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Franklin Templeton Academy

“An investment in knowledge always pays the best interest.”  - Benjamin Franklin

Franklin Templeton Academy (FTA) is a global education programme that seeks to contribute to your knowledge and skills so that you, in turn, can provide superior service to your clients.

Franklin Templeton has played a significant role in financial education and training for decades. As early as 1958, the Franklin Almanac, a mimeographed newsletter, provided tips on a range of investment topics.

Franklin Templeton Academy was launched in Asia in 2005 and quickly expanded to Europe and the Americas. Today Academy comprises nearly 30 professionals globally, dedicated to a variety of roles such as training (often in local language), instructional design and content development.

Benjamin Franklin once said: “Tell me and I forget. Teach me and I learn. Involve me I and remember”. Throughout the years, this particular quote has inspired the Academy to provide informative, pragmatic and engaging training programs that result in effective learning experiences.

Why the Franklin Templeton Academy?

From our constant interaction with financial advisors and investors over the years, FTA has gained incisive insights into issues you are challenged with today.

Designed to help you become more successful, FTA programs can help in several ways:

  • Strengthen your relationships with clients
  • Sharpen your professional skills
  • Build expertise with relevant industry updates and concepts
  • Ultimately, grow your business

FTA Blended Learning Mode

Our training can be delivered via live (classroom) sessions, webinars, or online training. We are capable of training in one format, or in a combination of various formats, based on your preference. Regardless of the training format, learners can expect to be engaged through quizzes, polls and group exercises.

Live (classroom) training:

  • Highly engaging classroom training for 20 – 30 attendees
  • Quiz questions, group exercises and in-class games and simulations
  • On- or offsite
  • Digital assessment & tracking
  • A premium experience maintained for our strategic partner

Webinars:

  • The learner attends an interactive, instructor-led webinar
  • Highly participatory content for large groups of learners
  • Live or replay on demand

Online Learning:

  • Consisting of short videos, Web Based Training (WBT) and e-Learning
  • Most flexible ―anywhere, anytime
  • All activity recorded on transcript
  • Available on mobile

FTA Training Programs

Franklin Templeton Academy is unique in the investment industry in that it offers a comprehensive, global investment curriculum. Modules are the basic building blocks of any training program and each covers one defined topic. Each module typically has a running time of 2 to 3 hours and is designed to provide concise, practical insights into an area of relevance.

Modules are grouped in three broad categories:

Investment Concepts: Build a wealth of insights to help you identify and discuss the factors that may impact your clients’ investments.

Understanding Financial Markets: Understood how financial markets performed in the past to help you discuss various topics with even most sophisticated investors.

Professional Development: Designed to sharpen your social, communication and personal skills essential to building and maintaining a solid book of business.

FTA training program could be a combination of several modules (in one or more training sessions) and currently available in 3 different languages: English, Mandarin and Cantonese.

For more information on various modules available within the Academy, please contact us directly.

 

Be a digital finance hero

In the digital age, there are various personal financial management tools and online resources at our fingertips to help our money management and financial wellness. Let’s pick up new knowledge and skills and apply them towards our financial goals.

Let's power up our digital financial literacy. Take action now and become a digital finance hero!

Franklin Tempteton is a supporting organisation of Hong Kong Money Month 2023, which targets to:

  • Promote digital financial literacy among the public and help people acquire the skills and know-how to effectively harness digital facilities to manage their finances.
  • Help the public understand the benefits and risks of using digital financial products and services; and remind them to be vigilant about online financial scams.
  • Encourage the public to keep a lookout for new investment opportunities and market trends arising from digital transformation.
  • Raise awareness of the more commonplace digital-based financial solutions and encourage usage of the IFEC Money Tracker App and a suite of free online financial tools.

Learn more

#IFEC 
#TheChinFamily 
#HKMoneyMonth2023 #HKMM2023
#DigitalFinanceHero

Contact us

As you identify your training needs we hope you’ll look to the Franklin Templeton Academy for your continued professional development. Please contact your local Franklin Templeton representatives for further information.

This document is intended to be of general interest only. This document should not be construed as individual investment advice or offer or solicitation to buy, sell or hold any shares of fund or security. The information provided for any individual security mentioned is not a sufficient basis upon which to make an investment decision. Investment involves risks. Value of investments may go up as well as down and past performance is not an indicator or a guarantee of future performance. The investment returns are calculated on NAV to NAV basis, taking into account of reinvestments and capital gain or loss. The investment returns are denominated in stated currency, which may be a foreign currency other than USD and HKD (“other foreign currency”). US/HK dollar-based investors are therefore exposed to fluctuations in the US/HK dollar / other foreign currency exchange rate. Please refer to the offering documents for further details, including the risk factors.

The data, comments, opinions, estimates and other information contained herein may be subject to change without notice. There is no guarantee that an investment product will meet its objective and any forecasts expressed will be realized. Performance may also be affected by currency fluctuations. Reduced liquidity may have a negative impact on the price of the assets. Currency fluctuations may affect the value of overseas investments. Where an investment product invests in emerging markets, the risks can be greater than in developed markets. Where an investment product invests in derivative instruments, this entails specific risks that may increase the risk profile of the investment product. Where an investment product invests in a specific sector or geographical area, the returns may be more volatile than a more diversified investment product. Franklin Templeton accepts no liability whatsoever for any direct or indirect consequential loss arising from use of this document or any comment, opinion or estimate herein. This document may not be reproduced, distributed or published without prior written permission from Franklin Templeton.

Any share class with “(Hedged)” in its name will attempt to hedge the currency risk between the base currency of the Fund and the currency of the share class, although there can be no guarantee that it will be successful in doing so. In some cases, investors may be subject to additional risks.

Please contact your financial advisor if you are in doubt of any information contained herein.

For UCITS funds only: In addition, a summary of investor rights is available from here. The summary is available in English and Chinese.

The fund(s)/ sub-fund(s) are notified for marketing in various regions under the UCITS Directive. The fund(s)/ sub-fund(s) can terminate such notifications for any share class and/or sub-fund at any time by using the process contained in Article 93a of the UCITS Directive.

For the avoidance of doubt, if you make a decision to invest, you will be buying units/shares in the fund(s)/ sub-fund(s) and will not be investing directly in the underlying assets of the fund(s)/ sub-fund(s).

For AIFMD funds only: The Franklin Floating Rate Fund PLC (the Fund) is an investment company with variable capital incorporated in Ireland on 1 December 1999 as a public limited company under registration number 316174. The Fund is authorised by the Central Bank of Ireland as a designated investment company pursuant to to Section 1395 of Part 24 of the Companies Act 2014. The Fund's registered office is Capital Dock, Sir John Rogerson's Quay, Dublin Ireland.

In addition, a summary of investor rights is available from here. The summary is available in English and Chinese.

The fund(s)/ sub-fund(s) are notified for marketing in various regions under the AIFMD Directive. The fund(s)/ sub-fund(s) can terminate such notifications for any share class and/or sub-fund at any time by using the process contained in Article 32a of the AIFMD Directive.

For the avoidance of doubt, if you make a decision to invest, you will be buying units/shares in the fund(s)/ sub-fund(s) and will not be investing directly in the underlying assets of the fund(s)/ sub-fund(s).

Copyright © 2025. Franklin Templeton. All rights reserved.

This document is issued by Franklin Templeton Investments (Asia) Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong.

Unless stated otherwise, all information is as of the date stated above. Source: Franklin Templeton.