HKEEC

4 IA CPD Hours

4 MPFA CPD Hours (Non-Core)

4 SFC CPT Hours

BE102 ETHICS AND BUSINESS*

( HKCAAVQ/IA APPROVED )

Module 1

Ethics and Business

道德與商業

​

• Nature of Business Ethics​

​

​

* BUSINESS ETHICS PROGRAM - 持牌保險代理人必修 [道德法規]培訓時數 / IA Compulsory CPD hours

3 IA CPD Hours

3 MPFA CPD Hours (Non-Core)

3 SFC CPT Hours

IM103 DEBT INVESTMENT

​

Module 2

Debt Investment

債權投資

​​

• Fixed-Income Securities

• Bond Valuation

​

​

8 IA CPD Hours

8 MPFA CPD Hours (Non-Core)

8 SFC CPT Hours

IP101 INVESTMENT PLANNING

( HKCAAVQ/IA APPROVED )

​

Module 1

Investment Planning

投資規劃

​​​

• Develop your investment goals

• Manage risk in your investments.

• Allocate your assets in the manner that is best for you.

​

​

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

​

*RM101 RISK MANAGEMENT PROGRAM

​

​

4 IA CPD Hours

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

2 IA CPD Hours

2 MPFA CPD Hours (Non-Core)

4 SFC CPT Hours

IM106 ALTERNATIVE INVESTMENT

​

Module 3

Alternative Investment

另類投資

​

• Metaverse For Business

• Options: Puts and Calls

​

​

​

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

​

*RM101 RISK MANAGEMENT PROGRAM

​

4 IA CPD Hours

4 MPFA CPD Hours (Non-Core)

​

RR102 SALES FORCE RECRUITMENT AND PLACEMENT

( HKCAAVQ/IA APPROVED )

​

Module 1

Sales Force Recruitment and Placement

銷售人員招聘

​​

• Sales Force Selection

• Interviewing Candidates

​

​

​

Structure/Class Format

​

3 IA CPD Hours

3 MPFA CPD Hours (Non-Core)

3 SFC CPT Hours

IM102 EQUITY INVESTMENT

​

Module 1

Equity Investment

股權投資

​

• Analyzing Common Stocks

• Stock Valuation

​

​

​

​

​

2 IA CPD Hours

2 MPFA CPD Hours (Non-Core)

2 SFC CPT Hours

IM108 INVESTMENT PORTFOLIO

​

Module 4

Investment Portfolio

資產組合投資

​

• Modern Portfolio Concepts

• Managing Your Own Portfolio

​

​

​

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

​

*RM101 RISK MANAGEMENT PROGRAM

5 IA CPD Hours

5 MPFA CPD Hours (Non-Core)

​

RR105 SALES FORCE TRAINING AND RETENTION

( HKCAAVQ/IA APPROVED )

​

Module 2

Sales Force Training and Retention

銷售人員培訓

​​

• Sales Force Development and Training

• Managing the Careers and Retention of Sales Force

• Developing Positive Relationships with Subordinates

​

Structure/Class Format