MrHH 2006-8-28 05:20
Financial Planning / Analyst 入行一問
因我身在澳洲﹐對HK的Financial Planning 不甚了了。但想返HK從事financial planning.
其實HK所謂理財策劃﹐理財顧問﹐投資顧問同埋分析員有咩大分別?
是否一定要考取HKSI? 直接考CFA是否更好?
:help::help::help:
hapyyman 2006-8-30 14:54
You have to pass HKSI paper 1,7 & 8 in order to practice the regulate activity 'advise in investment'. In order words, you cannot do this work w/o HKSI
hapyyman 2006-8-30 14:56
please check this site for more info [url]www.hksi.org[/url]
MrHH 2006-9-1 08:17
[quote]原帖由 [i]MrHH[/i] 於 2006-8-28 05:20 AM 發表
因我身在澳洲﹐對HK的Financial Planning 不甚了了。但想返HK從事financial planning.
其實HK所謂理財策劃﹐理財顧問﹐投資顧問同埋分析員有咩大分別?
是否一定要考取HKSI? 直接考CFA是否更好?
:help::h ... [/quote]
咁我考HKSI同考CFA有咩分別??:help::help:
hapyyman 2006-9-1 10:47
In short,
HKSI - HK legal requirement to practise financial planning (give advice in investment)
CFA - desirable qualification esp you want to join a large, reputatable financial institution
HKSI - study time for paper 1,7, 8 around 200 hrs
CFA - 10 times of that of HKSI
Hope that it can help u
joyous 2006-9-1 15:17
Is there any different in selling customer in Australia and Hong Kong, I guess Hong Kong client is more tough to serve and also getting their trust is not easy.
tomtomgo 2006-9-3 13:19
go for CFA....it is considered as the highest qualification in investment field.
MrHH 2006-9-4 06:58
[quote]原帖由 [i]hapyyman[/i] 於 2006-9-1 10:47 AM 發表
In short,
HKSI - HK legal requirement to practise financial planning (give advice in investment)
CFA - desirable qualification esp you want to join a large, reputatable financial institution
... [/quote]
so what if I directly apply for CFA but not HKSI? will I be able to work in the finance field without the qualification of HKSI, but only have the qualification of CFA?
miura 2006-9-4 22:30
"financial field" is such a broad term. bank teller/insurance agent/broker/trader.... all in financial field.
better ask yourself what you wanna do first.
tomtomgo 2006-9-8 22:35
[quote]原帖由 [i]MrHH[/i] 於 2006-9-4 06:58 AM 發表
so what if I directly apply for CFA but not HKSI? will I be able to work in the finance field without the qualification of HKSI, but only have the qualification of CFA? [/quote]
Depends waht post you will apply for?
For the posts involving regualted activities, you must have licenses from SFC. Of coz, to get the license, you need to meet the requirements. This requirements includes working experience, academic qualification, professional qualification like CFA, completeness of Licensing exam....etc
Go to HKSI and HKSFC website for more details. Take some action if you are really want to join the industry.
icl 2006-9-10 17:39
*** 作者被禁止或刪除 內容自動屏蔽 ***
Anthonychan888 2006-9-15 01:20
*** 作者被禁止或刪除 內容自動屏蔽 ***
6868 2006-9-29 01:58
Financial Planners= Sales, 100% agree !
peninsula 2006-9-30 09:22
[quote]原帖由 [i]MrHH[/i] 於 2006-8-28 05:20 AM 發表
因我身在澳洲﹐對HK的Financial Planning 不甚了了。但想返HK從事financial planning.
其實HK所謂理財策劃﹐理財顧問﹐投資顧問同埋分析員有咩大分別?
是否一定要考取HKSI? 直接考CFA是否更好?
:help::h ... [/quote]
It's SALES! The more "rich" people you know, the better! :P;P:lol
hapyyman 2006-11-1 12:14
I think Financial Planner is more than SALES.
People skills
knowledge in financial markets
motiviation
:saujai:
peninsula 2006-11-6 12:54
[quote]原帖由 [i]hapyyman[/i] 於 2006-11-1 12:14 PM 發表
I think Financial Planner is more than SALES.
People skills
knowledge in financial markets
motiviation
[/quote]
You don't need any of those "skills" if you know a lot of rich people! It is SALES! ;P:P:butwiggle::jaw:
6868 2006-11-7 21:04
100% agree with 版主
peninsula 2006-11-21 09:13
[quote]原帖由 [i]6868[/i] 於 2006-11-7 09:04 PM 發表
100% agree with 版主 [/quote]
My friend made enough to last 1 year with 3 large deals!! ;P:):hamsup::soldier:
holymask 2006-12-3 12:42
financial plannar係咪似sales架....d人講到好..........
peninsula 2006-12-4 08:57
[quote]原帖由 [i]holymask[/i] 於 2006-12-3 12:42 PM 發表
financial plannar係咪似sales架....d人講到好.......... [/quote]
100% sales-related!;P:P:hamsup::soldier:
Meadows 2006-12-15 08:57
[quote]原帖由 [i]hapyyman[/i] 於 2006-11-1 04:14 AM 發表
I think Financial Planner is more than SALES.
People skills
knowledge in financial markets
motiviation
:saujai: [/quote]
FINANCIAL PLANNER IS PROFESSIONAL SALES :blowme:
Meadows 2006-12-15 08:59
[quote]原帖由 [i]hapyyman[/i] 於 2006-11-1 04:14 AM 發表
I think Financial Planner is more than SALES.
People skills
knowledge in financial markets
motiviation
:saujai: [/quote]
FINANCIAL PLANNER IS PROFESSIONAL SALES :blowme:
ilovefoot 2006-12-18 09:29
this topic is very useful~~thx for discussing~~
goddy 2006-12-21 16:22
Thats is great
peninsula 2006-12-23 23:36
[quote]原帖由 [i]Meadows[/i] 於 2006-12-15 08:59 AM 發表
FINANCIAL PLANNER IS PROFESSIONAL SALES :blowme: [/quote]
Sales is SALES! No difference. :P:hamsup::dizzy::sleeping:
makvincent 2007-3-15 22:24
100% sales-related!
sell insurance or fund
Gerrard123 2007-5-16 01:58
actually every job is sell-related, the question is what are you selling, the product, knowledge, skill or yourself. Product itself is neutral, depends on how you describe. So it is up to the planner himself/herself to decide whether he/she is a financial planner or just a sales. This is a realistic society, if there is no demand, then there will be no supply. I think the supply & demand rules can explain the rapid development of the financial planner industry.
sw0202 2008-2-23 12:37
CFA / HKSI are different stuff, depends on what u want
peninsula 2008-2-24 21:53
[quote]原帖由 [i]sw0202[/i] 於 2008-2-23 12:37 發表
CFA / HKSI are different stuff, depends on what u want [/quote]
Which one is more useful and/or difficult to get?:wondering:
goalandgoal 2008-8-27 15:56
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