传承规划和传承学 单元五：高端客户的传承规划方案
Submitted by admin on Fri, 04/12/2024 - 19:45
Chinese, Simplified
Canceled:
CEF:
0
Course Code:
PE4200104
Discipline:
Insurance
Insurance
Discount Type:
.00
Email:
peak@vtc.edu.hk
Featured Course:
Fee:
$330.00
Full:
0
授课语言
除一些指定以英语授课的课程外,所有课程均以广东话授课,部份辅以英文专业用语
持续专业进修(CPD)/持续培训(CPT)时数
IA CPD Hours: 3
MPFA Non-core CPD Hours: 3
SFC CPT Hours: 3
HKMA ECF CPD Hours 3
Name:
传承规划和传承学 单元五：高端客户的传承规划方案
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:
cou_link:
https://cpe.vtc.edu.hk/sc/admission/programmes/Legacy_Planning_and_Legacyology_Module_5_Legacy_Planning_Solutions_for_High_Net_worth_Customers/PE4200104/1
课程内容
传承规划的解决方案
- 遗产税: 香港和国际
- 遗嘱
- 信托
- 人寿保险
保险作为一种传承规划的解决方案
- 传承规划工具的比较
- 采用保险的好处
- 客户在传承规划的考虑要素?
cou_real_id:
601342876
cou_id:
13428
coucl_real_id:
641667069
coucl_schedule:
日期：2.5.2024<br>时间：7:00pm - 10:00pm<br>时数：3小时<br>地点：香港湾仔活道27号职业训练局大楼9字楼<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 - 07:55
coucl_status:
0