CPD 課程

Issues around Insurance and Ethics: Ethics and Commerce

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

MPF Training Programme Module 2: MPF & HK Retirement Needs

Boost Your Work Competence with NLP Module 1: Application of NLP in Financial Services Environment

Technical Analysis - Basic Charting Module 1: Fundamentals

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

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

How to protect SME from different business risks

Compliance & legal series (Module 3) - Code of Conduct for licensed insurance brokers (Course under the category of ETHICS OR REGULATIONS)

Introduction to ESG

''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)

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

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

Issues around Insurance and Ethics: Ethics and Professional

Issues around Benefits and Insurances of the Person: Travel Insurance

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

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

MPF Training Programme Module 1: Default Investment Strategy (DIS) Training for MPF Intermediaries (Virtual class through Zoom)

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

Issues in General Insurance and Insurance Practice: Employee Compensation Insurance

Issues in Insurance Business Management: Digital Transformation & InsurTech Application

Commercial Insurance Claims in Practice

Ethics or Regulations - Introduction **Compulsory**

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

Update of Regulations and Guidance Notes for Insurance and Financial Products

Issues around Insurance and Ethics: Agency and Ethics

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

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

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

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

Estate Planning Module 1: Family Office and Asset Allocation for High Net Worth Clients (Virtual class through Zoom)

Persuasion Skills for Financial Professionals Module 4: Transform You to Become a Powerful Persuader (Virtual Class through Zoom)

Issues around Insurance and Ethics: Ethics and Commerce

Issues in Insurance Business Management: Digital Transformation & InsurTech Application

Life Insurance Policy Provisions

Insurance Clients’ Buying Behaviour & their Complaint Patterns

Know Your Customers' Investment Psychology Module 1: Providing Financial Service to Wealthy Mainland Customers (Virtual class through Zoom)

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

Issues around Insurance and Ethics: Personal Data (Privacy)

Issues in General Insurance and Insurance Practice: Insurance Intermediaries, Case Study

Advanced Technical Analysis - Dow Theory Module 2 - Primary Trends

Mind Management Series - Stress Management Module 1: Introduction of Stress (Virtual class through Zoom)

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

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

Issues around Insurance and Ethics: Economic Torts

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

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

Issues in General Insurance and Insurance Practice: Employee Compensation Insurance

Issues in Insurance Business Management: Customer-Centric Product Innovation

Ethics and Compliance Module 3: Fighting Financial Crime and Reinforcing Regulatory Compliance (Virtual class through Zoom)

Investment Finlosophy - Technical Analysis Module 1: Candlesticks, Volume and Introduction to Technical Analysis (Virtual Class through Zoom)

Law Relating to Asset Protection - Trusts

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

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

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

Issues in General Insurance and Insurance Practice: Cyber Insurance

Health Insurance Module 8: Hong Kong Medical Insurance & VHIS (Virtual class through Zoom)

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

Health Insurance Module 2: Medical Expenses and the Insurance Market (Virtual class through Zoom)

AI + Social Media: Leadership Strategies for the New Era Module 1: AI-Driven Leadership & Sales Performance in Finance (Virtual Class through Zoom)

Travel Insurance (Property)

Winning at the Finish Line: Planning and Legacy Series Module 4: Trust Law and Trust Documentation (Virtual class through Zoom)

Issues around Insurance and Ethics: Consumer Protection and Corruption

Issues in Insurance Business Management: Leadership in Volatile Markets

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

Regulatory Compliance Training Module 3: Regulatory Updates and Suitability Requirements(Virtual class through Zoom)

Litigation, Arbitration, Mediation & Negotiation – application in HK

Best Practices for Financial Products Intermediaries Module 1: Sales Compliance Reviews and Updates I (Virtual class through Zoom)

Innovate for Impact Module 4: Reshaping Insurance Industry by Artificial Intelligence (Virtual class through Zoom)

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

Advanced Group Medical Insurance: The Anatomy of HK's Group Medical Insurance Policy

Boost Your Work Competence with NLP Module 5: The Art of Success with NLP (Virtual Class through Zoom)

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

Issues in Insurance Business Management: Cross Sector Ecosystem Construction

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

Health Insurance Module 3 : Medical Knowledge for Insurance Practitioners - Critical Illness I & II (Virtual class through Zoom)

Health Management Series Module 4: Dietary Advice on Cancer Prevention (Virtual class through Zoom)

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

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

Ethics or Regulations – Legal Issues **Compulsory**

AML/CFT Series Module 4: Regulatory Update for Insurance and Financial Practitioners in Hong Kong (Virtual class through Zoom)

Open the Door to Selling Insurance to High-Net-Worth Customers Module 1: Resolution of Wealth Risk Faced by High-Net-Worth Customers (Virtual class through Zoom)

Employee Benefits Series - Life Insurance

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

Corporate Risk Management

How Cargo Ins protects Insured’s interest

Digital Navigation Module 1: Stablecoins and Real World Assets: Exploring Web3 Investments (Virtual Class through Zoom)

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

Compulsory RO-CPD Training for Assessment Period 2025/2026

An Overview of the Cross-Border Wealth Management Product Market Module 3: Analysis of Diversified Cross-Border Wealth Management Products (Virtual class through Zoom)

Medical Beauty Industry – Medical Mal-Practice and Professional Indemnity Insurance

Sustainable Innovation Module 1: Circular Economy and Sustainability Strategies (Virtual Class through Zoom)

Compliance & legal series: Implication of the Personal Data (Privacy) Ordinance (PDPO) on insurance operations (CPD Course under the category of ETHICS OR REGULATIONS)

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

Greater Bay Area (GBA) Insights Module 1: Greater Bay Area/Mainland - Insurance Planning and Wealth Inheritance for High-net-worth Individuals (Virtual Class through Zoom)

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

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

Speaking to Impress Series (Insurance and Financial Professionals) Module 1: Business Presentations to Impress (Virtual class through Zoom)

Technical Analysis - Basic Charting Module 2: Rules of Trading

Data-Driven Personalization in Finance and Insurance Module 1: Next-Gen Financial Consumers: AI, Segmentation, and Strategy (Virtual Class through Zoom)

Investment Theory of Relativity Module 2: Financial Statement Analysis: Make Investment and Credit Risk Management Great Again (Virtual Class through Zoom)

Advanced Technical Analysis - Elliott Wave Theory Module 1 - Cardinal Rules & Guidelines

"Communicating without Talking" for Financial Professionals Module 3 : Non - verbal Communication Skills II - Understanding insurance Customers through Body Language

Derivative Financial Instruments Module 2: Inline Warrant, Derivatives of A Shares ETF, Currencies and Commodities

AI in Finance: Balancing Innovation with Ethical Governance Module 1: AI Foundations for Financial Innovation

Risk and Opportunities of Blockchain, Cryptocommerce and Virtual Currencies - Implications for Financial and Insurance Sectors Module 1: Bitcoin Blockchain and Their Financial Features

Fund Series 101 Module 3 Hedge Fund 101: Uncover the Mystery of Hedge Fund

Insurance and Financial Regulatory Compliance – Anti-Money Laundering and Counter-Terrorist Financing

Construction All Risks (CAR) Insurances Underwriting and Claims Handling with Interesting Cases Sharing

Open the Door to Selling Insurance to High-Net-Worth Customers - High-Net-Worth and Corporate Customers’Needs for Insurance and Premium Financing

Regulatory Requirements for Selling Financial Products Review and Updates Module 4: Selling Practices Review and Updates (Bancassurance)

Life and Medical Insurance: Module 3: A Dissection of Coverage of Medical Insurance Policies

Enhancing Interpersonal Relationships - Enneagram: Overview and Personality Development

Compulsory RO-CPD Training for Assessment Period 2025/2026