The course's goal is to help students in the insurance and financial industries understand the concepts and practices of asset protection and inheritance, as well as to assist customers in avoiding asset impairment risks caused by market turmoil and properly arranging asset inheritance to ensure that future generations have a stable life.

 

Course Content

1. How to accumulate wealth

2. Reasons for defending assets

3. Revelation from Chinese and Jews

4. Wealth inheritance case

5. Use of Wills

6. Use of Family Trust

7. Use of premium financing

 

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.