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Winning at the Finish Line: Planning and Legacy Series Module 1: Three Instruments of Peace
(This course provides Chinese objectives only)
Module 1: Three Instruments of Peace
Objectives:
本課程旨在介紹財富承傳工具「平安三保」。完成課程後,學員應能認識在遺囑以外,加入持久授權書、預設醫療指示,及如何做好財富及失能保障安排。
內容:
- 背景介紹
- 何謂遺產規劃
- 平安三保一:遺囑
- 平安三保二:持久授權書
- 平安三保三:預設醫療指示
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
2025/08/07 | Date: 7.8.2025 Time: 7:00pm-10:00pm Duration:3 hours Venue: 9/F, VTC Tower, 27 Wood Road, WanChai | |
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