Transcript
  • Institute of Financial Planners of Hong Kong 香港財務策劃師學會香港財務策劃師學會香港財務策劃師學會香港財務策劃師學會 香港灣仔告士打道 56 號東亞銀行港灣中心 2601 室

    Unit 2601, 26/F, Bank of East Asia Harbour View Centre 56 Gloucester Road, Wanchai, Hong Kong

    Tel 電話: 2982 7888 Fax 傳真: 2982 7777 Website 網址: www.ifphk.org

    財務策劃複習課程財務策劃複習課程財務策劃複習課程財務策劃複習課程 IFPHK Refresher Program

    Designed for practitioners who are studying for the CFPCM Certification Examination or who have not completed CFPCM

    Certification Education Program, IFPHK Refresher Program aims at using case studies and practical exercises to

    reinforce and improve participants’ current knowledge on investment, tax, insurance and retirement planning from

    well-known experts.

    This year, IFPHK will launch a new topic “Topic E: Integrated and Comprehensive Financial Planning Cases Analysis”, which targets to review the concepts of total personal financial planning and provides an overview of the major areas of personal financial planning following case studies. Through case analysis, participants would know how to conduct comprehensive financial planning for individuals.

    此課程專為正準備 CFPCM 認證考試或尚未獲得認可財務策劃師認證資格的人士而設。講者將透過個案分析及練習,讓學員可強化及增進於投資、稅務、保險及退休策劃的知識。 今年,香港財務策劃師學會新增一個新課程,名為「專題戊: 綜合財務策劃個案分析複習」。此課程目的讓學員回顧個人財務策劃的整體概念,並且透過個案分析溫習個人財務策劃的主要範疇。完成課程後,學員將可進一步掌握如何訂立綜合的個人財務策劃。

    Course Date 課程日期課程日期課程日期課程日期 Course Title and code 課程名稱及編號課程名稱及編號課程名稱及編號課程名稱及編號 Duration 時間時間時間時間 (hours小時) Fee 費用費用費用費用 Member* / Non-Member 會員 / 非會員 IFPHK SFC MPFA Non- Core

    31 May (Mon)

    5 月 31 日 (一) Time Value of Money 金錢的時間價值 RC01

    3.0 HK$330 / HK$660 3.0 3.0 3.0

    01 & 03 Jun (Tue, Thu)

    6 月 1 及 3 日 (二、四) Investment Planning 投資策劃 RC95

    6.0 HK$660 / HK$1320 6.0 6.0 6.0

    04 Jun (Fri)

    6 月 4 日 (五) Insurance Planning 保險策劃 RC03

    3.0 HK$330 / HK$660 3.0 3.0 3.0

    08, 10 & 15 Jun (Tue, Thu)

    6 月 8、10 及 15 日 (二、四) Tax Planning 稅務策劃 RC97

    9.0 HK$990 / HK$660 9.0 9.0 9.0

    11 Jun (Fri)

    6 月 11 日 (五) Employee Benefits and Retirement Planning 僱員福利及退休策劃 RC04

    3.0 HK$330 / HK$660 3.0 3.0 3.0

    18 Jun (Fri)

    6 月 18 日 (五) Integrated and Comprehensive Financial Planning Cases Analysis 綜合財務策劃個案分析複習 RC02

    3.0 HK$330 / HK$660 3.0 3.0 3.0

    Remark 備註: 1. CFP certification exam candidates in Jun 2010 are eligible for member price. 於 2010 年 6 月份之 CFP 資格認證考試考生可享會員價報讀。 2. Medium of Instruction 教授語言

    Courses are conducted in Cantonese and supplemented with English terminology. Notes will be in English. 課程將以粵語教授並附以英語專用名詞。講義内容為英語。 3. Enrolment ends 7 days before the course date. 截止報名日期定於課程舉行日前之 7 天。

    CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). The Institute of Financial Planners of Hong Kong is the marks licensing authority for the CFP marks in Hong Kong and Macau, through agreement with FPSB.

    CFPCM, CERTIFIED FINANCIAL PLANNERCM 和 等認證標誌,於美國以外地區由財務策劃標準制定局(FPSB)全權擁有。根據與財務策劃標準制定局(FPSB)簽訂的協議,香港財務策劃師學會是唯一在香港及澳門頒授 CFP 認證標誌的認可機構。P. 1/7 version: 20100409

  • Time Value of Money 金錢的時間價值金錢的時間價值金錢的時間價值金錢的時間價值 [Course Code 課程編號課程編號課程編號課程編號:RC01] Content 內容內容內容內容 � Overview of basic TVM applications and use of the financial calculator (FC 100V or

    BAII) � Real-life applications

    � Calculating and analyzing education and retirement planning issues with a two-phase approach (Spending and Saving Phases)

    � 金錢時間價值的基本概念及財務計算機的使用(FC 100V or BAII) � 實際應用 � 運用兩個階段的方法,分析及計算教育基金及退休所需金額(消費及儲蓄階段)

    Date 日期日期日期日期 31 May 2010 (Mon) 2010年 5月 31日 (一)

    Time 時間時間時間時間 6:30 PM - 9:30 PM (3.0 hours 小時)

    Speaker 講者講者講者講者 Joseph Chan, Ph.D (Finance), MBA Joseph Chan started his career as a market analyst for clients in the mortgage lending industry in United

    States for six years. He was then director of a strategic financial consulting company providing financial and

    IT advices to various financial institutions in Hong Kong and China. Joseph also accumulates over five years

    of experience in teaching investment and financial planning programs in various tertiary education providers

    in Hong Kong.

    陳紹光, Ph.D (Finance), MBA 陳博士於美國有六年的投資分析經驗,專注於按揭借貸業務的分析。回港後與夥伴成立金融與資訊科技顧問服務公司,為本港與內地金融機構提供相關的服務,陳博士亦於本港不同大學教授財務策劃及投資課程。

    Continuous Education Recognition 持續進修時數持續進修時數持續進修時數持續進修時數 IFPHK 香港財務策劃師學會香港財務策劃師學會香港財務策劃師學會香港財務策劃師學會 3.0 CE credits 學分學分學分學分 Medium of Instruction 語言語言語言語言 Cantonese 廣東話

    IA 保監處保監處保監處保監處 0.0 CPD hours 小時小時小時小時 SFC 證監會證監會證監會證監會 3.0 CPT hours 小時小時小時小時

    MPFA 積金局積金局積金局積金局 0.0 Core CPD hours 核心小時核心小時核心小時核心小時

    HKCAAVQ ref香港學術及職業資歷評審局核准課程參考編號:Not applicable/ 不適用 3.0 Non Core CPD hours非核心小時非核心小時非核心小時非核心小時 [RC011H300JO100531]

    P. 2/7 version: 20100409

  • Investment Planning 投資策劃投資策劃投資策劃投資策劃 [Course Code 課程編號課程編號課程編號課程編號:RC95]

    Content 內容內容內容內容 Session 1: Overview of Investment Vehicles (3 hours)

    � Investment vehicles

    � Types and measures of investment returns and risks

    � Analysis and valuation of

    fixed-income investments � Analysis and valuation of equity

    investments 第一節第一節第一節第一節: 投資工具概覽投資工具概覽投資工具概覽投資工具概覽 (3 小時小時小時小時) � 投資工具簡介 � 投資回報及風險 � 定息投資的分析及估值 � 證券投資的分析及估值

    Session 2: Investment Theory and

    Strategies (3 hours)

    � The Capital Asset Pricing Model

    � Futures and option valuation � Portfolio performance measurement

    and evaluation

    � International finance and foreign exchang

    第二節第二節第二節第二節:投資理論及策略投資理論及策略投資理論及策略投資理論及策略 (3 小時小時小時小時) � 資本資產定價模型 � 期貨及期權的估值 � 投資組合表現的衡量和評價 � 國際金融及外匯

    Date 日期日期日期日期 01 Jun 2010 (Tue) 2010年 6月 1日 (二) 03 Jun 2010 (Thu) 2010年 6月 3日 (四)

    Time 時間時間時間時間 6:30 PM - 9:30 PM (3.0 hours 小時)

    Speaker 講者講者講者講者 William Lai, CFP, CFA After obtained his first degree from University of Winnipeg of Canada, William studied and achieved his

    Master Degree in Economics from Carleton University. William accumulated over 14 years of experience in

    Financial Planning Industry, specializing in investment planning and economic analysis. He is also a CFA

    charter holder and CFP Certificant.

    William has acquired over 17 years of experience in teaching finance-related subjects in various universities.

    Currently, William focuses on teaching Module 1 and Module 3 of CFP Certification Education Program at

    different education providers.

    黎貫榮 黎先生擁有超過十四年的投資、財務管理及策劃、證券及經濟分析之工作經驗,為一位獨立及全面的分析師,除積極參與及擔任各大機構之財務培訓顧問工作外,黎先生作為金融界行業之專業人士,於教育培訓人才方面,亦不為餘力,於年前已獲特許財經分析師學會(CFA Institute)頒授特許財經分析師(Chartered Financial Analyst, CFA)及香港財務策劃師學會 (IFPHK)頒授認可財務策劃師(CFP)之專業資格,現職於香港理工大學及其他大專院校之客席講師,教授課程包括「認可財務策劃師 (CFP)」、「保險中介人質素保證計劃 (IIQAS)」、「強積金中介人持續進修計劃 (MPF)」及「證券及期貨從業員持續專業培訓 (SFC)」及其他財務管理課程等。

    Continuous Education Recognition 持續進修時數持續進修時數持續進修時數持續進修時數 IFPHK 香港財務策劃師學會香港財務策劃師學會香港財務策劃師學會香港財務策劃師學會 6.0 CE credits 學分學分學分學分 Medium of Instruction 語言語言語言語言 Cantonese 廣東話

    IA 保監處保監處保監處保監處 0.0 CPD hours 小時小時小時小時 SFC 證監會證監會證監會證監會 6.0 CPT hours 小時小時小時小時

    MPFA 積金局積金局積金局積金局 0.0 Core CPD hours 核心小時核心小時核心小時核心小時

    HKCAAVQ ref香港學術及職業資歷評審局核准課程參考編號:Not applicable/ 不適用 6.0 Non Core CPD hours非核心小時非核心小時非核心小時非核心小時 [RC953H300WL100601]

    P. 3/7 version: 20100409

  • Insurance Planning 保險策劃保險策劃保險策劃保險策劃 [Course Code 課程編號課程編號課程編號課程編號:RC03]

    Content 內容內容內容內容 � Identification of life, health, homeowners, auto and other property and liability risk exposures

    � Property and liability policy analysis

    � Policy analysis � Life insurance policy analysis � Annuity policy analysis

    � Health insurance policy analysis � 識別客戶所面對的生命、健康、家居、汽車以及其他財產和責任的風險 � 財產和責任保險的保單分析 � 保單分析 � 人壽保險保單分析 � 年金保單分析 � 健康保險保單分析

    Date 日期日期日期日期 04 Jun 2010 (Fri) 2010年 6月 4日 (五)

    Time 時間時間時間時間 6:30 PM - 9:30 PM (3.0 hours 小時)

    Speaker 講者講者講者講者 Angus Yip, CFP, CDCS Angus studied in England and obtained Master Degree in Accounting and Finance from Lancaster University,

    and he is a CFP Certificant, Certified Documentary Credit Specialist and also Associates of Chartered

    Institute of Bankers and Hong Kong Institute of Bankers. Angus has been conducting training courses for

    various banks and educational institutes. He has more than 15 years' hands-on experience in banking and

    finance. Currently, other than training, he is a Marketing Director of a listed IFA for wealth management

    business.

    葉榮鏗 CFP , CDCS 曾留學英國,爲 Lancaster 大學會計及財務學碩士;並考獲認可財務策劃師(CFP),英國特許銀行學會及香港銀行學會之會士及認可信用證專家(CDCS)的資格。 兼職任教于香港大學及學會。葉先生擁有十五年以上銀行及金融工作經驗,葉先生現於香港主板上市投資顧問公司任市務總監,主理個人理財業務。

    Continuous Education Recognition 持續進修時數持續進修時數持續進修時數持續進修時數 IFPHK 香港財務香港財務香港財務香港財務策劃師學會策劃師學會策劃師學會策劃師學會 3.0 CE credits 學分學分學分學分 Medium of Instruction 語言語言語言語言 Cantonese 廣東話

    IA 保監處保監處保監處保監處 0.0 CPD hours 小時小時小時小時 SFC 證監會證監會證監會證監會 3.0 CPT hours 小時小時小時小時

    MPFA 積金局積金局積金局積金局 0.0 Core CPD hours 核心小時核心小時核心小時核心小時

    HKCAAVQ ref香港學術及職業資歷評審局核准課程參考編號:Not "applicable/ 不適用" 3.0 Non Core CPD hours非核心小時非核心小時非核心小時非核心小時 [RC032H300AY100604]

    P. 4/7 version: 20100409

  • Tax Planning 稅務策劃稅務策劃稅務策劃稅務策劃 [Course Code 課程編號課程編號課程編號課程編號:RC97]

    Content 內容內容內容內容 Session 1: Tax Computations in

    Practice (3 hours)

    � Overview of the Hong Kong tax system

    � Cases and concepts for

    personal taxes computations

    第一節第一節第一節第一節: 稅務計算稅務計算稅務計算稅務計算 (3 小時小時小時小時) � 香港稅制概覽 � 個人稅務計算的概念及個案研習

    Session 2: Tax Planning

    Strategies (3 hours)

    � Personal assessment –

    cases discussions � Theories & practice of

    tax planning

    第二節第二節第二節第二節: 稅務策劃策略稅務策劃策略稅務策劃策略稅務策劃策略 (3 小時小時小時小時) � 個人入息課稅 – 個案討論 � 稅務策劃的理論及應用

    Session 3: Advanced

    Concepts in Tax

    Planning (3 hours)

    � Depreciation allowances – theories and calculations

    第三節第三節第三節第三節: 進階財務策劃進階財務策劃進階財務策劃進階財務策劃 (3 小時小時小時小時) � 折舊免稅額 – 理論及計算練習

    Date 日期日期日期日期 08 Jun 2010 (Tue) 2010年 6月 8日 (二)

    10 Jun 2010 (Thu)

    2010年 6月 10日 (四)

    15 Jun 2010 (Tue)

    2010年 6月 15日 (二)

    Time 時間時間時間時間 6:30 PM - 9:30 PM (3.0 hours 小時)

    Speaker 講者講者講者講者 Teresa Fung, MBus(Accounting), CPA, CPA(Aust), ATIHK Teresa Fung began her career in one of the ”Big Four” international accounting firms and has accumulated

    years of professional experience in providing corporate tax and international assignment services to

    multinational clients. Ms. Fung is a qualified accountant and has extensive experiences in delivering lectures

    in accounting and taxation subjects. She has passed the CFP Certification Examination and is actively

    involved in teaching the Tax Planning Module of the Registered CFP Certification Education Program. Ms.

    Fung contributes frequently to the Asia-Pacific Journal of Taxation and is currently a lecturer of the School

    of Accounting and Finance at the Hong Kong Polytechnic University.

    馮桂雯, MBus(Accounting), CPA, CPA(Aust), ATIHK 馮小姐是現任香港理工大學會計及金融學院講師,在會計及稅務方面有多年豐富的經驗。 她已經通過 CFP資格認證考試,積極參與教授註冊 CFP資格認證教育課程中的稅務單元

    Continuous Education Recognition 持續進修時數持續進修時數持續進修時數持續進修時數 IFPHK 香港財務策劃師學會香港財務策劃師學會香港財務策劃師學會香港財務策劃師學會 9.0 CE credits 學分學分學分學分 Medium of Instruction 語言語言語言語言 Cantonese 廣東話

    IA 保監處保監處保監處保監處 0.0 CPD hours 小時小時小時小時 SFC 證監會證監會證監會證監會 9.0 CPT hours 小時小時小時小時

    MPFA 積金局積金局積金局積金局 0.0 Core CPD hours 核心小時核心小時核心小時核心小時

    HKCAAVQ ref香港學術及職業資歷評審局核准課程參考編號:Not applicable/ 不適用 9.0 Non Core CPD hours非核心小時非核心小時非核心小時非核心小時 [RC974H300TF100608]

    P. 5/7 version: 20100409

  • Employee Benefits and Retirement Planning 僱員福利及退休策劃僱員福利及退休策劃僱員福利及退休策劃僱員福利及退休策劃 [Course Code 課程編號課程編號課程編號課程編號:RC04]

    Content 內容內容內容內容 � Types of retirement plans � Qualified plan characteristics � Distributions and distributions options � Retirement needs analysis

    � Recommendation of the most appropriate type of retirement plan � Suitability of an investment portfolio for a qualified plan situation � Life, medical and disability plans in employee benefit programs

    � Statutory employee benefits � 退休計劃種類 � 合資格退休計劃的特質 � 退休福利的發放和分配選擇 � 退休所需分析 � 為客戶提供最合適的退休計劃建議 � 一個投資組合對於合資格退休計劃的合適程度 � 僱員福利制度下之人壽、醫療及殘障計劃 � 法定的僱員福利

    Date 日期日期日期日期 11 Jun 2010 (Fri) 2010年 6月 11日 (五)

    Time 時間時間時間時間 6:30 PM - 9:30 PM (3.0 hours 小時)

    Speaker 講者講者講者講者 C W Yip, MA, BBA After obtained his first BBA degree from Chinese University of Hong Kong, Mr. Yip studied in England and

    achieved his Master Degree in Banking and Finance. Mr. Yip acquired over 6 years of experience in insurance

    industry. After that, he was employed as Senior Lecturer in Insurance of the Hong Kong Polytechnic

    University for over 20 years. Currently, Mr. Yip has been focusing on teaching Module 2 and Module 5 of CFP

    Certification Education Program at different education providers for over 7 years.

    葉志偉, MA, BBA 葉先生畢業於香港中文大學,並曾留學英國,及取得金融碩士學位。葉先生於保險業擁有超過六年工作經驗,其後於香港理工大學任教保險相關課程逾二十多年。葉先生現職於不同院校教授 CFP 認可財務策劃師教育課程單元二及單元五,已擁有超過 7年之經驗。

    Continuous Education Recognition 持續進修時數持續進修時數持續進修時數持續進修時數 IFPHK 香港財務策劃師學會香港財務策劃師學會香港財務策劃師學會香港財務策劃師學會 3.0 CE credits 學分學分學分學分 Medium of Instruction 語言語言語言語言 Cantonese 廣東話

    IA 保監處保監處保監處保監處 0.0 CPD hours 小時小時小時小時 SFC 證監會證監會證監會證監會 3.0 CPT hours 小時小時小時小時

    MPFA 積金局積金局積金局積金局 0.0 Core CPD hours 核心小時核心小時核心小時核心小時

    HKCAAVQ ref香港學術及職業資歷評審局核准課程參考編號:Not "applicable/ 不適用" 3.0 Non Core CPD hours非核心小時非核心小時非核心小時非核心小時 [RC043H300CY100611]

    P. 6/7 version: 20100409

  • Integrated and Comprehensive Financial Planning Cases Analysis 綜合財務策劃個案分析複習綜合財務策劃個案分析複習綜合財務策劃個案分析複習綜合財務策劃個案分析複習 [Course Code 課程編號課程編號課程編號課程編號:RC02] Content 內容內容內容內容 � Application of the 6-step financial planning process

    � Case analyses on various financial planning elements

    - Cash flow management - Tax Planning - Risk management Insurance and planning - Investment planning

    - Retirement planning - Estate planning

    � Exercises on Integrated and comprehensive financial planning cases

    � 複習財務策劃程序六個步驟之應用 � 從個案分析複習各主要財務策劃元素

    - 現金流管理 - 稅務策劃 - 風險管理及保險策劃 - 投資策劃 - 退休策劃 - 遺產策劃

    � 綜合財務策劃個案練習

    Date 日期日期日期日期 18 Jun 2010 (Fri) 2010年 6月 18日 (五)

    Time 時間時間時間時間 6:30 PM - 9:30 PM (3.0 hours 小時)

    Speaker 講者講者講者講者 Wilson Yee, CFA, CFP, FRM, LLB Wilson has been working in a financial advisory company for over eight years to serve corporate and

    individuals in the areas of risk, investment and trust planning. He also engaged in documentation geared

    for pre-listing and pre-funding arrangement in the Greater China region. He has years of experience in

    M&A project management, due diligence in venture investing and exit planning for institutions. He also

    participates in paralegal analysis and advisory services on capital structuring. He is currently a part-time

    instructor for both CFP registered courses and external degree programme in Universities. Occasionally, he

    goes to Shanghai and Guangzhou to act as speaker and coordinator for public seminars.

    余先生, CFA, CFP , FRM, LLB 余先生持有英國Wolverhampton大學 LLB榮譽學士學位及英國 Heriot Watt大學工商管理碩士。他擁有多個專業資格,其中包括特許財務分析師 (CFA)、CFP 認可財務策劃師及 FRM等。他在財務顧問公司工作多年,主要負責個人與公司投資及信託相關事宜。他亦同時負責中國區域統籌上市前文件之安排。在此之前,余先生曾在國際經紀公司及期貨交易中心負責投資及證劵研究工作。他擁有多年教授 CFP 認可財務策劃師課程之經驗。他曾被獲邀在上海及廣州出任公開研討會的講師。

    Continuous Education Recognition 持續進修時數持續進修時數持續進修時數持續進修時數 IFPHK 香港財務策劃師學會香港財務策劃師學會香港財務策劃師學會香港財務策劃師學會 3.0 CE credits 學分學分學分學分 Medium of Instruction 語言語言語言語言 Cantonese 廣東話

    IA 保監處保監處保監處保監處 0.0 CPD hours 小時小時小時小時 SFC 證監會證監會證監會證監會 3.0 CPT hours 小時小時小時小時

    MPFA 積金局積金局積金局積金局 0.0 Core CPD hours 核心小時核心小時核心小時核心小時

    HKCAAVQ ref香港學術及職業資歷評審局核准課程參考編號:Not "applicable/ 不適用" 3.0 Non Core CPD hours非核心小時非核心小時非核心小時非核心小時 [RC021H300WY100618]

    P. 7/7 version: 20100409

  • Ver_201001

    Institute of Financial Planners of Hong Kong 香港財務策劃師學會香港財務策劃師學會香港財務策劃師學會香港財務策劃師學會 香港灣仔告士打道 56號東亞銀行港灣中心 2601室 Unit 2601, 26/F, Bank of East Asia Harbour View Centre

    56 Gloucester Road, Wanchai, Hong Kong Tel電話: 2982 7888 Fax傳真: 2982 7777 Website網址: www.ifphk.org

    IFPHK Refresher Program 財務策劃複習課程財務策劃複習課程財務策劃複習課程財務策劃複習課程 REGISTRATION FORM報名表格報名表格報名表格報名表格

    Please read the general notes overleaf before completing the Enrolment Form. Applicant must complete the enrolment form in BLOCK LETTERS. 請在填表前注意表格背後的申請須知,用正楷填寫表格。 Section (A) 甲甲甲甲部部部部– Course(s) applied for 申請課程申請課程申請課程申請課程

    Fee 費用費用費用費用 Course Code 課程編號課程編號課程編號課程編號 Date 日期日期日期日期 Member/ CFPCM certification exam

    candidate in Jun 10 Non Member

    Cash Coupon code# 現金現金現金現金劵劵劵劵編號編號編號編號 Ref No. (Office use only) RC01

    31 May (Mon)

    5月月月月 31日日日日 (一一一一) ���� HK$330 ���� HK$660 RC95

    01 & 03 Jun (Tue, Thu)

    6月月月月 1及及及及 3日日日日 (二二二二、、、、四四四四) ���� HK$660 ���� HK$1,320 RC03

    04 Jun (Fri)

    6月月月月 4日日日日 (五五五五) ���� HK$330 ���� HK$660 RC97

    08, 10 & 15 Jun (Tue, Thu)

    6月月月月 8、、、、10及及及及 15日日日日 (二二二二、、、、四四四四) ���� HK$990 ���� HK$1,980 RC04

    11 Jun (Fri)

    6月月月月 11日日日日 (五五五五) ���� HK$330 ���� HK$660 RC02

    18 Jun (Fri)

    6月月月月 18日日日日 (五五五五) ���� HK$330 ���� HK$660 Total :

    # Please provide the original copy of cash coupon(s) or quote the coupon code in the box. Only one cash coupon can be used for each CE activity. Kindly refer to the terms and conditions printed on the coupons for details. 請連同現金券正本或於指定空格上填請連同現金券正本或於指定空格上填請連同現金券正本或於指定空格上填請連同現金券正本或於指定空格上填寫現金券編號寫現金券編號寫現金券編號寫現金券編號。。。。每項每項每項每項 CE活動只可使用一張現金券活動只可使用一張現金券活動只可使用一張現金券活動只可使用一張現金券。。。。如欲查詢現金券的條款如欲查詢現金券的條款如欲查詢現金券的條款如欲查詢現金券的條款和細節和細節和細節和細節,,,,請參閱現金券背面請參閱現金券背面請參閱現金券背面請參閱現金券背面。。。。

    Section (B) 乙部乙部乙部乙部- Personal Particulars個人資料個人資料個人資料個人資料 *must fill in必須填寫必須填寫必須填寫必須填寫 Title稱號稱號稱號稱號 Mr 先生 / Ms 女士 /Mrs 太太/ Miss 小姐

    (Please delete where appropriate 請刪除不適用者) Membership/HKID/Passport No. * 會員編號會員編號會員編號會員編號/身份證編號身份證編號身份證編號身份證編號/旅遊証件編號旅遊証件編號旅遊証件編號旅遊証件編號 For the purpose of identification and CE record 以核對身份及登記持續進修學分#

    Full Name名字名字名字名字* (Same as the name on ID card/passport)

    Company Name公司名稱公司名稱公司名稱公司名稱 (Corporate member no., if any 機構會員編號, 如適用) ( ) Position職位職位職位職位 Email Address電郵地址電郵地址電郵地址電郵地址* (Notification will be sent via e-mail學會將透過電郵發出確認通知) Phone No. 電話號碼電話號碼電話號碼電話號碼*

    Mailing Address郵寄地址郵寄地址郵寄地址郵寄地址 Employment Field 行業行業行業行業 Please tick ”√” the one below that best describes the industry you are serving 請剔選 ”√” 下列其中一個最能夠描述您所屬行業的編號 � 1 Retail Banking 零售銀行 � 5 General Insurance 一般保險 � 9 Securities Brokerage 證券經紀 � 13 Real Estate Sector 房地產界別 � 2 Private Banking 私人銀行 � 6 Independent Financial

    Advisor 獨立財務顧問 � 10 Legal Practice 法律 � 14 Other 其他 � 3 Investment Banking 投資銀行 � 7 Fund House 基金公司 � 11 Accounting Practice 會計 please specify 請註明: � 4 Life Insurance 人壽保險 � 8 Asset Management 資產管理 � 12 Academia 學術 _______________________________ Section (C) 丙部丙部丙部丙部- Payment Method and Details 付款方式與詳情付款方式與詳情付款方式與詳情付款方式與詳情 � Cheque 支票支票支票支票 Cheque No 支票號碼.___________________ Drawn on (Bank)發票銀行: ___________________________ Cheques should be made payable to “IFPHK Ltd.” 請於支票收款人填上 “IFPHK Ltd.” � Credit Card 信用卡信用卡信用卡信用卡

    Total payable fees 本人計算得以上課程合共本人計算得以上課程合共本人計算得以上課程合共本人計算得以上課程合共:HK$ _________________ . I hereby authorize IFPHK Ltd. to charge this amount or, if I have miscalculated the amount, the correct amount payable to my credit card with

    details below. I understand that IFPHK Ltd. will notify me if I have miscalculated the payable fees after charging my credit card. 本人授權香港財務策劃師學會從下述信用卡戶口扣除上述所列費用。如有計算錯誤,請從下述戶口扣除正確費用並隨後通知本人。 � Visa card � MasterCard

    Card number 信用卡號碼:

    Expiry Date 到期日: (MM/YYYY 月/年) Cardholder’s Name 卡主名字: Cardholder’s Signature 卡主簽署: Date 日期:

  • Notes (申請須知申請須知申請須知申請須知)

    Ver_201001

    1) Enrolment報名報名報名報名

    a) Registration will be on First-Come-First-Served basis upon receipt of payment. IFPHK members will be given priority. 報名將以先到先得並已全數繳交所需費用為準。本會會員享有優先報名的權利。

    b) IFPHK reserves the right to refuse enrolment application if applicants fail to make payment, and/or unable to provide accurate and complete information as stated in the enrolment form. 申請人報讀本學會課程時須按報名表上的要求提供正確及完整的資料,並繳付所需費用。如申請人未達以上要求,本學會有權拒絕其申請。

    c) In general, ENROLMENT ACKNOWLEGMENT will be sent via email within 7 days after the receipt of application form. 本學會一般會於接收報名表七個工作天內以電郵與申請人確認收妥課程申請。

    d) In general, ENROLMENT CONFIRMATION will be sent via email at least 3 working days prior to the class. Applicants who do not receive the confirmation by the said date should contact IFPHK at 2982 7888. 本學會一般會於開課前三個工作天或以前以電郵與申請人確認課程。申請人如在所述時間仍未收到本學會的確認電郵,請致電2982 7888 與本會職員聯絡。

    2) Course Fee 課程費用課程費用課程費用課程費用 a) Application paid by cheque will be processed only if the cheque

    reaches IFPHK within 5 working days from date of application. No post-dated cheques will be accepted. 以支票繳付學費的申請人必須於報名後5個工作天內將支票送達本學會,否則其申請將不獲受理。本學會概不接受期票。

    b) Course fees paid are non-refundable and non-transferable irrespective of individual’s attendance status, with the exception of unsuccessful application due to full enrolment and class cancellation. 除課程額滿或課程被取消外,學員已繳之學費﹝不論有否出席﹞均不予退還或轉用於另一課程。

    c) IFPHK reserves the right to cancel classes due to under-enrolment, individuals will be notified and full refund will be arranged. 本學會有權因報名人數不足而決定取消課程。受影響的學員將獲個別通知及退還已收之費用。

    d) Applications who wish to enjoy Member Fee must provide relevant information at the time of application. Otherwise, Non-member fee shall be charged and fee difference will not be refunded. 申請人如欲享有課程學費之會員優惠價,必須於申請時提出並提供有關資料。否則本學會將收取非會員課程學費之金額。課程費用之差額概不退還。

    3) Attendance & Certificate出席記錄及證書出席記錄及證書出席記錄及證書出席記錄及證書 a) Attendance Certificates will only be issued to participants who: 參加者必須符合以下條件方可獲發出席證書:

    i. present their Hong Kong Identity Card or other photo-bearing legal identification documents, such as Passport, upon registration for identity verification. 於登記時出示香港身份証明文件或附有其相片之有效法律証件(如旅遊証件)以確認身份。

    ii. sign-in before class and sign-out after class. 於上課前及下課後簽到/簽退。 iii. arrive no later than 15 minutes after the course commences

    and do not leave earlier than 15 minutes before the course end. 不遲於課程開始十五分鐘內到達及不早於課程完畢前十五分鐘離開。

    iv. return to the classroom before the end time for official breaks (if any) announced by the speaker or IFPHK staff. 於講師/職員提出的課程休息時段(如有)完結前返回課室上課。

    b) The “Attendance Certificate”, with IFPHK official stamp, will be distributed to eligible participants at the end of the class. The certificate will not be distributed otherwise. Participants will be charged a fee of $100 for re-issuance of the certificate. 本學會將於課堂完畢時派發蓋上學會印章的「出席證明書」。該證書將不再補發。參加者如須補領證書必須支付100元之行政費用。

    4) Class Venue上課地點上課地點上課地點上課地點 a) Unless specify, all courses will be held at IFPHK office, Unit 2601,

    26th Floor, Bank of East Asia Harbour View Centre, 56 Gloucester Road, Wanchai, Hong Kong. 除特別聲明外,上課地點均為本會會址:香港灣仔告士打道56號東亞銀行港灣中心2601室。

    b) IFPHK reserves all rights to make necessary alternations on

    course venue. Participants shall refer to the confirmation email for the updated class venue. 本學會有權隨時更改原定課程之地點,學員應以確認電郵上所列之上課地點為準。

    5) Medium of Instruction教授語言教授語言教授語言教授語言

    Unless otherwise specified, all courses are conducted in Cantonese and supplemented with English terminology. Notes will be in English. 除特別聲明外,所有課程將以粵語教授並附以英語專用名詞。講義内容為英語。

    6) The course instructor/IFPHK staff may exclude a participant from class if his/her behavior disturbs the class or if he/she does not follow instructions in class or as laid down by IFPHK. No course fee will be refunded. 如學員行為影響課堂秩序及教學進度,導師及本會職員有權要求學員即時離開課室,並不會退回其繳交之費用。

    7) IFPHK reserves all rights to make necessary alternations on course arrangements, such as location, date, time and speaker. 本學會有權隨時更改原定課程之細則,如地點、日期、時間及講師。

    8) No recording is allowed in class unless with prior consent from IFPHK. 未經本學會同意,在課程進行期間一概不得進行任何形式的錄影或錄音。

    9) No smoking is allowed inside the class. Mobile phones, pagers and other electronic communications must be switched off. 課室內不准吸煙。學員必須關掉所有手提電話、傳呼機及其他響鬧儀器。

    10) Participants are required to keep the training venue clean and tidy. 學員必須保持課室整潔。

    11) Personal data supplied in this enrollment will be used only for purposes relating to enrolling / and attending the IFPHK training courses. IFPHK reserves the right to inspect personal identity of attendees. 本申請表上提供的個人資料,僅供作處理有關報讀/及出席本學會課程事宜之用。本學會保留檢查出席課程人士之身份證明之一切權利。

    12) Arrangement in times of Tropical Cyclones and Rainstorms 有關熱帶氣旋警告信號及暴雨警告信號發出時有關熱帶氣旋警告信號及暴雨警告信號發出時有關熱帶氣旋警告信號及暴雨警告信號發出時有關熱帶氣旋警告信號及暴雨警告信號發出時之之之之課堂安排課堂安排課堂安排課堂安排 a) When Typhoon Signal No. 3 or below/ Amber or Red Rainstorm

    Warning is in force, all classes will be held as scheduled. 當三號風球或以下/黃色或紅色暴雨警告訊號懸掛時,所有課堂均會如常進行。 b) When the Observatory hoists the Typhoon Signal No. 8 or

    above/Black Rainstorm Warning is in force during classes; or Typhoon Signal No. 8 or above will be hoisted within 2 hours before classes commence, all classes already in progress will be dismissed immediately or cancelled. Remedial classes will be arranged.| 當天文台在上課時發出八號風球或以上/懸掛黑色暴雨警告訊號;或將於上課前二小時內懸掛八號風球或以上,所有課堂均會即時終止或取消,本學會將會安排補課。

    c) All classes will be held as scheduled, if Typhoon Signal No. 8 or above/Black Rainstorm Warning is lowered before 7:00am. 當八號風球或以上/黑色暴雨警告訊號在上午七時或以前除下,所有課堂均會如常進行。

    d) Classes starting between 2:00pm and 6:00pm will be held as scheduled, if Typhoon Signal No. 8 or above/Black Rainstorm Warning is lowered at or before 12:00 noon. 當八號風球或以上/黑色暴雨警告訊號在正午十二時或以前除下,下午二時至六時舉行之所有課堂均會如常進行。

    e) Classes starting at or after 6:00pm will be held as scheduled, if Typhoon Signal No. 8 or above/Black Rainstorm Warning is lowered at or before 4:00pm. 當八號風球或以上/黑色暴雨警告訊號在下午四時或以前除下,下午六時或以後舉行之所有課堂均會如常進行。

    13) IFPHK reserves all rights to alter and update the “Terms & Conditions” from time to time without prior notice 本學會有權隨時更新並更改本報名指引,不作出任何預先通知。