Practices & Updates in Financial Planning

Contents

Want to know the latest on current practices and new product trends? Stay abreast with the latest changes and updates are crucial to your financial planning success with IFPHK's new Certificate program – Practices & Updates in Financial Planning.

Objectives
The program is tailored for financial planners to:

• Keep updated on the latest regulations for the financial planning industry
• Enhance knowledge on new products and practice trends
• Understand the theory of portfolio management
• Gain practical tips in practice management

Recognition

• All modules in this program are accredited by HKCAA
• Individuals who successfully complete each module will attain IA-CPD credits.

Program outline
Module 7: Practices in Retirement Planning II

• Use of Annuity in retirement planning
• Quantitative analysis of retirement needs

Case Studies

Speaker(s)

Ivan Ng

Language    Cantonese

CE Hour(s)   2.0

Date     30 November, 2006

Time     18:30 - 20:30

Venue   IFPHK Office, Wanchai

Fee        HK$200 (Member Price)

            HK$400 (Non-member Price)