协会动态 | Association News

论坛概况


论坛主题:2011年证券投资策略论坛

论坛时间:2011年2月27日全天

论坛地点:华南理工大学逸夫人文馆报告厅

主讲嘉宾:卜毅文

嘉宾简介:北京大学中国金融衍生品研究生课程首席讲师

            华南理工大学注册财务策划师(IRFP)课程金牌导师

            具有18年证券及期货投资经验

论坛大纲: 2011年证券投资策略论坛


论坛关键词: 三年震荡势、关注高铁、医药、军工板块

特邀嘉宾:卜毅文

北京大学中国金融衍生品研究生课程首席讲师

嘉宾致辞

国际财务策划师公会中国区首席代表 陈伟光先生

 

注:凡参加活动报名但未到场的会员将被警告一次,一年内警告三次将永久取消参加论坛的资格,请各位会员留意。

 

 

论坛概况


论坛主题:上市会计

论坛时间:2011年4月23日

论坛地点:华南理工大学31号楼

主讲嘉宾:章卫东

嘉宾简介:江西财经大学会计学院院长

            江西省注册会计师协会常务理事

            主持国家社科基金、教育部人文社会科学课题等省部级以上课题7项

论坛大纲: 上市会计


论坛关键词: 企业并购与上市前的税务处理、MM理论、财务契约理论

主讲嘉宾:章卫东

江西财经大学会计学院章卫东院长悉心为学员解答问题

嘉宾合影

章卫东院长(左)与路翔股份(上市公司)审计总监李振强学员(右)合影

 

注:凡参加活动报名但未到场的会员将被警告一次,一年内警告三次将永久取消参加论坛的资格,请各位会员留意。

 

 

台湾辅仁大学与国际财务策划师公会签约合作


签约时间:2011年5月28日

签约地点:台北喜来登大饭店

出席嘉宾:辅仁大学 黎建球校长

            国际财务策划师公会(IARFP)总会长 Malcolm Dean

            IARFP亚太区主席、中国金融教育发展基金会名誉副会长 冼伟超先生

            IARFP中国区首席代表 陈伟光先生

            英国注册财务会计师公会(IFA)副主席 江子荣先生

 

活动大纲: 台湾辅仁大学与国际财务策划师公会签约合作


活动关键词: 辅仁大学、签约、IARFP、IFA

签约现场

辅仁大学校长黎建球(左)接受IARFP总会长Malcolm Dean(右)赠送纪念品

嘉宾合影留念

出席签约仪式的双方代表合影留念

 

 

论坛概况


论坛主题:下半年A股H股投资策略

论坛时间:2011年6月11日

论坛地点:华南理工大学逸夫人文馆报告厅

主讲嘉宾:张化桥

嘉宾简介:瑞银投资银行中国区副总经理

            在中国人民银行总行计划司工作5年,先后在东方汇理、汇丰证券等任职

            有7年的证券从业经验,被《机构投资者》杂志选为排名第一的中国分析师

 

论坛大纲:2011年下半年A股H股投资策略


论坛关键词: 全球大牛市(中国除外)、寻找实体经济的机会、

              新鲜空气也是“稀缺”资源

主讲嘉宾:张化桥

瑞银投资银行中国区副总经理

嘉宾合影

张化桥老师(左)与现场学员(右)合影

 


注:凡参加活动报名但未到场的会员将被警告一次,一年内警告三次将永久取消参加论坛的资格,请各位会员留意。

 

 

贵州“注册财务策划师”首期班开学典礼


时间:2011年6月25日

地点:贵州财经大学

出席嘉宾:贵阳市云岩区副区长赵震祥先生

            全国人大财经委调研室副主任许健博士

            IARFP亚太区主席、中国金融教育发展基金会名誉副会长 冼伟超先生

            IARFP中国区首席代表 陈伟光先生

            英国注册财务会计师公会(IFA)副主席 江子荣先生

 

活动大纲: 贵州“注册财务策划师”首期班开学典礼


活动关键词: 贵州财经大学、开学典礼、IARFP

开学典礼现场

贵州“注册财务策划师”首期班开学典礼

嘉宾与学员交流

许健博士与学员交流现场

 

 

论坛概况


论坛主题:管理与管理者的心智模式

论坛时间:2011年7月16日

论坛地点:华南理工大学逸夫人文馆报告厅

主讲嘉宾:胡宇辰博士、院长

嘉宾简介:现任江西财经大学工商管理学院院长

            中国企业管理研究会常务理事

            江西省管理教育研究会常务理事

 

论坛大纲:2011年下半年A股H股投资策略


论坛关键词: 企业管理、企业控制、心智模式、企业文化

              

主讲嘉宾:胡宇辰博士、院长

江西财经大学工商管理学院院长

RFP会员签到

RFP会员签到现场

 


注:凡参加活动报名但未到场的会员将被警告一次,一年内警告三次将永久取消参加论坛的资格,请各位会员留意。

 

 

 

 

论坛预告 | SEMINAR for 2011

主题:解读公共经济与管理 (订座电话:020-85286313)

时间:2011年8月20日

地点:中国-广州-华南理工大学-1号楼601

主讲嘉宾:高誉恩教授

嘉宾简介:高誉恩教授出生在九代中医世家,自幼研习汤头药剂和易经,研究生主攻细胞学,曾担任医学院教授和科研所所长,可谓是“桃李芬芳满天下,从医问药数十载”,高誉恩教授神奇地将易经的阴阳五行学说与中西医临床基础相结合,运用“天地人”合一的自然保健理念独创了易经生命维护系统和数组密码定律,并通过“象数理占”的深入研究,能够精准预测,调整风水,规划未来。从基因学角度教会自我维护人体一生健康,实现“异病同”的个性化调整。在高誉恩教授“个性化转运规划”的指导下,无数的家庭和个人:事业有成、婚姻美满、家庭和谐、子女成才。高誉恩教授是国际级学习创富系统的引进人、人力资源的划专家,帮助很多企业做内训,使企业业绩一年内提升1-8倍。众多企业在高誉恩导师的指导下事业发展如虎添翼,得到质的飞跃。高誉恩教授的知名度响誉全国履次邀到北京、上海广州、深圳、南京、昆明、长沙、银川、洛阳等祖国各地巡回演讲传授国学,全国现在已有几千名弟子拜师学易。

注:RFP国际会员免费,学员免费,香港会员收取100元/位。

-------------------------------------------------------------------------------------------------------------------------

主题:解读公共经济与管理 (订座电话:020-85286313)

时间:2011年9月3日

地点:中国-广州-华南理工大学-逸夫人文馆

主讲嘉宾:匡小平

嘉宾简介:江西财经大学财税与公共管理学院院长、教授,全国高校财政学教学研究会副理事长;中国高校税收学教学研究会副会长;中国国际税收研究会理事兼学术委员会委员;全国社会保险学会社会保障教研委员会委员;中国行政学会理事;中国高等教育学会高等财经教育分会财政学教研委员会副主任委员;中国财政学会理事。

注:RFP国际会员免费,学员免费,香港会员收取100元/位。

-------------------------------------------------------------------------------------------------------------------------

主题:中国资本市场:全球视野与跨越式发展

时间:2011年11月

地点:中国-广州-华南理工大学

主讲嘉宾:吴晓求

嘉宾简介:著名经济学家,中国证券理论的奠基人。教育部长江学者特聘教授、中国证监会发审委委员、国务院学位委员会学科评议组成员、国务院学位办社会科学领域学科目录修订工作组负责人、中国金融学会常务理事、学术委员会委员、中国城市金融学会常务理事、中国农村金融学会常务理事、中国投资协会理事、国家开发银行专家委员会委员、北京市人民政府金融顾问、中国工商银行博士后指导教师、交通银行博士后指导教师、招商银行博士后指导教师、北京银行独立董事、徽商银行独立董事、三一重工独立董事、海通证券独立董事、新钢股份独立董事。

注:RFP国际会员免费,香港会员收取100元/位,学员收取200元/位。

-------------------------------------------------------------------------------------------------------------------------

主题:2012货币政策预测与资本市场走势

时间:2011年12月

地点:中国-广州-华南理工大学

主讲嘉宾:吕江林

嘉宾简介:江西财经大学金融与统计学院院长、教授、经济学博士、博士生导师、江西省高校中青年学科带头人(金融学),享受国务院金融学学科国家特殊津贴,江西省高校教学名师,2003年2月至8月为美国宾夕法尼亚大学沃顿商学院金融系高级访问学者。

注:RFP国际会员免费,香港会员收取100元/位,学员收取200元/位。

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备注 | Notes

NO.1论坛以后将采用更灵话更互动的方式,场地可能设在学校、会所、酒店、咖啡吧等,具体时间与地点将在报名确认后至活动开始三周内以短信及E-mail形式提供。

NO.2 论坛将严格执行预报名制度,没有来电或短信登记的会员,均不接待,如登记出席但未能如约,年内累计超过三次者,恕不再提供论坛信息。

NO.3 论坛将根据不同需求与会员级别层次及专业,开办专题性的活动,如有合适的建议可随时与我们联系:020-85286313。

 

 

亚太消息 | Asia News

中国联想收购德国电脑零售商

Lenovo buys German PC seller in Europe push

香港零售金融产品销售放缓

Hong Kong sales and confidence dented

普拉达拟香港上市筹资30亿美元

Prada eyes 10.5bn valuation

中国外汇官员警告美元风险

China official warns on dollar risk

中国投资日本长期国债再创新高

China’s buying of Japanese government debt at new high

中国超美国成全球最大能源消费国

China becomes leading user of energy

中信证券与法农贷成立全球经纪公司

Crédit Agricole and Citic to create global brokerage

日本超市拟在华积极扩张

Aeon?aims for?surge in China

麦格理与光大建7亿美元基建基金

Macquarie teams up with Everbright on $729m fund

普拉达在港上市遭遇“税收门”

Tax issues cloud Prada’s Hong Kong IPO

全球新闻 | Global News

美国5月核心CPI环比增幅创五年新高

CPI rise ties Fed’s hands on further easing

华尔街银行拟减少对美国国债依赖

Banks to cut use of US debt

中信证券与法农贷成立全球经纪公司

Crédit Agricole and Citic to create global brokerage

瑞银为留住高管将提高薪酬

UBS in pledge to raise pay after staff defections

花旗将与东方证券组建合资公司

Citigroup closes in on Chinese venture with Orient Securities

美国房价再度下跌

Double dip in US house prices demolishes post-recession gains

美国IPO的“双市记”

Fanfare surrounding dotcom IPOs masks?the divergent fate of listings

投资者担忧美国复苏再度停滞

Weak data fan fears over US recovery

联合利华CEO:收入翻番不靠并购

Unilever chief shuns acquisitions in his drive to double revenues

拉加德:支持中国在IMF扮演更重要角色

Lagarde ‘confident’ about IMF job

 

 

All the news from the IFA

 IFA online  News  Events  Branches  Members only  International
 
March-June
2011
 







Exerting your influence

The coalition is the first UK government to have an accountant in its Treasury team – this one has two – and this seems to have informed the pragmatic way in which it is trying to cut the nation’s clothes according to its cloth.
Let’s hope this also transforms into policies designed to help businesses grow. This would be the approach an accountant would take, as many did during the past two recessions: after minimising overheads and administration, cutting avoidable costs, and creating a lean, mean, fighting machine, survivors turned their attention to growth, and the financial resources this required.
Which is where many businesses are today: raring to go, but looking to the coalition for the sort of support that only a government can provide, and hoping it will be informed by the sort of insights that only an accountant can offer.
Time will tell (and hopefully sooner, rather than later). But rather than wait and see, the IFA recently took the opportunity to buttonhole the business secretary Vince Cable, and share with him the concerns of our members (and you can learn more about this in the next edition of Financial Accountant).
In 2010 the demand for less red tape was at the top of your list, and although this burden has yet to shrink, it may have been overtaken by more pressing concerns. But as the IFA will be conducting its annual Business Barometer survey in April, you will soon have an opportunity to bring us up-to-date, so please take time to respond.

David Woodgate 
IFA chief executive


       
 
 In the news
 
THREE GLOBAL ACCOUNTANCY ASSOCIATIONS MERGE A new accountancy association has been created with the merger of IGAF Worldwide, Polaris International and Fidunion International.more  
 
HMRC LAUNCHES ONLINE TAX NOTIFICATION SERVICE A free electronic service to notify HM Revenue & Customs of any changes in personal circumstances has been launched.more    
 
PAYE REFORM IS BEING RUSHED PAYE reform is being rushed and could become an ‘accident waiting tohappen’, warn tax advisers. more      
 
NICs AND INCOME TAX MERGER PLAN The Office of Tax Simplification (OTS) review of small business tax policies will recommend the merger of national insurance contributions (NICs) and income tax, along with changes to the way IR35 rules are administered. more 
 
FRC INQUIRY INTO GOING CONCERN ASSESSMENTSThe Financial Reporting Council (FRC) has launched an inquiry into going concern assessments to see whether changes to the current reporting regime are needed following the financial crisis.more
 
 
FINANCIAL SECTOR IN LINE FOR SALARY HIKESalaries in the financial services sector rose by almost 8% last year and job retention improved, according to analysis by accountancy and financial services recruiter Marks Sattin. more   
 
HMRC CRACKS DOWN ON RESTAURANT TAX EVASIONHM Revenue & Customs is clamping down on tax evasion in the restaurant trade, with businesses in London the first to be targeted by a new task force. more      
 
INDIVIDUAL INSOLVENCIES REACH 36,000 The first quarter of 2011 has seen personal insolvencies hit 32,000 as households struggle in the current economic climate, according to forecasts from Deloitte.more      
 
ACCOUNTANTS' PAY RISES AS JOB DEMAND GROWSCommercial businesses created more jobs for accountants in the first quarter of the year, according to a new survey.more      
 
TIME TO PAY HITS CASH FLOW IN SME SECTORResearch by insolvency firm SFP suggests tax debts are the leading cause of insolvency, with nearly three in four companies citing HM Revenue & Customs as their largest single creditor on entering administration.more      
 
 
HMRC PLEDGES CASH FOR VOLUNTARY SECTORHM Revenue & Customs has pledged £2m a year for the next four years to support people needing help with their taxes, benefits and tax credits.more      
 
UK BANKS TO RINGFENCE RETAIL OPERATIONSUK banks are to be forced to ringfence their retail operations from investment banking.more
 
ACCOUNTANTS' CHARITY HELPS OVER 2,000 The Chartered Accountants’ Benevolent Association (CABA) says it has noticed an increasing number of younger clients with more complex needs asking for support since the onset of the global economic downturn. more      
 
UK HAS ONE OF THE HIGHEST TAX BRUDENSThe UK has one of the highest tax burdens for both low and high earners of any major economy, new research finds. more     
 
KPMG HIGHLIGHTS 'WORRYING' SLOWDOWN IN JOBS MARKETThere has been a marked slowdown in the jobs market, according to the latest figures from a survey by the Recruitment and Employment Confederation (REC) and KPMG.more
 
IFA member services
 


ONLINE EDUCATIONWhen you are planning your CPD for 2011, why not dip into the IFA online course portfolio here.

 

PII FOR PRACTITIONERS Learn more about the preferential offering on professional indemnity insurance from Belmont International here.

CAREER SUPPORT The specialist financial job site GAAPweb can help you find a new job or new recruits, with a range of facilities, here.

ONLINE CORPORATION TAX FILING The following links can help accountants in business and practice to manage the transition:

Managing the transition to online filing of Company Tax returns
HMRC answers FAQ on online CT filing
Demystifying XBRL
Implementing XBRL
HMRC: when to tag, how to tag, what to tag

SAVE MONEY IFA Privileges has negotiated more money-saving benefits for IFA members.

  • Residential Property Lawyers specialise in the individual private client market. They are recommended conveyancers to the staff of some of the UK’s largest and best-known companies including BA, the BBC, GlaxoSmithKline, the John Lewis Partnership, Royal Bank Group, and Whitbread. Residential Property Lawyers will ensure you get the best price available anywhere and, if you find a better fully inclusive price*, offering the same service standards, they will better that price by 20 per cent.

  • Costco is an exclusive membership club that sells a wide selection of top quality brand name merchandise at low warehouse prices. As a member of the IFA, you are automatically eligible for an exclusive Costco membership by virtue of your accountancy qualification.

    To access these benefits and to explore all the other offers you can receive at IFA Privileges, please click here.

*Terms and conditions apply. See the website for further details. Not available in Northern Ireland. .
IFA Privileges is managed on the behalf of the IFA by Parliament Hill Ltd of 127 Cheapside, London, EC2V 6BT. Neither are part of the same group as a provider.

IFA 2011 Regional Seminars
 

STRENGTHENING THE BACKBONE OF THE UK ECONOMY

Join us for networking opportunities, high profile speakers, the latest thinking and information within your industry, plus interactive workshops, as well as ongoing exhibitions from our partners and affiliates.

This series of one-day seminars, organised by the Institute of Financial Accountants, is aimed at all of our members whether in practice or in employment. If you are involved in accountancy, finance, direct and indirect tax matters, this is a great chance to find out more about news and information that could affect you in the near future, and a fantastic opportunity to network with other members and businesses. Members of the Federation of Tax Advisers are also welcome to attend.

Dates
London: 22nd June at the BIS Conference Centre, London, SW1H 0ET.
Bristol: 6th July - this seminar has been cancelled and members are invited to attend an alternative event in Southampton on 12 July. Venue to be announced.

Check out the nearest seminar to you and book your place as soon as possible.

 
Costs
£45 IFA/FTA/IAB members +VAT
£55 Non members +VAT
£25 Retired members +VAT

To book your place at one of the 2011 seminars please contact Hannah Christie on 01732 467131 or email hannahc@ifa.org.uk

Please provide your name, email, telephone number, member number (if applicable) and state which seminar you wish to attend.

Book now to be eligible for up to 6 CPD points.

PLANNED PROGRAMME (some elements still to be confirmed)
Morning sessions
FRP Advisory: Business recovery and finance, as we come out of the recession.
RBS/NatWest: Access to funding and trends in the market.
HMRC: Developments in tax.
CCH: Tax enquiries or VAT

Afternoon workshops
These will include funding surgeries, ethics sessions and tax for practitioners.

Final details of the programme are available on the IFA website here.

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国际财务策划师公会中国代表处 International Association of Registered Financial Planners

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