傳承規劃和傳承學 單元五：高端客戶的傳承規劃方案
Submitted by admin on Fri, 04/12/2024 - 19:45
Chinese, Traditional
Canceled:
CEF:
0
Course Code:
PE4200104
Discipline:
Insurance
Insurance
Discount Type:
.00
Email:
peak@vtc.edu.hk
Featured Course:
Fee:
$330.00
Full:
0
授課語言
除一些指定以英語授課的課程外,所有課程均以廣東話授課,部份輔以英文專業用語
持續專業進修(CPD)/持續培訓(CPT)時數
IA CPD Hours: 3
MPFA Non-core CPD Hours: 3
SFC CPT Hours: 3
HKMA ECF CPD Hours 3
Name:
傳承規劃和傳承學 單元五：高端客戶的傳承規劃方案
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/tc/admission/programmes/Legacy_Planning_and_Legacyology_Module_5_Legacy_Planning_Solutions_for_High_Net_worth_Customers/PE4200104/1
課程內容
傳承規劃的解決方案
- 遺產稅: 香港和國際
- 遺囑
- 信託
- 人壽保險
保險作為一種傳承規劃的解決方案
- 傳承規劃工具的比較
- 採用保險的好處
- 客戶在傳承規劃的考慮要素?
cou_real_id:
601342876
cou_id:
13428
coucl_real_id:
641667069
coucl_schedule:
日期：2.5.2024<br>時間：7:00pm - 10:00pm<br>時數：3小時<br>地點：香港灣仔活道27號職業訓練局大樓9字樓<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