Graduate Certificate in Wealth Transfer Planning in Mandarin Chinese

Friday, 18 July 2025 15:31:48

International applicants and their qualifications are accepted

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Overview

Overview

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Entry requirements

The program operates on an open enrollment basis, and there are no specific entry requirements. Individuals with a genuine interest in the subject matter are welcome to participate.

International applicants and their qualifications are accepted.

Step into a transformative journey at LSIB, where you'll become part of a vibrant community of students from over 157 nationalities.

At LSIB, we are a global family. When you join us, your qualifications are recognized and accepted, making you a valued member of our diverse, internationally connected community.

Course Content

• ?????? (Yícan guìhuà jichu) Basic Estate Planning
• ?????? (Cài fú chuánchéng shuìwù) Wealth Transfer Taxation
• ???????? (Xìntuo yu jiazú bàngongshì) Trusts and Family Offices
• ????????? (Gao jìngzhí kèhù cái fú guanli) High-Net-Worth Client Wealth Management
• ?????? (Kuàjìng yícan guìhuà) Cross-Border Estate Planning
• ????????? (Cishan juan zèng yu yícan guìhuà) Charitable Giving and Estate Planning
• ??????? (Yícan guanli yu fenpèi) Estate Administration and Distribution
• ????????? (Zhengyì jiejué yu yícan sùsòng) Dispute Resolution and Estate Litigation

Assessment

The evaluation process is conducted through the submission of assignments, and there are no written examinations involved.

Fee and Payment Plans

30 to 40% Cheaper than most Universities and Colleges

Duration & course fee

The programme is available in two duration modes:

1 month (Fast-track mode): 140
2 months (Standard mode): 90

Our course fee is up to 40% cheaper than most universities and colleges.

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Awarding body

The programme is awarded by London School of International Business. This program is not intended to replace or serve as an equivalent to obtaining a formal degree or diploma. It should be noted that this course is not accredited by a recognised awarding body or regulated by an authorised institution/ body.

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  • Start this course anytime from anywhere.
  • 1. Simply select a payment plan and pay the course fee using credit/ debit card.
  • 2. Course starts
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Got questions? Get in touch

Chat with us: Click the live chat button

+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

????????????????? (UK Wealth Transfer Planning Certificate Graduate Career Prospects)

???? (Career Role) ???? (Job Description)
??????? (Wealth Transfer Planner) ?????????????????????????? (Provides expert advice on estate planning, trusts, and tax planning for high-net-worth clients.)
???? (Estate Lawyer) ????????,??????????????????? (Handles legal matters related to estates, including will drafting, estate administration, and dispute resolution.)
???? (Trust Manager) ??????,??????????????? (Manages trust funds, ensuring the efficient administration and distribution of trust assets.)
???? (Tax Advisor) ????????????????????????? (Provides tax advisory services to clients on inheritance tax, capital gains tax, etc.)

Key facts about Graduate Certificate in Wealth Transfer Planning in Mandarin Chinese

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财富传承规划研究生证书课程旨在培养学员成为专业的财富传承规划师,掌握遗产规划、信托管理及税务筹划等关键技能。

课程涵盖遗产税务规划、家族信托设立及管理、跨境遗产规划等重要议题,学员将学习如何制定有效的财富传承策略,保障家族财富的长期稳定。

学习时长通常为一年,以兼读制为主,灵活安排学习时间,满足在职人士的进修需求。课程设置包括理论学习和实践案例分析,并邀请业内专家进行授课。

毕业后,学员将具备在金融机构、律师事务所、会计师事务所等机构从事财富传承规划工作的专业能力,满足日益增长的财富传承规划市场需求。 课程与国际接轨,学员将获得国际认可的专业资质。

本课程的学习成果包括:掌握财富传承规划的理论知识和实践技能;能够独立制定个性化的财富传承方案;熟练运用相关的法律法规和税务政策;具备良好的职业道德和专业素养。 这将使毕业生在高净值客户服务、家族办公室管理等领域极具竞争力。

选择我们的研究生证书课程,您将获得在财富传承规划领域成功发展的坚实基础,成为受人尊敬的专业人士。 本课程注重实践操作,提升学员的实际操作能力,让理论知识更好地服务于实践。

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Why this course?

财富传承规划研究生证书 (Wealth Transfer Planning Graduate Certificate) 在当今英国市场日益重要。 随着英国高净值人士数量的增加,对专业财富传承规划师的需求也随之激增。根据英国国家统计局的数据,2022年英国百万富翁人数增长了10%,预计未来五年还将持续增长。这直接推动了财富传承规划领域人才需求的增长。

年份 百万富翁人数
2018 800,000
2019 850,000
2020 900,000
2021 950,000
2022 1,050,000

因此,获得财富传承规划研究生证书能为个人职业发展带来显著优势,满足日益增长的市场需求,提升专业竞争力。 这也体现了遗产规划税务筹划等相关领域的持续发展趋势。

Who should enrol in Graduate Certificate in Wealth Transfer Planning in Mandarin Chinese?

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