Itech

CPD Course




How to pay? 如何繳費

Date 2023-03-03
Time From 13:00 To 16:00
Code 1072023B
Program Title Tips on building up compliance manual for insurance intermediaries-ETHICS & REGULATIONS
Location ZOOM training
Topic
Program Title

Compliance & legal series:

Tips on building up compliance manual for insurance intermediaries.

(CPD Course under the category of ETHICS OR REGULATIONS)

Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours3
Objective of the programTo provide the insurance intermediaries with the insights in building up the compliance manual 
Contents

1) Background under the Insurance Companies (Amendment) Ordinance 2015

2) Related operating models in connection with the compliance manual (KYC, sales processes, complaint handling, personal data protection etc)

3) Possible structure of an insurance intermediary

4) Reporting of incidents to the Insurance Authority

5) on-going internal control & monitoring
Fee HKD 350.00
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Date 2023-03-03
Time From 16:00 To 18:00
Code 1172023B
Program Title Tips on building up compliance manual for insurance intermediaries: LIFE & MEDICAL insurance
Location ZOOM training
Topic
Program Title

Compliance & legal series:

Tips on building up compliance manual for insurance intermediaries: LIFE & MEDICAL insurance

(CPD Course under the category of ETHICS OR REGULATIONS)

Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours2
Objective of the programTo provide the insurance intermediaries with the insights in building up the compliance manual relating to LIFE & MEDICAL Insurance 
Contents

1) Highlights the specific compliance areas for life insurance

2) Related operating models in connection with the compliance manual such as: 

  • AML
  • FNA
  • ILAS products
  • Colling-off period

3) Related operating models in connection with the compliance manual on Medical Insurance.
Fee HKD 200.00
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Date 2023-03-04
Time From 13:00 To 17:00
Code 1012023B
Program Title Insurtech: Challenges to the non-life industry
Location ZOOM training
Topic
Program Title

 Product distribution & Insurtech series:     Module 2

  - Insurtech: Challenges to the non-life industry 

Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours4
Objective of the programTo provide the participants with the insights on their marketing strategies through the introductions of Insurtech as well as its emerging impacts to the insurance market.   
Contents

1)  Basic concepts about Fintech & Insurtech   

2)  Current market development 

3)  The stance of the Insurance Authority towards Insurtech 

4) Why the introductions of Insurtech become so important for insurers?     

5) Common obstacles in introducing Insurtech 

 
Fee HKD 400.00
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Date 2023-03-04
Time From 17:00 To 18:00
Code 1062023C
Program Title Insurtech: Impacts to the insurance intermediaries brought by “simple technology\\
Location ZOOM training
Topic
Program Title

 Product distribution & Insurtech series:  Module 4

 - Insurtech: Impacts to the insurance intermediaries brought by “simple technology”

Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours1
Objective of the programTo provide the participants with the insights on their marketing strategies through the introductions of Insurtech as well as its emerging impacts to the insurance market.   
Contents

1.Importance of technology for insurance intermediaries 

2. To ride on the technologies of your insurance partners 

3. Building up “tech” models for insurance intermediaries 
Fee HKD 150.00
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Date 2023-03-10
Time From 14:15 To 17:15
Code 1112023A
Program Title Compliance & legal series-Code of conduct for licensed insurance brokers
Location ZOOM training
Topic

Speaker: Mr. Alvin Li- B. Sc., FLMI, CIAM, CMFA

Program Title

Compliance & legal series (Module 3)

-  Code of Conduct for licensed insurance brokers (Ethics or Regulations).

Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours 3
Objective of the programTo provide knowledge to the insurance brokers about the legal principles in relation to Code of Conduct
Contents
  1. Preface
  2. Framework of this code
  3. Illustrations on general principles 1 -8
  4. Corporate Governance/Controls/Procedures
Fee HKD 350.00
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Date 2023-03-21
Time From 12:45 To 15:45
Code 1072023F
Program Title Tips on building up compliance manual for insurance intermediaries.
Location ZOOM training
Topic

Speaker: Lo Tat Man (Diamond) - ACII

Program Title

Compliance & legal series:

Tips on building up compliance manual for insurance intermediaries.

(ETHICS OR REGULATIONS)

Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours3
Objective of the programTo provide the insurance intermediaries with the insights in building up the compliance manual 
Contents

1) Background under the Insurance Companies (Amendment) Ordinance 2015

2) Related operating models in connection with the compliance manual (KYC, sales processes, complaint handling, personal data protection etc)

3) Possible structure of an insurance intermediary

4) Reporting of incidents to the Insurance Authority

5) on-going internal control & monitoring
Fee HKD 350.00
Enrol 註冊

Date 2023-03-21
Time From 15:45 To 17:45
Code 1172023A
Program Title Tips on building up compliance manual for insurance intermediaries: LIFE & MEDICAL insurance.
Location ZOOM training
Topic

Speaker: Mr. Lo Tat Man (Diamond)- ACII

Program Title

Compliance & legal series:

Tips on building up compliance manual for insurance intermediaries: LIFE & MEDICAL insurance.

(CPD Course under the category of ETHICS OR REGULATIONS)

Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours2
Objective of the programTo provide the insurance intermediaries with the insights in building up the compliance manual relating to LIFE & MEDICAL Insurance 
Contents

1) Highlights the specific compliance areas for life insurance

2) Related operating models in connection with the compliance manual such as: 

  • AML
  • FNA
  • ILAS products  
  • Colling-off period

3) Related operating models in connection with the compliance manual on Medical Insurance.
Fee HKD 200.00
Enrol 註冊

Date 2023-04-13
Time From 12:45 To 15:45
Code 1082023E
Program Title Implication of the Personal Data (Privacy) Ordinance (PDPO) on insurance operations
Location ZOOM training
Topic

Speaker: Lo Tat Man (Diamond) -ACII

Program Title

Implication of the Personal Data (Privacy) Ordinance (PDPO) on insurance operations

(CPD Course under the category of ETHICS OR REGULATIONS)

Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours 3
Objective of the programTo provide the insurance practitioners with insights about the implication of the Personal Data (Privacy) Ordinance (PDPO) on their business operations 
Contents
  1. Background of the PDPO
  2. Key principles under the PDPO
  3. Implication of the PDPO on insurance operations
  4. Checklist for insurers/insurance intermediaries in meeting the related requirements
  5. Typical examples in the insurance market

 

課程標題

《個人資料 ( 私隱 ) 條例》對於保險運作之影響和關連

    (道德或規例課程 )

授課語言廣東話
IA CPD /MPFA (non core) CPD 進修時數3
目的加強保險從業員對於上述課題之了解.  
內容

1.《個人資料 ( 私隱 ) 條例》之背景

2.《個人資料 ( 私隱 ) 條例》之重要原則

3.《個人資料 ( 私隱 ) 條例》 對於保險運作之影響和關連

4. 保險公司及保險中介人符合相關條例之核對清單 

5.  保險市場內之典型例子
Fee HKD 350.00
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Date 2023-04-13
Time From 15:45 To 17:45
Code 1132023F
Program Title Skills of cross selling upon renewal
Location ZOOM training
Topic

Speaker: Lo Tat Man (Diamond) - ACII

Program TitleFinancial management and code of conduct series - Module 3 -Skills of cross selling upon renewal
Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours2
Objective of the programTo provide the insurance intermediaries with practical ideas about the ways of renewal cross selling with an aim to increase the revenue. 
Contents

1) Values of renewal cross selling

2) Ways of planning

3) Cross selling by dimensions 

4) Cross selling by market segmentations

5) Potential obstacles

 

課程標題

產品分銷及保險科技系列-單元三

  • 續保[交叉銷售]之技巧
授課語言廣東話
IA CPD /MPFA (non core) CPD 進修時數2
目的提供保險中介人有關續保<交叉銷售>之運作概念,從而增加收入
內容

1. 續保<交叉銷售>之重要

2. 如何計劃

3. 不同層面之<交叉銷售>方法

4. 通過市場劃分推動<交叉銷售>

5. 潛在障礙 
Fee HKD 200.00
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Date 2023-04-17
Time From 14:00 To 17:00
Code 1182023A
Program Title Major Financial Lines Products for HK listed companies
Location ZOOM training
Topic

Speaker: Mr. Ivan Kuan

Program TitleMajor Financial Lines Products for HK listed companies
Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours 3
Objective of the programTo provide knowledge to the insurance practitioners about financial lines products for listed companies in Hong Kong
Contents

1) Introduction of major financial lines products such as D & O, Professional Indemnity & Cyber Liability

2) Insurance arrangement for Financial Lines Products

3) Claims management for Financial Lines Products
Fee HKD 330.00
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