Accounting & Finance Financial Services and Insurance

The programme will primarily appeal to financial services executives who wish to equip themselves with latest knowledge in marine insurance for their professional advancement. The secondary target market includes business executives or new graduates who aim to take up opportunities in insurance sector with a focus of marine insurance.
 

The programme aims to prepare students to sit for the Chartered Financial Analyst (CFA) Level III examination. It will provide students with the advanced knowledge to evaluate various asset classes in investment portfolios and perform asset allocation in synthesized cases. It also enables students to perform wealth planning and portfolio management holistically.

本課程爲有興趣學習金融業普通話人士開設。

宗旨
    隨着中國經濟改革開放，香港和內地在各行各業的合作相應增加。金融貿易必然日益頻繁，一口流利的普通話，成了金融業從業員的必要技能之一。本課程介紹銀行、證券、地產及保險等行業中的金融通用語，通過會話訓練加強學員的競爭能力。
 

The programme aims to prepare students to sit for the Chartered Financial Analyst (CFA) Level II examination. It will provide students with the knowledge in economic and corporate financial analysis, the valuation techniques of investment assets and issues of portfolio management.

The programme aims to equip students with professional knowledge and skills to manage insurance contracts and assess possible risks and threats under an increasingly stringent regulatory environment in the insurance industry.

This programme prepares students for the CFP^® Certification Examination (Foundation Level) and CFP^® Certification Examination (Advanced Level Paper 1 and Advanced Level Paper 2) organized by the Institute of Financial Planners of Hong Kong. In addition, the programme also enables students to enter Year 3 of Edinburgh Napier University’s Bachelor of Arts (with Honours) in Financial Services degree programme. Besides, degree holders can further their studies in finance postgraduate programmes (e.g., Postgraduate Diploma in Investment Management, Postgraduate Diploma in Investment Management and Financial Intelligence,  Postgraduate Diploma in Finance and Data Analytics, and Postgraduate Diploma in FinTech and Legal Regulations).

本課程包括兩個不同主題的工作坊，每一個工作坊為3小時，兩個工作坊提供總學習時數為6小時。旨在向學員介紹有關財務策劃的安排及其中所涉及的法律和條例。在課程中，講者將分享有關財務策劃中常見的法律知識及實務案例，以幫學員實現更好的財務計劃。

Competition of service providers in financial services has never been more brutal. Executives of financial service providers feel increasingly commoditised as clients view themselves and their competitors as much the same. Their win rate in bidding request for proposals (RFP) may be on the decrease. One of the best ways to win RFP is to make sure they understand how and why their clients determine one competitor over another and how outstanding providers align and win the RPF without competing on fees only. How to accelerate the message of service providers with difference, preference and proof is important in winning RFP in financial services.
 

本課程包括三個不同主題的工作坊，每一個工作坊為6小時，三個工作坊提供總學習時數為18小時。旨在向學員介紹有關財務策劃的安排及其中所涉及的法律和條例。在課程中，講者將分享有關財務策劃中常見的法律知識及實務案例，以幫學員實現更好的財務計劃。
 

本課程包括三個不同主題的工作坊，每一個工作坊為6小時，三個工作坊提供總學習時數為18小時。旨在向學員介紹有關財務策劃的安排及其中所涉及的法律和條例。在課程中，講者將分享有關財務策劃中常見的法律知識及實務案例，以幫學員實現更好的財務計劃。