Qualified Retirement Adviser (QRA) Education Program (Oct 2022) Online Registration Form
  • Institute of Financial Planners of Hong Kong
    香港財務策劃師學會
     
    Qualified Retirement Adviser (QRA) Education Program 
    核准退休顧問(QRA)教育課程
     
    Online Registration Form
    網上報名表格

  • Please read the general notes before completing the Registration Form.
    請在填表前注意表格的申請須知。

  • Section (A) 甲部 - Event Details 活動資料

  • Event Code 活動編號: QRA202210OT/ET
    Date 日期: Qualified Retirement Adviser (QRA) Education Program Timetable

    核准退休顧問(QRA)教育課程上課時間表
    Time 時間:
    Venue 地點:
       
    Registration Fee (Early Bird): Ordinary Track: $6,600
      Exemption Track: $5,600
    報名費用(早鳥優惠): 一般途徑：$6,600
      豁免途徑：$5,600
    Application Deadline: 26 Sep 2022 (Mon)
    截止報名日期: 2022年9月26日(星期一)

    *Mandatory field 必須填寫

  • Event Code 活動編號: QRA202210OT/ET
    Date 日期: Qualified Retirement Adviser (QRA) Education Program Timetable

    核准退休顧問(QRA)教育課程上課時間表
    Time 時間:
    Venue 地點:
       
    Registration Fee: Ordinary Track: $8,800
      Exemption Track: $7,530
    報名費用: 一般途徑：$8,800
      豁免途徑：$7,530
    Application Deadline: Ordinary Track: 3 Oct 2022 (Mon)
      Exemption Track: 12 Oct 2022 (Wed)
    截止報名日期: 一般途徑：2022年10月3日(星期一)
      豁免途徑：2022年10月12日(星期三)

    *Mandatory field 必須填寫

  • Section (B) 乙部 - Personal Particulars 個人資料


  • I Declare I have fulfilled the entry requirement for the Exemption Track@

    本人謹此聲明，本人已具備以下其中一項加入豁免途徑之條件@

    @ Please note that proof is NOT required at this stage. The relevant proof will be required when you submit the QRA Holder Application Form after you have completed the QRA Education Program and passed the QRA Examination.

    @ 申請者現階段無需提交證明文件。申請者完成QRA教育課程及通過QRA考試後，在遞交核准退休顧問(QRA)持有人申請 時必須提交上列選擇的相關證明。

  • Section (C) 丙部 - Referrer Particulars 介紹人資料

    (if applicable) / (如適用)

  • Section (C) 丁部 - "Learning Buddies” Special Offer "學習夥伴孖住報”特別優惠

    (if applicable) / (如適用)

  • Enroll QRA Education Program with a learning buddy in the same intake to receive a $200 supermarket coupon each.
    學習夥伴二人一同報讀本季QRA教育課程，兩位均會獲增$200超市禮券。

  • Section (C) 丙部 - QRA Examination 核准退休顧問(QRA)考試

  • Date: 17 Dec 2022 (Exact time and venue to be confirmed)
    日期: 2022年12月17日(詳細時間及地點將於稍後公佈)
       
    Examination Fee 考試費用: $1,000#
       
    #Examination Fee $1,000 is only applicable if registering for QRA education program and the next immediate QRA Examination (Dec 2022) at the same time. Examination fee will be at regular price $1,500 if examination enrolment is made separately afterward.
    #考試費用 $1,000 只適用於同時報名參與QRA教育課程及即屆QRA考試(2022年12月) 。 選擇於日後再獨立報名考試，考試費用將為原價 $1,500。
       
    The arrangement of examination registration will be sent to you separately after the confirmation of the education program. NO PAYMENT IS REQUIRED FOR THE EXAMINATION AT THIS STAGE.
    有關報名參加考試的程序，本會將於確認課程安排後另行通知您。您現時毋需繳付任何考試費用。

  • Section (D) 丁部 - Payment Methods and Details 付款方式與詳情

  • After confirming your personal particulars, you will be directed to our payment portal for credit card payment. When the payment process is completed, you will be directed back to our system for registration confirmation.
    在你核實你的個人資料後，你將會被轉移至付款網頁進行信用卡付款．付款流程完成後，系統便會展示登記完成的訊息．

  • Please deposit the amount payable to the following Bank account:
    請將有關費用存至以下帳戶:

    Bank 銀行: The Hong Kong and Shanghai Banking Corporation (HSBC)
      香港上海滙豐銀行
    Bank Code 銀行代碼: 004
    Account No 戶口號碼: 002-8-414118
    Beneficiary 受款人: The Institute of Financial Planners of Hong Kong Limited

    Please send a copy of the bank-in slip or banking app screencap, your full name and your mobile phone number to us by E-mail (training@ifphk.org)
    請將入數/轉帳單據之副本或銀行手機應用程式截圖，連同閣下的姓名及手提電話號碼，以電郵 (training@ifphk.org) 方式發送至本會。

    Please keep the original of the slip until class date in case of further check-up
    請保留單據之正本，以便於有需要時作進一步查核。

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