Itech

CPD Course




How to pay? 如何繳費

Date 2026-08-31
Time From 14:00 To 17:00
Code 1022026H
Program Title Code of Conduct for licensed insurance agents
Location Zoom
Topic

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

Program Title

Compliance & 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 2026-09-16
Time From 14:00 To 17:00
Code 1102026F
Program Title Digital application & system automation for insurance intermediaries
Location Zoom
Topic

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

Program TitleProduct distribution & Insurtech series: Module 6-   Digital application & system automation for 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) System automation of the “Tech” companies in the insurance market  

4) Changes in the business models of the customers. 

5) Impacts on the insurance intermediaries

6) Introduction of digital application to the insurance intermediaries  

7) Potential cooperative models in the near future
Fee HKD 300.00
Enrol 註冊

Date 2026-09-22
Time From 12:45 To 15:45
Code 1112026E
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 2026-09-22
Time From 15:45 To 17:45
Code 1202026D
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
Enrol 註冊

Date 0000-00-00
Time From 12:00 To 13:00
Code E012027A
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 110.00
Enrol 註冊

Date 0000-00-00
Time From 12:00 To 14:00
Code E022027A
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 210.00
Enrol 註冊

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