會計及金融 金融服務和保險

本課程旨在全面提升學員於保險及理財領域的專業知識與實務能力，內容涵蓋營商環境、退休策劃、誠信操守、投資會計、醫療保險、資產傳承、強積金及專業建議書等多元範疇。課程結合理論與實務，學員將掌握行業最新趨勢、合規要求及市場機遇，並透過增強分析、規劃及溝通能力，為未來從業發展及專業認證奠定堅實基礎。
 

         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。

Sharpen your knowledge in accounting and finance, as well as in the associated fields of financial reporting, auditing and assurance. You will establish a solid foundation for an analytical position in related industries. 

This programme offers students with knowledge of the major areas of banking and finance, financial management and risk analysis. It provides a solid finance, economics and accounting background for analytical positions in banking and finance industries.

This one-year programme aims to provide you with a through knowledge and understanding of both the philosophy and functions of accounting. Recognised by professional organisations including ACCA and HKICPA, this programme introduces you to practical skills relating directly to the subject and a range of transferable skills that will become assets in accounting or other business organisations.