CPD Course




How to pay? 如何繳費

Date 2024-05-16
Time From 12:45 To 15:45
Code 1082024K
Program Title Implication of the Personal Data (Privacy) Ordinance (PDPO) on insurance operations
Location Zoom
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 program

To 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 2024-05-16
Time From 15:45 To 17:45
Code 1042024F
Program Title Product Distribution in General Insurance market
Location Zoom
Topic

Speaker: Mr. Philip Chan- ANZIIF, Senior Associate, CIP

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 2024-05-21
Time From 14:00 To 17:00
Code 1072024G
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

Date 0000-00-00
Time From 12:00 To 13:00
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

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

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