(This course provides Chinese introduction only)
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
- Enrollment of virtual CPD programmes can only be made through VTC’s Continuing & Professional Education website (https://cpe.vtc.edu.hk/en). The programme fees must be paid online by Credit Card (Visa / Master). Only enrollment with completed information and payment will be processed.
- Applicants should upload* a copy of your 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) during the enrollment process for identity verification purpose. The uploaded image should only show your full name in both English and Chinese with your photo. 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. Incomplete forms and forms received without payment will not be processed.
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. Login information including Meeting ID and Passcode, and Student Login ID will be sent to students by email 3 working days## before class commencement. Please contact us at 2836 1906 if you do not receive the notification and/or login information 3 working days## before the class commencement.
## Working days (exclusive of Saturdays, Sundays and Public Holidays)
Applicants should ensure their digital devices be equipped with a video camera and connected to a stable network before enrolling the virtual CPD Programme.
Students are required to show themselves in front of the camera throughout the lesson, otherwise the CPD / CPT hours will be deducted.
Certificate
Students who have participated in PEAK’s CPD short courses via virtual classrooms and achieved an attendance rate of 80% or higher may download their certificates from PEAK’s website (www.peak.edu.hk) starting from the 6th working day upon completion of the respective courses. The certificates shall be downloaded within three months from the date of course completion.
Please note that students should choose to download their certificates from our website or have their certificates sent by ordinary post during the online application process. Once students have chosen the mail delivery option, they will not be able to download their certificates via online means. The certificates will be sent to their registered local correspondence address within 14 working days from the date of course completion. PEAK will not be responsible for any loss in mailing.
