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CPD Courses

103 upcoming courses · Continuing Professional Development for insurance intermediaries

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Showing 103 of 103 courses

Heepon2 CPD hrsHK$250Long Term, General Insurance
80/160/06J/260421ZW

Issues in General Insurance and Insurance Practice: Construction Project Insurance and Bond

Language: Cantonese Lecturer: Raymond Wong Accreditation: 2 IA CPD Hours / MPFA CPD Non-Core Hours

12:15 – 14:15VIRTUAL CLASS BY ZOOM !Enrol Now
Apr
21
Tue
Heepon1 CPD hrHK$150Long Term
80/160/08F/260421ZW

Issues around Insurance and Ethics: Personal Data (Privacy)

Language: Cantonese Lecturer: Raymond Wong Accreditation: 1 IA Compulsory Hour "Ethics or Regulations"/ MPFA CPD Non-Core Hour

11:00 – 12:00VIRTUAL CLASS BY ZOOM !Enrol Now
Apr
21
Tue
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200761

Estate Planning Module 3: Wills and Probate – Legal Framework and Practical Applications (Virtual class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

2:30pm – 5:30pmEnrol Now
Apr
21
Tue
VTC PEAK3 CPD hrsGeneral Insurance
PE4200955

Mainland Policies Module 1: Mainland housing crisis, latest financial policies and Sino-US competition (Virtual Class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

10:00am – 1:00pmEnrol Now
Apr
21
Tue
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200895

The role of Artificial Intelligence (AI) in Finance & International Module 1: Artificial Intelligence (AI) in HK Financial Industry

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

2:00pm – 5:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
21
Tue
Heepon1 CPD hrHK$150Long Term
80/160/08G/860422ZW

Issues around Insurance and Ethics: Economic Torts

Language: Cantonese Lecturer: Raymond Wong Accreditation: 1 IA Compulsory Hour "Ethics or Regulations"/ MPFA CPD Non-Core Hour

11:00 – 12:00VIRTUAL CLASS BY ZOOM !Enrol Now
Apr
22
Wed
Heepon2 CPD hrsHK$250Long Term, General Insurance
80/160/06K/260422ZW

Issues in General Insurance and Insurance Practice: Cyber Insurance

Language: Cantonese Lecturer: Raymond Wong Accreditation: 2 IA CPD Hours / MPFA CPD Non-Core Hours

12:15 – 14:15VIRTUAL CLASS BY ZOOM !Enrol Now
Apr
22
Wed
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200104

Legacy Planning and Legacyology Module 5: Legacy Planning Solutions for High Net-worth Customers

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

2:00pm – 5:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
22
Wed
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200962

Mainland Policies Module 5: Mainland's 15th Five-Year Plan (Virtual Class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

6:45pm – 9:45pmApply Now
Apr
22
Wed
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200795

Investment Finlosophy - Technical Analysis Module 3: Trendlines, Patterns and Advanced Technical Analysis (Virtual Class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

2:30pm – 5:30pmApply Now
Apr
22
Wed
Heepon3 CPD hrsHK$350Long Term, General Insurance
80/160/06A/260423ZW

Issues in General Insurance and Insurance Practice: Employee Compensation Insurance

Language: Cantonese Lecturer: Raymond Wong Accreditation: 3 IA CPD Hours / MPFA CPD Non-Core Hours

11:00 – 14:00VIRTUAL CLASS BY ZOOM !Enrol Now
Apr
23
Thu
Heepon2 CPD hrsHK$250Long Term
80/160/09F/260423ZP

Issues in Insurance Business Management: Digital Disruption in Insurance

Language: English Lecturer: Paul Cheung Accreditation: 2 IA CPD Hours / MPFA CPD Non-Core Hours

15:00 – 17:00VIRTUAL CLASS BY ZOOM !Enrol Now
Apr
23
Thu
Vista Academy2 CPD hrsHK$200Long Term
3LIP260423

Life Insurance Policy Provisions

Life insurance as a contract, major life insurance policy provisions Lecturer: Mr. Raymond Lau BA, BSc (Hons), ACS, AIAA, FLMI, ALHC, FAIQ Language: Cantonese

1:00pm – 3:00pmOnline (Zoom)Apply Now
Apr
23
Thu
Vista Academy3 CPD hrsHK$300General Insurance
4ERI260423

Ethics or Regulations - Introduction **Compulsory**

General view about expectation of Ethics or Regulations during conducting daily insurance business activities Lecturer: Mr. Terrance Yeung MBA, PGDipMs Language: Cantonese

3:00pm – 6:00pmOnline (Zoom)Apply Now
Apr
23
Thu
OnePlatformHK$360.00General Insurance
269

Intensive Course: Licensing Examination for Securities and Futures Intermediaries (Paper 1, Paper 7, and Paper 8) Paper 1: Fundamentals of Securities and Futures Regulation

10:00am – 2:30pmVirtual (Zoom)Enrol Now
Apr
23
Thu
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200429

Advanced Technical Analysis - Dow Theory Module 1 - Types of Trends

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology.(Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours : 3 MPFA Non-core CPD Hours : 3 SFC CPT Hours : 3 HKMA ECF CPD Hours: 3

7:00pm – 10:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
23
Thu
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200907

AI in Finance: Balancing Innovation with Ethical Governance Module 3: Building AI for Finance: From Strategy to Ethical Deployment

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

9:30am – 12:30pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
23
Thu
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200963

Ethics and Compliance Module 7: Business Ethics, AI Ethics & Code of Conduct for Financial Practitioners (Virtual Class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 (Ethics or Regulations) MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

6:45pm – 9:45pmApply Now
Apr
23
Thu
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200765

Regulatory Compliance Training Module 1: Business Ethics for Financial Professionals in Greater Bay Area (Virtual class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 ( Ethics or Regulations) MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

2:30pm – 5:30pmApply Now
Apr
23
Thu
VTC PEAK2 CPD hrsHK$285MPFA CoreLong Term
PE4200930

MPF Training Programme Module 12: MPF Investment and the Development of the MPF System (2025)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 2 MPFA Core CPD Hours: 2 SFC CPT Hours: 2 HKMA ECF CPD Hours 2

2:00pm – 4:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
23
Thu
Heepon3 CPD hrsHK$350Long Term, General Insurance
80/160/06C/260424ZW

Issues in General Insurance and Insurance Practice: Owner's Corporation Compulsory Liability Insurance

Language: Cantonese Lecturer: Raymond Wong Accreditation: 3 IA CPD Hours / MPFA CPD Non-Core Hours

11:00 – 14:00VIRTUAL CLASS BY ZOOM !Enrol Now
Apr
24
Fri
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200841

Ethics and Compliance Module 2: Regulatory framework and market misconduct for financial industry (Virtual class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours (Ethics or Regulations) 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

10:00am – 1:00pmApply Now
Apr
24
Fri
VTC PEAK2 CPD hrsHK$220General Insurance
842E2

Health Insurance Module 1: Medical Insurance Plans (Virtual class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 2 MPFA Non-core CPD Hours: 2 SFC CPT Hours: - HKMA ECF CPD Hours -

7:00pm – 9:00pmApply Now
Apr
24
Fri
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200896

The role of Artificial Intelligence (AI) in Finance & International Module 2: How AI influence our Personal Financial Planning?

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

2:00pm – 5:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
24
Fri
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200737

Trade Based Money Laundering Module 2: TBML Practices for Banking and Insurance Practitioners(Virtual Class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 ( Ethics or Regulations) MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

2:30pm – 5:30pmApply Now
Apr
24
Fri
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200849

Investment Decoding Module 1: Sun Tzu’s Art of War and Wealth Management (Virtual Class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

10:00am – 1:00pmApply Now
Apr
25
Sat
VTC PEAK3 CPD hrsHK$300General Insurance
PE4200240

Law of Tort and Public Liability Insurance

Teaching Language The class is conducted in Cantonese and Chinese materials. Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours : 3 MPFA Non-core CPD Hours : 3 SFC CPT Hours : -

10:00am – 1:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
25
Sat
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200807

Recent Evolutions in Mainland Module 7: Xiaohongshu and Insurance - Introduction and Fans Operation (Virtual Class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

2:30pm – 5:30pmApply Now
Apr
25
Sat
VTC PEAK2 CPD hrsHK$200General Insurance
PE4200547

Trade Credit Insurance

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 2 MPFA Non-core CPD Hours: 2 SFC CPT Hours: - HKMA ECF CPD Hours -

2:30pm – 4:30pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
25
Sat
Heepon1 CPD hrHK$150Long Term
80/160/08A/260427ZP

Issues around Insurance and Ethics: Ethics and Commerce

Language: 普通話 Lecturer: Paul Cheung Accreditation: 1 IA Compulsory Hour "Ethics or Regulations"/ MPFA CPD Non-Core Hour

11:00 – 12:00VIRTUAL CLASS BY ZOOM !Enrol Now
Apr
27
Mon
Heepon2 CPD hrsHK$250Long Term
80/160/09F/260427ZP

Issues in Insurance Business Management: Digital Disruption in Insurance

Language: 普通話 Lecturer: Paul Cheung Accreditation: 2 IA CPD Hours / MPFA CPD Non-Core Hours

12:15 – 14:15VIRTUAL CLASS BY ZOOM !Enrol Now
Apr
27
Mon
iTech Asia3 CPD hrsHK$350.00General Insurance
1072026D

Compliance & legal series: Tips on building up compliance manual for insurance intermediaries.(Course under the category of ETHICS OR REGULATIONS)

Objective of the program: To provide the insurance intermediaries with the insights in building up the compliance manual 目的: 使保險中介人加強理解有關構建 之內容 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 內容: 1.《 2015年保險公司(修訂)條例》之背景 2. 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 之事件 5. 持續內部管控及監察

12:45 – 15:45ZoomApply Now
Apr
27
Mon
iTech AsiaHK$200.00General Insurance
1042026D

Product Distribution in General Insurance market

Objective of the program: To provide the participants with the insights on their marketing strategies through the introductions of product distribution policy 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 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 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

15:45 – 17:45ZoomApply Now
Apr
27
Mon
VTC PEAK2 CPD hrsHK$285MPFA CoreLong Term
PE4200930

MPF Training Programme Module 12: MPF Investment and the Development of the MPF System (2025) (Virtual class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 2 MPFA Core CPD Hours: 2 SFC CPT Hours: 2 HKMA ECF CPD Hours 2

2:30pm – 4:30pmEnrol Now
Apr
27
Mon
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200778

Regulatory Compliance Training Module 4: Business Ethics and Fraud Risk Management: Fostering Integrity and Mitigating Risks (Virtual class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 ( Ethics or Regulations) MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

10:00am – 1:00pmEnrol Now
Apr
27
Mon
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200507

Best Practices for Financial Products Intermediaries Module 1 - Sales Compliance Reviews and Updates I

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 (Ethic or Regulations) MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

7:00pm – 10:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
27
Mon
Heepon2 CPD hrsHK$250MPFA CoreLong Term
80/160/07H/260428ZW

Issues around Benefits and Insurances of the Person: Intermediary Conduct and MPFA System Development (MPFA Core)

Language: Cantonese Lecturer: Raymond Wong Accreditation: 2 IA CPD Hours / MPFA CPD Core Hours

10:00 – 12:00VIRTUAL CLASS BY ZOOM !Enrol Now
Apr
28
Tue
Heepon2 CPD hrsHK$250MPFA CoreLong Term
80/160/07I/260428ZW

Issues around Benefits and Insurances of the Person: MPF Investment and the Development of the MPF System (MPFA Core)

Language: Cantonese Lecturer: Raymond Wong Accreditation: 2 IA CPD Hours / MPFA CPD Core Hours

12:15 – 14:15VIRTUAL CLASS BY ZOOM !Enrol Now
Apr
28
Tue
Vista Academy3 CPD hrsHK$350General Insurance
2COL260428

Competition Law – Legal issues and Application in Insurance Industry

Overview of Competition Ordinance (Cap 619) and the application to insurance market Lecturer: Mr Stephen Chu BSc (Eng)(Hons), MBA, LLB (Hons), MA in Arbitration & Dispute Resolution, FCIArb, Chartered Arbitrator, FCII, Chartered Insurer, ANZIIF (Fellow), CIP, Accredited HKMAAL General Mediator Language: English

7:00pm – 10:00pmOnline (Zoom)Apply Now
Apr
28
Tue
VTC PEAK2 CPD hrsHK$220General Insurance
726E2

Communicating without Talking for Financial Professionals Module 1: Non-verbal Communications Overview

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 2 MPFA Non-core CPD Hours: 2 SFC CPT Hours: 2

3:00pm – 5:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
28
Tue
VTC PEAK2 CPD hrsHK$220General Insurance
392E2

DISC Profiling for Business and Personal Enhancement (Insurance & Investment Professionals) Workshop Module 1: What is DISC? (Virtual Class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 2 MPFA Non-core CPD Hours: 2 SFC CPT Hours: 2 HKMA ECF CPD Hours -

3:00pm – 5:00pmEnrol Now
Apr
28
Tue
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200144

Employee Benefits Series - Personal Accident Insurance

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3

7:00pm – 10:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
28
Tue
PIBA3 CPD hrsLong Term

Cross-Boundary Regulatory Technology (RegTech) in Hong Kong and the GBA in BFSI Industry: Addressing Challenges and Maximize Opportunities

中文: Cross-Boundary Regulatory Technology (RegTech) in Hong Kong and the GBA in BFSI Industry: Addressing Challenges and Maximize Opportunities 1. GBA Financial Industry at a Glance 2. Summary of Latest Regulations Related to Regtech and Compliance 3. Asia-Pacific Group on Anti-Money Laundering Review 4. Regtech Knowledge Hub 5. Regtech Use Cases 6. Challenges (Automation, Central Bank Digital Currency and Alternative Assets) 7. Telent Development 3 IA CPD Hours and 3 MPFA CPD non-core Credits

06:30 – 09:30PIBA Office, 21/F, S.B. Commercial Building, 478 Nathan Road, Kowloon, HKApply Now
Apr
29
Wed
Heepon1 CPD hrHK$150Long Term
80/160/08B/260429ZW

Issues around Insurance and Ethics: Consumer Protection and Corruption

Language: Cantonese Lecturer: Raymond Wong Accreditation: 1 IA Compulsory Hour "Ethics or Regulations"/ MPFA CPD Non-Core Hour

11:00 – 12:00VIRTUAL CLASS BY ZOOM !Enrol Now
Apr
29
Wed
Heepon2 CPD hrsHK$250Long Term
80/160/07C/260429ZW

Issues around Benefits and Insurances of the Person: Legal Principles and Statutory Requirements

Language: Cantonese Lecturer: Raymond Wong Accreditation: 2 IA CPD Hours / MPFA CPD Non-Core Hours

12:15 – 14:15VIRTUAL CLASS BY ZOOM !Enrol Now
Apr
29
Wed
OnePlatformHK$360.00General Insurance
81

Intensive Course: Licensing Examination for Securities and Futures Intermediaries (Paper 1, Paper 7, and Paper 8) Paper 7: Financial Market

10:00am – 2:30pmVirtual (Zoom)Enrol Now
Apr
29
Wed
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200425

Advanced Technical Analysis - Elliott Wave Theory Module 3 - Basic Structures

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology.(Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours : 3 MPFA Non-core CPD Hours : 3 SFC CPT Hours : 3 HKMA ECF CPD Hours: 3

2:00pm – 5:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
29
Wed
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200342

Health Management Series Module 5: Nutrigenomics (Virtual class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours -

6:30pm – 9:30pmEnrol Now
Apr
29
Wed
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200850

Investment Decoding Module 2: Property, Education, Estate and Tax (PEET) Planning in UK, Australia and Canada (Virtual Class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

10:00am – 1:00pmEnrol Now
Apr
29
Wed
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200256

Essential Technical Insurance knowledge for effective service quality enhancement – Module 4: Basic Insurance Coverage of Commercial Policies

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology.(Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours : 3 MPFA Non-core CPD Hours : 3 SFC CPT Hours : -

2:00pm – 5:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
29
Wed
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200856

Winning at the Finish Line: Planning and Legacy Series Module 2: Greater Bay Area heritage planning

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

9:30am – 12:30pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
29
Wed
Heepon1 CPD hrHK$150Long Term
80/160/08C/260430ZP

Issues around Insurance and Ethics: Anti-Money Laundering and Counter-Terrorist Financing

Language: English Lecturer: Paul Cheung Accreditation: 1 IA Compulsory Hour "Ethics or Regulations"/ MPFA CPD Non-Core Hour

11:00 – 12:00VIRTUAL CLASS BY ZOOM !Enrol Now
Apr
30
Thu
Heepon2 CPD hrsHK$250Long Term
80/160/09E/260430ZP

Issues in Insurance Business Management: Cross Sector Ecosystem Construction

Language: English Lecturer: Paul Cheung Accreditation: 2 IA CPD Hours / MPFA CPD Non-Core Hours

12:15 – 14:15VIRTUAL CLASS BY ZOOM !Enrol Now
Apr
30
Thu
Heepon2 CPD hrsHK$250Long Term
80/160/09D/260430ZP

Issues in Insurance Business Management: Leadership in Volatile Markets

Language: English Lecturer: Paul Cheung Accreditation: 2 IA CPD Hours / MPFA CPD Non-Core Hours

14:30 – 16:30VIRTUAL CLASS BY ZOOM !Enrol Now
Apr
30
Thu
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200425

Advanced Technical Analysis - Elliott Wave Theory Module 3 - Basic Structures

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology.(Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours : 3 MPFA Non-core CPD Hours : 3 SFC CPT Hours : 3 HKMA ECF CPD Hours: 3

2:00pm – 5:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
30
Thu
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200836

From Workplace to Family (Insurance and Financial Professionals) Module 3: Becoming an Expert in Front of Your Children (Virtual class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

9:30am – 12:30pmEnrol Now
Apr
30
Thu
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200909

Seizing Financial Services Opportunities in Greater Bay Area (GBA) Module 4: Opportunities of northbound travel for Hong Kong on medical, motor, home and travel insurance(Virtual Class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

2:30pm – 5:30pmEnrol Now
Apr
30
Thu
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200971

Alternative Investment Series for Financial Planning Professionals Module 1: Cryptocurrencies and Cryptocurrency ETFs

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

9:30am – 12:30pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
May
2
Sat
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200890

Investment Theory of Relativity Module 3: Adaptive Investing: Strategies for Volatility and Inflation Resilience (Virtual Class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

2:30pm – 5:30pmEnrol Now
May
2
Sat
Heepon1 CPD hrHK$150Long Term
80/160/08A/260504ZP

Issues around Insurance and Ethics: Ethics and Commerce

Language: English Lecturer: Paul Cheung Accreditation: 1 IA Compulsory Hour "Ethics or Regulations"/ MPFA CPD Non-Core Hour

11:00 – 12:00VIRTUAL CLASS BY ZOOM !Enrol Now
May
4
Mon
Heepon2 CPD hrsHK$250Long Term, General Insurance
80/160/09A/260504ZP

Issues in Insurance Business Management: ESG Trends and Opportunities in the Insurance Industry

Language: English Lecturer: Paul Cheung Accreditation: 2 IA CPD Hours / MPFA CPD Non-Core Hours

12:15 – 14:15VIRTUAL CLASS BY ZOOM !Enrol Now
May
4
Mon
VTC PEAK2 CPD hrsHK$285MPFA CoreLong Term
PE4200069

MPF Training Programme Module 2: MPF & HK Retirement Needs

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 2 MPFA Core CPD Hours: 2 SFC CPT Hours: 2 HKMA ECF CPD Hours 2

2:30pm – 4:30pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
May
4
Mon
Heepon1 CPD hrHK$150Long Term
80/160/08C/260505ZW

Issues around Insurance and Ethics: Anti-Money Laundering and Counter-Terrorist Financing

Language: Cantonese Lecturer: Raymond Wong Accreditation: 1 IA Compulsory Hour "Ethics or Regulations"/ MPFA CPD Non-Core Hour

11:00 – 12:00VIRTUAL CLASS BY ZOOM !Enrol Now
May
5
Tue
Heepon2 CPD hrsHK$250Long Term, General Insurance
80/160/06G/260505ZW

Issues in General Insurance and Insurance Practice: Motor Insurance, Claim Procedure/ Legal Proceedings

Language: Cantonese Lecturer: Raymond Wong Accreditation: 2 IA CPD Hours / MPFA CPD Non-Core Hours

12:15 – 14:15VIRTUAL CLASS BY ZOOM !Enrol Now
May
5
Tue
Vista Academy3 CPD hrsHK$300General Insurance
3SME260505

How to protect SME from different business risks

SME products incl Property insurance, Package, compulsory insurance and underwriting Lecturer: Dr Tony Lee PhD, LLM, MBA, BA(Hons), PGCAE, ANZIIF(Fellow) CIP, FLMI, FCMI, Tech IOSH Language: Cantonese

7:00pm – 10:00pmOnline (Zoom)Apply Now
May
5
Tue
VTC PEAK2 CPD hrsHK$220General Insurance
727E2

''Communicating without Talking'' for Financial Professionals Module 2 : Non - verbal Communication Skills I - Business Etiquette : What Makes You Differ from a Normal Insurance Agent (Virtual Class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 2 MPFA Non-core CPD Hours: 2 SFC CPT Hours: 2

2:30pm – 4:30pmEnrol Now
May
5
Tue
VTC PEAK3 CPD hrsHK$330Long Term
PE4200521

Life and Medical Insurance Module 2: Essential Medical Knowledge & Claims Case Studies(Virtual class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3

7:00pm – 10:00pmEnrol Now
May
5
Tue
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200962

Mainland Policies Module 5: Mainland's 15th Five-Year Plan (Virtual Class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

9:30am – 12:30pmEnrol Now
May
5
Tue
Heepon1 CPD hrHK$150Long Term
80/160/08D/260506ZW

Issues around Insurance and Ethics: Ethics and Professional

Language: Cantonese Lecturer: Raymond Wong Accreditation: 1 IA Compulsory Hour "Ethics or Regulations"/ MPFA CPD Non-Core Hour

11:00 – 12:00VIRTUAL CLASS BY ZOOM !Enrol Now
May
6
Wed
Heepon2 CPD hrsHK$250Long Term
80/160/07G/260506ZW

Issues around Benefits and Insurances of the Person: Travel Insurance

Language: Cantonese Lecturer: Raymond Wong Accreditation: 2 IA CPD Hours / MPFA CPD Non-Core Hours

12:15 – 14:15VIRTUAL CLASS BY ZOOM !Enrol Now
May
6
Wed
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200856

Winning at the Finish Line: Planning and Legacy Series Module 2: Greater Bay Area heritage planning

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

9:30am – 12:30pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
May
6
Wed
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200828

Artificial Intelligence (AI) Leadership for Insurance and Financial Professionals Module 1: AI and Leadership Essentials(Virtual class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

7:00pm – 10:00pmEnrol Now
May
6
Wed
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200963

Ethics and Compliance Module 7: Business Ethics, AI Ethics & Code of Conduct for Financial Practitioners (Virtual Class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 ( Ethics or Regulations) MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

2:30pm – 5:30pmEnrol Now
May
6
Wed
Heepon3 CPD hrsHK$350Long Term, General Insurance
80/160/06A/250507ZW

Issues in General Insurance and Insurance Practice: Employee Compensation Insurance

Language: Cantonese Lecturer: Raymond Wong Accreditation: 3 IA CPD Hours / MPFA CPD Non-Core Hours

11:00 – 14:00VIRTUAL CLASS BY ZOOM !Enrol Now
May
7
Thu
Vista Academy2 CPD hrsHK$200General Insurance
3CIC260507

Commercial Insurance Claims in Practice

Property & Liability claim procedure, role of loss adjuster and claims related documents. Lecturer: Mr. Gary C. K. Lau ACLA, ANZIIF (Snr Assoc) CIP, HKCIP, MIMS, ACI Arb, Chartered Loss Adjuster Language: Cantonese

1:00pm – 3:00pmOnline (Zoom)Apply Now
May
7
Thu
Vista Academy3 CPD hrsHK$300General Insurance
4ERI260507

Ethics or Regulations - Introduction **Compulsory**

General view about expectation of Ethics or Regulations during conducting daily insurance business activities Lecturer: Mr. Terrance Yeung MBA, PGDipMs Language: Cantonese

3:00pm – 6:00pmOnline (Zoom)Apply Now
May
7
Thu
Heepon2 CPD hrsHK$250Long Term
80/160/07E/260508ZW

Issues around Benefits and Insurances of the Person: Medical and Health Insurance - Product and Market

Language: Cantonese Lecturer: Raymond Wong Accreditation: 2 IA CPD Hours / MPFA CPD Non-Core Hours

12:15 – 14:15VIRTUAL CLASS BY ZOOM !Enrol Now
May
8
Fri
Heepon1 CPD hrHK$150Long Term
80/160/08E/260508ZW

Issues around Insurance and Ethics: Agency and Ethics

Language: Cantonese Lecturer: Raymond Wong Accreditation: 1 IA Compulsory Hour "Ethics or Regulations"/ MPFA CPD Non-Core Hour

11:00 – 12:00VIRTUAL CLASS BY ZOOM !Enrol Now
May
8
Fri
VTC PEAK2 CPD hrsHK$220General Insurance
842E2

Health Insurance Module 1: Medical Insurance Plans (Virtual class through Zoom)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 2 MPFA Non-core CPD Hours: 2

2:30pm – 4:30pmEnrol Now
May
8
Fri
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200205

Know your Customers' Investment Psychology Module 4: The Psychology of Asset Allocation & Finance Planning

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

7:00pm – 10:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
May
8
Fri
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200895

The role of Artificial Intelligence (AI) in Finance & International Module 1: Artificial Intelligence (AI) in HK Financial Industry

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

2:00pm – 5:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
May
8
Fri
Vista Academy2 CPD hrsHK$200Long Term
3LIP260511

Life Insurance Policy Provisions

Life insurance as a contract, major life insurance policy provisions Lecturer: Mr. Raymond Lau BA, BSc (Hons), ACS, AIAA, FLMI, ALHC, FAIQ Language: Cantonese

1:00pm – 3:00pmOnline (Zoom)Apply Now
May
11
Mon
Vista Academy3 CPD hrsHK$300General Insurance
3ICB260511

Insurance Clients’ Buying Behaviour & their Complaint Patterns

Study customer buying behaviour and understand client complaint pattern as to reinforce client relationship management Lecturer: Mr. Kenneth Mok MBA, MBIM, MCIM, ACII, Prof. Dip. (Ins), Chartered Insurance Practitioner Language: Cantonese

3:00pm – 6:00pmOnline (Zoom)Apply Now
May
11
Mon
VTC PEAK2 CPD hrsHK$285MPFA CoreLong Term
PE4200908

MPF Training Programme Module 11: Conduct Issues for MPF Intermediaries and the Development of the MPF System (2025)

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 2 MPFA Core CPD Hours: 2 SFC CPT Hours: 2 HKMA ECF CPD Hours 2

9:30am – 11:30am9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
May
11
Mon
VTC PEAK5 CPD hrsHK$550General Insurance
274E2

Law Relating to Asset Protection - Trusts

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 5 MPFA Non-core CPD Hours: 5 SFC CPT Hours: 5 HKMA ECF CPD Hours 5

2:00pm – 7:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
May
14
Thu
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200965

Risk and Opportunities of Blockchain, Cryptocommerce and Virtual Currencies - Implications for Financial and Insurance Sectors Module 2: Financial Cost and Incentive of Virtual Currencies and Blockchain Operation

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

7:00pm – 10:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
May
14
Thu
PIBA3 CPD hrsLong Term, General Insurance
IA-PIBA-2025025

Hong Kong’s Money Laundering and Terrorist Financing Risk Assessment for Insurance Industry

中文: Hong Kong’s Money Laundering and Terrorist Financing Risk Assessment for Insurance Industry 1. Money Laundering Risk Level for financial and insurance Industry 2 . What are the Different Types of insurance products inherent risk level 3 . Distribution channel of banks, agencies and brokers in HK 4 . Ordinances and different kinds of risks 5 . Framework of customers due diligence (CDD) 6. KYC for PEP, overseas customers and MCV 7. Risks Base approach and Institutional Risk Assessment (IRA) and different risk factors 8. Policy and Procedures- Do and Dont 9. Insurance Fraud cases 3 IA CPD Hours (Ethics or Regulations) and 3 MPFA CPD non-core Credits

06:30 – 09:30PIBA Office, 21/F, S.B. Commercial Building, 478 Nathan Road, Kowloon, HK; Zoom PlatformApply Now
May
15
Fri
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200668

Fund Series 101 Module 1 Open-Ended Fund 101: Opened-Ended Fund=Mutual Fund?

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

9:30am – 12:30pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
May
15
Fri
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200048

Advanced Management Skills for Financial Professionals Module 1: Solving Problems Analytically and Creatively

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology.(Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours : 3 MPFA Non-core CPD Hours : 3 SFC CPT Hours : 3 HKMA ECF CPD Hours 3

7:00pm – 10:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
May
18
Mon
Vista Academy2 CPD hrsHK$250General Insurance
2LAM260519

Litigation, Arbitration, Mediation & Negotiation – application in HK

Introduction of the 4 dispute resolution methods and their application in insurance market Lecturer: Mr Stephen Chu BSc (Eng)(Hons), MBA, LLB (Hons), MA in Arbitration & Dispute Resolution, FCIArb, Chartered Arbitrator, FCII, Chartered Insurer, ANZIIF (Fellow), CIP, Accredited HKMAAL General Mediator Language: English

7:00pm – 9:00pmOnline (Zoom)Apply Now
May
19
Tue
VTC PEAK2 CPD hrsHK$285MPFA CoreLong Term
PE4200860

MPF Training Programme Module 10: The eMPF Assistant Portal and Conduct Requirements for MPF Intermediaries

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 2 MPFA Core CPD Hours: 2 SFC CPT Hours: 2 HKMA ECF CPD Hours 2

9:30am – 11:30am9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
May
19
Tue
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200104

Legacy Planning and Legacyology Module 5: Legacy Planning Solutions for High Net-worth Customers

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

7:00pm – 10:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
May
20
Wed
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200961

Winning at the Finish Line: Planning and Legacy Series Module 4: Trust Law and Trust Documentation

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

7:00pm – 10:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
May
21
Thu
Vista Academy3 CPD hrsHK$350General Insurance
4ERL260522

Ethics or Regulations – Legal Issues **Compulsory**

Intermediate level of understanding of the expectation and legal issues of Ethics or Regulations in Insurance business activities Lecturer: Mr. Stephen Chu BSc (Eng)(Hons), MBA, LLB (Hons), MA in Arbitration & Dispute Resolution, FCIArb, Chartered Arbitrator, FCII, Chartered Insurer, ANZIIF (Fellow), CIP, Accredited HKMAAL General Mediator Language: English

7:00pm – 10:00pmOnline (Zoom)Apply Now
May
22
Fri
VTC PEAK3 CPD hrsHK$330Long Term
PE4200142

Employee Benefits Series - Life Insurance

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3

9:30am – 12:30pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
May
23
Sat
VTC PEAK2 CPD hrsHK$220General Insurance
PE4200833

Smart Personal Financial Planning Module 5: From Dilemmas to Decisions – A Case Study Approach to Elevating Ethical Awareness in the Financial Industry

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 2 MPFA Non-core CPD Hours: 2 SFC CPT Hours: 2 HKMA ECF CPD Hours 2

2:30pm – 4:30pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
May
23
Sat
Vista Academy3 CPD hrsHK$350General Insurance
2CRM260526

Corporate Risk Management

Concept and assessment of corporate risk management, Enterprise Risk Management models and the roles of corporate governance. Lecturer: Ms. Josephine Lee , ARM, ANZIIF (Fellow), MBA (MGSM), BA (UNSW) Language: English

1:00pm – 4:00pmOnline (Zoom)Apply Now
May
26
Tue
Vista Academy2 CPD hrsHK$200General Insurance
3CAI260526

How Cargo Ins protects Insured’s interest

Marine Ins Ordinance, insurable interest, types of Cargo policies & Institute Cargo Clause Lecturer: Ms. Amy Chan Sok Ying ANZIIF (Senior Associate) Language: Cantonese

4:00pm – 6:00pmOnline (Zoom)Apply Now
May
26
Tue
VTC PEAK2 CPD hrsHK$285MPFA CoreLong Term
PE4200858

MPF Training Programme Module 8: Common Offences and Misconduct of MPF Intermediaries

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 2 MPFA Core CPD Hours: 2 SFC CPT Hours: 2 HKMA ECF CPD Hours 2

7:00pm – 9:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
May
26
Tue
PIBA3 CPD hrsGeneral Insurance
IA-PIBA-RO-202526-ENG

Compulsory RO-CPD Training for Assessment Period 2025/2026

中文: Compulsory RO-CPD Training for Assessment Period 2025/2026 Regulatory compliance and operational management of Responsible Officers of Licensed Insurance Brokers Companies Language: Part I - English; Part II - Chinese Participant: Responsible Officer only Credits: 3 IA CPD hours (simultaneously fulfilling the RO-CPD requirement and the 3-hour CPD requirement on Ethics or Regulations)

06:30 – 09:30PIBA Office, 21/F, S.B. Commercial Building, 478 Nathan Road, Kowloon, HKApply Now
May
27
Wed
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200857

Winning at the Finish Line: Planning and Legacy Series Module 3: The Marriage Law and Wealth Planning knowledge

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 3 MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

2:30pm – 5:30pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
May
28
Thu
VTC PEAK2 CPD hrsHK$220General Insurance
PE4200436

Technical Analysis - Basic Charting Module 2: Rules of Trading

Teaching Language All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English) Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours IA CPD Hours: 2 MPFA Non-core CPD Hours: 2 SFC CPT Hours: 2 HKMA ECF CPD Hours 2

7:00pm – 9:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
May
29
Fri
PIBA3 CPD hrsGeneral Insurance
IA-PIBA-RO-202526-ENG

Compulsory RO-CPD Training for Assessment Period 2025/2026

中文: Compulsory RO-CPD Training for Assessment Period 2025/2026 Regulatory compliance and operational management of Responsible Officers of Licensed Insurance Brokers Companies Language: Part I - English; Part II - Chinese Participant: Responsible Officer only Credits: 3 IA CPD hours (simultaneously fulfilling the RO-CPD requirement and the 3-hour CPD requirement on Ethics or Regulations)

06:30 – 09:30PIBA Office, 21/F, S.B. Commercial Building, 478 Nathan Road, Kowloon, HKApply Now
Jul
8
Wed