Know Your Customers’ Investment Psychology Module 1: Providing Financial Service to Wealthy Mainland Customers

Course Code:

743F2

Start Date:

To Be Advised

Hours:

3.0

Level:

Short Course

Application Form

Email:

peak@vtc.edu.hk

Enquiry:

2836 1922

Objective (This course provides Chinese objective only)

完成課程後，學員應能
1. 了解來自內地的富裕客戶的一般財務需求;
2. 明白個別客戶的投資心理;
3. 學會如何與投資客戶共渡經濟危與機

Content (This course provides Chinese contents only)

1.內地富戶在香港投資市場的規模和為什麼不斷在增加
a. 買保險成在港投資趨勢
2.根據香港特別行政區資本移民計畫的內地投資者的投資要求
3.內地客戶購買香港保險和金融產品的主因
4.香港金融產品的獨特優勢，與內地提供類似產品的比較
5.富裕內地客戶的購買行為
6.中國北方人士的消費特點
7.南中國人士的消費特點
8.國內不同區域消費者的行為差異
9.銷售予內地富戶的要點

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

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Know Your Customers’ Investment Psychology Module 1: Providing Financial Service to Wealthy Mainland Customers