Itech

CPD Course




How to pay? 如何繳費

Date 2025-03-10
Time From 12:45 To 15:45
Code 1082025D
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
Enrol 註冊

Date 2025-03-10
Time From 15:45 To 17:45
Code 1042025C
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
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Date 2025-03-18
Time From 12:45 To 15:45
Code 1112025B
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
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Date 2025-03-18
Time From 15:45 To 17:45
Code 1132025C
Program Title Skills of cross selling upon renewal
Location Zoom
Topic

Speaker: 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
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Date 2025-04-14
Time From 12:45 To 15:45
Code 1072025G
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
Enrol 註冊

Date 2025-04-14
Time From 15:45 To 17:45
Code 1042025E
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 2025-04-16
Time From 14:30 To 16:30
Code 1142025A
Program Title Building up sales momentum/mentality
Location Zoom
Topic

Speaker : Dr Andrew Yang ( 楊梵城博士)

Program TitleBuilding up sales momentum and positive mentality  
Teaching languageCantonese
IA CPD /MPFA (non core) CPD hours2
Objective of the programTo share with the life insurance practitioners on the ways of maintaining positive mentality and sales momentum.
Contents
  1. Build up trusts from the customers
  2. Basic success factors for practitioners engaging in life sales/marketing
  3. To maintain positive mentality through regular appointments with customers
  4. Maintain the buy-in from your team members
  5. Concept of “Life Skills”
Fee HKD 300.00
Enrol 註冊

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
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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
Enrol 註冊

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