課程內容
- 【主題一:108年11月25日(Mon.) 國際資產配置與風險管理】
- 【主題二:108年12月4日(Wed.) 退休理財商品新趨勢與操作策略】
11/25 |
Topics |
Speakers |
09:30-10:50 |
Topic 1: Global Asset Allocation Solution國際資產配置解決方案I |
Ms. Michelle Leung |
10:50-11:10 |
Break Time |
|
11:10-12:30 |
Topic 1: Global Asset Allocation Solution國際資產配置解決方案II |
|
12:30-13:30 |
Lunch |
|
13:30-14:50 |
Topic 2: Global Fixed Income Overview全球債券市場投資分析 |
Ms. Julia Kuo (郭瑞玲), CFA |
14:50-15:10 |
Break Time |
|
15:10-16:30 |
Topic 3: Late Cycle Investing & Risk Management固定收益之風險管理 |
12/4 |
Topics |
Speakers |
09:30-10:50 |
Topic 1: Risk Management-Risk management framework |
Mr. Andrew Zhang, CFA |
10:50-11:10 |
Break Time |
|
11:10-12:30 |
Topic 1: Risk Management-Common tools and approach for Investment risk management |
|
12:30-13:30 |
Lunch |
|
13:30-14:50 |
Topic 2: Global Retirement Development and Solutions 全球退休投資方案發展I |
Ms. Michelle Leung |
14:50-15:10 |
Break Time |
|
15:10-16:30 |
Topic 2: Global Retirement Development and Solutions 全球退休投資方案發展II |