Seizing Financial Services Opportunities in Greater Bay Area (GBA) Module 3: Investment preference, wealth inheritance and insurance demand for Mass and High Net Worth Families in GBA (Virtual Class through Zoom)

Module 3: Investment preference, wealth inheritance and insurance demand for Mass and High Net Worth Families in GBA

This course discovers tailored strategies for both mass and high net worth families in the Greater Bay Area (GBA), navigating investment landscapes, inheritance planning, and insurance essentials for sustained financial prosperity and comprehensive insights

Overview

1. Wealth management trends in GBA
2. Hong Kong as an investment and insurance hub of GBA 

Mass customers

3. Mainland’s wealth management products (WMPs)
4. Customer risk preference and expected return 
5. Differences in risk ratings between banks in Hong Kong and Mainland 

High-net-worth families

6. Segmentation, investment mentality and investment behavior 
7. Life quality, sustainable development of family wealth and wealth inheritance 
8. Medical insurance, high-end medical insurance and cross-border medical treatment 

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 byCredit 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.