Itech

CPD Course




How to pay? 如何繳費

Date 2023-05-03
Time From 14:00 To 17:00
Code 1082023F
Program Title Implication of the Personal Data (Privacy) Ordinance (PDPO) on insurance operations
Location zoom training
Topic
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 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 

 
Fee HKD 350.00
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Date 2023-05-10
Time From 13:00 To 17:00
Code 1012023A
Program Title Insurtech: Challenges to the non-life industry
Location zoom training
Topic
Program Title

 Product distribution & Insurtech series:

 A) Module 2

  - Insurtech: Challenges to the non-life industry  

Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours4
Objective of the programTo provide the participants with the insights on their marketing strategies through the introductions of Insurtech as well as its emerging impacts to the insurance market.   
Contents

1)  Basic concepts about Fintech & Insurtech   

2)  Current market development 

3)  The stance of the Insurance Authority towards Insurtech 

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

5) Common obstacles in introducing Insurtech   
Fee HKD 400.00
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Date 2023-05-10
Time From 17:00 To 18:00
Code 1062023B
Program Title Insurtech: Impacts to the insurance intermediaries brought by “simple technology”
Location zoom training
Topic
Program Title

 Product distribution & Insurtech series: 

 Module 4

Insurtech: Impacts to the insurance intermediaries brought by “simple technology”

Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours1
Objective of the programTo provide the participants with the insights on their marketing strategies through the introductions of Insurtech as well as its emerging impacts to the insurance market.   
Contents

 Module 4 

  1. Importance of technology for insurance intermediaries 
  2. To ride on the technologies of your insurance partners 
  3. Building up “tech” models for insurance intermediaries 
Fee HKD 100.00
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Date 2023-05-12
Time From 14:00 To 17:00
Code 1072023E
Program Title Tips on building up compliance manual for insurance intermediaries.
Location zoom training
Topic
Program Title

Compliance & legal series:

Tips on building up compliance manual for insurance intermediaries.

(CPD 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 2023-05-16
Time From 12:45 To 15:45
Code 1072023H
Program Title Tips on building up compliance manual for insurance intermediaries-ETHICS & REGULATIONS
Location ZOOM training
Topic

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

Program Title

Compliance & legal series:

Tips on building up compliance manual for insurance intermediaries.

(CPD 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 2023-05-16
Time From 15:45 To 17:45
Code 1192023A
Program Title Conduct of MPF Intermediaries and Development of the MPF System
Location ZOOM training
Topic

Speaker: Mr. Billy Wong- FSA, CPA, LLB

Program TitleConduct of MPF Intermediaries and Development of the MPF System
Teaching languageCantonese
MPF CORE CPD hours/ IA CPD hours2 
Objective of the programTo provide the participants with the knowledge about conduct requirements of MPF Intermediaries and the development of the MPF system in Hong Kong  
Contents 

1) Conduct and compliance issues relevant to MPF intermediaries  

2) Development of the MPF market in Hong Kong
Fee HKD 220.00
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Date 2023-05-23
Time From 13:00 To 14:00
Code E-learn01
Program Title Technological impacts on insurance intermediaries - NON CPD training
Location Through e-learning platofrm
Topic

NON CPD training

Technological impacts on insurance intermediaries- Module 1

– Fintech & Insurtech: Basic concepts & stances of the regulator

1) Background

2) Basic concepts about Fintech & Insurtech

3) The stance of the regulators towards virtual insurers
Fee HKD 100.00
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Date 2023-05-31
Time From 14:15 To 17:15
Code 1112023B
Program Title Code of Conduct for licensed insurance brokers (Ethics & Regulations)
Location ZOOM training
Topic

Speaker: Mr. Alvin Li- B. Sc., FLMI, CIAM, CMFA

Program Title

Compliance & legal series (Module 3)

-  Code of Conduct for licensed insurance brokers   (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
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Date 2023-06-05
Time From 12:45 To 14:45
Code 1132023G
Program Title Skills of cross selling upon renewal
Location Zoom training
Topic

Speaker: Mr. Diamond Lo - 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 
Fee HKD 200.00
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Date 2023-06-05
Time From 14:45 To 17:45
Code 1182023C
Program Title Major Financial Lines Products for HK listed companies
Location Zoom training
Topic

 Speaker: Miss Yvonne Lam- ANZIIF

Program TitleMajor Financial Lines Products for HK listed companies
Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours 3
Objective of the programTo provide knowledge to the insurance practitioners about financial lines products for listed companies in Hong Kong
Contents

1) Introduction of major financial lines products such as D & O, Professional Indemnity & Cyber Liability

2) Insurance arrangement for Financial Lines Products

3) Claims management for Financial Lines Products
Fee HKD 330.00
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Date 2023-06-16
Time From 12:45 To 14:45
Code 1042023G
Program Title Product Distribution in General Insurance market
Location Zoom training
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  
Fee HKD 200.00
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Date 2023-06-16
Time From 14:45 To 17:45
Code 1022023C
Program Title Code of conduct for licensed insurance agents (ETHICS OR REGULATIONS)
Location Zoom training
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

財務管理及<操守守則>系列- 單元二

-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
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