Currently, we are dealing with a major transformation of a century of opportunity, with global military strategists, politics, and the economy responding to national competition for land resources. The country has formulated the Greater Bay Area (nine Guangdong provinces and cities + two special zones) to promote financial wealth management and investment orders (the hottest international financing and wealth management global asset allocation)

Mentors and teaching assistants with extensive industry experience share personal experiences with students, learn traditional knowledge and skills, and strengthen and pass on them through advanced practice. This helps build close relationships and trust between mentors and alumni, forming an industry community. The student community provides ongoing support, communication, and collaboration opportunities, helping the mentorship system build interpersonal networks and professional support.

• This course will analyze the characteristics and needs of individuals and companies in financial management in an accessible and accessible way
• This enables students not only to become professional financial planners but also to provide objective financial advice to clients at any time
• This enables clients to tailor the best investment portfolio to their different financial needs
• Additionally, besides addressing the regulatory environment and tax details of Hong Kong’s financial business, this course emphasizes ethical issues for financial practitioners.

• Financial management thoughts: investment, insurance, retirement,
• Taxation, trusts, geographic laws, identity planning
• All of these are considerations for family offices.

After completing this course, participants can:

• Gain knowledge of investment and wealth management
• Cultivating aspiring individuals to become professionals in financial planning
• Enhance participants’ financial management and abilities

• Individuals interested in learning investment finance
• Professionals engaged in banking, securities, insurance, and financial management
• Individuals interested in developing business in the Greater Bay Area

• Unit 1: Basic Concepts, Financial Goals…
• Module 2: Investment, Insurance….
• Unit 3: PV, IP investment return calculations…
• Unit 4: Comprehensive/Global Finance….
• Unit 5: Wills, Trusts…
• Unit 6: Family Office, Non-Financial Arrangements…

• 21 During in-person classes
• 12 self-study periods
• 1-hour practical exam
• 1-hour written test assessment

• Employees with secondary school education and those working in related industries
• Class hours: 30 hours, including assessment: 1 hour

• Cantonese (with English technical terms)
• Chinese textbook

Bank broker Tony Yau
Everything I learn is self-imposed. Completing the course has given me three benefits: first, I have international credentials; second, I update my knowledge; third, I can share experiences with other students, learning from each other and gaining valuable insights.

Salesperson Robert Yip
Learning Financial Planner not only enhanced my knowledge and qualifications but also expanded my social circle. Previously, I mostly interacted with people related to banking, but through training, I met people from investment management, finance, securities, insurance, funds, and other fields. I have friends everywhere and can just call if I have any issues.

Financial advisor Edward Chen
Financial planners have cultivated a strong sense of client awareness. As a financial planner, I translate investors’ life goals into financial goals, help fill gaps, select comprehensive products, and implement ideals step by step.

Accountant Stanley Wong
The greatest benefit of the training was that I understood what a financial advisor is, how to meet their standards, and how to truly provide fair and honest services to investors.

Insurance agent Samantha Law
A truly comprehensive, and outstanding financial advisor must choose the most suitable products for each investor based on their personality and characteristics among a dazzling array of financial products, making their investments more stable and yielding more substantial returns.
Certification assessment

Trainees must pass the internal exams and achieve an attendance rate of over 80% to be awarded a certificate of study and may be recommended for admission

• CFC U.S. Financial Advisor
• Certified Financial Advisor

The main business of the Talent Evaluation Technology Center (ITCC) includes: organizing talent evaluation, talent exchange, talent training, entrepreneurship guidance, and other services; Providing personnel file management services for labor skill personnel. The professional skill certificates issued by the ITCC are valid nationwide and are filed with the National Administration for Industry and Commerce, Patents, Trademarks, and Copyrights.

It is a global membership awarded and recognized by the Registered Financial Consultants (Insitute of Financial Consultants); with over 8,000 members accumulating to this position. CFC is an internationally recognized professional financial qualification, with member specialties including accounting, insurance, law, banking, fund management, taxation, real estate, and more.

The Registered Professionals & Tutors Union was gazetted on August 12, 2009. It is a registered union (TU/1201) registered under the Labour Department Staff Registration Bureau and is a non-profit organization. The Registered Professionals & Tutors Union is a mixed union established under the Labour Department staff registration, suitable for both workers and self-care individuals to participate simultaneously. Anyone who joins the Registered Professionals and Tutors Union enjoys free registration on the Professional Register 24/7 for public inquiry.