CPD Course




How to pay? 如何繳費

Date 2022-11-03
Time From 13:00 To 16:00
Code 1072022N
Program Title Tips on building up compliance manual for insurance intermediaries
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 400.00

Date 2022-11-03
Time From 16:00 To 18:00
Code 1132022F
Program Title Skills of cross selling upon renewal
Location ZOOM training
Topic
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 

Fee HKD 200.00

Date 2022-11-08
Time From 13:00 To 16:00
Code 1092022B
Program Title Insurtech: Impacts on Bancassurance model
Location ZOOM training
Topic
Program TitleInsurtech:  Impacts on Bancassurance model
Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours 3
Objective of the programTo provide the participants with insights about the impact of Insurtech on Bancassurance model 
Contents

1) Background & basic concepts about Fintech & Insurtech   

2) Market development in Hong Kong    

3) Market development – Mainland & overseas examples   

4) Changing customer experience   

5) Impacts on Bancassurance model   

6) Possible directions for Bancassurance  

7) Future development   

Fee HKD 300.00

Date 2022-11-08
Time From 16:00 To 18:00
Code 1152022C
Program Title Property Insurance - Selling skills
Location ZOOM training
Topic
Program TitleProperty Insurance - Selling skills
Teaching languageCantonese
Objective of the programTo provide the participants with practical ideas about the selling skills for property insurance 
Contents

1) Overview of property insurance in HK

2) Basic cover – Fire insurance vs property all risks insurance

3) Key policy terms & conditions which are relevant to sales presentations

4)  Selling skills with reference to

     - standard policy exclusions

     - optional policy extensions

5) Case study – selling property insurance   

 

Fee HKD 300.00

Date 2022-11-09
Time From 14:00 To 17:00
Code 1102022F
Program Title Technological impacts on business of the insurance intermediaries
Location ZOOM training
Topic
Program TitleProduct distribution & Insurtech series: Module 6- Technological impacts on business of the insurance intermediaries 
Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours 3
Objective of the programTo provide the insurance intermediaries with the insights on their business models through the introductions of Insurtech 
Contents

1) Basic concepts about Fintech & Insurtech 

2) The stance of the regulators towards virtual insurers 

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

4) Changes in the business models of the customers. 

5) Impacts on the insurance intermediaries

6) Potential Insurtech model for intermediaries

Fee HKD 300.00

Date 2022-11-10
Time From 15:00 To 18:00
Code 1052022E
Program Title Cross selling non-life products through commercial customers
Location ZOOM training
Topic
Program Title

Product distribution & Insurtech series-Module 1

- Cross selling non-life products through commercial customers 

Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours3
Objective of the programTo provide the participants with the insights on their marketing strategies through the introductions of cross selling models. 
Contents

1) Basic information about commercial customers in HK   

- 1.1) Brief introduction about GBA (Greater Bay Area) in connection with insurance market 

2) Related products for the common business segments 

3) Reasons of capturing “small” policies 

4) Ways to “open the door”/ expand the number of policies 

5) Communication with insurers 

6) Managing the customers 

7) Building up stable income from renewable policies 

Fee HKD 300.00

Date 2022-11-16
Time From 12:30 To 15:30
Code 1112022G
Program Title Code of Conduct for licensed insurance brokers (Ethics & Regulations)
Location ZOOM training
Topic

Speaker: Mr. Alvin Li 

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 400.00

Date 2022-11-18
Time From 14:30 To 17:30
Code 1102022G
Program Title Technological impacts on business of the insurance intermediaries
Location ZOOM training
Topic
Program TitleProduct distribution & Insurtech series: Module 6- Technological impacts on business of the insurance intermediaries 
Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours 3
Objective of the programTo provide the insurance intermediaries with the insights on their business models through the introductions of Insurtech 
Contents

1) Basic concepts about Fintech & Insurtech 

2) The stance of the regulators towards virtual insurers 

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

4) Changes in the business models of the customers. 

5) Impacts on the insurance intermediaries

6) Potential Insurtech model for intermediaries

Fee HKD 300.00

Date 2022-11-22
Time From 14:00 To 17:00
Code 1072022O
Program Title Tips on building up compliance manual for insurance intermediaries
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 400.00

Date 2022-11-23
Time From 14:15 To 17:15
Code 1102022E
Program Title Technological impacts on business of the insurance intermediaries
Location ZOOM training
Topic

Speaker: Mr. Lo Tat Man (Diamond)

Program TitleProduct distribution & Insurtech series: Module 6- Technological impacts on business of the insurance intermediaries 
Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours 3
Objective of the programTo provide the insurance intermediaries with the insights on their business models through the introductions of Insurtech 
Contents

1) Basic concepts about Fintech & Insurtech 

2) The stance of the regulators towards virtual insurers 

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

4) Changes in the business models of the customers. 

5) Impacts on the insurance intermediaries

6) Potential Insurtech model for intermediaries

Fee HKD 300.00

Date 2022-12-08
Time From 12:45 To 15:45
Code 1082022O
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

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

Date 2022-12-08
Time From 15:45 To 17:45
Code 1132022G
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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