Certificate in Wealth Planning

QR Registration No.: 23/000820/L3

QR Registration Validity Period: 16/08/2023 To 31/08/2025

Qualification Framework: This course is recognised under the Qualifications Framework (QF Level 3)

QF Level: 3

QF Credit: 8

Continuing Education Fund: This course has been included in the list of reimbursable courses under Continuing Education Fund

CEF Course Code: 33C110458

CEF Institution Code: 802

Delivery Mode

35 hours (including 2 hours of assessment), Part-Time

Course Duration

2 months or 3 months

Entry Requirements

1) Completion of Form 5 (old academic structure) or Form 6 (new academic structure) or equivalent and passing the entrance examination; or

2) Completion of Form 5 (old academic structure) or Form 6 (new academic structure) or equivalent academic system and one year Working in the financial services industry; or

3) Aged 21 or above with more than three years of work experience and passing the entrance examination

Course Contents

1) Wealth Planning Procedure (6 hours)

2) Risk Management Planning (6 hours)

3) Investment Planning (6 hours)

4) Retirement Planning (6 hours)

5) Heritage Planning (6 hours)

6) Wealth Planning Case Study (3 hours)

7) Final Exam (2 hours)

Refund Arrangements

The Continuing Education Fund standard refund policy applies to this course

CEF Course Provider

Be Positive Education Centre