Itech

CPD Course




How to pay? 如何繳費

Date 2026-06-04
Time From 12:45 To 15:45
Code 1022026G
Program Title Code of Conduct for licensed insurance agents
Location Zoom
Topic

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

Program TitleCompliance & 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
Enrol 註冊

Date 2026-06-04
Time From 15:45 To 17:45
Code 1042026E
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
Enrol 註冊

Date 2026-06-08
Time From 12:45 To 14:45
Code 1172026D
Program Title Tips on building up Compliance Manual for insurance intermediaries- Life & Medical insurance
Location Zoom
Topic

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

Program TitleCompliance & 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 220.00
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Date 2026-06-08
Time From 14:45 To 17:45
Code 1222026D
Program Title Travel Insurance : Marketing & Product knowledge
Location Zoom
Topic

Speaker: Francis Yip - Master of Business Administration (Marketing)

Program TitleFinancial management and code of conduct series –Travel Insurance : Marketing & Product knowledge
Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours3
Objective of the program

-  This course provides you with related information on travel insurance including: 

a) policy coverage 

b) Claims handling & emergency assistance/crisis management

Contents

1) Product features & marketing of Travel Insurance

2) Claims handling of Travel Insurance 

3) Emergency assistance & crisis management 

4) Case sharing
Fee HKD 300.00
Enrol 註冊

Date 2026-06-23
Time From 14:15 To 17:15
Code 1072026F
Program Title Tips on building up Compliance Manual for insurance intermediaries
Location Zoom
Topic

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

Program TitleCompliance & legal series: Tips on building up compliance manual for insurance intermediaries. (Course under the category of ETHICS OR REGULATIONS)
Teaching languageENGLISH
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 2026-07-15
Time From 14:15 To 17:15
Code 1082026O
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
Enrol 註冊

Date 2026-07-23
Time From 12:45 To 15:45
Code 1112026D
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 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
Enrol 註冊

Date 2026-07-23
Time From 15:45 To 17:45
Code 1202026C
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 2026-07-28
Time From 12:45 To 14:45
Code 101A2026E
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
Enrol 註冊

Date 2026-07-28
Time From 14:45 To 17:45
Code 1292026E
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 0000-00-00
Time From 12:00 To 13:00
Code E012026B
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 E022026B
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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