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CPD Course for Financial Planners at Grandtag
Grandtag has initiated a full spectrum of Continuing Professional Development (CPD) courses since June 2017 that is intended to help our internal consultants, professionals from our Banking Strategic Alliances, Independent Asset Management and Family Offices in the interest of elevating the effective professional performance and maintaining high-quality service standards in the financial and investment markets.
We are proud to have insurance, accounting, tax and legal specialists to conduct our CPD course, including professionals of certified financial planners, certified public accountants, certified tax advisors, Hong Kong lawyers and certified dealmakers in China.
CPD topics under Grandtag’s program:
- Insurance Elements and Principles
- Legacy Planning Instrument, Applicable Ordinances & Judicial Cases
- Life Insurance Principals & Related Applications
- Common Reporting Standard (CRS)
The CPD courses have been reviewed and approved by the Hong Kong Council for Accreditation of Academic & Vocational Qualifications (HKAACVQ), to ensure the technical content is of a high standard and offers valuable CPD to delegates. All attendees will receive a certificate and be awarded the corresponding number of CPD hours of attendance.