
practical exercises to present useful knowledge and tips
about investment and tax planning.

Level: Intermediate                                                                   程度:中級

Contents                                                                              課程內容

Topic A: Time Value of Money (3 hours)                                                專題甲:金錢的時間價值 (3 小時)
• Overview of basic TVM applications and use of the                                   • 金錢時間價值的基本概念及財務計算機
  financial calculator (FC 100V or BAII)                                                的使用(FC 100V or BAII)
• Real-life applications                                                              • 實際應用
• Calculating and analyzing education and retirement                                  • 運用兩個階段的方法,分析及計算教育
  planning issues with a two-phase approach (Spending                                   基金及退休所需金額(消費及儲蓄階段)
  and Saving Phases)

IFPHK CE Credits/SFC CPT/ MPFA non-core CPD hours: 3                                  香港財務策劃師學會持續進修學分/證監持
                                                                                      續進修時數/強積金局(非核心)持續進修時
                                                                                      數: 3

Topic B: Investment Planning (6 hours)                                                專題乙:投資策劃 (6 小時)
Session 1: Overview of Investment Vehicles (3 hours)                                  第一節:投資工具概覽 (3 小時)
• Investment vehicles                                                                 • 投資工具簡介
• Types and measures of investment returns and risks                                  • 投資回報及風險
• Analysis and valuation of fixed-income investments                                  • 定息投資的分析及估值
• Analysis and valuation of equity investments                                        • 證券投資的分析及估值
Session 2: Investment Theory and Strategies (3 hours)                                 第二節:投資理論及策略 (3 小時)
• The Capital Asset Pricing Model                                                     • 資本資產定價模型
• Futures and option valuation                                                        • 期貨及期權的估值
• Portfolio performance measurement and evaluation                                    • 投資組合表現的衡量和評價
• International finance and foreign exchange                                          • 國際金融及外匯

IFPHK CE Credits/SFC CPT/ MPFA non-core CPD hours: 6                                  香港財務策劃師學會持續進修學分/證監持
                                                                                      續進修時數/強積金局(非核心)持續進修時
                                                                                      數: 6




Professional Development Programs for Financial Planners                                           財務策劃師專業發展培訓課程
                                                           Refresher Programs ︱複習課程




                                                           Refresher Programs
                                                                複習課程
                                                                     ▼
Topic C: Tax Planning (9 hours)                                                       專題丙:稅務策劃 (9 小時)
Session 1: Tax Computations in Practice (3 hours)                                     第一節:稅務計算 (3 小時)
• Overview of the Hong Kong tax system                                                • 香港稅制概覽
• Cases and concepts for personal taxes computations                                  • 個人稅務計算的概念及個案研習
Session 2: Tax Planning Strategies (3 hours)                                          第二節:稅務策劃策略 (3 小時)
• Personal assessment - cases discussions                                             • 個人入息課稅—個案討論
• Theories & practice of tax planning                                                 • 稅務策劃的理論及應用
Session 3: Advanced Concepts in Tax Planning (3 hours)                                第三節:進階稅務策劃 (3 小時)
• Depreciation allowances - theories and calculations                                 • 折舊免稅額—理論及計算練習

IFPHK CE Credits/SFC CPT/ MPFA non-core CPD hours: 9                                  香港財務策劃師學會持續進修學分/證監持
                                                                                      續進修時數/強積金局(非核心)持續進修時
                                                                                      數: 9

Topic D: Insurance and Retirement Planning (6 hours)                                  專題丁:保險及退休策劃 (6 小時)
Session 1: Insurance Policies and Strategies (3 hours)                                第一節:保單及策略 (3 小時)
• Identification of life, health, homeowners, auto and other                          • 識別客戶所面對的生命、健康、家居、
  property and liability risk exposures                                                 汽車以及其他財產和責任的風險
• Property and liability policy analysis                                              • 財產和責任保險的保單分析
• Policy analysis                                                                     • 保單分析
• Life insurance policy analysis                                                      • 人壽保險保單分析
• Annuity policy analysis                                                             • 年金保單分析
• Health insurance policy analysis                                                    • 健康保險保單分析
Session 2: Retirement Plans and Strategies (3 hours)                                  第二節:退休計劃及策略 (3 小時)
• Types of retirement plans                                                           • 退休計劃種類
• Qualified plan characteristics                                                      • 合資格退休計劃的特質
• Distributions and distributions options                                             • 退休福利的發放和分配選擇
• Retirement needs analysis                                                           • 退休所需分析
• Recommendation of the most appropriate type of                                      • 為客戶提供最合適的退休計劃建議
  retirement plan
• Suitability of an investment portfolio for a qualified plan                         • 一個投資組合對於合資格退休計劃的合
  situation                                                                             適程度

IFPHK CE Credits/SFC CPT/ MPFA non-core CPD hours: 6                                  香港財務策劃師學會持續進修學分/證監持
                                                                                      續進修時數/強積金局(非核心)持續進修時
                                                                                      數: 6




Professional Development Programs for Financial Planners                                           財務策劃師專業發展培訓課程