Itech

CPD Course




How to pay? 如何繳費

Date 2024-07-09
Time From 12:45 To 15:45
Code 1222024A
Program Title Travel Insurance : Marketing & Product knowledge
Location Zoom
Topic

Speaker: Mr. 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 programTo provide the participants with information about travel insurance with focuses on marketing, coverage and claims handling. 
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 2024-07-09
Time From 15:45 To 17:45
Code 1132024G
Program Title Skills of cross selling upon renewal
Location Zoom
Topic

Speaker: Mr. 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 2024-07-18
Time From 12:45 To 15:45
Code 1022024C
Program Title Code of Conduct for licensed insurance agents
Location Zoom
Topic

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

Program TitleCompliance & legal series -  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

 

課程標題財務管理及<操守守則>系列- -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 2024-07-18
Time From 15:45 To 17:45
Code 1042024G
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 0000-00-00
Time From 09:00 To 10:00
Code E012024A
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 hour1
Objective of the program

To 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 E022024A
Program Title Product Distribution & Insurtech Series (E-learning)-Module 2- Fintech & Insurtech: Operating models
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

Menu