Financial Consultant 要有那幾個 牌 (licence) 呀?

To be a Financial Consultant ans Financial Planner, you may need a SFC No. 4 Licence (which you need to get pass on Paper 1, 7and 8). It is not a must, but it will be better for you to have it. Because you might give people advise on investment.

1, There are plenty of books you can get it from the book stores. Or you can get them in Hong Kong Securities Institude in: Room 2403-08, 24th Floor, Wing On Centre
111 Connaught Road Central Hong Kong

2, You can join a course in HKSI or some other institution, otherwise you may self study to take the eaxm.

3, http://www.hksi.org/big5/home.html, this is the web-site for HKSI.

Normally they will held the exams at the last Saturday every month.

Good luck!

Financial Consultants / Financial Planner太廣泛啦，你去以下條Link睇下究竟你要個牌嚟做咩先。http://www.sfc.hk/sfcRegulatoryHandbook/TC/displayFileServlet?docno=H248

一般來說有4個~
1. 人壽保險牌
2. 一般保險牌
3. 投資相連產品牌
4. MPF牌
很多保險公司都有開course，職業訓練局(ive)都有~我沒見過方間有好的書，如有興趣可找一些任職保險或銀行的朋友介紹一下喇~