簡介
2021年3月,第十三屆全國人民代表大會第四次會議通過《中華人民共和國國民 經濟和社會發展第十四個五年規劃和2035年遠景目標綱要》(以下簡稱「十四五 規劃」)。作為規劃未來5年,甚至15年內地國民經濟和社會發展的政策檔,「十四 五規劃」對有意瞭解內地與港、澳特區在經濟、金融及民生各領域上的深化合作 和緊密發展所帶來的重大商機及就業機會有所期待。本系列亦會探討內地遺產規劃,「倍翻」中資股及數字人民幣的機遇。
課程大綱
國家新發展系列(保險和投資專業人士) 單元五:內地高淨值家庭客戶投資偏好、財富傳承與保險需求的專題分析
Mainland New Development Series (Insurance and Investment Professional) Module 5: Thematic Analysis on the Customer Investment Preference, Wealth Inheritance and Insurance Demand of High-net-worth Families in Mainland
1. 全面了解內地高淨值家庭群體
- 高淨值人群地域分佈,規模與特徵
- 高淨值人群群體細分、投資心態和投資行為
- 高淨值人群的投資偏好與投資觀和疫後 經濟觀
2. 細看內地高淨值家庭生活與傳承
- 高淨值人群的品質生活與消費分析
- 內地家族財富可持續發展現狀和對財富 傳承的隱憂
- 家族信託和私人銀行業發展的機遇與挑戰
3. 了解高淨值人群在保險,醫療與 藝術品投資的需求
- 商業醫療保險,高端醫療險需求
- 家庭境外就醫及體檢
- 中國高淨值人群的藝術品投資 現狀與投資觀
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.