Advanced Options:
1. Solutions and Service Delivery
QF Level ( 1234567 )
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
1. Solutions and Service Delivery
QF Level
Code
Name
QF Level:
Level 1
No Item
QF Level:
Level 2
No Item
QF Level:
Level 3
No Item
QF Level:
Level 4
Code:
106617L4
Name:
Liaise with different professionals to set up family offices
QF Level:
Level 5
Code:
106623L5
Name:
Monitor collateral value and issue margin call as needed
QF Level:
Level 5
Code:
106628L5
Name:
Identifying suitable clients for referral to insurance brokers
QF Level:
Level 6
Code:
106609L6
Name:
Recommend trust structure to clients and the use of different wealth planning tools
QF Level:
Level 6
Code:
106619L6
Name:
Analyze financial situation of clients and identify their needs in financing
QF Level:
Level 7
No Item
Note:
- The SCSs have been moderated by the Hong Kong Council for Accreditation of Academic and Vocational Qualifications (HKCAAVQ) to ensure consistency of QF level across industries.
- The contents of all SCSs will be updated regularly.
Copyright:
- All the Specification of Competency Standards (SCS) for industries and other related materials contained in this website are protected by copyright, which is owned by the Government of the Hong Kong Special Administrative Region.
- Permission is granted for users to download the SCSs to store them in local computers, provided that this is solely for personal or non-commercial internal use, and provided further that this copyright notice is downloaded at the same time.
- Save the above permitted use, any other use (including without limitation any reproduction, adaptation, distribution, dissemination or making available to the public) of the SCSs is strictly prohibited.
