IFPHK

Summer Program 2014

Summer CE Programs 2014
Enroll NOW to enjoy the Early Bird Offer!
Date & Time
(dd/mm/yyyy)

Topic

29/7/2014 (Tue) Hedge Fund Trading

6:30PM - 9:30PM Psychology

Course
Code

Speaker

RZ143 Mr. Edward Chin

Early Bird
Offer*
(Member /
NonMember)

Fee
(Member /
NonMember)

HK$430 /
HK$550

HK$540 /
HK$690

5/8/2014 (Tue) & What We Should Know in Risk

12/8/2014 (Tue) Management for Financial
RA047
6:30PM - 9:30PM Portfolio

Mr. Wilson Yee

HK$870 / HK$1,080 /
HK$1,100 HK$1,380

6/8/2014 (Wed) Credit assessments in

6:30PM - 9:30PM mainland China

RZ131

Mr. Lam Yat-fai

HK$430 /
HK$550

HK$540 /
HK$690

Major Strengths &

13/8/2014 (Wed)
Weaknesses of a Financial
6:30PM - 8:30PM
Plan

RZ106

Mr. Neville Ko

HK$220 /
HK$290

HK$280 /
HK$360

21/8/2014 (Thu) Understanding National

6:30PM - 9:30PM Statistics of China

RZ120

Mr. Francis Lau

HK$430 /
HK$550

HK$540 /
HK$690

Structured Foreign Exchange

27/8/2014 (Wed) Products for Wealth
6:30PM - 9:30PM Management Services in
Greater China

ZB05P

Mr. Lam Yat-fai

HK$430 /
HK$550

HK$540 /
HK$690

* To enjoy the Early Bird offer, enrollment has to be made 3 weeks before the course commencement date.
Please refer to our CE calendar in our website (http://www.ifphk.org/CEP/ce-calendar) for the course outlines and other details.

Venue: IFPHK, 13/F, Causeway Bay Plaza 2, 463 - 483 Lockhart Road, Hong Kong
: ( 463-483 13 )
Language: Cantonese (supplemented with English terminology)
: ()

For enquiry, please contact:

IFPHK
|
Tel: (852) 2982 7888

Fax: (852) 2982 7777

Email: education@ifphk.org

Website: www.ifphk.org

CFPCM, CERTIFIED FINANCIAL PLANNERCM,

,
, AFPTM, ASSOCIATE FINANCIAL PLANNERTM,
and
are
certification marks and/or trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. The Institute of Financial Planners of Hong Kong is the marks licensing
authority for the CFP marks and AFP marks in Hong Kong and Macau, through agreement with FPSB.

Institute of Financial Planners of Hong Kong

Office Address

Tel : 2982 7888 Fax : 2982 7777 Website : www.ifphk.org

: 13/F, Causeway Bay Plaza 2, 463 - 483 Lockhart Rd, HK 463-483 13

Continuing Education Programs

REGISTRATION FORM

Please read the general notes overleaf before completing the Registration Form. Applicant must complete the Registration Form in BLOCK LETTERS.

Section (A) Program Application

Program Code

Please quote only the first 5 Digits

(dd/mm/yyyy)
Program Date

1.

2.

4.

Ref No.

CE Cash Coupon code#

CE

(Office use only

)

3.

Fee

/
/

/
Total Fee

# Quote the pre-printed coupon code in the box. Only one CE cash coupon can be used for one CE program. CE cash coupons cannot be used in conjunction
with other program discounts (e.g. early-bird offers, special offers, etc). CE
CE

CE

(
)

- Personal Particulars *Mandatory field

Membership/HKID Card/Passport No. *
Mr / Ms /Mrs / Miss

//

Title

Full Name *
(As printed on your HK ID Card / Passport / )
Company Name
(Corporate member no., if any
Position
Section (B)

(Please delete where inappropriate

, )
Email Address

(Confirmation notice will be sent via e-mail

Employment Field

For the purpose of identification and CE record

Mobile Phone No.

Mailing Address

1 Retail Banking
5 General Insurance
9 Legal Practice
13 Other
6 Independent Financial
2 Private Banking
10 Accounting Practice
please specify :
Advisor
3 Investment Banking
7 Asset Management
11 Academia
_______________________________
4 Life Insurance
12 Real Estate Sector
8 Securities Brokerage
* If you do not want to receive news on training products and services from IFPHK, please tick here

Please tick the one below that best describes the industry you are serving

Section (C)
Declaration
I declare that the information given in this application form is truthful and complete. I understand that any false and misleading
information will lead to disqualification of my application for registration. Any fees paid will not be refunded. I also read and understand all
the General Notes regarding my application.

: __________________________________
Date: ________________________________
Section (D) - Payment Methods and Details
Cheque
Cheque No .___________________ Drawn on (Bank): ___________________________
Cheques should be made payable to IFPHK Ltd. IFPHK Ltd.
Credit Card
Total payable fee :HK$ _________________ .
Signature

I hereby authorize IFPHK Ltd. to charge this amount or, if I have miscalculated the amount, the correct amount payable to my credit card
with details below. I understand that IFPHK Ltd. will notify me if I have miscalculated the payable fee after charging my credit card.

Visa card

MasterCard

:
Expiry Date :
Cardholders Name :
Cardholders Signature :

Card number

(MM/YYYY

/)
Date

:
Version 201304

Notes (
)

1) Registration
a) Registration will be on First-Come-First-Served basis upon
receipt of payment. IFPHK members will be given priority.

b) IFPHK reserves the right to refuse registration if applicants

fail to make payment, and/or are unable to provide accurate
and complete information as stated in the registration form.

c)

In general, ACKNOWLEGMENT will be sent via email within

7 days after the receipt of registration form.

d) In general, CONFIRMATION will be sent via email at least 3

working days prior to the program. Applicants who do not
receive the confirmation by the said date should contact
IFPHK at 2982 7888.

2982 7888

2) Course Fee
a) Registration paid by cheque will be processed only if the
cheque reaches IFPHK within 5 working days from date of
registration. No post-dated cheques will be accepted.

Unless otherwise specified, all programs are conducted in

Cantonese and supplemented with English terminology. Notes
will be in English.

6) The program instructor/IFPHK staff may exclude a participant

from class if his/her behavior disturbs the class or if he/she does
not follow instructions in class or as laid down by IFPHK. No
program fee will be refunded.

7) IFPHK reserves all rights to make necessary alternations on

program arrangements, such as venue, date, time and speaker.

8) No recording is allowed in class unless with prior consent from

IFPHK.

9) No smoking is allowed inside the classroom. Mobile phones,

pagers and other electronic communications must be switched
off.

irrespective of individuals attendance status, with the

exception of unsuccessful application due to full enrolment
and program cancellation.

10) Participants are required to keep the program venue clean and
tidy.

c) IFPHK reserves the right to cancel programs due to under-

enrolment, individuals will be notified and full refund will be

arranged.

d) Applicants who wish to enjoy Member Fee must provide

relevant information at the time of registration. Otherwise,

Non-member fee shall be charged and fee difference will not
be refunded.

e) The Official Receipt, with IFPHK official stamp, will be

distributed to participants at the end of the program when
their payments are successfully settled. The receipt will not
be distributed otherwise. Participants will be charged a fee of
$20 for re-issuance of the receipt.

20

Attendance & Certificate

a) Attendance Certificates will only be issued to participants
who:
i.

ii.

present their Hong Kong Identity Card or other photobearing legal identification documents, such as Passport,
upon registration for identity verification.
(
)

sign-in before program and sign-out after program.

/

iii. arrive no later than 15 minutes after the program

commences and do not leave earlier than 15 minutes
before the program ends.

iv. return to the classroom before the end time for official
breaks (if any) announced by the speaker or IFPHK staff.
/
(
)

b) The Attendance Certificate, with IFPHK official stamp, will

be distributed to eligible participants at the end of the

program when their payments are successfully settled. The
certificate will not be distributed otherwise. Participants will
be charged a fee of $100 for re-issuance of the certificate.

4)

5)

b) Program fees paid are non-refundable and non-transferable

3)

Medium of Instruction
email for the updated program venue.

100
Program Venue
a) Unless specify, all programs will be held at IFPHK office.

11) Personal data supplied in this enrollment will be used only for
purposes relating to enrolling / attending the IFPHK CE programs
and notifying you of any update to our products and services.
IFPHK reserves the right to inspect personal identity of
participants.
/

12) Arrangement in times of Tropical Cyclones and Rainstorms

a) When Typhoon Signal No. 3 or below/ Amber or Red
Rainstorm Warning is in force, all programs will be held as
scheduled.

b) When the Observatory hoists the Typhoon Signal No. 8 or

above/Black Rainstorm Warning is in force during programs;
or Typhoon Signal No. 8 or above will be hoisted within 2
hours before programs commence, all programs already in
progress will be dismissed immediately or cancelled.
Remedial programs will be arranged.

c) All programs will be held as scheduled, if Typhoon Signal No.

8 or above/Black Rainstorm Warning is lowered before
7:00am.

d) Programs starting between 2:00pm and 6:00pm will be held

as scheduled, if Typhoon Signal No. 8 or above/Black
Rainstorm Warning is lowered at or before 12:00 noon.

e) Programs starting at or after 6:00pm will be held as

scheduled, if Typhoon Signal No. 8 or above/Black
Rainstorm Warning is lowered at or before 4:00pm.

13) IFPHK reserves all rights to alter and update the Terms &
Conditions from time to time without prior notice.

b) IFPHK reserves all rights to make necessary alternations on

program venue. Participants shall refer to the confirmation
Version 201304