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CPD Courses

109 upcoming courses · Continuing Professional Development for insurance intermediaries

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Showing 109 of 109 courses

VTC PEAK3 CPD hrsHK$300General Insurance
PE4200741

Educational Institution Service: Public Liability and Professional Liability Underwriting and Claims Handling with Interesting Cases Sharing

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: - HKMA ECF CPD Hours -

2:00pm – 5:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Mar
31
Tue
Heepon2 CPD hrsHK$250Long Term
80/160/09B/260331ZP

Issues in Insurance Business Management: Digital Transformation & InsurTech Application

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

12:15 – 14:15Virtual Class by ZoomEnrol Now
Mar
31
Tue
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200904

AI + Social Media: Leadership Strategies for the New Era Module 3: Digital Marketing & Social Selling with GenAI (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 – 12:30pmApply Now
Apr
2
Thu
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200339

Health Insurance Module 5 : Medical Knowledge for Insurance Practitioners - Medical Examinee's Disclosure III (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: - HKMA ECF CPD Hours -

2:00pm – 5:00pmApply Now
Apr
2
Thu
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 Credits: 3 IA CPD hours (simultaneously fulfilling the RO-CPD requirement and the 3-hour CPD requirement on Ethics or Regulations)

06:30 – 09:30Jockey Club Convention Hall (G/F), Hong Kong Red Cross Headquarters, 19 Hoi Ting Road, West Kowloon, Hong KongApply Now
Apr
2
Thu
Heepon2 CPD hrsHK$250Long Term, General Insurance
80/160/09A/260402ZP

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

10:00 – 12:00VIRTUAL CLASS BY ZOOM !Enrol Now
Apr
2
Thu
Heepon2 CPD hrsHK$250Long Term
80/160/09B/260402ZP

Issues in Insurance Business Management: Digital Transformation & InsurTech Application

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
2
Thu
Vista Academy3 CPD hrsHK$350General Insurance
4ERL260402

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
Apr
2
Thu
VTC PEAK2 CPD hrsHK$285MPFA CoreLong Term
PE4200676

Smart Retiring Module 1: Retirement Made Easier and Simpler with MPF Funds (Virtual Class through Zoom) (MPF Training Programme)

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 – 4:00pmEnrol Now
Apr
9
Thu
Vista Academy2 CPD hrsHK$200General Insurance
3CIC260409

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
Apr
9
Thu
Vista Academy3 CPD hrsHK$350General Insurance
2CRM260409

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

3:00pm – 6:00pmOnline (Zoom)Apply Now
Apr
9
Thu
iTech Asia3 CPD hrsHK$320.00General Insurance
1212026C

Application of EGS to the insurance industry

Objective of the program: To 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

12:45 – 15:45ZoomApply Now
Apr
9
Thu
iTech Asia2 CPD hrsHK$200.00General Insurance
101A2026D

Product distribution & Insurtech series: Insurtech-  Introduction for Insurtech & market trend

Objective of the program: To provide the participants with the insights in respect of the concepts about Fintech/Insurtech as well as the related market development. Contents: 1) Backgrounds about Fintech & Insurtech 2) Basic concepts about Fintech & Insurtech 3) Market development about Insurtech

15:45 – 17:45ZoomApply Now
Apr
9
Thu
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200820

An Overview of the Cross-Border Wealth Management Product Market Module 3: Analysis of diversified cross-border wealth management products

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
10
Fri
VTC PEAK3 CPD hrsHK$300General Insurance
PE4200486

Insurance and Financial Regulatory Compliance - Highlight of the Latest Regulatory Requirements for Insurance 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: 3 (Ethics or Regulations) MPFA Non-core CPD Hours: 3 SFC CPT Hours: 3 HKMA ECF CPD Hours 3

6:45pm – 9:45pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
10
Fri
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
Apr
10
Fri
VTC PEAK3 CPD hrsHK$330Long Term
PE4200521

Life and Medical Insurance – Module 2: Essential Medical Knowledge & Claims Case Studies

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: - HKMA ECF CPD Hours -

9:30am – 12:30pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
10
Fri
VTC PEAK2 CPD hrsHK$285MPFA CoreLong Term
PE4200397

MPF Training Programme Module 5 : Tax Deductible Voluntary Contributions (TVCs) 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

2:00pm – 4:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
10
Fri
PIBA3 CPD hrsLong Term, General Insurance
IA-PIBA_2021021

Insurance and Financial Regulatory Compliance – Highlight of the Latest Regulatory Requirements for Insurance Intermediaries

中文: 保險及金融法規遵守 – 保險中介人最新監管要求摘要 1. Highlight of key provisions of Insurance Ordinance relating to Insurance Intermediaries 2. Extract of Insurance Authoritys Codes and Guidelines 3. Personal Data (Privacy) Ordinance and Relevant Guidelines 3 IA CPD Hours (Ethics or Regulations) and 3 MPFA CPD non-core Credits

10:45 – 13:45VTC Tower, 27 Wood Road, Wan Chai, Hong Kong (Please check the exact venue on 9/F of VTC Tower on the course day.)Apply Now
Apr
10
Fri
VTC PEAK3 CPD hrsHK$330General Insurance
SC-2063-11

Persuasion Skills for Financial Professionals Module 4: Transform You to Become a Powerful Persuader

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 – 1:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
11
Sat
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200891

AML/CFT Series Module 6: "Anti-Money Laundering and Counter-Terrorist Financing Ordinance" and Relevant Regulatory Requirements and Guidelines (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
13
Mon
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

7:00pm – 10:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
13
Mon
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200373

FinTech, Insurtech & Creative Business Management Module 5: ICO, STO and Microfinance

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
13
Mon
Heepon1 CPD hrHK$150Long Term
80/160/08A/260413ZP

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
Apr
13
Mon
Heepon2 CPD hrsHK$250Long Term
80/160/09C/260413ZP

Issues in Insurance Business Management: Customer-Centric Product Innovation

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
13
Mon
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200937

Digital Navigation Module 3: Cyber risk management: Managing Risk in the Information Age(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

6:30pm – 9:30pmEnrol Now
Apr
14
Tue
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

2:00pm – 4:00pmEnrol Now
Apr
14
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

10:00am – 12:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
14
Tue
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?(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
14
Tue
Heepon3 CPD hrsHK$350Long Term, General Insurance
80/160/06E/260414ZW

Issues in General Insurance and Insurance Practice: Motor 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
14
Tue
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200917

Data-Driven Personalization in Finance and Insurance Module 2: Health Big Data in Insurance: Risk, Personalization & Prevention (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
15
Wed
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200815

Smart Personal Financial Planning Module 3: Pre and Post Retirement All-Weather Smart 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
Apr
15
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
Apr
15
Wed
Heepon1 CPD hrHK$150Long Term
80/160/08C/260415ZW

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
Apr
15
Wed
Heepon2 CPD hrsHK$250Long Term
80/160/07G/260415ZW

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
Apr
15
Wed
Vista Academy3 CPD hrsHK$300Long Term, General Insurance
3PLI260415

Why “Personal Line Insurance” is important to everyone

Personal line products incl Life, Medical, PA, Motor, Household and the 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
Apr
15
Wed
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200943

Greater Bay Area (GBA) Insights Module 3: Greater Bay Area/Mainland - Estate Planning and Related Regulations(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
16
Thu
VTC PEAK3 CPD hrsHK$330General Insurance
445E2

Health Insurance : Medical Expenses and the Insurance Market (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: - HKMA ECF CPD Hours -

7:00pm – 10:00pmEnrol Now
Apr
16
Thu
Heepon1 CPD hrHK$150Long Term
80/160/08D/260416ZW

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
Apr
16
Thu
Heepon2 CPD hrsHK$250Long Term
80/160/07E/260416ZW

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
Apr
16
Thu
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200808

Compliance Training Courses for Insurance Intermediaries Module 1 : IA's Code of Conduct for Licensed Insurance Agents

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

9:30am – 12:30pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
17
Fri
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200374

FinTech, Insurtech & Creative Business Management Module 6: Insurtech

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
17
Fri
VTC PEAK3 CPD hrsHK$330General Insurance
743F2

Know Your Customers’ Investment Psychology Module 1: Providing Financial Service to Wealthy Mainland Customers (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

2:00pm – 5:00pmEnrol Now
Apr
17
Fri
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200677

Smart Retiring Module 2: “Financial Independence, Retire Early” (FIRE) – Path to Financial Freedom (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
17
Fri
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
Apr
17
Fri
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200897

The role of Artificial Intelligence (AI) in Finance & International Module 3: China-U.S. Economic Game: From Trade Disputes to AI and Chip War

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
17
Fri
VTC PEAK3 CPD hrsHK$330General Insurance
748E2

Travel Insurance (Pecuniary Interests)(Chinese materials only)

Teaching Language 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

2:00pm – 5:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
17
Fri
Heepon1 CPD hrHK$150Long Term
80/160/08E/260417ZW

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
Apr
17
Fri
Heepon2 CPD hrsHK$250Long Term, General Insurance
80/160/06G/260417ZW

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
Apr
17
Fri
Vista Academy2 CPD hrsHK$200General Insurance
3CAI260417

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

1:00pm – 3:00pmOnline (Zoom)Apply Now
Apr
17
Fri
Vista Academy3 CPD hrsHK$300General Insurance
3ICB260417

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
Apr
17
Fri
VTC PEAK3 CPD hrsHK$300General Insurance
PE4200299

Marine Cargo 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 SFC CPT Hours : -

10:00am – 1:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
18
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

2:00pm – 4:00pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
18
Sat
VTC PEAK3 CPD hrsHK$300General Insurance
PBA00038

代理人法

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: - HKMA ECF CPD Hours -

2:30pm – 5:30pm9/F, VTC Tower, 27 Wood Road, WanChaiEnrol Now
Apr
18
Sat
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200830

Artificial Intelligence (AI) Leadership for Insurance and Financial Professionals Module 3: Emerging Trends and Innovations (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
20
Mon
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200143

Employee Benefits Series - Medical 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
20
Mon
Heepon1 CPD hrHK$250Long Term
80/160/08B/260420ZP

Issues around Insurance and Ethics: Consumer Protection and Corruption

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
20
Mon
Heepon2 CPD hrsHK$250Long Term, General Insurance
80/160/09A/260420ZP

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
Apr
20
Mon
VTC PEAK3 CPD hrsHK$330General Insurance
PE4200888

Investment Theory of Relativity Module 1: Trumponomics 2.0 - What Tariffs Mean for Investors? (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
20
Mon
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
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
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
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 – 5:30pmEnrol 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 – 9:45pmEnrol 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
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
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 – 9:45pmEnrol 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
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 – 5:30pmEnrol Now
Apr
23
Thu
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 – 1:00pmEnrol 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 – 9:00pmEnrol 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 – 5:30pmEnrol 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 – 1:00pmEnrol 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 – 5:30pmEnrol 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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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