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

IM105 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

​

​

​

- IA CPD Hours

- MPFA CPD Hours (Non-Core)

2 SFC CPT Hours

​

RM108 ANTI-MONEY LAUNDERING & CFT

[SUPENDED 暫停]

Module 5

Anti-Money Laundering & Counter-Financing 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 transactions.

• Apply the concept of a risk-based approach to AML/CFT

​

​

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

​

​

​

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

​​

​

​

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

​

​

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

​

​