Upon completion of the course, students should be able to
• make use of essential knowledge and skills to perform financial planning services for clients
• qualify to sit for the CFP® Certification Examination (Foundation Level)
• proceed to the advanced level of CFP® certification education program
Upon completion of the course, students will be able to
• design questionnaires
• analyse and interpret data with SPSS
• apply the writing styles of a research report
Upon completion of the course, students will be able to
• identify and describe factors affecting the price of bond
• explain the risks of fund investment
Upon completion of the course, students will be able to
• explain the importance of marketing campaign to business success
• expound the key elements of marketing campaign planning
• identify different types of marketing campaign
• list the management tools for evaluating marketing campaigns
Upon completion of the course, students will be able to
• explain the essential components for customer retention
• develop effective customer relationship management strategies based on the behaviour and preferences of customers
• integrate and analyse customer data with CRM system
• solve issues related to customer management with functional modules of CRM system
Upon completion of the course, students will be able to
• describe the functions of public relations to business success
• explain the professional terminologies related to public relations
• identify the procedures and concerns of developing a corporate branding plan
• describe the format and elements of writing public relations related documents
Upon completion of the course, students will be able to
• identify the elements of implementing international marketing campaign
• explain the characteristics and concerns of carrying out global marketing
• design marketing strategies for diverse communities
Upon completion of the course, students will be able to:
• conduct market analysis with SWOT and STEEPLE
• explain technical terms related to marketing and their applications
• identify the essential components of the marketing mix and their characteristics
• explain the difference between contemporary marketing and traditional marketing
• identity the steps in developing a marketing plan
Upon completion of the course, students will be able to:
• identity the preparation procedures and elements for effective communication
• describe the common oral communication styles for marketing
• describe the common writing formats for marketing
Upon completion of the course, students will be able to
• describe the four basic financial statements and how they relate to one another
• record, classify and summarise economic transactions
• identify means of interpreting accounting information
Upon completion of the course, students will be able to
• define assets, liabilities and equity
• record and classify transactions
• identity the steps of the accounting cycle
Upon completion of the course, students will be able to
• identify the main types of analysis used to evaluate profitability and liquidity
• explain fundamental tradeoff between risk and return
• identify the basic tools of capital budgeting