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July 2008

Date	Topic	Speaker	CE Hours	Join

30	Financial Advisers' International Qualification (FAIQ) and Career Development of a Financial Planner Information Session		0.00	Available



25	Module 2.6: Know Your Client	Kendy Lee	3.00	Available



23	會員午餐會 - 08 外匯勢運會	溫灼培	1.00	Not Available



23	Module 2.17: How to Monitor Your Portfolio	Carlos Wong	2.00	Not Available



21	Module 2.7: Analysing & Evaluating Client’s Financial Status	Kelvin Kam	2.00	Not Available



18	RETIREMENT PLANNING CONFERENCE 2008		6.00	Not Available



17	Medical and Health Insurance	Louis Wong	3.00	Not Available



16	Alternative Investments (Session 2 – Risk and Opportunity of Alternative Investments)	Carlos Wong	6.00	Not Available



14	Module 2.8: Developing Financial Planning Recommendations	Andy Kwok	1.00	Not Available



14	Module 2.15: Implementing Financial Planning Recommendations	Andy Kwok	1.00	Not Available



10	IFPHK 2008 Monthly Career Talk	Frank Fong	0.00	Not Available



10	Asset Allocation Concepts (Session II)	Leo Lam	5.00	Not Available



9	Alternative Investments (Session 1 – Overview of Alternative Investments)	Carlos Wong	6.00	Not Available



4	Module 1.6: Practices in Retirement Planning I	Ronald Li	2.00	Not Available



3	Asset Allocation Concepts (Session I)	Leo Lam	5.00	Not Available

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