CPD Course




How to pay? 如何繳費

Date 2023-02-09
Time From 14:30 To 16:30
Code 1142023A
Program Title Building up sales momentum and positive mentality
Location ZOOM training
Topic

主講嘉賓: 楊梵城博士

課程標題建立銷售動力及保持正面心態
授課語言廣東話
IA CPD /MPFA (non core) CPD 進修時數2
目的與人壽保險從業員分享,如何可以保持正面心態及銷售動力
內容
  1. 如何在公司內部及客人層面建立信譽
  2. 透過定期客戶約會保持正面心態
  3. 獲取下屬及團隊認同之竅門 
  4. 有關<人生技能>之概念

Speaker : Dr Andrew Yang

Program TitleBuilding up sales momentum and positive mentality 
Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours2
Objective of the programTo share with the life insurance practitioners on the ways of maintaining positive mentality and sales momentum.
Contents
  1. Build up trusts from the team members/customers
  2. To maintain positive mentality through regular appointments with customers
  3. Maintain the buy-in from your team members 
  4. Concept of “Life Skills” 
Fee HKD 300.00

Date 2023-02-17
Time From 12:45 To 14:45
Code 1042023C
Program Title Product Distribution in General Insurance market
Location ZOOM training
Topic

Speaker: Mr. Philip Chan - Senior Associate, ANZIIF

Program Title

Product 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

Date 2023-02-17
Time From 14:45 To 17:45
Code 1082023B
Program Title Implication of the Personal Data (Privacy) Ordinance (PDPO) on insurance operations (Ethics)
Location ZOOM training
Topic

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

Program Title

Compliance & 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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