The course's goal is to help students in the insurance and financial industries understand the concepts and practices of estate planning, as well as to help clients plan for their deaths, achieve their wishes before death, and properly transfer their assets to beneficiaries.

 

Course Content

1. Introduction to Estate Planning

2. Estate Planning Tools

3. Estate planning tools

 

The course has been registered and approved by the HKCAAVQ to bear 5 CPD hours under the Continuing Professional Development Programme of the Insurance Intermediaries Quality Assurance Scheme.