美國壽險理財院士 (Life Underwriters Training Council, Fellow, LUTCF)
美國壽險理財院士課程認證導師 (The Life Underwriter Training Council Training Course, Certified Moderator, LUTC, CM)
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標籤
- 01 個人簡歷 ( Personal Resume ) (2)
- 02 專業資格 ( Professional Qualification ) (4)
- 03 社會服務 ( Social Services ) (1)
- 04 理財刊物 ( Newsletter ) (15)
- 05 招聘培訓 ( Recruitment and Trainning ) (4)
- 06 理財活動 ( Financial Activities ) (4)
- 07 財富管理暨理財規劃 ( Wealth Management & Financial Planning ) (3)
- 08 風險管理 ( Risk Management ) (1)
- 08.01 人壽 ( Life ) (3)
- 08.02 意外 ( Accident ) (1)
- 08.03 醫療 ( Medical ) (2)
- 08.03.01 自願醫保 ( voluntary and government-regulated Health Protection Scheme ) (4)
- 08.04 危疾 ( Critical Illness ) (11)
- 08.05 傷病入息 ( Disability Income ) (1)
- 08.06 旅遊 ( Travel ) (5)
- 08.07 僱員賠償 ( Employee Compensation ) (1)
- 08.08 公眾責任 ( Public Liability ) (1)
- 08.09 火 ( Fire ) (1)
- 08.10 汽車 ( Motor Vehicle ) (1)
- 08.11 盜竊 ( Burglary ) (1)
- 08.12 家傭 ( Domestic Helper ) (1)
- 08.13 家居 ( Home ) (1)
- 08.14 辦公室 ( Office ) (1)
- 08.15 商店 ( Shop ) (1)
- 08.16 貨物運輸 ( Marine Cargo ) (1)
- 09 儲蓄管理 ( Saving Management ) (3)
- 10 投資管理 ( Investment Management ) (11)
- 11 退休管理 ( Retirement Management ) (1)
- 11.01 年金 ( Annuity ) (1)
- 11.02 準備 ( Preparation ) (4)
- 11.03 逆按揭 ( Reverse Mortgage ) (3)
- 11.04 強積金 ( Mandatory Provident Fund ) (4)
- 12 遺產管理 ( Estate Management ) (7)
- 13 稅務管理 ( Taxation Management ) (1)
- 14 健康管理 ( Health Management ) (13)
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