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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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