香港公開大學   香港公開大學
  政 府 創 辦  • 財 政 獨 立  

 

DB003 個人財務策劃專業文憑
   Professional Diploma in Personal Financial Planning

 

Programme Structure, Fees and Course Commencement

Course Code / Title

IFPHK module

Tuition Fee (HKD)^

 

Intake Commencement Date*

SEP 2011

DEC 2011

MAR 2012

FIN5001EP

Foundation of Financial Planning

1

$4,050

Lecture

(39 hrs)

**

**

**

Exam.

(3 hrs)

 

 

 

FIN5002EP

Investments

3

$4,050

Lecture

(39 hrs)

6 SEP (TUE)

1845-2200

Class: S19C

6 DEC (TUE)

1845-2200

Class: S19C

6 MAR (TUE)

1845-2200

Class: S19C

Exam.

(3 hrs)

6 DEC (TUE)

1845-2145

13 MAR (TUE)

1845-2145

5 JUN (TUE)

1845-2145

FIN5003EP

Insurance

2

$4,050

Lecture

(39 hrs)

7 SEP (WED)

1845-2200

Class: S19C

7 DEC (WED)

1845-2200

Class: S1CD

7 MAR (WED)

1845-2200

Class: S13A

Exam.

(3 hrs)

7 DEC (WED)

1845-2145

7 MAR (WED)

1845-2145

7 JUN (WED)

1845-2145

FIN5004EP

Employee Benefits & Estate Planning

5

$4,050

Lecture

(39 hrs)

1 SEP (THU)

1845-2200

Class: S19C

1 DEC (THU)

1845-2200

Class: S1CD

1 MAR (THU)

1845-2200

Class: S13A

Exam.

(3 hrs)

24 NOV (THU)

1845-2145

24 NOV (THU)

1845-2145

24 MAY (THU)

1845-2145

FIN5005EP

Taxation & Tax Planning

4

$4,050

Lecture

(39 hrs)

2 SEP (FRI)

1845-2200

Class: S19C

2 DEC (FRI)

1845-2200

Class: S1CD

2 MAR (FRI)

1845-2200

Class: S13A

Exam.

(3 hrs)

25 NOV (FRI)

1845-2145

24 FEB (FRI)

1845-2145

1 JUN (FRI)

1845-2145

FIN5006EP

Advanced Financial Planning

6

$4,050

Lecture

(39 hrs)

5 SEP (MON)

1845-2200

Class: S19C

5 DEC (MON)

1845-2200

Class: S1CD

5 MAR (MON)

1845-2200

Class: S13A

Exam.

(3 hrs)

5 DEC (MON)

1845-2145

12 MAR (MON)

1845-2145

4 JUN (MON)

1845-2145

 

 

* Teaching Venues:      Class number: SXXX - Island Learning Centre (Sheung Wan);

 

                                     Class number: RXXX – OUHK-CITA Learning Centre (Lai King) .

 

 

^   The tuition fee includes a textbook required by IFPHK for English classes.

 

 

•    FIN5001EP should be taken first or concurrently with other modules except FIN5006EP; while the pre-requisites for FIN5006EP are completion of FIN5001EP and any 3 courses out of FIN5002EP to FIN5005EP.

 

•   Existing students of DB003 are allowed to enrol on the relevant courses in the "SB001 Revision Course for the CFPCM Certification Examination" at a 30% discount.

 

**   Due to IFPHK's revamping of its registered education programme, no new student will be admitted into the "FIN5001EP Foundation of Financial Planning" from SEP 2011 onwards.

 

 

# 已更新

此頁資料最後更新於: 2011年06月10日

 

部門: 李嘉誠專業進修學院 ( lipace@ouhk.edu.hk )