(This course provides Chinese contents only)
Objective
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
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
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 in jpg, 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.
