(This course introduction in provides Chinese contents only)
課程大綱
粵港澳大灣區系列 單元六：粵港澳大灣區財富管理新 時代的客戶細分、理財產品、客戶風險及回報偏好
Greater Bay Area Series Module 6: Greater Bay Area – Client Segmentation, Wealth Management Products, Risk and Return Preference in the New Era of Wealth Management
1. 大灣區理財投資情況
2. 香港金融業與跨境理財通的機遇
3. 大灣區生活消費分析
4. 內地客戶個人銀行理財產品分析
5. 客戶在理財上的需求和背景
6. 客戶風險偏好水平和預期收益
7. 內地與香港銀行在風險評級的分別
8. 香港居民購買大灣區房屋流程和按揭方式
Enrollment
- Enrolments of virtual CPD programmes can only be made online through VTC’s Continuing & Professional Education website (https://cpe.vtc.edu.hk/en). Applicants may pay the programme fee by Credit Card (Visa / Master) in the online enrolment system. Only enrolment with completed information and payment will be processed.
- Applicants should upload* the 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) for enrollment. Please show your full name both in English and Chinese and your photo only. Other personal information must be covered.
* File size shall be less than 4 MB. File format shall be injpg, jpeg, pdf or png.
- All places are allocated on a first-come-first-served basis.
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. Students will receive an email from PEAK with virtual class link and student login ID 3 working days## before class commencement. Please contact us at 2836 1906 if you do not receive the notification 3 working days## before the class commencement.
## Working days (exclusive of Saturdays, Sundays and Public Holidays)
For virtual CPD programmes, applicants MUST prepare camera or web cam with stable network connection.
During the class, student must keep the camera on, and stay in front of the camera, otherwise the CPD / CPT hours will be deducted.
