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。

 網上教學平台, 隨時學習, 無限次重溫.

Dates: 

Sunday, 23 October 2022

Sunday, 30 October 2022

Sunday, 6 November 2022

Sunday, 13 November 2022

Sunday, 20 November 2022

Sunday, 27 November 2022

Sunday, 4 December 2022

Sunday, 11 December 2022

Sunday, 18 December 2022

Image by Pedro Lastra

BUSINESS ETHICS

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

*BE101 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

Image by Pedro Lastra

INVESTMENT

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

From:

$300

Pink Graphic Shapes

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

投資規劃

​​

  • Develop your investment goals

  • Manage risk in your investments.

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

From:

$800

Public Work Space

INSURANCE

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

From:

$200

Climbing Wall

BUSINESS ETHICS

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

*BE101 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

Image by Pedro Lastra

INVESTMENT

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

From:

$400

Blue Stairway

RISK MANAGEMENT

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

From:

$300

Volcano Hiker

BUSINESS

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

From:

$400

Modern Building

INVESTMENT

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

From:

$300

Image by Pedro Lastra

INVESTMENT

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

From:

$200

Graphic Chart

RISK MANAGEMENT

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

From:

$300

Public Work Space

BUSINESS

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

From:

$500