Certificate in Financial Consulting (Executive Programme)

Programme Features

  • In collaboration with International Association of Registered Financial Consultants (IARFC), Certificate in Financial Consulting (Executive Programme) will be issued by Lingnan Institute of Further Education to those students who have successfully completed the programme. Registered Financial Consultant (RFC) will also be issued by IARFC if graduates fulfill the requirements of IARFC.
  • The programme is designed for insurance and financial planning practitioners;
  • The programme is taught by university lecturers, tax and legal experts, and experienced financial planners;
  • Case studies will be discussed for applying theory into practice;
  • Contextualized programme content;
  • Taught in Cantonese. Teaching materials are in Chinese supplemented with English.

About International Association of Registered Financial Consultants (IARFC)

International Association of Registered Financial Consultants Hong Kong and Macau Centre Company Limited was established in Hong Kong in 2003.  It engages in RFC certification work, as well as providing continuing education and member services.  For more information, please visit www.IARFC-HK.org.

About Registered Financial Consultant

Registered Financial Consultant (RFC) is the prestigious professional designation in Financial Planning conferred by International Association of Registered Financial Consultants (IARFC) to those financial advisors who meet the required standards of education, experience and integrity.  IARFC is a US-based non-profit organization established in 1984, headquartered in Middletown, Ohio.  Truly international, it is currently represented in Greater China (China, Hong Kong, Macau and Taiwan),  Australia, New Zealand, Philippines, Indonesia, Thailand, Malaysia, Canada, Bermuda and Trinidad, in addition to the United States.  For more information, please visit www.IARFC.org.

Programme Content

Economics (8 hours)
Finance and Investment (8 hours)
Law and Tax (8 hours)
Practical Aspects of Financial Consulting and Case Studies (6 hours)

Admission Requirements

With minimum 8 years of fulltime working experience in life insurance, financial planning or related fields;
OR
With minimum 5 years of fulltime working experience in life insurance, financial planning or related fields and holding a recognized above-secondary academic qualification;
OR
With minimum 3 years of fulltime working experience in life insurance, financial planning or related fields and holding:
  • a recognized university degree; or
  • at least one of the following industry qualifications / designations: CWM, AMTC, EMD, IFPC, LUTCF, FLMI, CMFA, CIAM, CLU, CFP, CHFC, HKRFP or equivalent;
OR
Holding a professional practice qualification in Law, Accounting, Actuarial Science, Financial Analysis or other equivalent qualifications.

Course Schedule

Until Further Notice

Tuition Fee

$10,800

Application Fee

$200

Venue

General Agents and Managers Association of Hong Kong (GAMAHK) - Suites 1705-6, 17th Floor, Two Chinachem Exchange Square, 338 King's Road, North Point, HK

Commencement Date

Until Further Notice

Application Deadline

Until Further Notice

Consent for CEF Course Participant

Interested applicants please submit the completed "Statement of Consent Form" with the TWO separate cheques for application fee and tuition fee (Please make crossed cheque(s) payable to “Lingnan University”) in person or mail to “Lingnan Institute of Further Education, Room 301, 3/F, New Academic Block, Lingnan University, Tuen Mun, N.T.”, specifying “Application for Lifelong Learning Programme” before the application deadline.
 
*For details, please refer to "Continued Education Fund (CEF)" in our website.