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March 2010
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Date Topic Speaker CE Hours Join
 31 Portfolio Rebalancing Theory and Practice Chris YH Tse 3.00 Add to Cart
 26 Information Session – Winning Strategies at the Financial Planner Awards 2010  0.00 Add to Cart
 23 Customer Relationship Management - Principles & Techniques Ringo Yuen 5.00 Add to Cart
 19 How To Build a Fund Portfolio Steve Lo  3.00 Add to Cart
 17 Analysis of Different Type of ETFs Mr. Chan 2.50 Add to Cart
 15 Basic Understanding on China Tax System Banny Lam 4.00 Add to Cart
 13 Overview of Wealth Management in China – The Landscape and Opportunity Vicky Liem 3.00 Add to Cart
 13 PRC High Net Worth – What is Their Risk Profile and Investment Preference? Vicky Liem 3.00 Full
 10 Global Economic Indicators and Their Application Leo Lam 3.00  
 2 Executive Program: Effective Coaching Skills for Financial Planners – Coaching for Higher Team Performance Ruby Ho 6.00  
 
 
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