Helping you reach your professional goals.
Professional Financial Planning Program
It is for people with keen interest in becoming a professional financial planner. The focus will be aiming to improve individuals’ financial planning techniques, management and professional financial knowledge.
Mentors guide your learning process and help you shape your success path. Our ongoing learning expands your capabilities and broadens your opportunities, helping you grow your business faster than you would otherwise. You will be energized by the Money Concepts meetings, training sessions and congresses with like-minded professionals.
Two courses are offered under this program: Professional Financial Planning Certificate and Professional Financial Planning Diploma.
The Wealth Management Program has been using an active learning system to educate student. Classes are designed to enhance students’ financial knowledge and understanding risk involving investments. Also the understanding of “how to create a complete financial plan to reach my goals, be truly financially autonomous “.
Two courses are offered under this program: CEO Wealth Management Certificate and CEO Wealth Management Diploma.
financial planning
protection plan
evaluation of risks
investment strategies
The Family Office Wealth Management Program is designed for members of high net worth families (i.e. members of families with total investable asset of HKD150 million). The course focuses on enhancing students’ skills on managing family wealth in order to meet their long-term financial goals.
The curriculum of the course covers the keys to wealth preservation, growth, and succession. Students will also understand the psychology and background of money within the family and the strategies for avoiding common mistakes that families make. Therefore, the students will be able to find out the best practice in the management of family wealth and business.
The Professional Family Office Consultant Program is designed for wealth managers and individuals with interest in working as a family office management consultant.
The course focuses on developing students’ profession in managing family office and preserving family wealth. It aims at enhancing students’ ability in financial management, making investment decision, and it develops students into excellent family office consultants.
Our courses
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Professional Financial Planning Program
CEO Wealth Management Program
Family Office Wealth Management Program
Professional Family Office Consultant Program
English 
Chinese