Open the Door to Selling Insurance to High-Net-Worth Customers – Resolution of Wealth Risk Faced by High-Net-Worth Customers

Course Code:

PE4200382

Start Date:

To Be Advised

Hours:

3.0

Level:

Short Course

Application Form

Email:

peak@vtc.edu.hk

Enquiry:

28361922

課程目的

讓學員瞭解擁有高價值資產的客戶的一般特性，以及他們適宜購買的保

險。

課程內容

高資產市場分析

典型公司背景分析

客戶需要與保險公司要求的配對

保險仲介人營運須知

(This course provides Chinese contents only)

Teaching Language

Conducted in Cantonese and Chinese materials.

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

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