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