[網上研討會] 資產管理基礎課程 單元四:資產管理
概要
此培訓為「資產管理基礎課程」之單元四,該課程是由四個單元組成的入門課程,旨在為金融服務從業人員提供進入資產管理行業的知識和技能。
單元四 資產管理,概述資產管理行業,培訓內容涵蓋資產管理行業概況、目標客戶、投資組合管理和投資管理流程。
透過本單元,學員將獲得知識和技能,駕馭複雜的資產管理世界,以便做出明智的投資決定。
此培訓課程的其他單元,包括:
學員完成「資產管理基礎課程」的四個單元後,將會獲得證書。
內容
1. 資產管理行業概況
2. 目標客戶及和可提供的產品
3. 投資組合管理的基本理論
4. 投資管理流程
對象
課程對象為那些想加深認識資產或財富管理業運作的人士或希望加入此行業的人士。
資產財富管理業先導計劃 - 專業培訓資助計劃
本課程已被審批為「提升資產財富管理業人才培訓先導計劃」(以下簡稱「資產財富管理業先導計劃」 其下之「專業培訓資助計劃」(以下簡稱「本計劃」)。本計劃旨在提升資產財富管理業在職從業員的專業能力水準及協助金融服務業內其他從業員學習所需的知識和技能,使他們能投身資產財富管理業。合資格之申請人按香港證券及投資學會之要求完成課程後將可獲香港特區政府資助80%學費,上限為HK$15,000。 香港證券及投資學會為資產財富管理業先導計劃之執行機構,有關申請要求之細則及手續,請參閱專為資產財富管理業先導計劃而設之網站(https://www.wamtalent.org.hk/)。
導師/講者
詹博聞
Mr Jim started his career in Europe and was instrumental in supporting major European institutions' first investments into Chinese equities. He subsequently founded one of the first home-grown independent investment management firms in Greater China, focusing on alternative investment strategies.
Over the years, Mr Jim has established himself as one of Asia's pioneers in global hedge fund investments, conducted due diligence on more than 5,000 and allocated to over 100 funds. Mr Jim has been lecturing at the Institute for 20 years on topics ranging from hedge fund to asset management and is currently also a Part-time Lecturer at the Hong Kong Metropolitan University.
Daniel earned his Bachelor and Master degrees at the Chinese University of Hong Kong and SDA Bocconi in Milan, respectively, upon graduating from St. Joseph’s College in Hong Kong.
Over the years, Mr Jim has established himself as one of Asia's pioneers in global hedge fund investments, conducted due diligence on more than 5,000 and allocated to over 100 funds. Mr Jim has been lecturing at the Institute for 20 years on topics ranging from hedge fund to asset management and is currently also a Part-time Lecturer at the Hong Kong Metropolitan University.
Daniel earned his Bachelor and Master degrees at the Chinese University of Hong Kong and SDA Bocconi in Milan, respectively, upon graduating from St. Joseph’s College in Hong Kong.
詳情
活動編號
TQPAM23000102
日期及時間
2023年11月1日, 星期三 (6:30下午 - 9:00下午)
2023年11月2日, 星期四 (6:30下午 - 9:00下午)
2023年11月6日, 星期一 (6:30下午 - 9:00下午)
2023年11月7日, 星期二 (6:30下午 - 9:00下午)
地點
虛擬平台
相關主題
第9類 - 提供資產管理
語言
Trad. Chi / 廣東話
課程時數
SFC:10.00, PWMA:10.00