康宏理財－香港國際金融見習項目內容（暑假）

中港实习生协会 – 国际金融见习项目
ww***org[点击查看]
ww***org[点击查看] (for 国内教育网)
E-mail: info@

About the Hong Kong China Internship Association:

Hong Kong China Internship Association:, "HCIA" or the "Associatoin” was form in June 2005 as a non-profit self-regulatory organization for the fas-growing internship industry.

Mission:
To be recognized in the region as the bridge connecting the excellent interns and the entrepreneurs.

简介:
随着中国国际化地位不断地提高，中港实习生协会与2005年以非牟利自我监管机构的形式正式成立。

宗旨:
搭建中港两地优秀人才与知名企业之间的桥梁。

About Convoy Finance Group: （康宏的项目介绍）

Convoy Financial Group, "Convoy" or the "Company" together with its subsidiaries known as the "Group" was established in 1993. Since 1998 we have defined ourselves as the leading Independent Financial Advisor ("IFA") in Hong Kong, with the aim to provide best value financial planning consultancy and services to our clients.

With an over 800 - strong professional consultants forming the largest consulting force in Hong Kong, we are well recognized for our independent advice, comprehensive product portfolio, ISO9001:2000-registered quality services, strong research and support services. Backed by the shareholder support of Lippo Group since 2003, Convoy is poised to leverage on their diversified financial services and extensive network to further strengthen its leading position in providing comprehensive and professional independent financial advisory services. Our broad range of services encompasses financial planning services, wealth management, investment advising and personal financing.

About Lippo Group:
Lippo Group of Indonesian is investment group ,which is mainly in the financial and indurstrial investment of the republic of Indonesian. under its control, Singapore, China, Hong Kong, and other places of the 21 listed companies, become the domestic assets, The areas of investment include commercial banks, insurance, real estate, manufacturing, information technology, infrastructure, retail stores and media industries, medical industry and entertainment services. Industry of groups is all over Indonesia, Singapore, Hong Kong, China, Australia, the United States and more than 10 countries and regions. Lippo Group of Hong Kong Limited is the backbone enterprises of Lippo Group .Integrated the net assets amounted to approximately 7,400,000,000 HK on December 31, 2006 .Group chairman IS Mr. Stephen Riady.

项目时间

第二期康宏-中港實習生協會國際金融見習項目時間
2007年6月25日至2007年7月6日

第三期康宏-中港實習生協會國際金融見習項目
2007年7月16日至2007年7月27日

第四期康宏-中港實習生協會國際金融見習項目
2007年8月6日至2007年8月17日

第五期康宏-中港實習生協會國際金融見習項目
2007年8月27日至2007年9月7日

見習地點：
见习地点: 香港顶级写字楼，香港铜锣湾 希慎道33号利园15楼（铜锣湾最贵的写字楼）
        

Financial Planning
n          Steps in Financial Planning
n          Establishing and defining the relationship with client
n          Determining goals and gathering client data
n          Analyzing and evaluating the client financial status
n          Developing and presenting financial planning recommendations
n          Implementing the financial planning recommendations
n          Monitoring the financial plan

l          Fund Knowledge
n          Past performance of funds
n          Different approach for funds
n          Convoy Model Portfolio
u        500K Balanced Model Portfolio (Annualized return: 20% over 3 years)
u        160K Aggressive Model Portfolio (Annualized return: 40% over 3 years)

l          Risk Management
n          What is Risk ?
n          Definition of Risk
n          Types of Risk
n          How to measure risk ?
n          How to prevent loss arising from risk ?
n          Strategies
n          Risk Management Process

l          Fundamental Analysis

l          Technical Analysis
n          What is Technical Analysis ?
n          Technical Analysis Basics
n          Popular Technical Analysis
u        RSI
u        Stochastics
u        Moving Average
u        MACD
n          Application of Technical Analysis

l          Portfolio Management
n          Case Studies
u        Financial Objectives
u        Risk Analysis
u        Portfolio Management

l          Markets and Funds In-depth Analysis

中港实习生协会 – 联络方式一览表         协会主页
ww***org[点击查看]
ww***org[点击查看] ( 教育网)
         心声集下载地址
ww***org[点击查看]
         协会地址
香港地址：Room 1905, Nam Wo Hong Building,148 Wing Lok Street,Shueng Wan,HK内地联络地址：
北京市海淀区五道口华清商务会馆1108室 （邮政编码: 100083）
北京市海淀区清华大学AAA-16010信箱 （邮政编码：100084）
         协会电话
852 3672 3012
8610 8286 7010  (Hotline)
         电子邮箱
info@
         图文传真
852 3672 3012
         在线答疑
MSN：msn@
    BBS: bb***.cn[点击查看]