Search Article
Tag: Certified Financial Planner
Keeping clients calm at Quam
By Wong Yat-hei Expert Advice
Jobs Express
,
Career Insights
,
Banking & Finance
,
Certified Financial Planner
,
Asset Management
Waksman Low Po-man, certified financial planner and vice-president of asset management Quam Securities Company, began his career working in a bank back office, writes Wong Yat-hei.
...
IFPHK awards boost standards
By John Cremer Job fairs and Events
SCMP/IFPHK Financial Planner Awards
,
IFPHK
,
Financial Planners
,
Industry Insights
,
Certified Financial Planner
Reflecting on the success of this year’s SCMP/IFPHK Financial Planner Awards, Steve Chiu, chairman of the Institute of Financial Planners of Hong Kong (IFPHK), has good reason to find one aspect especially pleasing, writes John Cremer.
...
Raising the bar, crossing the border
By Chris Davis Featured stories and job trends
Wealth Management
,
Convoy Financial Services
,
Financial Planners
,
Mentoring
,
Corporate Ethics
Catering to the growing wealth management needs of Hong Kong's well-heeled also includes extending the boundaries of wealth ...
...
High performers rule the roost
By Wong Yat-hei Company Initiatives
Industry Tracker
,
Financial Planner
,
Hiring
,
Convoy Financial Services
,
Hiring Graduates
Convoy Financial Services aims to boost its financial planning team to 1,500 members before the end of ...
...
Convoy shares the secrets of its winning track record
By John Cremer Expert Advice
SCMP/IFPHK Financial Planner Awards
,
IFPHK
,
Convoy Financial Services
,
Financial Planners
,
Certified Financial Planner
There is no blueprint for success at the SCMP/IFPHK Financial Planner Awards, but one thing is certain: good preparation is ...
...
Advisory wringer squeezes finalists
By John Cremer Job fairs and Events
SCMP/IFPHK Financial Planner Awards
,
IFPHK
,
Financial Planners
,
Certified Financial Planner
,
ipac Financial Planning Hong Kong
A key part of the challenge facing the three finalists in the SCMP/IFPHK Financial Planner Awards 2011 is how best to handle a ...
...
Financial planners are going for gold
By Wong Yat-hei 進修新知
IFPHK
,
Banking & Finance
,
Finance
,
Postgraduate Studies
,
Professional Qualifications
In the past 10 years, Hong Kong's financial market has experienced ups and downs, with changes leading to new and different demands on ...
...
