Legacy Planning and Legacyology Module 5: Legacy Planning Solutions for High Net-worth Customers
Submitted by admin on Fri, 04/12/2024 - 19:45
English
Canceled:
CEF:
0
Course Code:
PE4200104
Discipline:
Insurance
Insurance
Discount Type:
.00
Email:
peak@vtc.edu.hk
Featured Course:
Fee:
$330.00
Full:
0
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
IA CPD Hours: 3
MPFA Non-core CPD Hours: 3
SFC CPT Hours: 3
HKMA ECF CPD Hours 3
Name:
Legacy Planning and Legacyology Module 5: Legacy Planning Solutions for High Net-worth Customers
New Course:
0
NTTS:
MPFA Core:
0
non-MPFA core:
3
IA:
3
SFC:
3
Law Society:
0
Tech Lang:
CAN
Seminar Date:
Monday, January 1, 1900
QF Level:
0
Search Level:
Short Course
Only Member Apply:
cpd_hr:
0
cou_coucef_code:
Enquiry:
28361922
cou_link:
https://cpe.vtc.edu.hk/en/admission/programmes/Legacy_Planning_and_Legacyology_Module_5_Legacy_Planning_Solutions_for_High_Net_worth_Customers/PE4200104/1
Contents
Legacy Planning Solution
- Estate duty: HK and International
- Will
- Trust
- Life Insurance
Insurance as a Legacy Solution
- A comparison table of the legacy planning tools
- Benefit of using insurance in a legacy planning
- What your clients should consider in legacy planning?
cou_real_id:
601342876
cou_id:
13428
coucl_real_id:
641667069
coucl_schedule:
Date: 2.5.2024<br>Time: 7:00pm - 10:00pm<br>Duration: 3 hours <br>Venue: 9/F, VTC Tower, 27 Wood Road, WanChai<br>
coucl_start_date:
Thursday, May 2, 2024 - 08:00
cou_coucpd_id:
Regulatory and Legal Issues
EAA:
0
coucl_enr_status:
1
csv_update_datetime:
Tuesday, April 30, 2024 - 09:55
coucl_status:
0