Program Content
- The relationship between offshore bank accounts and Inheritance planning
- How wealth planners resolve Issues, and the lengthy processes related to clients’ offshore deposits
- Understanding the procedures for opening offshore bank accounts and arrangements for power of attorney
- How to manage deposits and Inheritance in offshore banks during and after a Ccient’s lifetime
- Addressing the question of who the beneficiaries are
- Legal Case Studies and Analysis
Teaching methods and assessment
This course will be conducted in video format (in Mandarin with Chinese subtitles). Upon completion of the course, participants are required to submit a written report of no less than 1,000 words
Requirement for Certificate
After passing the learning report assignment, students can obtain the Professional Certificate (Offshore banking accounts succession complication and solutions) issued by Elite Training Academy, which is recognized by California University FCE.
Class Schedule (2.5hours)