标题: ING (Hong Kong) Internship Program [打印本页] 作者: 哒宝贝 时间: 2009-1-4 17:06 标题: ING (Hong Kong) Internship Program ING (Hong Kong) Internship Program
荷兰国际集团(香港)寒假实习项目
实习地点: 香港中环德辅道中308号安泰金融中心(ING Tower Hong Kong)
实习证书: 参与该实习项目学生可获Wim Hekstra(Deputy CEO, ING Life Hong Kong)及Harrison Lee(Chief Regional Director, ING Life Hong Kong)联合签发之实习证书。 表现优秀者更可获得荷兰国际集团之国际推荐信.
Financial Planning
Steps in Financial Planning ; Establishing and defining the relationship with client; Determining goals and gathering client data ; Analyzing and evaluating the client financial status ; Developing and presenting financial planning recommendations ; Implementing the financial planning recommendations ; Monitoring the financial plan ; Fund Knowledge ; Past performance of funds ;
Fundamental Analysis
Technical Analysis ; Portfolio Management ; Case Studies; Financial Objectives ; Markets and Funds In-depth Analysis ;
基本分析
技术分析; 投资组合管理; 案例分析; 理财目标; 市场和基金分析
*以上为项目内容中文翻译, 如有异议, 均以英文为准
实习目标: Know the benefits, importance and the functions of financial planning at different life stages
Understand the six steps of financial planning approach
Gain fundamental knowledge on financial planning areas
Provide a simulation and apply the financial planning
Knowledge into practices through the experiential learning game – Cash Flow作者: 哒宝贝 时间: 2009-1-14 13:20