[Webinar] Portfolio Management & Financial Planning for Private Wealth Management Practitioners
概要
This course is designed to provide you with a comprehensive understanding of portfolio management and financial planning specifically tailored for private wealth management. You will learn essential concepts and strategies for constructing and managing investment portfolios that align with clients' financial goals and risk tolerance.
內容
The course will cover different topics about Private Banking & Private Wealth Management:
1. Wealth Goals & Investment Objectives
2. Asset Allocation
3. Portfolio Construction & Implementation
4. Monitoring & Rebalancing
5. Portfolio Review & Reporting
6. Interests in Virtual Assets
7. Latest Trends in Family Office & UHNW Asset Allocation and Flows
8. Rising Trend of Alternative Investments
對象
The course primarily targets PWM practitioners who would like to enhance their knowledge and skills in portfolio management and financial planning.
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
擅長客戶關係管理、私人財富與投資顧問業務、全權委託與另類投資組合管理、資本市場資產配置等等的工作。
王先生擁有CFA和FRM的專業持證,並在上海財經大學就讀金融學博士。