(This course provides Chinese objectives only)
Module 4: Greater Bay Area – Retirement Planning and Insurance Opportunities
單元 4: 大灣區退休規劃與保險機遇
隨着大灣區融合加深，退休規劃與跨境理財成為港人關注重點。本課程以「衣、食、住、醫、保」為核心，全面比較熱門養老城市生活成本，解析香港可攜福利、灣區置業的機遇與風險，以及醫療與保險配搭策略，並探討安老按揭及退休被動收入方案，配合實際案例，協助學員掌握大灣區退休部署及香港保險業的新機遇。
1. 熱門養老城市比較及開支預算
2. 香港的可攜福利措施
3. 香港與灣區物業置換
4. 大灣區置業的危與機
5. 大灣區的醫療和香港醫療保險配搭
6. 安老按揭的應用及出租物業退休自制收入
7. 大灣區退休案例分享和常見問題
General Information
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: 3
MPFA Non-core CPD Hours: 3
SFC CPT Hours: 3
HKMA ECF CPD Hours 3
| 2026/06/25 | Date: 25.06.2026
Time: 10:00am - 1:00pm
Duration: 3 hours
Virtual class through Zoom | |
bookmark Bookmark this
