29/8/2008
Analysis of Financial Documents
 
23/8/2008
Wealth Management in the PRC Session 3: Updates on PRC Fund Industry
 
22/8/2008
Analysis of Financial Documents
 
20/8/2008
Module 1.12: MPF Updates
 
20/8/2008
IFPHK Monthly Luncheon - Overview of SFC Enforcement
 
20/8/2008
Financial Advisers' International Qualification (FAIQ) and Career Development of a Financial Planner Information Session
 
18/8/2008
Module 1.10: Practices in Estate Planning I
 
15/8/2008
Module 1.13: Constructing Personal Financial Plans for Your Clients
 
12/8/2008
Module 1.2: Advising with Investment-linked Insurance Products in Practice
 
11/8/2008
Module 1.14: Practical Applications in Financial Planning
 
7/8/2008
Module PFV: Profiting from Volatility
 
7/8/2008
IFPHK 2008 Monthly Career Talk
 
6/8/2008
Module 2.12: Real Estate Planning
 
5/8/2008
Module 2.1: Overview of Financial Planning Process
 
5/8/2008
Module 2.5: Interviewing Your Clients
 
30/7/2008
Financial Advisers' International Qualification (FAIQ) and Career Development of a Financial Planner Information Session
 
25/7/2008
Module 2.6: Know Your Client
 
23/7/2008
Module 2.17: How to Monitor Your Portfolio
 
23/7/2008
會員午餐會 - 08 外匯勢運會
 
21/7/2008
Module 2.7: Analysing & Evaluating Client’s Financial Status
 
18/7/2008
RETIREMENT PLANNING CONFERENCE 2008
 
17/7/2008
Medical and Health Insurance
 
16/7/2008
Alternative Investments (Session 2 – Risk and Opportunity of Alternative Investments)
 
14/7/2008
Module 2.8: Developing Financial Planning Recommendations
 
14/7/2008
Module 2.15: Implementing Financial Planning Recommendations
 
10/7/2008
Asset Allocation Concepts (Session II)
 
10/7/2008
IFPHK 2008 Monthly Career Talk
 
9/7/2008
Alternative Investments (Session 1 – Overview of Alternative Investments)
 
4/7/2008
Module 1.6: Practices in Retirement Planning I
 
3/7/2008
Asset Allocation Concepts (Session I)
 
26/6/2008
Module 2.11: Retirement planning recommendations
 
20/6/2008
Module UCAC: Understanding the Characteristics of Asset Classes in Meeting Clients' Needs
 
19/6/2008
Module 2.4: Managing Client Expectations
 
19/6/2008
香港財務策劃師學會 - 2008財務策劃職業講座
 
18/6/2008
Refresher Program - Topic C: Tax Planning (Session III: Advanced Concepts in Tax Planning)
 
13/6/2008
Module UCAC: Understanding the Characteristics of Asset Classes in Meeting Clients' Needs
 
13/6/2008
Module 1.3: Practical Communication Skills for Financial Planners
 
12/6/2008
Refresher Program - Topic D: Insurance and Retirement Planning (Session II: Retirement Plans and Strategies) FULL
 
11/6/2008
Refresher Program - Topic C: Tax Planning (Session II: Tax Planning Strategies)
 
5/6/2008
Refresher Program - Topic D: Insurance and Retirement Planning (Session I: Insurance Policies and Strategies) FULL
 
4/6/2008
Refresher Program - Topic C: Tax Planning (Session I: Tax Computations in Practice)
 
2/6/2008
IFPHK Disciplinary Policy and insights from US Expert Ms. Tamara Monroe
 
29/5/2008
香港財務策劃師學會 - 2008財務策劃職業講座
 
27/5/2008
Refresher Program - Topic B: Investment Planning (Session II: Investment Theory and Strategies) FULL
 
24/5/2008
360-Degree Review on Hong Kong Healthcare Reform 2008
 
20/5/2008
Refresher Program - Topic B: Investment Planning (Session I : Overview of Investment Vehicles) FULL
 
19/5/2008
Module 2.9: How to Pick Unit Trusts or Mutual Funds
 
16/5/2008
Derivatives and Structured Finance Products Series - Session II: Structured Finance Products
 
15/5/2008
Module 1.2: Advising with Investment-Linked Insurance Products in Practices
 
13/5/2008
Refresher Program - Topic A: Time Value of Money
 
9/5/2008
Derivatives and Structured Finance Products Series - Session I: Derivatives and Related Investment Vehicles
 
7/5/2008
Module 1.14: Practical Applications in Financial Planning
 
6/5/2008
Module UTP: Updates on Tax Planning in the PRC
 
5/5/2008
香港財務策劃師學會 - 2008財務策劃職業講座
 
28/4/2008
香港財務策劃師學會 - 2008財務策劃職業講座 已滿 / Full
 
24/4/2008
Module 2.12: Real Estate Planning
 
22/4/2008
Module 1.3: Practical Communication Skills for Financial Planners
 
17/4/2008
Module UCAC: Understanding the Characteristics of Asset Classes in Meeting Clients' Needs (section 2)
 
15/4/2008
Module 2.17: How to Monitor Your Portfolio
 
10/4/2008
Module UCAC: Understanding the Characteristics of Asset Classes in Meeting Clients' Needs (section 1)
 
8/4/2008
IFPHK Member's Luncheon: Impact on Financial Planning - the US Sub-Prime Crisis
 
7/3/2008
SCMP/IFPHK Financial Planner Awards 2008