Itech

CPD Course




How to pay? 如何繳費

Date 2025-08-29
Time From 12:45 To 15:45
Code 1072025J
Program Title Tips on building up Compliance Manual for insurance intermediaries
Location Zoom
Topic

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

Program Title

Compliance & legal series:

Tips on building up compliance manual for insurance intermediaries.

(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

 

課程標題為保險中介人構建<合規手冊>之提示 (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
目的使保險中介人加強理解有關構建<合規手冊>之內容
內容

1.《 2015年保險公司（修訂）條例》之背景

2. <合規手冊>中之相關內容 (包括客戶盡職調查, 銷 售流程, 處理投訴, 個人資料保障檔等等)

3. 有關保險中介人內部架構 

4. 需要通報<保險業監管局>之事件

5. 持續內部管控及監察
Fee HKD 350.00
Enrol 註冊

Date 2025-08-29
Time From 15:45 To 17:45
Code 1202025D
Program Title Introduction to ESG
Location Zoom
Topic

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

Program TitleIntroduction to ESG
Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours 2
Objective of the programTo provide the participants with the basic knowledge about ESG- suitable for participants who have limited knowledge about ESG.
Contents

1) Basic concepts about ESG 

2) The importance of ESG 

3) ESG reporting standards 
 
Fee HKD 200.00
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Date 2025-09-10
Time From 12:45 To 15:45
Code 1022025H
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 programTo 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 2025-09-10
Time From 15:45 To 17:45
Code 101A2025D
Program Title Insurtech- Introduction for Insurtech & market trend
Location Zoom
Topic

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

Program TitleProduct distribution & Insurtech series: Insurtech-  Introduction for Insurtech & market trend
Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours2
Objective of the programTo provide the participants with the insights in respect of the concepts about Fintech/Insurtech as well as the related market development.
Contents

1) Backgrounds about Fintech & Insurtech 

2) Basic concepts about Fintech & Insurtech 

3) Market development about Insurtech
 
Fee HKD 200.00
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Date 2025-09-23
Time From 12:45 To 15:45
Code 1112025F
Program Title Code of conduct for licensed insurance brokers
Location Zoom
Topic

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

Program Title

Compliance & legal series (Module 3) -  Code of Conduct for licensed insurance brokers

   (Course under the category of ETHICS OR REGULATIONS)

Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours 3
Objective of the program

To 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 2025-09-23
Time From 15:45 To 17:45
Code 1132025H
Program Title Skills of cross selling upon renewal
Location Zoom
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
Enrol 註冊

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
Enrol 註冊

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
Enrol 註冊

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