财务计划英汉词汇
Calculate and interpret time value of money 计算及演译金钱的时间值
Asset valuation for fi nancial planning functions 资产估值于财务策划中的功能
Forms of business ownership / entity relationships 商业所有权的形式及商业实体间之关系
Ways of taking title to property 取得财产业权的不同途径
Legal aspects of fi nancial planning 有关财务策划的法律考虑
Budgeting 制订预算
Personal use-asset management 个人使用资产管理
Principles of insurance 保险原理
Identifi cation of life, health, homeowners, auto and other property and liability risk exposures 识别客户所面对的生命、健康、家居、汽车以及其它财产和责任的风险
Legal aspects of insurance 与保险相关的法律问题
Insurance industry regulation 保险业的监管规例
Property and liability policy analysis 财产和责任保险的保单分析
Policy analysis 保单分析
Life insurance policy analysis 人寿保险保单分析
Annuity policy analysis 年金保单分析
Health insurance policy analysis 健康保险保单分析
Taxation of insurance products 保险产品的课税
Selecting insurance companies and agencies 选择保险公司及代理人
Client assessment 客户评估
Marketability / liquidity 市场流通性/变现能力
Types of investment risk 投资风险种类
Measurement of risk 风险量度
Infl uence of time on investment risk 时间对投资风险的影响
Government regulation of securities and markets 政府对证券及证券市场的监管规例
Investment vehicles 投资工具
Types and measures of investment returns 投资回报的种类和计算方法
Bond and stock valuation methods 债券和股票的估值方法
Portfolio performance measurement 投资组合表现的量度
Formula investing 方程式投资
“Active” and “passive” strategies 主动和被动的投资策略
Leverage and use of borrowed funds for investing 杠杆效应和以贷款投资
Hedging and option strategies 对冲和期权投资策略
Asset allocation: active and passive 主动和被动的资产分配
Pricing models 定价模式
Efficient market hypothesis 有效市场假设理论
Investment vehicles matched to client 为客户寻求合适的投资工具
Tax impact on time value analysis of investment 课税对投资的时间值分析之影响
International Finance and Foreign Exchange 国际财务和外汇
Ethical considerations in tax planning 与税务策划有关的道德考虑
Income tax fundamentals 入息税的基本知识
Tax compliance matters 税务条例执行事宜
Taxation terminology 税务专有名词
International tax planning 国际税务安排
Tax calculations and special rules 税款计算和特别规则
Tax accounting 税务会计
Tax characteristics of business forms 不同商业形式的税务特质
Tax-related write-off concepts 与税务有关的撇帐概念
Tax management techniques 税务管理技巧
Non-taxable transactions 免税交易
Interest and penalty taxes and other charges 利息和惩罚性税收以及其它费用
Tax pitfalls 税务陷阱
Social benefits 社会福利
Ethical considerations in retirement planning and employee benefits 退休安排和雇员福利的道德考虑
Types of retirement plans 退休计划种类
Qualifi ed plan characteristics 合资格退休计划的特质
Distributions and distributions options 退休福利的发放和分配选择
Retirement needs analysis 退休所需分析
Recommendation of the most appropriate type of retirement plan 为客户提供最合适的退休计划建议
Suitability of an investment portfolio for a qualified plan situation 一个投资组合对于合资格退休计划的合适程度
Life, medical and disability plans in employee benefit programs 员工福利计划中的人寿、医疗、及残疾保险
Statutory employee benefi ts 法定雇员福利
Business applications of individual life and disability insurance 个人人寿及残疾保险的商业应用
Estate planning overview 遗产安排概论
Estate planning pitfalls and weaknesses 遗产安排的陷阱和弱点
Methods for property transfer at death 去世时转让财产的方法
Estate planning documents 遗产安排文件
Overview of the Hong Kong estate duty system 香港遗产税概论
Valuation techniques and the Hong Kong gross estate 香港遗产总值和估值方法
Calculation of Hong Kong estate duty liability 香港遗产税的计算
Probate 遗嘱认证
Liquidity planning 变现能力的安排
Powers of appointment 指定受益的权力
Features of trusts 信托的特点
Taxation of trusts and estates 信托和遗产的课税
Life insurance for estate planning 人寿保险在遗产安排中的应用
Gifts and charitable contributions 馈赠和慈善捐献
Intra-family business and property transfers 家族内业务和财产转移
Planning for incapacity 为丧失能力作安排
Special topics in estate planning 遗产安排中的特别项目
Organisation Governing Structure 学会管治架构
Patrons 荣誉赞助人
Executive Committee 执行委员会
Examination Board 考试理事会
Professional Ethics Review Board 专业操守理事会
Certifi cation Sub-committee 资格认证小组委员会
Finance & Legal Sub-committee 财政与法律小组委员会
Marketing Sub-committee 拓展小组委员会
Membership Sub-committee 会藉小组委员会
Department 部门
Certifi cation Department 资格认证部
Finance & Administration Department 财务及行政部
Marketing & Membership Department 拓展及会藉服务部
Certifi cation Mark/Certifi cation 认证标志 / 认证
CFPCM CFPCM认可财务策划师
CERTIFIED FINANCIAL PLANNERCM CERTIFIED FINANCIAL PLANNERCM认可财务策划师
Associate Personal Financial Planner (APFP) 副个人财务策划师
Council 议会
Financial Planning Standards Board (FPSB) 财务策划标准制定局
International CFP Council 国际CFP议会
CFP Board of Standards 美国CFP标准制定局
Membership 会藉
Founding Member 创会会员
Corporate Member 机构会员
Ordinary Member 普通会员
Associate Member 附属会员
Student Member 学生会员
Certifi cation Requirements 资格认证要求
Education 教育
Examination 考试
Experience 经验
Ethics 操守
approved credentials 认可专业资格
certificant 持证人
certification renewal 认证续期
CFP Certifi cant Manual 持证人规章手册
CFP certifi cation examination CFP资格认证考试
challenge status 挑战级别
Code of Ethics and Professional Responsibility 《专业操守及责任》
Continuing Education (CE) 持续进修
Disciplinary Rules and Procedures 纪律规则及程序
Examination Handbook 考试手册
examination review 考试成绩复核
Examination Syllabus 考试大纲
Financial Planning Practice Standards 财务策划执业准则
fi nancial services companies and institutions 金融服务公司及机构
non-profi t self-regulatory organization 非牟利自发监管机构
Qualifi ed Working Experience 合资格工作经验
Transcript Review 学历评估
Registered CFP Education Program 注册CFP教育课程
Module One – Foundation of Financial Planning 单元一 – 财务策划基础
Module Two – Insurance 单元二 – 保险学
Module Three – Investments 单元三 – 投资学
Module Four – Taxation and Tax Planning 单元四 – 税务策划
Module Five – Employee Benefi ts and Estate Planning 单元五 – 雇员福利与遗产安排
Module Six – Advanced Financial Planning 单元六 – 进阶财务策划
Approved Education Providers 认可院校
HKU School of Professional and Continuing Education (SPACE) 香港大学专业进修学院
Li Ka Shing Institute of Professional and Continuing Education, The Open University of Hong Kong (OUHK) 香港公开大学李嘉诚专业进修学院
Management and Executive Development Centre,The Hong Kong Polytechnic University (MEDC) 香港理工大学企业经管人才发展中心
The Asia-Pacifi c Institute of Business, The Chinese University of Hong Kong (APIB) 香港中文大学亚太工商研究所
Related Reference 相关参考
Automatic Order Matching and Execution System (AMS) 自动对盘及成交系统
Central Clearing and Settlement System (CCASS) 中央结算及交收系统(中央结算系统)
Data Protection Principles 保障资料原则
Employer-sponsored Scheme 雇主营办计划
Financial Action Task Force on Money Laundering (FATF) 打击清洗黑钱财务行动特别组织
Guidance Note on Prevention of Money Laundering – OCI 防止洗黑钱指引 – 保险业监理处
Guideline on Prevention of Money Laundering– HKMA 订防止洗钱活动指引 – 香港金融管理局
Guideline on the Combat of Terrorist Financing– OCI 打击恐怖份子集资活动的指引 – 保险业监理处
Industry Scheme 行业计划
Insurance Intermediaries Quality Assurance Scheme (IIQAS) 保险中介人素质保证计划
Insurance Intermediary Qualifying Examination 保险中介人资格考试
Licensing Examination for Securities and Futures Intermediaries 证券及期货从业员资格考试
Mandatory Provident Fund Schemes (Exemption) Regulation 强制性公积金计划( 豁免)规例
Master Trust Scheme 集成信托计划
Money Laundering Revised Guidance Notes– SFC 防止洗黑钱修订指引 – 证券及期货事务监察委员会
Order Routing System (ORS) 买卖盘传递系统
Supplement to the Guidance Note on Prevention of Money Laundering – OCI 防止洗黑钱指引的补充文件 – 保险业监理处
The Banking Ordinance 《银行业条例》
The Exchange Fund Ordinance 《外汇基金条例》
The Occupational Retirement Schemes Ordinance (ORSO) 职业退休计划条例
The Personal Data (Privacy) Ordinance 《个人资料(私隐)条例》
The Securities and Futures Ordinance (SFO) 证券及期货条例
