Legacy Planning and Legacyology Module 5: Legacy Planning Solutions for High Net-worth Customers

Course Code:

PE4200104

Start Date:

2025/05/16

Hours:

3.0

Level:

Short Course

Fee:

$330

Application Form Apply Now

Email:

peak@vtc.edu.hk

Enquiry:

28361922

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?

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

2025/05/16

Date: 16.05.2025
Time: 7:00pm - 10:00pm
Duration: 3 hours
Venue: 9/F, VTC Tower, 27 Wood Road, WanChai

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