Associate Trainers
Mr. Choy Chak Po
Mr. Choy Chak Po has MBA degree and a bachelor degree, together with four professional qualifications: Certified Banker (CB) and Certified Financial Management Planner (CFMP TM) awarded by Hong Kong Institute of Bankers, Certified Financial Planner, CFP® awarded by Institute of Financial Planners of Hong Kong and China Financial Planner (ChFP).
Mr. Choy had been working in the bank field for more than 20 years. Over the past years, he had rich of working exposures in various banking business such as wealth management, 2 branches administration (including the branch in PRC), credit risk management and risk management of financial institutions.
Since 1998, Mr. Choy had been acting as a staff trainer for various topics including banking practice, financial analysis and mortgage banking etc. From Year 1998 onwards, he has been participating in the Hong Kong Institute of Bankers (HKIB) as a training associate. The training topics of cover a wider scope of banking business such as credit risk management, problem loan management, branch banking management, operational risk management, banking compliance etc.
Recently, he is an Adjunct Lecturer of the HKU SPACE as well as a part-time instructor of the VTC (Vocational Training Council) and Lingnan University for teaching banking and financial market, regulatory compliance (AML, Sales Compliance etc.) and CFP® education courses.
Languages
Cantonese, Putonghau and English.
蔡澤寶先生擁有商業學學士學位(B com)及工商管理學碩士學位(MBA) 學歷，並持有香港銀行學會銀行專業會士、專業財富管理師 (CFMP TM )、認可財務策劃師(CFP®)、國家理財規劃師(二級)認證資格(ChFP) 等認證資格。
蔡先生曾任職香港銀行界多年，先後服務於信貸部門、多間本地分行及內地分行，歷任多個不同工作崗位，職務範圍包括：投資理財、信貸業務及金融機構風險管理等工作。1994年開始兼任銀行內部培訓導師。1998年起更開始為多家香港金融專業學會及培訓機構所舉辦之學習班講課，參與學習班機構有本地銀行集團、四大國有銀行、股份制及地方性銀行。
授課講題包括：金融機構風險管理、巴塞爾資本協議、信用風險管理、內部控制與操作風險管理、零售及企業信貸管理、私人銀行業務、銀行網點管理、個人理財規劃、財富承傳規劃、保險理財、證券投資業務合規要求及反洗錢及打擊恐怖分子籌資等等。
現時擔任香港大學專業進修學院(HKU SPACE)客席講師，並為香港銀行學會(HKIB)、香港職業訓練局(VTC) 及嶺南大學等院校兼職導師，分別講授：金融產品銷售合規管理、銀行與金融市場、財富管理、反洗錢合規管理及認可財策劃師(CFP ® )教育課程。
語言能力
普通話、廣東話、英語