Module 4: Investment Planning

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DURATION:
24.5hrs
ID:
CFP04
CREDIT:
10

INSTRUCTORS:

Ronald Wong
PRINCIPAL INSTRUCTOR for CFP and CPD Programs
MBA, CFP®, ChFC®, CWM®, ChMA, AEPP, STEP Associate
Dr Ben Fok
INSTRUCTOR for CFP and CPD Programs
PhD, MBA(Investments), BSc(Finance), TEP, CFP®, IBF Fellow

Having the knowledge to evaluate and choose the right investments is basic to the implementation of a sound financial plan. This module reviews all categories of investments, client assessment techniques, economic factors, risks and return analysis, valuation methods, asset allocation techniques, portfolio management, investment strategies and performance evaluation methods.

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