Events and Activities

Event Date: 4 th July to 19th September 2023

Venue – Admiralty Learning Centre 3/F, Admiralty Centre, 18 Harcourt Road, Hong Kong

Event objective and theme

This course is suitable for those at the start of their career or anyone seeking to build their knowledge and understanding of financial planning in Hong Kong through formal study to achieve a professional qualification.

The Award in Financial Planning (Hong Kong) (HFT) supports your ongoing professional development, on passing the exam, you will hold one of the three units needed to complete the Certificate in Insurance and Financial Services.

Summary of learning outcomes:

At the end of this unit, candidates should be able to understand, in the context of Financial Planning in Hong Kong: 

1. The client's needs
2. The fact-finding process
3. Good practice
4. Protection products
5. Savings and investment products
6. Retirement products