Greater Bay Area (GBA) Insights Module 1: Greater Bay Area/Mainland - Insurance Planning and Wealth Inheritance for High-net-worth Individuals (Virtual Class through Zoom)

(This course provides Chinese introduction only)

Introduction

本課程涵蓋大灣區及內地高淨值人士的保險規劃與財富傳承、房地產投資的機遇與風險管理，以及遺產規劃與相關法律知識。透過實務案例與政策分析，協助學員掌握合規要點，制定有效策略，應對跨境財富管理與資產配置挑戰。

Programme Content

Module 1: Greater Bay Area/Mainland China - Insurance planning and wealth inheritance for high-net-worth individuals 

單元 1: 大灣區/中國內地高淨值人士保險規劃與財富傳承（3小時）

本課程深入探討高淨值人士的財富管理策略，包括企業家保險規劃、人壽保險產品分析、健康保障整合、財富與遺產傳承、信託與家族辦公室架構，以及稅務規劃與國際合規要求，協助學員掌握跨境財富管理的實務與最佳實踐。

1. 高淨值人士財富管理概述
2. 企業家的保險規劃
3. 高淨值人士的人壽保險產品分析
4. 保險與健康保障的綜合規劃
5. 財富傳承與遺產規劃
6. 信託與家族辦公室
7. 稅務規劃與最佳實踐
8. 國際稅務摘要和合規要求

Enrollment

• Enrollment of virtual CPD programmes can only be made through VTC’s Continuing & Professional Education website (https://cpe.vtc.edu.hk/en). The programme fees must be paid online by Credit Card (Visa / Master). Only enrollment with completed information and payment will be processed.

• Applicants should upload* a copy of your Hong Kong Identity (HKID) Card / Passport / Travel Document, or valid visa / entry permit for study issued by the Immigration Department of the Hong Kong Special Administrative Region (HKSAR) during the enrollment process for identity verification purpose. The uploaded image should only show your full name in both English and Chinese with your photo. Other personal information must be covered.

        * File size shall be less than 4 MB. File format shall be in jpg, jpeg, pdf or png.

• All places are allocated on a first-come-first-served basis. Incomplete forms and forms received without payment will not be processed.

Notification of Class Commencement

Successful applicants will be notified of the class confirmation and relevant information by email at least 7 working days^## before class commencement.  Login information including Meeting ID and Passcode, and Student Login ID will be sent to students by email 3 working days## before class commencement. Please contact us at 2836 1892 if you do not receive the notification and/or login information 3 working days^## before the class commencement.

## Working days (exclusive of Saturdays, Sundays and Public Holidays)

Applicants should ensure their digital devices be equipped with a video camera and connected to a stable network before enrolling the virtual CPD Programme.

Students are required to show themselves in front of the camera throughout the lesson, otherwise the CPD / CPT hours will be deducted.

Certificate

Students who have participated in PEAK’s CPD short courses via virtual classrooms and achieved an attendance rate of 80% or higher may download their certificates from PEAK’s website (www.peak.edu.hk) starting from the 6th working day upon completion of the respective courses. The certificates shall be downloaded within three months from the date of course completion.

Note: Only electronic form of Certificate (“e-Certificate”) will be provided for virtual CPD short courses that commence on or after 1 May 2026. For enquiries, please call 2836 1922.