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

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• Nature of Business Ethics​

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* 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

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Module 2

Debt Investment

債權投資

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• Fixed-Income Securities

• Bond Valuation

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8 IA CPD Hours

8 MPFA CPD Hours (Non-Core)

8 SFC CPT Hours

IP101 INVESTMENT PLANNING

( HKCAAVQ/IA APPROVED )

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Module 1

Investment Planning

投資規劃

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• Develop your investment goals

• Manage risk in your investments.

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

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2 IA CPD Hours

2 MPFA CPD Hours (Non-Core)

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RM105 LIFE INSURANCE

( HKCAAVQ/IA APPROVED )

​

Module 3

Life Insurance

人壽保險

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• Fundamental Life Insurance Principles

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4 IA CPD Hours

4 MPFA CPD Hours (Non-Core)

4 SFC CPT Hours

BE105 ETHICAL PRINCIPLES IN BUSINESS *

( HKCAAVQ/IA APPROVED )

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Module 2

Ethical Principles in Business

商業道德原則

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• Moral Decision-making

• Concept of Utilitarianism

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*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

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Module 3

Alternative Investment

另類投資

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• Metaverse For Business

• Options: Puts and Calls

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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

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• Risk and its Treatment

• Insurance and Risk

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1 IA CPD Hours

1 MPFA CPD Hours (Non-Core)

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RM106 BUYING LIFE INSURANCE

( HKCAAVQ/IA APPROVED )

​

Module 4

Buying Life Insurance

購買人壽保險

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• Traditional Net Cost Method

• Net Payment Cost Index

• Annual Rate of Return

• 7 Rules When Purchasing Life Insurance

​​

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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

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• Analyzing Common Stocks

• Stock Valuation

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2 IA CPD Hours

2 MPFA CPD Hours (Non-Core)

2 SFC CPT Hours

IM108 INVESTMENT PORTFOLIO

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Module 4

Investment Portfolio

資產組合投資

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• Modern Portfolio Concepts

• Managing Your Own Portfolio

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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

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• Fundamental Legal Principles

• Enterprise Risk Management

• Analysis of Insurance Contracts

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2 IA CPD Hours

2 MPFA CPD Hours (Non-Core)

2 SFC CPT Hours

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IM109 REAL ESTATE & TANGIBLE INVESTMENT (PENDING)

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Module 5

Real Estate and Tangible Investment

房地產及實物資產投資

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• ​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

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