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  2. Legacy Planning and Legacyology For Insurance and Financial Professionals Module 3 : Chinese Mainland Estate Planning and Related Compliance(Virtual Class Through Zoom)

Legacy Planning and Legacyology for Insurance and Financial Professionals Module 3 : Chinese Mainland Estate Planning and Related Compliance(Virtual class through Zoom)

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Course Code
PE4201060

Start Date: 
To Be Advised

Hours
5.0

Level
Short Course

Application Form

Email
peak@vtc.edu.hk

Enquiry: 2836 1922

    CPD Programme New Programme

Programme Contents:

1.Introduction to Estate Planning

2. Comparison of Succession Law and Compliance between Mainland and Hong Kong

3.Succession and Compliance
• Definition
• Legal enforcement of succession
• Obtaining the succession right
• Loss of succession right
• Enforcement period of succession right
• Types of legacy
- Statutory succession
- Succession by will
• Allocation of estate
• Conditions of valid will
• Change of content in will and revocation
• Gift after death
• Acceptance and rejection of estate
• Handling of estate without acceptors
• Notarization of succession document

4. Handling of Estate
• Area of estate
• Debt repayment of estate provider
• Division of estate assets
• Cross border estate succession

5. Alternative Estate Planning

6. Case Study

 

 

Enrollment

  • Enrollment of virtual CPD programmes can only be made through VTC’s Continuing & Professional Education website (https://cpe.vtc.edu.hk/en). The programme fees must be paid online by Credit Card (Visa / Master). Only enrollment with completed information and payment will be processed.
  • Applicants should upload* a copy of your Hong Kong Identity (HKID) Card / Passport / Travel Document, or valid visa / entry permit for study issued by the Immigration Department of the Hong Kong Special Administrative Region (HKSAR) during the enrollment process for identity verification purpose. The uploaded image should only show your full name in both English and Chinese with your photo. Other personal information must be covered.

        * File size shall be less than 4 MB. File format shall be in jpg, jpeg, pdf or png.

  • All places are allocated on a first-come-first-served basis. Incomplete forms and forms received without payment will not be processed.

 

Notification of Class Commencement

Successful applicants will be notified of the class confirmation and relevant information by email at least 7 working days## before class commencement.  Login information including Meeting ID and Passcode, and Student Login ID will be sent to students by email 3 working days## before class commencement. Please contact us at 2836 1892 if you do not receive the notification and/or login information 3 working days## before the class commencement.

## Working days (exclusive of Saturdays, Sundays and Public Holidays)

 

Applicants should ensure their digital devices be equipped with a video camera and connected to a stable network before enrolling the virtual CPD Programme.

Students are required to show themselves in front of the camera throughout the lesson, otherwise the CPD / CPT hours will be deducted.

 

Certificate

Students who have participated in PEAK’s CPD short courses via virtual classrooms and achieved an attendance rate of 80% or higher may download their certificates from PEAK’s website (www.peak.edu.hk) starting from the 6th working day upon completion of the respective courses. The certificates shall be downloaded within three months from the date of course completion.

 

Note: Only electronic form of Certificate (“e-Certificate”) will be provided for virtual CPD short courses that commence on or after 1 May 2026. For enquiries, please call 2836 1922.

 

Teaching Language

All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English)

 

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

IA CPD Hours:                               5

MPFA Non-core CPD Hours:        5

SFC CPT Hours:                            5

HKMA ECF CPD Hours                 5

 

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Contact

Address: 9/F VTC Tower, 27 Wood Road, Wan Chai, Hong Kong
Telephone: +852 2836 1922     Fax: +852 2891 5707    Email: peak@vtc.edu.hk

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