{"id":898,"date":"2020-08-10T00:31:56","date_gmt":"2020-08-09T16:31:56","guid":{"rendered":"http:\/\/project-pwma-uat.ltworkshop.com\/?page_id=898"},"modified":"2024-10-14T17:05:29","modified_gmt":"2024-10-14T09:05:29","slug":"%e8%aa%b2%e7%a8%8b%e5%a4%a7%e7%b6%b1%e5%8f%8a%e8%80%83%e8%a9%a6","status":"publish","type":"page","link":"https:\/\/www.pwma.org.hk\/tc\/%e5%84%aa%e5%8c%96%e5%b0%88%e6%a5%ad%e8%83%bd%e5%8a%9b%e6%9e%b6%e6%a7%8b\/%e8%aa%b2%e7%a8%8b%e5%a4%a7%e7%b6%b1%e5%8f%8a%e8%80%83%e8%a9%a6\/","title":{"rendered":"\u8ab2\u7a0b\u5927\u7db1\u53ca\u8003\u8a66"},"content":{"rendered":"\n
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\u9280\u884c\u5c08\u696d\u8cc7\u6b77\u67b6\u69cb\u5305\u542b\u5169\u500b\u55ae\u5143\u2014 \u6709\u95dc\u5c08\u696d\u6280\u80fd\u3001\u884c\u696d\u53ca\u7522\u54c1\u77e5\u8b58\u7684\u55ae\u51431\uff1b\u6709\u95dc\u64cd\u5b88\u53ca\u5408\u898f\u7684\u55ae\u51432\u3002\u8acb\u53c3\u95b1\u300c\u8ab2\u7a0b\u8a73\u60c5<\/a>\u300d\uff0c\u4ee5\u4e86\u89e3\u6709\u95dc\u55ae\u51431\u53ca\u55ae\u51432\u8ab2\u7a0b\u7684\u8a73\u60c5\u3002<\/p>\n<\/div>\n\n\n\n

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\u4e0b\u8868\u7f85\u5217\u9280\u884c\u5c08\u696d\u8cc7\u6b77\u67b6\u69cb\u7684\u898f\u5b9a\uff1a<\/strong><\/p>\n\n\n\n

<\/td>\u55ae\u51431<\/strong>
\u5c08\u696d\u6280\u80fd\u3001\u884c\u696d\u53ca
\u7522\u54c1\u77e5\u8b58<\/td>		\u55ae\u51432
<\/strong>\u64cd\u5b88\u53ca\u5408\u898f<\/td>		\u7e3d\u8a08<\/strong><\/td><\/tr>
\u57f9\u8a13\u6642\u6578<\/strong><\/td>20\u5c0f\u6642<\/td>12\u5c0f\u6642<\/td>32\u5c0f\u6642<\/td><\/tr>
\u8003\u8a66<\/strong><\/td>\u91d1\u878d\u5de5\u5177\uff08\u8a66\u53771\uff09 
\u2014 1\u5c0f\u664220\u5206\u9418
\u8ca1\u5bcc\u7ba1\u7406\uff08\u8a66\u53772\uff09 
\u2014 1\u5c0f\u664240\u5206\u9418<\/td>		1\u5f35\u8a66\u5377 
\u2014 1.0\u5c0f\u6642<\/td>		4\u5c0f\u6642<\/td><\/tr>
\u8003\u8a66\u65b9\u5f0f<\/strong><\/td>\u5377\u4e00: \u9078\u64c7\u984c
\u5377\u4e8c: \u9078\u64c7\u984c+\u9577\u984c\u76ee<\/td>		\u9078\u64c7\u984c<\/td><\/td><\/tr>
\u53ca\u683c\u5206\u6578<\/strong><\/strong><\/td>70%<\/td>70%<\/td><\/td><\/tr>
\u8a9e\u8a00<\/strong><\/td>\u82f1\u6587\u548c\u4e2d\u6587<\/td>\u82f1\u6587<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u57f9\u8a13\u6642\u6578\u662f\u6307\u4e0a\u8ab2\u6642\u6578\u3002\u79c1\u4eba\u8ca1\u5bcc\u7ba1\u7406\u5f9e\u696d\u54e1\u53ef\u9078\u64c7\u4e0a\u8ab2\u6216\u81ea\u4fee\u3002<\/p>\n<\/div>\n<\/div>\n\n\n\n

\u4fee\u8a02\u5f8c\u7684\u55ae\u51431\u8ab2\u7a0b\u5927\u7db1<\/strong><\/p>\n\n\n\n

\u55ae\u51431\u7684\u5b78\u7fd2\u6750\u6599\u5df2\u65bc 2020 \u5e74\u5e95\u66f4\u65b0\uff0c\u53ef\u9069\u7528\u65bc\u5f9e2020 \u5e74 12 \u6708\u958b\u59cb \u7684\u55ae\u51431\u8003\u8a66\u53ca 2021\u5e74 2 \u6708\u958b\u59cb\u7684\u55ae\u51432\u8003\u8a66\u3002<\/p>\n\n\n\n

\u4ee5\u4e0b\u662f\u7e3d\u7d50\u4fee\u8a02\u5f8c\u8a66\u5377 1\u53ca2\u7684\u5927\u7db1\u8207\u524d\u4e00\u7248\u672c\u7684\u8a66\u5377\u76f8\u6bd4\u4e0b\u4e4b\u8b8a\u5316:<\/p>\n\n\n\n

\u8a66\u5377<\/strong><\/td>\u524d\u4e00\u7248\u672c\u7684\u8a66\u5377<\/strong><\/td>\u4fee\u8a02\u5f8c\u7684\u8a66\u5377<\/strong><\/td>\u8b8a\u5316<\/strong><\/td><\/tr>
Paper 1: Financial Instrument<\/td>Topic 2: Fixed Income Investments
Topic 3: Equity Securities
Topic 4: Foreign Exchange<\/td>		Topic 1: Basic Products: Fixed Income Investment; Equity Securities and Foreign Exchange<\/td>\u91cd\u7d44<\/td><\/tr>
<\/td>Topic 5: Derivatives
Topic 6: Structured Products<\/td>		Topic 2: Derivatives and Structured Products<\/td>\u91cd\u7d44<\/td><\/tr>
<\/td>Topic 7: Alternative Investments
Topic 8: Unit Trusts and Investment Funds<\/td>		Topic 3: Investments Solutions: Unit Trusts, Investment Funds and Alternative Investments<\/td>\u91cd\u7d44\u53ca\u88dc\u5145<\/td><\/tr>
<\/td>Topic 11: Portfolio Management & Practices Theories<\/td>Topic 4: Portfolio Management – Theories and Practices<\/td>\u91cd\u7d44\u53ca\u88dc\u5145<\/td><\/tr>
<\/td>Topic 9: Lending and Leverage<\/td>Topic 5: Lending and Leverage<\/td>\u91cd\u7d44\u53ca\u88dc\u5145<\/td><\/tr>
Paper 2: Wealth Management<\/td>Topic 10: Wealth Planning<\/td>Topic 6: Wealth Planning<\/td>\u91cd\u7d44\u53ca\u88dc\u5145<\/td><\/tr>
<\/td>Topic 12: Behavioral Finance<\/td>Topic 7: Behavioral Finance<\/td>\u91cd\u65b0\u7814\u767c<\/td><\/tr>
<\/td>Topic 14: Customer Relationship Management<\/td>Topic 8: Customer Relationship Management<\/td>\u91cd\u65b0\u7814\u767c<\/td><\/tr>
<\/td>Topic 1: Overview of PWM Industry, Products & Services<\/td>Topic 9: Overview of PWM Industry<\/td>\u91cd\u7d44<\/td><\/tr>
<\/td>Topic 13: Mainland China and Asia-Pacific Financial and PWM Markets<\/td>Topic 10: Overview of PWM Markets: Hong Kong, Mainland China and Asia-Pacific<\/td>\u7db2\u4e0a\u5c08\u984c\u8a0e\u8ad6<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

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