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標題: [原創] Financial Planning / Analyst 入行一問 [打印本頁]

作者: MrHH 時間: 2006-8-28 05:20 標題: 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?

作者: hapyyman 時間: 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

作者: hapyyman 時間: 2006-8-30 14:56

please check this site for more info www.hksi.org

作者: MrHH 時間: 2006-9-1 08:17

引用:

原帖由 MrHH 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?

:h ...

咁我考HKSI同考CFA有咩分別??

作者: hapyyman 時間: 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

作者: joyous 時間: 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.

作者: tomtomgo 時間: 2006-9-3 13:19

go for CFA....it is considered as the highest qualification in investment field.

作者: MrHH 時間: 2006-9-4 06:58

引用:

原帖由 hapyyman 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
...

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?

作者: miura 時間: 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.

作者: tomtomgo 時間: 2006-9-8 22:35

引用:

原帖由 MrHH 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?

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.

作者: icl 時間: 2006-9-10 17:39

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作者: Anthonychan888 時間: 2006-9-15 01:20

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作者: 6868 時間: 2006-9-29 01:58

Financial Planners= Sales, 100% agree !

作者: peninsula 時間: 2006-9-30 09:22

引用:

原帖由 MrHH 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?

:h ...

It's SALES! The more "rich" people you know, the better!

作者: hapyyman 時間: 2006-11-1 12:14

I think Financial Planner is more than SALES.

People skills
knowledge in financial markets
motiviation

作者: peninsula 時間: 2006-11-6 12:54

引用:

原帖由 hapyyman 於 2006-11-1 12:14 PM 發表
I think Financial Planner is more than SALES.
People skills
knowledge in financial markets
motiviation

You don't need any of those "skills" if you know a lot of rich people! It is SALES!

作者: 6868 時間: 2006-11-7 21:04

100% agree with 版主

作者: peninsula 時間: 2006-11-21 09:13

引用:

原帖由 6868 於 2006-11-7 09:04 PM 發表
100% agree with 版主

My friend made enough to last 1 year with 3 large deals!!

作者: holymask 時間: 2006-12-3 12:42

financial plannar係咪似sales架....d人講到好..........

作者: peninsula 時間: 2006-12-4 08:57

引用:

原帖由 holymask 於 2006-12-3 12:42 PM 發表
financial plannar係咪似sales架....d人講到好..........

100% sales-related!

作者: Meadows 時間: 2006-12-15 08:57

引用:

原帖由 hapyyman 於 2006-11-1 04:14 AM 發表
I think Financial Planner is more than SALES.

People skills
knowledge in financial markets
motiviation

FINANCIAL PLANNER IS PROFESSIONAL SALES

作者: Meadows 時間: 2006-12-15 08:59

引用:

原帖由 hapyyman 於 2006-11-1 04:14 AM 發表
I think Financial Planner is more than SALES.

People skills
knowledge in financial markets
motiviation

FINANCIAL PLANNER IS PROFESSIONAL SALES

作者: ilovefoot 時間: 2006-12-18 09:29

this topic is very useful~~thx for discussing~~

作者: goddy 時間: 2006-12-21 16:22

Thats is great

作者: peninsula 時間: 2006-12-23 23:36

引用:

原帖由 Meadows 於 2006-12-15 08:59 AM 發表
FINANCIAL PLANNER IS PROFESSIONAL SALES

Sales is SALES! No difference.

作者: makvincent 時間: 2007-3-15 22:24

100% sales-related!
sell insurance or fund

作者: Gerrard123 時間: 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.

作者: sw0202 時間: 2008-2-23 12:37

CFA / HKSI are different stuff, depends on what u want

作者: peninsula 時間: 2008-2-24 21:53

引用:

原帖由 sw0202 於 2008-2-23 12:37 發表
CFA / HKSI are different stuff, depends on what u want

Which one is more useful and/or difficult to get?

作者: goalandgoal 時間: 2008-8-27 15:56 標題: 中國金(亞洲)有限公司

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