想讀CFP..請幫忙

HKU SPACE
用中文定英文考..?? you can use english or chinese to exam.
















FN 60-104-00 (72)
Advanced Professional Diploma in Financial Planning
財務策劃高級專業文憑



Enquiry 查詢: 2867 8467 / 483
Fax 傳真: 2858 4750
Email 電郵: [email protected]

Course Start Date 開課日期: 02 Jan 2008




圖片參考：http://hkuspace.hku.hk/image/web_course/grayline.gif









:: INTRODUCTION
The programme prepares students for both the Certified Financial PlannerCM certification examination and also for entry to Bachelor or Master degree programmes in Finance. The programme includes business courses designed by HKU SPACE and CFPCM courses designed by the Institute of Financial Planners of Hong Kong Limited (IFPHK). HKU SPACE is a registered provider of IFPHK's education programme.
Besides meeting the educational requirements of IFPHK for sitting the CFPCM certification examination, this programme prepares students for further studies at Bachelor's and Master's levels in Finance.
:: PROGRAMME STRUCTURE






Content

Business Courses
CFP Courses



Principles of Accounting
Economics
Law
Basic Finance
Management Information Systems
Organisation and Management
Marketing of Financial Services


Foundation of Financial Planning (CFP Module 1)
Insurance (CFP Module 2)
Investments (CFP Module 3)
Taxation & Tax Planning (CFP Module 4)
Employee Benefits and Estate Planning (CFP Module 5)
Advanced Financial Planning (CFP Module 6)


Exit Point - Professional Diploma in Financial Planning
For students who aim to complete the 6 CFPCM modules only.



Foundation of Financial Planning (CFP Module 1)
Investments (CFP Module 3)

Employee Benefits and Estate Planning (CFP Module 5)


Insurance (CFP Module 2)
Taxation & Tax Planning (CFP Module 4)
Advanced Financial Planning (CFP Module 6)Exemptions from the 7 business courses and 6 CFP courses may be granted to those who have completed equivalent courses at recognised post-secondary institutions or professional examinations. Students can be exempted from no more than 8 courses. For the Advanced Professional Diploma, the maximum number of exemptions are 8 courses.


CFPCM, CERTIFIED FINANCIAL PLANNERCM and
圖片參考：http://hkuspace.hku.hk/image/cfp.jpg
are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd (FPSB). The institute of Financial Planners of Hong Kong is the marks licensing authority for the CFP marks in Hong Kong and Macau, through agreement with the FPSB.






CEF Course Code
23F00081-3




Entry Requirements
Applicants should

either, be 21 and have 3 years of relevant working experience;
or, have 5 HKCEE passes.


Day(s) / Time
One weekday evening or weekend per week


Duration
Business courses: 36 hours.
CFP courses: 39 hours.


Fee(s)


Course Fee: Business courses: $3,400 to $3,980.
CFP courses: $4,200


Closing Date for Application
15 August for the September semester, 15 April for the May semester, 15 December for the January semester