Program Content
Program Code
單元編號
Content
課程內容
時間
Duration
內容
(hours
)
時
小
Refresher Program for CFPCM Certification (Level 1)
CFPCM
(
)
資格認證 第一階段 複習課程
Part I - Investment Planning and Asset Management
- Pricing models and efficient market hypothesis
- Understanding the use of CML, SML, SCL
- Bond and stock valuation methods
- Hedging and option strategies
- Asset allocation: active and passive
- Portfolio management
- International Finance and Foreign Exchange, eg PPP, IRP and Fisher effect
Part II - Insurance Planning and Risk Management
RC13
- Identification of life, health, homeowners, auto and other property and liability risk exposures
- Policy analysis - life and non-life insurance policy analysis
- Annuity policy analysis
- Health insurance policy analysis
- Types of retirement plans
- Recommendation of the most appropriate type of retirement plan
- Suitability of an investment portfolio for retirement
- Life, medical and disability plans in employee benefit programs
- Statutory employee benefits
6
Part III - Tax Planning and Estate Planning
- Tax Computations in Practice - Cases and concepts for personal taxes computations
- Personal assessment – cases discussions
- Theories & practice of tax planning
- Tax pitfalls
- Estate planning pitfalls and weaknesses
- Methods for property transfer at death
- Estate planning documents & probate
- Intra-family business and property transfers
- Planning for incapacity
Refresher Program for CFPCM Certification (Level 2)
CFPCM
(
)
資格認證
資格認證 第二階段 複習課程
RC14
1. Practical application of insurance, investment, tax, retirement and estate planning
2. Sample case studies analysis
- Traditional case studies
- Special needs analysis
-Investment, insurance, retirement, taxation and estate planning application
3. Six step process application in different aspects
4. Techniques which are dealing with comprehensive case studies
Speaker Profile
Wilson Yee, CFPCM, CFA, FRM, LLB, LLM, MBA
Mr. Wilson Yee has been working in the field of financial advisory for over
10 years to serve corporate and individuals in the areas of risk,
investment and trust planning. He is also engaged in documentation
geared for pre-listing and pre-funding arrangement in the Greater China
region. Mr. Yee has conducted various finance and investment programs
since 2001 and is currently a part-time instructor of the IFPHK Registered
CFP Certification Education Program.
6
講者簡介
余伯權, CFP , CFA, FRM, LLB, LLM, MBA
余先生在財務顧問公司工作超過十年，主要負責公司與個人的風險管理、
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。余
先生自 2001 年已開始教授金融及投資的課程，現為 IFPHK 註冊 CFP 認
證教育課程其中一名導師。
CM