High-Net-Worth and Corporate Customers' Needs for Family Trusts and Related Risk Management Solutions Course Code: PE4200520 Start Date: To Be Advised Hours: 3.0 Level: Short Course Application Form Email: peak@vtc.edu.hk Enquiry: 28361922 Programme Information (This course introduction provides Chinese contents only) 課程簡介 家族及企業風險無處不在,任何層面的風險都有機會影響家族及企業的傳承效果。有效的風險管理工具及全方位的傳承考慮,可以提前做好準備規避風險,預防不幸情況出現,使資產能夠代代相傳。本課程系列為學員介紹家族和企業客戶傳承的考慮因素和實務方案,為打開向高資產客戶銷售保險的大門踏出重要的一步。家族信託作為資產傳承的重要工具,已廣泛應用于高資產客戶市場。本課程將介紹家族信託的主要特色,以及與其它投資工具的比較,並分享家族信託的實務案例。 課程大綱 • 認識高資產市場 • 信託概念與安排 • 信託相關優點及與其它規劃比較 • 基金會與信託比較 General Information Teaching Language Conducted in Cantonese with Chinese programme handouts provided. 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 - Relevant Programmes Course CodeProgrammeLevel bookmark Bookmark this
Course Code: PE4200520 Start Date: To Be Advised Hours: 3.0 Level: Short Course Application Form Email: peak@vtc.edu.hk Enquiry: 28361922 Programme Information (This course introduction provides Chinese contents only) 課程簡介 家族及企業風險無處不在,任何層面的風險都有機會影響家族及企業的傳承效果。有效的風險管理工具及全方位的傳承考慮,可以提前做好準備規避風險,預防不幸情況出現,使資產能夠代代相傳。本課程系列為學員介紹家族和企業客戶傳承的考慮因素和實務方案,為打開向高資產客戶銷售保險的大門踏出重要的一步。家族信託作為資產傳承的重要工具,已廣泛應用于高資產客戶市場。本課程將介紹家族信託的主要特色,以及與其它投資工具的比較,並分享家族信託的實務案例。 課程大綱 • 認識高資產市場 • 信託概念與安排 • 信託相關優點及與其它規劃比較 • 基金會與信託比較 General Information Teaching Language Conducted in Cantonese with Chinese programme handouts provided. 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 - Relevant Programmes Course CodeProgrammeLevel bookmark Bookmark this