Open the Door to Selling Insurance to High-Net-Worth Customers Module 3: High-Net-Worth and Corporate Customers' Needs for Family Trusts and Related Risk Management Solutions

Course Code:

PE4200520

Start Date:

2026/01/28

Hours:

3.0

Level:

Short Course

Fee:

$330

Application Form Apply Now

Email:

peak@vtc.edu.hk

Enquiry:

28361922

(This course introduction provides Chinese contents only)

課程簡介

家族及企業風險無處不在，任何層面的風險都有機會影響家族及企業的傳承效果。有效的風險管理工具及全方位的傳承考慮，可以提前做好準備規避風險，預防不幸情況出現，使資產能夠代代相傳。本課程系列為學員介紹家族和企業客戶傳承的考慮因素和實務方案，為打開向高資產客戶銷售保險的大門踏出重要的一步。家族信託作為資產傳承的重要工具，已廣泛應用于高資產客戶市場。本課程將介紹家族信託的主要特色，以及與其它投資工具的比較，並分享家族信託的實務案例。

課程大綱

• 認識高資產市場

• 信託概念與安排

• 信託相關優點及與其它規劃比較

• 基金會與信託比較

Teaching Language

Conducted in Cantonese with Chinese programme handouts provided.

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

2026/01/28

Date: 28.1.2026
Time: 6:45pm-9:45pm
Duration:3 hours
Venue: 9/F, VTC Tower, 27 Wood Road, WanChai

Apply Now

Language

You are here

Open the Door to Selling Insurance to High-Net-Worth Customers Module 3: High-Net-Worth and Corporate Customers' Needs for Family Trusts and Related Risk Management Solutions