Home / 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
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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
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. 全面瞭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. 瞭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
Teaching Language
All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English)
Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours