Open the Door to Selling Insurance to High-Net-Worth Customers – Resolution of Wealth Risk Faced by High-Net-Worth Customers

Course Code

PE4200382

Start Date:

2026/11/26

Hours

3.0

Level

Short Course

Fee

$330

Application Form Apply Now

peak@vtc.edu.hk

Enquiry: 28361922

課程目的

讓學員瞭解擁有高價值資產的客戶的一般特性，以及他們適宜購買的保

險。

課程內容

高資產市場分析

典型公司背景分析

客戶需要與保險公司要求的配對

保險仲介人營運須知

(This course provides Chinese contents only)

Teaching Language

Conducted in Cantonese and Chinese materials.

Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours

IA CPD Hours: 3

MPFA Non-core CPD Hours: 3

SFC CPT Hours: 3

HKMA ECF CPD Hours: 3

2026/11/26

Date: 26.11.2026
Time: 7:00pm-10:00pm
Duration:3 hours
Venue: 9/F, VTC Tower, 27 Wood Road, WanChai

Apply Now