CPD Courses

(HKCAAVQ/IA Approved) BUSINESS ETHICS 4 IA CPD Hours (Core) 4 MPFA CPD Hours (Non-Core) 4 SFC CPT Hours BE105 ETHICAL PRINCIPLES IN BUSINESS * ( HKCAAVQ/IA APPROVED ) ​ Module 2 Ethical Principles in Business 商業道德原則 ​ Moral Decision-making Concept of Utilitarianism ​ *BUSINESS ETHICS PROGRAM - 持牌保險代理人必修 [道德法規]培訓時數 / IA Compulsory CPD hours From: $400 Register Now

BUSINESS ETHICS 4 IA CPD Hours (Core) 4 MPFA CPD Hours (Non-Core) 4 SFC CPT Hours

(HKCAAVQ/IA Approved) E-Learning 線上教學 HKEEC provides continuing professional development (CPD) courses in the insurance and finance industries for registered professionals through our online learning platform. The courses have been approved by the Hong Kong Council for Accreditation of Academic and Vocational Qualifications (HKCAAVQ) / Insurance Authority (IA). ​ 本課程為根據《持牌保險中介人持續專業培訓指引》獲香港學術及職業資歷評審局評核及批准的第1類合資格持續專業培訓活動

(HKCAAVQ/IA Approved) INVESTMENT 2 IA CPD Hours 2 MPFA CPD Hours (Non-Core) 4 SFC CPT Hours IM106 ALTERNATIVE INVESTMENT ( HKCAAVQ/IA APPROVED ) Module 3 Alternative Investment 另類投資 ​ Metaverse For Business Options: Puts and Calls ​ ​ ​ From: $400 Register Now

(HKCAAVQ/IA Approved) INVESTMENT 2 IA CPD Hours 2 MPFA CPD Hours (Non-Core) 2 SFC CPT Hours IM108 INVESTMENT PORTFOLIO ( HKCAAVQ/IA APPROVED ) Module 4 Investment Portfolio 資產組合投資 ​ Modern Portfolio Concepts Managing Your Own Portfolio ​ ​ ​ ​ ​ ​ ​ ​ ​ From: $200 Register Now

INVESTMENT 2 IA CPD Hours 2 MPFA CPD Hours (Non-Core) 2 SFC CPT Hours

(HKCAAVQ/IA Approved) INVESTMENT 3 IA CPD Hours 3 MPFA CPD Hours (Non-Core) 3 SFC CPT Hours ​ IM105 DEBT INVESTMENT ( HKCAAVQ/IA APPROVED ) Module 2 Debt Investment 債權投資 ​ ​ Fixed-Income Securities Bond Valuation ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ From: $300 Register Now INVESTMENT 3 IA CPD Hours 3 MPFA CPD Hours (Non-Core) 3 SFC CPT Hours IM102 EQUITY INVESTMENT ( HKCAAVQ/IA APPROVED ) Module 1 Equity Investment 股權投資 ​ Analyzing C

(HKCAAVQ/IA Approved) INVESTMENT 3 IA CPD Hours 3 MPFA CPD Hours (Non-Core) 3 SFC CPT Hours IM102 EQUITY INVESTMENT ( HKCAAVQ/IA APPROVED ) Module 1 Equity Investment 股權投資 ​ Analyzing Common Stocks Stock Valuation ​ ​ ​ ​ ​ ​ From: $300 Register Now

(HKCAAVQ/IA Approved) INVESTMENT 2 IA CPD Hours 2 MPFA CPD Hours (Non-Core) 2 SFC CPT Hours ​ IM109 REAL ESTATE & TANGIBLE INVESTMENT ( HKCAAVQ/IA APPROVED ) ​ Module 5 Real Estate and Tangible Investment 房地產及實物資產投資 ​ ​ ​Real estate investment objectives The valuation techniques used to estimate the market value of real estate. The investment such as gold and other precious metals ​ ​ From: $200 Register Now

(HKCAAVQ/IA Approved) INVESTMENT 8 IA CPD Hours 8 MPFA CPD Hours (Non-Core) 8 SFC CPT Hours IP101 INVESTMENT PLANNING ( HKCAAVQ/IA APPROVED ) ​ Module 1 Investment Planning 理財規劃 ​ ​​ Develop your investment goals Manage risk in your investments. Allocate your assets in the manner that is best for you. ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ From: $8 00 Register Now

(HKCAAVQ/IA Approved) RISK MANAGE MENT 3 IA CPD Hours 3 MPFA CPD Hours (Non-Core) 3 SFC CPT Hours ​ RM103 LEGAL PRINCIPLES IN RISK & INSURANCE ( HKCAAVQ/IA APPROVED ) ​ Module 2 Legal Principles in Risk & Insurance 風險及保險法律原則 ​ Fundamental Legal Principles Enterprise Risk Management Analysis of Insurance Contracts ​ ​ ​ ​ ​ ​ ​ From: $300 Register Now

(HKCAAVQ/IA Approved) RISK MANAGE MENT 3 IA CPD Hours 3 MPFA CPD Hours (Non-Core) 3 SFC CPT Hours RM102 RISK MANAGEMENT AND INSURANCE ( HKCAAVQ/IA APPROVED ) ​ Module 1 Risk Management and Insurance 風險管理及保險 ​ Risk and its Treatment Insurance and Risk ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ From: $300 Register Now

(HKCAAVQ/IA Approved) RISK MANAGE MENT 2 IA CPD Hours 2 MPFA CPD Hours (Non-Core) 2 SFC CPT Hours ​ RM108 ANTI-MONEY LAUNDERING & CFT ( HKCAAVQ/IA APPROVED ) ​ Module 5 Anti-Money Laundering & Counter-Financin g of Terrorism 打擊洗錢及恐怖分子資金籌集 ​ ​ Identify the key concepts related to AML/CFT Explain the significance of identifying PEPs Describe the functions of domestic intermediaries in AML Recognize and report suspicious

(HKCAAVQ/IA Approved) RISK MANAGE MENT 1 IA CPD Hours 1 MPFA CPD Hours (Non-Core) ​ ​ RM106 BUYING LIFE INSURANCE ( HKCAAVQ/IA APPROVED ) ​ Module 4 Buying Life Insurance 購買人壽保險 ​ Traditional Net Cost Method Net Payment Cost Index Annual Rate of Return 7 Rules When Purchasing Life Insurance ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ From: $200 Register Now

RISK MANAGE MENT 3 IA CPD Hours 3 MPFA CPD Hours (Non-Core) 3 SFC CPT Hours

(HKCAAVQ/IA Approved) RISK MANAGE MENT 2 IA CPD Hours 2 MPFA CPD Hours (Non-Core) ​ ​ RM105 LIFE INSURANCE ( HKCAAVQ/IA APPROVED ) ​ Module 3 Life Insurance 人壽保險 ​ Fundamental Life Insurance Principles ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ From: $200 Register Now

(HKCAAVQ/IA Approved) 资产配置课程 2 IA CPD 小时 2 MPFA CPD 小时 (Non-Core) 2 SFC CPT 小时 ​ IM212 回报与风险 RISK AND RETURN ​ ( HKCAAVQ/IA APPROVED 中文课程 ) Module 1 ​ ​ 回报的概念、其组成部分、影响回报水平的因素以及历史回报。 讨论货币时间价值在衡量回报和定义理想投资中的作用。 描述实际回报、无风险回报和必要回报，以及持有期回报的计算与应用。 解释内部回报率的概念与计算方法，以及如何找到增长率。 讨论可能影响潜在投资的主要风险来源。 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ From: $200 登記

(HKCAAVQ/IA Approved) 资产配置课程 3 IA CPD 小时 3 MPFA CPD 小时 (Non-Core) 3 SFC CPT 小时 IM213 市场效率与行为金融学 MARKET EFFICIENCY AND BEHAVIORAL FINANCE ( HKCAAVQ/IA APPROVED 中文课程 ) ​ Module 2 描述有效市场的特征，解释市场异常现象的概念，并说明在市场高效运作时投资者面临的一些挑战。 总结显示股票市场有效性的证据。 列出四种决策陷阱，这些陷阱可能导致投资者在投资决策中犯下系统性错误。 解释行为金融学如何将市场异常现象与投资者的认知偏差联系起来。 描述技术分析的一些方法，包括移动平均线、图表分析以及各种市场技术状况指标。 ​ ​ ​ ​ ​ ​​​​​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ From: $300 Register Now INVESTMENT 2 I

(HKCAAVQ/IA Approved) 资产配置课程 1 IA CPD 小时 1 MPFA CPD 小时 (Non-Core) 1 SFC CPT 小时 IM215 投资优先股 PREFERRED STOCKS INVESTMENT ( HKCAAVQ/IA APPROVED 中文课程 ) Module 3 描述优先股的基本特征，包括其价值和风险。 讨论优先股股东的权利，并指出这些证券的一些常见特性。 了解投资价值的各种衡量方法，并识别投资者在优先股中使用的几种投资策略。 ​ ​ ​ ​ From: $200 登記

资产配置课程 1 IA CPD 小时 1 MPFA CPD 小时 (Non-Core) 1 SFC CPT 小时

(HKCAAVQ/IA Approved) 资产配置课程 2 IA CPD 小时 2 MPFA CPD 小时 (Non-Core) 2 SFC CPT 小时 IM219 基金投资 FUND INVESTMENT ( HKCAAVQ/IA APPROVED 中文课程 ) Module 4 描述基金的基本特征，并指出其作为投资 工具的优势。 区分开放式与封闭式基金、指数股票型基金及其他专业管理的投资基金公司类型。 讨论各种基金投资目标。 探讨基金提供的投资服务方式。 评估和选择投资基金时应考虑的变量，并计算互惠基金投资的回报率。 ​ ​ ​ ​ ​ ​ ​ From: $200 登記

(Chinese version available only)

The Customs and Excise Department (C&ED), the regulator of MSOs in Hong Kong, requests directors of MSOs or new licence applicants to pass the Competence Assessment before they are allowed to further process MSO licence renewal or new licence application. The Assessment is composed of seven (7) modules. Each module consists of five (5) multiple-choice questions, which means 35 questions as a whole. The scope of this course wraps up the following, ensuring that your study can cover the whole syllabus of the Assessment: The Guideline on Anti-Money Laundering and Counter-Financing of Terrorism (F

General insurance and annuity product series: Deferred Annuity (Hot-products' contractual terms, feature comparison & real cases sharing) Upon successful subscription, you can complete the course within 60 days, but you must complete it before end of the course period. Qualifying Deferred Annuity Policy ("QDAP") is an annuity scheme recoganized by the Insurance Authority. This course will elaborate the criteria of a QDAP, for example, the minimum annuity period, the lowest age a customer can receive his first annuity, the risk disclosures and etc. One of the biggest selling point of a QDAP is

General insurance and annuity product series: Domestic Helper Insurance (Hot-products' contractual terms, feature comparison & real cases sharing) Upon successful subscription, you can complete the course within 60 days, but you must complete it before end of the course period. All employers in Hong Kong know they need to purchase suitable insurance policies to protect their domestic helpers, but it is not uncommon employers does not know what are their underlying legal responsibilities to purchase insurance policies, and to what extent the insurance policies protect them whenever the domestic

General insurance and annuity product series: Home Insurance (Hot-products' contractual terms, feature comparison & real cases sharing) Upon successful subscription, you can complete the course within 60 days, but you must complete it before end of the course period. After spending millions of dollars for a property in Hong Kong, either living the property himself or renting it out to tenants, the property owner definitely wants the house and the contents within the house be well protected by a suitable home insurance policy. Nowadays, a home insurance policy not only indemnify the damage or l

General insurance and annuity product series: Home Renovation Insurance (Hot-products' contractual terms, feature comparison & Real cases sharing) Upon successful subscription, you can complete the course within 60 days, but you must complete it before end of the course period. A home owner always look forwards the wonderful life after the home renovation work completes, but this good hope may turn into a nightmare if accident happens during the renovation, so a suitable home renovation policy is always matter. When a home owner plans to renovate his property, either himself or the renovocatio

How Chinas capital and FX controls govern corporates operation and investment, & the legality of various funding channels between China and Hong Kong Course Valid period: 60 days after success payment When dealing with legal matters involving capital flows between China and Hong Kong, lawyers have to form their view quickly whether the relevant capital flows are in compliance with the capital and foreign exchange controls of mainland China, and hence the legality of the capital view. Or, when advising and drafting cross-border investment agreements for clients, the compliance status of capital

How China's capital & foreign exchange controls restrict natural persons' behaviour, & the legality of various funding channels between China and Hong Kong Course Valid period: 60 days after success payment More and more court cases dealing with proceeds transferred between HK and China, for example, Mainland Chinese visiting HK for insurance products may complain they cannot receive the premium they are entitled in China, sole proprietors may want to sue money exchange shops for causing their bank accounts in China frozen. All these legal matters involving capital flows between China and Hong

Ethics or Regulations Course - The AML, Client Privacy, Corruption Risk and Family Office Module：From law and taxation perspective, analysing the competition and complementarity between family office, insurance, virtual assets and other unlisted investment products Upon successful subscription, you can complete the course within 60 days, but you must complete it before end of the course period. Recently, family office is definitely the hottest topic in the insurance industry. With the issuance of the "Policy Statement on Developing Family Office Businesses in Hong Kong" in March 2023, the Hong

Ethics or Regulations Course - Misconduct, Personal Injuries and how Chinese clients affected by China's Capital & FX Control Module: How Chinese Clients premium and compensation affected by Chinas Capital & FX Control Upon successful subscription, you can complete the course within 60 days, but you must complete it before end of the course period. We all knows many Mainland Chinese visit Hong Kong to purchase insurance products. However, due to Mainland China's capital and foreign exchange controls, clients from the Mainland have no idea how to carry money from the Mainland to Hong Kong legal

Ethics or Regulations Course - Misconduct, Personal Injuries and how Chinese clients affected by China's Capital & FX Control Module: A Practical Guide on Handling Misconduct Complaints Commonly Faced By Licensed Intermediaries, and real application examples sharing Upon successful subscription, you can complete the course within 60 days, but you must complete it before end of the course period. Licensed insurance intermediaries need to do their best to help customers obtain suitable insurance protection, but at the same time are under great pressure to complete principal companies' sales targ

Ethics or Regulations Course - The AML, Client Privacy, Corruption Risk and Family Office Module："Practical Guide of Preventing Bribery and Corruption for Insurance Industry, and real cases sharing" Upon successful subscription, you can complete the course within 60 days, but you must complete it before end of the course period. ICAC from time to time publishing enforcement news of bribery or corruption criminal cases relating to licensed insurance brokers or agents. It is important to understand whether a general practice, or a norm, within the industry will lead to a criminal pitfall. This c

Ethics or Regulations Course - Misconduct, Personal Injuries and how Chinese clients affected by China's Capital & FX Control Module: Personal Injuries in a Nutshell for insurance intermediaries Upon successful subscription, you can complete the course within 60 days, but you must complete it before end of the course period. When recommending or explaining different insurance products, whether it is travel insurance, home insurance, car insurance, employees compensation insurance, third party or public liability insurance, etc., customers always want to know what indemnity the beneficiaries ca

Ethics or Regulations Course - The AML, Client Privacy, Corruption Risk and Family Office Module："Practical Guide of Customer Data Protection for Insurance Industry, and operating experience sharing" Upon successful subscription, you can complete the course within 60 days, but you must complete it before end of the course period. In Hong Kong where the awareness of protecting self privacy is extremely high, insurance agents and brokers are very vulnerable to complains once their clients become unsatisfied with their personal data being processed. This course is designed to shareh numerous real

Ethics or Regulations Course - The AML, Client Privacy, Corruption Risk and Family Office Module："Practical Guide on Anti-Money Laundering and Counter-Terrorist Financing for Insurance Industry, and operating experience sharing" Upon successful subscription, you can complete the course within 60 days, but you must complete it before end of the course period. "Anti-Mony Laundering and Counter-Terrorist Financing Orindance" (Chapter 615 of HK Laws) is a topic every licensed insurance agents and brokers must be familiar with, but we all know the topic is difficult. To certain extent, it is harsh

Course Valid period: 60 days after success payment This course refresh your understanding of the different factors that need to be considered when you handling personal injury cases, which include: Cause of action for different types of personal injury cases, and respective burdens of proof for both parties The latest statutory compensation amounts under the Employees' Compensation Ordinance, Fatal Accidents Ordinance and Law Amendment and Reform (Consolidation) Ordinance. With reference to the latest court cases, the compensation amount awarded in different types of personal injury cases The

Legal Elements of Securitization and Special Purpose Vehicles, and how HK lawyer can fit legal service demands in HK and Global Finance Market. Course Valid period: 60 days after success payment Hong Kong is an active and established financial hub, providing investors with various investment opportunities in structured financial products backed by securitized assets, including bank loans, mortgage and trade receivable. The establishment of the Hong Kong Mortgage Corporation Limited has done much to help develop the securitization market in Hong Kong by buying residential mortgage loans in orde

Course Valid period: 60 days after success payment The insurance market in Hong Kong offers diversified products to customers, attracting both local and Mainland clients to invest heavily in insurance products. The robust insurance market inevitably raise the demand for legal services in relation to: protecting insurance market players legal right during regulatory inspection and dawn raids. With or without warrant, the Insurance Authority(IA) is empowered to carry out investigations of a contravention of the Insurance Ordinance against an insurance intermediary or the insurance company as pri

General insurance and annuity product series: Motor Insurance (Hot-products' contractual terms, feature comparison & real cases sharing) Upon successful subscription, you can complete the course within 60 days, but you must complete it before end of the course period. All drivers in Hong Kong know they need to be covered by a third party risk insurance policy under the requirement of "Motor Vehicles Insurance (Third Party Risks) Ordinance". Drivers who want to have themselves being covered by accident coverage, will purchase a comprehnesive motor insurance. This course will, of course, go thro

General insurance and annuity product series: Pet Insurance (Hot-products' contractual terms, feature comparison & real cases sharing) Upon successful subscription, you can complete the course within 60 days, but you must complete it before end of the course period. Living with pets has become more and more common in Hong Kong. Pet owners treasure their pets and treat them as family members, pet owners purchasing pet insurances for their beloved pets become an important growth engineer in the insurance industry. The purpose of pet insurance is to minimise the overall cost of veterinary expense

How Multinational Corporations and Tech Companies Cope with HK and International Privacy Protection Laws Course Valid period: 60 days after success payment In the era of big data, the urgent need to grasp the understanding of privacy laws become more and more imminent, as mastering consumers personal data in a legal way becomes the competitive edge of all businesses and organizations. For instance, using customers personal data can help identifying potential customers, locating the consumption needs of existing customers, enabling price discrimination and etc. Lawyers who are consultants and l

Course Valid period: 60 days after success payment With the issuance of the "Policy Statement on Developing Family Office Businesses in Hong Kong" in March 2023, the Hong Kong government has implemented a number of measures to attract high-net-worth individuals around the world to set up "family offices" in Hong Kong, encouraging them to achieve their goals of legacy planning and family governance in the city, which representing a great development opportunity for HKs insurance industry. In this context, an increasing number of high-net-worth clients will seek legal or tax advice from their la

General insurance and annuity product series: Travel Insurance (Hot-products' contractual terms, feature comparison & real cases sharing) Upon successful subscription, you can complete the course within 60 days, but you must complete it before end of the course period. Although travel insurance is one of the most frequently purchased products in the insurance industry, travellers seldom have a good understanding of how they are protected by travel insurance when they have accidents or suffer unexpected damage or loss during the overseas trips. This course assists licensed insurance agents or b

To provide the participants with the insights about the operating models of Fintech & Insurtech

Item specifics HKCAAVQ Ref no. 80/257/43 Mode eCPD Written/Spoken Language Chi/Can Course Validity 6 Oct 2026 IA CPD (hours) 1 Ethics ECPD MPFA CPD (hours) 1 Non-Core SFC CPT (hours) 1 RC Product Description Course Objectives 瞭解哪些類型的可疑活動，可能表明有洗錢犯罪意圖 瞭解可以採取哪些措施來防止或檢示洗錢活動 The course mainly covers below major topics: 什麼是打擊洗錢 什麼是恐怖分子資金籌集 什麼是大規模毀滅武器擴散資金籌集 洗錢與恐怖分子資金籌集之間的區別 洗錢的三個階段 法律和監管要求 監理合規性 客戶盡職審查 持續的盡職審查 可疑金融交易的處理 保存記錄 政策和程序 Show More Show Less

Item specifics HKCAAVQ Ref no. 80/257/34 Mode eCPD Written/Spoken Language Chi/Can Course Validity 24 Mar 2026 IA CPD (hours) 0.5 ECPD MPFA CPD (hours) 0.5 Non-Core Product Description Course Objectives 從不同的角度，例如服務素質、法制、稅制、金融制度及產品等，知道香港的保險產品相對於周邊地區有那些明顯優勢 The course mainly covers below major topics: 社會及法律制度 稅務制度 香港金融市場制度的規管 保險理財產品優勢研究 危疾保險優勢 Show More Show Less

Item specifics HKCAAVQ Ref no. 80/257/39 Mode eCPD Written/Spoken Language Eng/Can Course Validity 5 Jun 2026 IA CPD (hours) 1.5 ECPD MPFA CPD (hours) 1.5 Non-Core Product Description Course Objectives Making use of AI tools to assist daily tasks in Finance Industry. The course mainly covers below major topics: AI Write Prompt Formula 1.0 LinkedIn Post Generator Mindmap Prompt Formula 2.0 AI Generated Content Detectors Prompts References AI Slide AI Draw What's next Show More Show Less

Item specifics HKCAAVQ Ref no. 80/257/02 Mode eCPD Written/Spoken Language Eng/Can Course Validity 13 Apr 2026 IA CPD (hours) 2 ECPD MPFA CPD (hours) 2 Non-Core SFC CPT (hours) 2 RC Product Description Course Objectives A better understanding of financial crime history and evolution Different types of financial crimes such as fraud, bribery and corruption, insider trading, money laundering and financing of terrorism are introduced Regulatory requirements and financial crime risk management best practices are learnt The course mainly covers below major topics: Overview of Financial Crime Classi

Item specifics HKCAAVQ Ref no. 80/257/47 Mode eCPD Written/Spoken Language Eng/Can Course Validity 5 Nov 2026 IA CPD (hours) 2.5 ECPD MPFA CPD (hours) 2.5 Non-Core SFC CPT (hours) 2.5 RA Product Description Course Objectives Upon completion of the course, participants: Have basic concepts and knowledge of fixed income instruments and their application in insurance products, such as how bond yield rates and yield curves affect retirement annuity pricing in Hong Kong Understand the risks of fixed income transactions in insurance portfolios and learn key lessons from the 2008 financial crisis for

Item specifics HKCAAVQ Ref no. 80/257/34 Mode eCPD Course Validity 24 Mar 2026 IA CPD (hours) 0.5 ECPD MPFA CPD (hours) 0.5 Non-Core Product Description Course Objectives 完成本課程後，學員能夠 透過六字真言為客戶解開迷思為何利用儲蓄壽險作為增值策略工具，從而掌握如何利用儲蓄壽險為客戶人生目標籌謀。 Show More Show Less

Item specifics HKCAAVQ Ref no. 80/257/43 Mode eCPD Written/Spoken Language Chi/Can Course Validity 6 Oct 2026 IA CPD (hours) 1 Ethics ECPD MPFA CPD (hours) 1 Non-Core SFC CPT (hours) 1 Ethics Product Description Course Objectives 介紹利益衝突及在不同的守則、指引及條例下之定義和要求 概述違規後果 完成課程後，學員將能夠理解及按要求管理利益衝突 The course mainly covers below major topics: 利益衝突管理概要 不同守則、指引下之利益衝突 《防止賄賂條例》﹙第201章﹚- 私營機構 角色與責任 處理利益衝突 利益衝突識別及評估 違規後果 Show More Show Less

Item specifics HKCAAVQ Ref no. 80/257/34 Mode eCPD Written/Spoken Language Chi/Can Course Validity 24 Mar 2026 IA CPD (hours) 1 ECPD MPFA CPD (hours) 1 Non-Core Product Description Course Objectives 講解投資相連保險的發展簡史 和 基本知識 讓學員: 1. 對投資相連保險的結構及詳細資料有清晰認知 2. 掌握投資相連保險最新發展資訊 The course mainly covers below major topics: 投連起源 兩個根基概念 及 投資相連計劃結構 其他特色 投連壽險常見收費 計劃獎賞 2023投連壽險結構新指引-保障型投資相連壽險PLP PLP投資選項 Show More Show Less

Item specifics HKCAAVQ Ref no. 80/257/34 Mode Zoom Written/Spoken Language Chi/Can Course Validity 24 Mar 2026 IA CPD (hours) 0.5 ECPD MPFA CPD (hours) 0.5 Non-Core Product Description Course Objectives 完成本課程後，學員能夠知道人壽保險基本概念、運作及不同壽險類別的分別 The course mainly covers below major topics: 壽險產品的運作 定期壽險 儲蓄壽險、終身壽險 保額與保證現金價值 分紅與紅利 定期派發保證現金壽險 英式／美式壽險之分別 Show More Show Less

Item specifics HKCAAVQ Ref no. 80/257/39 Mode eCPD Written/Spoken Language Eng/Eng Course Validity 5 Jun 2026 IA CPD (hours) 1 ECPD MPFA CPD (hours) 1 Non-Core SFC CPT (hours) 1 RAs Product Description Course Objectives This course aims to provide participant with the views of global FinTech innovation including virtual banking and other business model innovation. Introduce different types of FinTech applications such as virtual bank, virtual insurance and the challenge of regulators and market players. Market Overview and FinTech Overview helps participate understand the development potential

Item specifics HKCAAVQ Ref no. 80/257/43 Mode eCPD Written/Spoken Language Chi/Can Course Validity 6 Oct 2026 IA CPD (hours) 1 Ethics ECPD MPFA CPD (hours) 1 Non-Core SFC CPT (hours) 1 RC Product Description Course Objectives 介紹私隱條例中六項保障資料原則 隱私政策聲明、資料收集、監控及監視、跨境資料轉移等亦有提及 完成課程後，學員將對理解私隱資料保障 The course mainly covers below major topics: 處理個人資料之法定規定 六項保障資料原則 收集個人資料聲明 私隱政策聲明 資料收集 監控及監視 跨境資料轉移 個人資料的刪除及匿名化 資料外洩處理及通知 私隱資料摘要 Show More Show Less

Item specifics HKCAAVQ Ref no. 80/257/40 Mode eCPD Written/Spoken Language Chi/Can Course Validity 20 Jun 2026 IA CPD (hours) 1 ECPD MPFA CPD (hours) 1 Non-Core Product Description Course Objectives 使學員了解保費融資的背景、機制、對客戶的利益及相關風險 使學員了解相關行業合規指引要求，在銷售過程中向客戶作出相關披露 The course mainly covers below major topics: 什麼是保費融資? 詳細說明保費融資對保單的潛在影響 業界規管 負擔能力評估 防範客戶過度槓桿 披露 銷售實踐、培訓等方面 Show More Show Less

Item specifics HKCAAVQ Ref no. 80/257/34 Mode eCPD Written/Spoken Language Chi/Can Course Validity 24 Mar 2026 IA CPD (hours) 0.5 ECPD MPFA CPD (hours) 0.5 Non-Core Product Description Course Objectives 明白年金概念及基本類型 理解「合資格延期年金」基本資料、稅務優惠 掌握於銷售「合資格延期年金」時須履行之操守事宜 The course mainly covers below major topics: 年金概念及基本類型 合資格延期年金 (QDAP)基本資料、稅務優惠 保險持牌人士操守事宜 Show More Show Less

Item specifics HKCAAVQ Ref no. 80/257/43 Mode eCPD Written/Spoken Language Chi/Can Course Validity 6 Oct 2026 IA CPD (hours) 1 Ethics ECPD MPFA CPD (hours) 1 Non-Core SFC CPT (hours) 1 RC Product Description Course Objectives 介紹證監會操守準則要求 - 概述《證券及期貨事務監察委員會持牌人或註冊人操守準則》 及 《基金經理操守準則》 概述違規後果 完成課程後，學員將理解《證券及期貨事務監察委員會持牌人或註冊人操守準則》及 《基金經理操守準則》之重點 The course mainly covers below major topics: 《證券及期貨事務監察委員會持牌人或註冊人操守準則》 客戶協議 委託帳戶 客戶優先處理 保留回佣、非金錢利益和關連交易 專業投資者 分析員 電子交易 基金經理操守準則 Show More Show Less

Item specifics HKCAAVQ Ref no. 80/257/40 Mode eCPD Written/Spoken Language Eng/Can Course Validity 20 Jun 2026 IA CPD (hours) 1 ECPD MPFA CPD (hours) 1 Non-Core SFC CPT (hours) 1 RAs Product Description Course Objectives Introduce to students about sustainable investing and ESG along with the relationship of social responsible investment and ESG investment The recent development about ESG investing in Hong Kong will be cover as well as the benefit and future of ESG investing Upon completion of the course, student should be able to briefly explain sustainable investment and know the factor to c

Item specifics HKCAAVQ Ref no. 80/257/10 Mode eCPD Written/Spoken Language Eng/Eng Course Validity 6 Jun 2026 IA CPD (hours) 1 ECPD MPFA CPD (hours) 1 Non-Core Product Description Course Objectives What is social selling? To introduce the definition and application of the concept Understanding the challenges of Social Selling and the main tactics to be used Best practices of social selling, using 3 Tactics of selling application to teach the participants how to apply in their working environment Build your digital brand image, introduce how important for building a successful profile online &