Our Program > Certified Financial Consultant (CFC by USA)


Program Details

AICFC is forging a "new" profession that adopts the best features from these related professions and encourages the development of members' qualifications as financial consultants on the basis of their current professional qualifications and to upgrade the risk management analysis and ability.

To award the professional designation and membership certification of Certified Financial Consultant (CFC) conferred by The Institute of Financial Consultants, students need to comply with the four courses offered by the AICFC in Hong Kong.

Target group:
People who work in the financial industry; for instance, banking, insurance, investment, securities, and wealth management, and people who are engaged in business consultancy

Main Focus:
Both Theory and Practical Case Study to upgrade the risk management analysis and ability.

Classes & Examinations will be in weekends & weeknights
Course includes a total of 4 modules; duration for 2-3 months of total 32 hours (including examination)

Course Details:

Module 1 - Financial Statements Interpretation & Analysis

Module 2 - Practical Corporate Finance

Module 3 – Personal Financial Planning & Consulting

Module 4 - Investment & Risk Management

Speakers' Profile:

The speakers have extensive finance experience acquired from roles he has held at major banks and investment securities firms in Hong Kong.

One of the speaker who has been working as Institutional Sales and Wealth Management for over 10 years in financial institutions. Apart from the financial institutions experience, he also teaches the undergraduate course in HKU Space and Open University of HK.

Another speaker was graduated from the Cornell University, He worked in a fund management company on alternative asset class before he joined HSBC Broking Services (Asia) Limited. He holds a Chartered Financial Analyst (CFA) designation.

 

**NEW 2017 Schedule

Fourth Intake for 4 Modules (Winter program from Oct to Dec 2017)

Date:  3, 18, 31 Oct,  14, 28 Nov & 12 Dec 2017 (Tuesday)   Time: 7-9:30pm 

Total 6 lessons

 

First Intake for 4 Modules (Spring program from Jan to March 2017)

Date:  12 & 19 Jan,  9 & 23 Feb 2016 (Thursday)      Time: 7-9:30pm 

           9 & 23 Mar 2017 (Thursday)                            Time: 7-10pm

Total 6 lessons

 

2016 Schedule

Fourth Intake for 4 Modules (Winter program from Oct to Dec 2016)

Date:  27 Oct,    3, 10 & 17 Nov 2016 (Thursday)      Time: 7-9:30pm 

          24 Nov & 1 Dec 2016 (Thursday)                    Time: 7-10pm

Total 6 lessons

 

Third Intake for 4 Modules (Autumn program from Aug to Sept 2016)

Date: 11, 18, 25 Aug & 1 Sept 2016 (Thursday)      Time: 7-9:30pm 

          8 & 22 Sept 2016 (Thursday)                        Time: 7-10pm

**15 Sept 2016 (no class as it is Mid Autumn Festival)

Total 6 lessons

**Final Examination to be announced (all modules)

 

Second Intake for 4 Modules (Summer program from May to July 2016)

Date:  5 & 19 May,  2 & 16 June 2016 (Thurs)       Time: 7-9:30pm

           30 June,  14 July 2016 (Thurs)                  Time: 7-10pm      

Total 6 lessons

**Final Examination to be announced (all modules)

 

First Intake for 4 Modules (Spring program from January to March 2016)

*7 January, 4, 25 February, 17 March, 7, 21 April 2016 (Thurs)

Evening class starts from 7:00pm to 9:30pm

**Final Examination to be announced (all modules)

 

2015 Schedule

Third Intake (Autumn program from August to Oct 2015):

*13, 20 Aug (Thurs)           Module 1

*27 Aug, 10 Sept (Thurs)   Module 2

*17, 24 Sept (Thurs)          Module 3

*8, 15 Oct (Thurs)              Module 4

Evening class starts from 7:00pm - 9:30pm

**Final Examination to be informed (all modules)

 

Second intake (Summer program from April to June 2015):

*23 & 30 April (Thurs)           Module 1

*7 & 21 May (Thurs)             Module 2

*11 & 18 June (Thurs)          Module 3

*2 & 16 July (Thurs)              Module 4

Evening class starts from 7:00pm to 9:30pm

**Final Examination:  22 Aug (Sat) starts from 2pm (all modules)

 

First intake (Spring program from January to February 2015):

*10, 24 Jan (Sat)                           Time: 1-7pm  Module 1 & 2

*7, 28 Feb (Sat)                             Time: 1-7pm Module 3 & 4

Examination date to be confirmed

 

2014 Schedule

Fifth intake (additional program from November to December 2014)

*8, 22 Nov (Sat)                      Time:  1-7pm  Module 1 & 2

*6, 20 Dec (Sat)                     Time: 1-7pm  Module 3 & 4

* Module 4....combined together with Winter programe in the last intake

 

Fourth intake (Winter program from September to November 2014)

*27 Sept (Sat)                         Time:  1-7pm  Module 1

*11, 25 Oct (Sat)                     Time: 1-7pm  Module 2 & 3

* Module 4....to be combined in the next intake

 

Third intake (Autumn program from August to September 2014):

*23, 30 Aug, 6 Sept (Sat)         Time: 1-7pm  Module 1, 2, 3

*13 Sept (Sat)                           Time: 1-7pm  Module 4

 

Second intake (Summer program from June to Jul 2014):

*14, 21, 28 June (Sat)           Time: 1-7pm   Module 1, 2

*5 Jul (Sat)                            Time: 1-7pm   Module 3, 4

Examination to be confirmed

 

First intake (Spring program from March to May 2014):  Total 6 hours per module

*22 Mar (Sat)             Time:  1-7pm     Module 1

*12 Apr (Sat)              Time:  1-7pm     Module 2

*10 May (Sat)             Time:  1-7pm     Module 3 

*24 May (Sat)             Time:  1-7pm     Module 4

Examination:

All Modules (To be confirmed)  Duration: 8 hours

 

2013 Schedule

2013 Third Intake (Autumn program from Oct to Nov 2013):

  10 Oct (Thurs), Module 1

  24 Oct (Thurs), Module 2

  14 Nov (Thurs), Module 3

  28 Nov (Thurs), Module 4

Examination: 

  25 Jan 2014 (Sat)    Time:  1-9pm    (All Modules)

 

2013 Second Intake (Summer program from June to July):

  15 June (Sat), Module 3

  28 June (Fri), Module 4

  13, 27 July (Sat), Module 1, 2

Examination: 

  31 Aug (Sat)    Time:  1-9pm  (All Modules)

 

2013 First Intake (Spring program from February to April):

  26 February (Tue),  Module 3

  2 & 9 March (Sat),  Module 1, 2

  20 April (Sat),  Module 4

Examination: 

  25 May (Sat),  Time:  1-9pm  (All Modules)

 

Enquiry: 2581 3880 / Email: info@aicfc.org

 

AICFC Membership Application Form:

AICFC membership form 072014

CFC Course Registration Form:

CFC course registration form 032015
 

 

 

 

Module 1 - Financial Statements Interpretation & Analysis Course Objective Setting personal financial ...

  Module 2 - Practical Corporate Finance Course Objective The student will learn about the types of ...
 

Module 3 – Personal Financial Planning & Consulting Course Objective Covering both theory and ...

Module 4 - Investment & Risk Management Course Objective This is primarily practiced by ...
 
 
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