Legacy Planning and Legacyology Module 5: Legacy Planning Solutions for High Net-worth Customers Course Code: PE4200104 Start Date: To Be Advised Hours: 3.0 Level: Short Course Application Form Email: peak@vtc.edu.hk Enquiry: 28361922 Programme Information Contents Legacy Planning Solution - Estate duty: HK and International - Will - Trust - Life Insurance Insurance as a Legacy Solution - A comparison table of the legacy planning tools - Benefit of using insurance in a legacy planning - What your clients should consider in legacy planning? 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 bookmark Bookmark this
Course Code: PE4200104 Start Date: To Be Advised Hours: 3.0 Level: Short Course Application Form Email: peak@vtc.edu.hk Enquiry: 28361922 Programme Information Contents Legacy Planning Solution - Estate duty: HK and International - Will - Trust - Life Insurance Insurance as a Legacy Solution - A comparison table of the legacy planning tools - Benefit of using insurance in a legacy planning - What your clients should consider in legacy planning? 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 bookmark Bookmark this
