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Professional Certificate in Tax Planning and Estate Planning

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Course Name:           Professional Certificate in Tax Planning and Estate Planning

       稅務策劃及遺產安排專業證書

             QF Level: 4

                                   QR Registration No.: 18/000881/L4

                                   QR Registration Validity Period: On-going

CEF Course Code:     23K103645

Study Mode:               Part-time

Duration:                     4 months

Course Fee:                HK$4,500

Start Date:                  To be advised

Delivery Language:    Cantonese

Course Material:         English or Traditional Chinese

Learning Outcomes:  

On completion of the course, students are expected to be able to:

ILO-1:  explain the features and constraints of different estate planning tools;

ILO-2:  perform basic calculation of salaries tax, property tax and profits tax;

ILO-3:  identify client’s needs in tax planning and estate planning;

ILO-4:  develop appropriate strategies for tax planning and estate planning based on client’s needs.

Syllabus:         

  • Estate Handling Process in Hong Kong
  • Estate Planning Instruments
  • Estate Planning
  • Hong Kong Tax System
  • Types of Tax in Hong Kong
  • Tax Management and Tax planning

 

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