| Medium of Instruction:
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Chinese/ English
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| Pre-requisites:
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Form 6 graduates or equivalent (A copy of the academic certificate should be submitted or uploaded upon application)
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| Course Fee:
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Macao Resident:
Non-Macao Resident:
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| Certificate:
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Students who have obtained a passing grade of the course and attended no less than 70% of the class sessions will be issued a course certificate by UTM. The passing grade of the course is 50.
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| Course Code | Sub Code | Course Start Date | Course End Date | Class Schedule |
| BS098 | 2301 | 2023/06/06 | 2023/10/17 | View |
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| Objective:
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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
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| Outline:
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• Financial management
- Functions of financial management
- Financial statements analysis
- Time value of money
- Valuation principle
- Discounted cash flow analysis
- Education funding
- Financing asset acquisitions
• Personal financial planning
- Introduction to personal financial planning
- Financial planning process
- The financial planning industry and profession
- Overview of financial planning components
- Advisory essentials of financial planning
• Retirement planning
- Classification of retirements plans
- Mandatory provident fund schemes
- Challenges and risks in retirement planning
- Cash flow management
- Retirement planning recommendations
• Investment planning
- Financial system and markets
- Asset classes and financial instruments
- Macroeconomic analysis
- Interest rates
- Investment planning
- Bond basics
- Stock valuation and security analysis
- Options and warrants
- Pooled investments
- Foreign exchange
- Investment return and risk
• Insurance planning
- Risk and insurance
- Legal aspects of insurance
- The insurance industry
- Managing personal risks
- Life insurance products
- Annuities
- Health risk protection
- Income risk protection
- Other insurance
• Ethical and regulatory requirements for financial planners
- Ethics and professional responsibilities
- Regulatory framework of financial industry
- Regulatory framework of insurance industry
- Regulatory framework of MPF system in Hong Kong
- Other relevant legislation
• Management of financial planning practice
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| Teacher:
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Joanne Hun, Jeff Leong and industry professionals
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