AFP 資格認?學??? ?錄 © 2016????權??。?港財???師學??? I - 1 2016? ?? AFP 資格認?學??? ?錄 © 2016????權??。?港財???師學??? I - 2 2016? ?? ? 緒?...........................................................................................................I - 3 如?使用學???.....................................................................................I - 4 資格認?..................................................................................................II - 1 I. ??E???.......................................................................................... II - 2 II. 費用....................................................................................................... II - 7 III. ??CFP資格認?................................................................................ II - 8 ?試??.................................................................................................III - 1 I. ?試結?................................................................................................III - 3 II. ?試?容?形?....................................................................................III - 5 III. ?試??................................................................................................III - 8 IV. ??程?............................................................................................... III - 11 V. ?績????.......................................................................................... III - 14 ?錄 1. 試????考試綱?............................................................................. III - 15 2. CFP 資格認??試規?........................................................................ III - 22 3. ???個人資料(???條例????.................................................. III - 25 4. 跨地?CFP資格認??試.................................................................... III - 26 5. ?試試卷??供?資料? ................................................................. III - 28 主?讀物參?........................................................................................ IV - 1 1. 財?管理............................................................................................... IV - 4 2. ?人財?策?........................................................................................IV - 17 3. ?休???..............................................................................................IV - 23 4. ??策?...............................................................................................IV - 31 5. 保險策?...............................................................................................IV - 51 6. 對財???師??德???要?...........................................................IV - 68 7. 財?策?工??管?............................................................................IV - 76 習?答?............................................................................................................IV - 79 ?試?................................................................................................. V - 1 ?件................................................................................................. ?件?1 ?? 1. ?? ?? ? ??...................................................................................?件??? 2. 課?綱?.......................................................................................?件??? © 2016??港財???師學???權???不?翻印?若????任?互相?觸??料??誤,?港財???師學?保?就???題??終詮 ?????覽?學?網站?網??www.ifphk.org)?以便?????料? AFP 資格認?學??? 緒? © 2016????權??。?港財???師學??? I - 3 2016? 緒? ???為AFPTM資格認??候?人而設,?述AFP資格認????面,以??供?些??於?? ?考?CFPCM資格認??試(???段)溫????? 香港財?策?師學?簡介?香港財?策?師學?在2000??以??利?業學??形??? 立?宗旨??????要代表財???師??業學??並致力?高財????專業標?,以? ?公?。本?獲得??財????準制定???,????以??港?澳??發CFP資格認? ?AFP資格認???業學?。?港財???師學??超?6,800??港財???師,??來 ?不??專業?景,???行、??、獨立理財顧?、股票買??計?法?等。現?全?? 超?153,000?CFP財?策?專業人士,?佈於26??家???,其中以美????大?中 ?、澳洲??本佔大多數,而?港?????,700 ?? ?於AFP資格認?:AFP資格認???011??推???含了????育課?,??財?? ??業員多方???????足以???常財?策??工作。AFP專業人士?面?握香港市場 ?環境?滿足?地客戶?獨??要? 如???:本?物??「?何使?學習??」?述?一節?內容?列出AFP資格認??試範? ??主?讀物參考?以?一些??考????試?步驟? ?詢:?港財???師學?不?更新AFP資格認?課???料?請??本?在網?上發表?? ???? 網? :www.ifphk.org ?? ?982 7888 ?? ?982 7777 ?郵? 一?查? :info@ifphk.org ?試?詢 :exam@ifphk.org 資格認??詢 :cert@ifphk.org AFP 資格認?學??? 如?使用學??? © 2016????權??。?港財???師學??? I - 4 2016? 如?使用學??? ???為AFP資格認??試?考??設,?述AFP資格認??試???面,?大家如????? 試?並?供?題給??練??本?物?為??,?一節????述AFP資格認??試?其中? ???? ????證」部??供??AFP資格認???求??括?育?考試??驗?專業???方?? (4E) ,??考??白?個?證?程?要??? ?考試???部??供AFP資格認??試??料??括?試???試題?形??數?? ?試? ???試範??? ?主要??參?」部??述CFP資格認??試(???段)????並?????課?????? ?主要??參?。另每?章?尾部?設??題?讓考?測??己對課題??解程??? ?樣?試題」部??供模?試??練?機?,?????CFP資格認??試(???段)?試? 形???