Itech

CPD Course




How to pay? 如何繳費

Date 2025-07-14
Time From 12:45 To 15:45
Code 1292025A
Program Title A glance of Medical Insurance in HK
Location Zoom
Topic

Speaker : Ms. Anita Yeung FLMI, ACS, ARA, AIAA

Program TitleFinancial management and code of conduct series –A glance of Medical Insurance in HK
Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours3
Objective of the programTo provide the participants with information about medical insurance with focuses on products, underwriting and claims.    
Contents

1)  Medical insurance: evolving with the society

2)  Main types of medical insurance

3)  Premium, Underwriting & Claims, Ecosystem

4)  Common Complaints Scenarios 
Fee HKD 300.00
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Date 2025-07-14
Time From 15:45 To 17:45
Code 101B2025B
Program Title Insurtech- Stances of the regulator & business models in HK & other markets 
Location Zoom
Topic

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

Program TitleProduct distribution & Insurtech series: Insurtech - Stances of the regulator & business models in HK & other markets  
Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours2
Objective of the programTo provide the participants with the insights in respect of the stance of the Insurance Authority about Insurtech as well as the importance of Insurtech for insurers.     
Contents

1) The stance of the Insurance Authority towards Insurtech  

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

3) Common obstacles in introducing Insurtech  
Fee HKD 200.00
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Date 2025-07-16
Time From 14:30 To 17:30
Code 1252025A
Program Title ⾃保管理⼈資質要求
Location The Hong Kong Federation of Youth Groups Building- Theatre 701, 7/F , 21 Pak Fuk Road, North Point, Hong Kong (Exit C- Quarry Bay MTR)
Topic

課程標題


 

Program Title (in Chinese only)

 

自保管理篇 –單元1


 

 ⾃保管理⼈資質要求


 

授課語言


 

Teaching language

廣東話


 

Cantonese

教材
 

Teaching materials

中文(簡體字)

 

Chinese (Simplified Chinese)

IA CPD /MPFA (non core) CPD 進修時數


 

IA CPD /MPFA (non core) CPD hours

3



 

 

3

課程目的


 

Objective of the program (in Chinese only)

透過介紹自保管理人之角色及崗位要求，使參與者加深對⾃保管理⼈資質要求之了解

 

內容


 

Contents (in Chinese only)

1. 自保發展的現狀 

2. 自保管理人角色 

3. 自保管理人崗位要求 
Fee HKD 320.00
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Date 2025-07-18
Time From 12:45 To 14:45
Code 1272025D
Program Title 如何開展自保公司可行性研究
Location Zoom
Topic

課程標題


 

Program Title (in Chinese only)

自保管理篇 –單元3

  

如何開展自保公司可行性研究

授課語言


 

Teaching language

廣東話


 

Cantonese

教材


 

Teaching materials

中文(簡體字)


 

Chinese (Simplified Chinese)

IA CPD /MPFA (non core) CPD 進修時數


 

IA CPD /MPFA (non core) CPD hours

2



 

2

課程目的


 

Objective of the program (in Chinese only)

透過介紹自保公司之可行性研究的目標及內容，讓參與者了解如何進行有關可行性研究

內容


 

Contents (in Chinese only)

1.可行性研究的目標

2. 可行性研究的内容

3  可行性研究的幾個組成部分

 
Fee HKD 220.00
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Date 2025-07-18
Time From 14:45 To 17:45
Code 1022025G
Program Title Code of Conduct for licensed insurance agents
Location zoom
Topic

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

Program Title

 Compliance & legal series (Module 4)

 

-  Code of Conduct for licensed insurance agents (Course under the category of ETHICS OR REGULATIONS)

 

Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours3
Objective of the program

To provide knowledge to the insurance agents about the legal principles in relation to Code of Conduct

 

Contents
  1. Definitions of Regulated Activity for Licensed Insurance intermediary under the Insurance Ordinance 
  2. Duties & obligation of licensed Insurance agents 
  3. Eight principles under the Code of Conduct
  4. Corporate Governance for the licensed Insurance agents 
課程標題

 -持牌保險代理人<操守守則>

(道德或規例課程 )

 

授課語言

廣東話

 

 IA CPD /MPFA (non core) CPD hours 進修時數3
目的

為保險代理人提供<操守守則>知識及相關之法律原則.

 

內容
  1. 在<保險業條例>下,持牌保險中介人<受規管活動>之定義
  2. 持牌保險代理人的責任及義務
  3. <操守守則>下的八個原則
  4. 有關持牌保險代理人之《公司管治》

 
Fee HKD 350.00
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Date 2025-07-23
Time From 12:45 To 15:45
Code 1082025I
Program Title Implication of the Personal Data (Privacy) Ordinance (PDPO) on insurance operations
Location Zoom
Topic

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

Program TitleCompliance & legal series: 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 2025-07-23
Time From 15:45 To 17:45
Code 1042025G
Program Title Product Distribution in General Insurance market
Location Zoom
Topic

Speaker: Mr. Philip Chan- ANZIIF, Senior Associate, CIP

Program TitleProduct distribution & Insurtech series-Module 1 -Product Distribution in General Insurance market
Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours2
Objective of the programTo provide the participants with the insights on their marketing strategies through the introductions of product distribution policy
Contents

1. Definition of Distribution 

2. Approaches in setting up Distribution Policy 

3. Key elements for Marketing and Sales  

4. Customer needs & satisfactions  

5. Overview of the Hong Kong general insurance market 

 

課程標題產品分銷及保險科技系列-單元一 -非壽險市場之產品分銷
授課語言

廣東話


 

IA CPD /MPFA (non core) CPD 進修時數2
目的透過介紹產品分銷政策，使參與者加深對市場策略之了解
內容

1 分銷之定義

2 建立分銷政策之方法

3 市場及銷售之重要元素

4 客戶需求及滿意度

5 香港非壽險市場概述
Fee HKD 200.00
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Date 2025-07-25
Time From 14:30 To 17:30
Code 1262025D
Program Title 自保管理人角色功能
Location The Hong Kong Federation of Youth Groups Building- Theatre 701, 7/F , 21 Pak Fuk Road, North Point, Hong Kong (Exit C- Quarry Bay MTR)
Topic

課程標題


 

Program Title (in Chinese only)

自保管理篇 –單元2

  

自保管理人角色功能

授課語言


 

Teaching language

廣東話


 

Cantonese

教材


 

Teaching materials

中文(簡體字)


 

Chinese (Simplified Chinese)

IA CPD /MPFA (non core) CPD 進修時數


 

IA CPD /MPFA (non core) CPD hours

3



 

3

課程目的


 

Objective of the program (in Chinese only)

通過介紹商業保險給自保的價值及自保公司與商業保險的合作模式，使參與者加深對⾃保管理⼈之角色功能

內容


 

Contents (in Chinese only)

1. 商業保險給自保的價值

2. 自保公司與商業保險的合作模式

3. 自保管理人的關鍵屬性

4. 自保管理實踐的控制措施
Fee HKD 320.00
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Date 2025-07-28
Time From 14:30 To 16:30
Code 1282025A
Program Title 選擇自保公司註冊地的考慮
Location Zoom
Topic

課程標題


 

Program Title (in Chinese only)

自保管理篇 –單元4


 

選擇自保公司註冊地的考慮


 

授課語言


 

Teaching language

廣東話


 

Cantonese

教材


 

Teaching materials

中文(簡體字)


 

Chinese (Simplified Chinese)

IA CPD /MPFA (non core) CPD 進修時數


 

IA CPD /MPFA (non core) CPD hours

2



 

2

課程目的


 

Objective of the program (in Chinese only)

透過介紹自保公司之可行性研究的價值及核心組成部分，讓參與者了解如何選擇註冊地

內容


 

Contents (in Chinese only)

1.可行性研究的階段

2. 可行性研究的價值

3. 可行性研究核心組成部分

4. 如何選擇註冊地
Fee HKD 220.00
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Date 0000-00-00
Time From 12:00 To 13:00
Code E012024B
Program Title Fintech & Insurtech: Basic concepts & stances of the regulator (E-learning)
Location E-learning
Topic
Learning modelE-LEARNING
Program Title

Product Distribution & Insurtech Series (E-learning)- Module 1

 – Fintech & Insurtech: Basic concepts & stances of the regulator

Teaching language (for learning materials)English
Teaching language (for voice-over presentation)Cantonese 
IA CPD /MPFA (non core) CPD hours 1
Objective of the programTo provide the participants with the basic information about Fintech & Insurtech 
Contents

1) Background about Fintech & Insurtech

2) Basic concepts about Fintech & Insurtech 

3) The stance of the regulators towards virtual insurers 
Fee HKD 100.00
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Date 0000-00-00
Time From 12:00 To 14:00
Code E022024B
Program Title Fintech & Insurtech: Operating models (E-learning)
Location E-learning
Topic
Learning modelE-LEARNING
Program Title

Product Distribution & Insurtech Series (E-learning)-Module 2

- Fintech & Insurtech: Operating models

Teaching language (for learning materials)English
Teaching language (for voice-over presentation)Cantonese 
IA CPD /MPFA (non core) CPD hours 2
Objective of the programTo provide the participants with the insights about the operating models of Fintech & Insurtech 
Contents

1) Operating models of the “Tech” companies in the insurance market

2) Changes in the business models of the customers.

3) Impacts on the insurance intermediaries

4) Introduction of Insurtech to intermediaries

5) Potential cooperative models in the near future
Fee HKD 200.00
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