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Professional Financial Planning Program

Original price was: $20,000.00.Current price is: $15,000.00.

Course Outline:
Month 1 Fundamentals and technical and strategic principles of financial planning
Month 2 Legislation and Taxation System
Month 3 Financial Planning Service Provider
Month 4 Risk Management, Insurance Regulations, General Insurance and Long-Term Insurance
Month 5 Financial Markets and Financial Investment Instruments
Month 6 Bond Investment, Securities Investment and Collective Investment Scheme
Month 7 Derivatives, Real Estate Investment & Portfolio Management
Month 8 Code of Professional Conduct and Legal Responsibilities for Financial Planning
Month 9 Financial planning plan, implementation outline and required documents
Month 10 Field Trip
Month 11 Practical Practice (Role Play)
Month 12 exams

Category:

Description

This course is aimed at those who are interested in financial planning and are interested in becoming financial advisors, and is committed to nurturing and enhancing the professional development of students Ability to plan and communicate skills to become a qualified financial advisor. The objectives of this course - to help you become a successful one: a. [Portfolio Manager/Consultant] Gain a comprehensive understanding of portfolio formation, operation and investment management expertise, and be proficient in relevant domestic and foreign investments With top practices and experience in the industry, we will gradually establish and cultivate new investment ideas and expand a broader investment horizon. b. [Fund Investment and Manager/Consultant] Greatly improve the level of investors' professional knowledge of investment, and enhance the appreciation of investment institutions and investment managers Don't be able to. c. [Third-party personnel] As lawyers, accountants, appraisers and other professionals, grasp the latest laws and regulations, understand industry trends, and quickly improve High level of expertise of third-party personnel.

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