Conversion Course for Financial Advisers' International Qualification (FAIQ) (SB008)

Regular Intakes per Year Medium of Instruction Mar and Sep supplemented with English terminology as appropriate

Objectives Professional Recognition This conversion course enables the holder of FAIQ certificate to have Upon completion of the course, students are eligible for exemption from an alternative in IFPHK's Registered CFPCM Certification Education Module 1 - Foundation of Financial Planning, which is the compulsory Programme and to obtain an exemption from the first module “FIN5001EP pre-requisite of the CFPCM Certification Education Programme. Foundation of Financial Planning” of the LiPACE's DB003 Professional Diploma in Personal Financial Planning by attending the 18-hour lecture Admission Requirements and passing a two-hour examination. Graduates or professionals who hold the FAIQ certificate.

Major Topics Assessment Topic Hours Student are required to pass both Continuous Assessment (in the form of assignments, case study and presentation, test etc.) and Examination. Basic Concepts Relevant To Financial Planning The passing mark is 50. • Difference between CFP and FAIQ Qualifications • Professionalism in Financial Planning: Ethical Codes 5 • Time Value of Money and Budgeting in Personal Financial Programme Fees and Course Commencement Planning Course Code / Title Commencement Date* Financial Planning Elements MAR 2011 • Risk Management, Insurance, Tax and Investment Planning, etc. 4 4 MAR (FRI) • Estate Planning FIN4015EP Lecture 1845-2145 Conversion Course for Financial (18 hrs) Financial Planning Process Class: S13A 9 Advisers' International Qualification • Overview of Financial Planning Process and Practice Standard (FAIQ) Exam. 15 APR (FRI) (2 hrs) 1900-2100 Tuition Fees (HKD): $2,700 * Teaching Venues: Class number: SXXX - Island Learning Centre (Sheung Wan).

Website: www.ouhk.edu.hk/lipace Tel: 3120 9988 (press  ) Fax: 2381 8456 Email: [email protected] Learning and Admission Centres: Island Learning Centre: 4/F, Shun Tak Centre, 168 Connaught Road Central, OUHK-CITA Learning Centre: 201-203 Hill Road, (opposite to Exit A1, MTR Lai King Station) v20101210, RevFin