CPD Course




How to pay? 如何繳費

Date 2024-11-15
Time From 14:00 To 17:00
Code 1072024J
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 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 2024-11-20
Time From 12:45 To 15:45
Code 1212024I
Program Title Application of ESG to the insurance industry
Location Zoom
Topic

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

Program TitleApplication of EGS to the insurance industry
Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours 3
Objective of the programTo provide the participants with the information about the application of ESG to the insurance industry - suitable for participants who already have basic knowledge about ESG but would like to know the ways to apply the related models to the insurance operations.
Contents

1. ESG for financial sector in HK 

2. ESG plans for insurers   

3. Application of ESG to insurers & insurance intermediaries 

4. Values of adopting ESG initiatives for insurers 

    

Fee HKD 320.00

Date 2024-11-20
Time From 15:45 To 17:45
Code 101B2024F
Program Title Insurtech- Stances of the regulator & business models in HK & other markets
Location Zoom
Topic

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

Program TitleProduct distribution & Insurtech series: Insurtech - Stances of the regulator & business models in HK & other markets 
Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours2
Objective of the programTo provide the participants with the insights in respect of the stance of the Insurance Authority about Insurtech as well as the importance of Insurtech for insurers.     
Contents

1) The stance of the Insurance Authority towards Insurtech  

2) Why the introductions of Insurtech become so important for insurers?  

3) Common obstacles in introducing Insurtech  

Fee HKD 200.00

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

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

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