Professional Documents
Culture Documents
Insurance Intermediaries Quality Assurance Scheme List of Currently Approved CPD Activities
(The approval status of the following CPD activities is currently in effect )
*: Modular design is adopted. In other words, participants can choose to attend part of the activity. If the participant has not attended the CPD activity in full, he/she should only be awarded the number of CPD hours of the module(s) that he/she has attended. New: Newly approved activities Renewed: Approval-Renewed activities
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/02/32
- 1 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/02/52
In-house + Commissioning Body In-house + Commissioning Body In-house + Commissioning Body + Business Partners
80/02/53
24
80/02/54
Needs Based Selling ING Life Insurance Series Company (Bermuda) Limited *
16
- 2 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/02/55
24
IL-CPD-01 08: ( 80/02/56 ING Life Insurance Company (Bermuda) Limited ) IL-CPD-01 to 08: Additional Modules of Enhanced Version of Investment-linked Long Term Insurance Exam (IL-CPD hours) Series * 20 Aug 2011 Jul 2012 In-house + Commissioning Body
80/02/57
40
- 3 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/04/02
13
In-house In-house + Commissioning Body In-house + Commissioning Body In-house + Commissioning Body
80/04/04 Renewed
6.5
80/04/05 Renewed
6.5
80/04/09 Renewed
Investment Seminar*
24
- 4 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/04/11
80/04/13
38
80/04/14
- 5 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/04/15
16
In-house + Commissioning Body In-house + Commissioning Body In-house + Commissioning Body In-house + Commissioning Body
80/04/17
80/04/18
80/04/19
- 6 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/04/21 Renewed
80/04/24 Renewed
SuperRecruiter Program
13
80/04/25
20
80/04/26
In-house + Commissioning Body In-house + Commissioning Body In-house + Commissioning Body In-house + Commissioning Body
- 7 -
Ref
Name of Organizer
Title of Activity
Current No. of CPD hours Approval Period Jan 2011 Dec 2011
Target Participant
Contact
80/05/02
American International Assurance Company (Bermuda) Ltd American International Assurance Company (Bermuda) Ltd American International Assurance Company (Bermuda) Ltd American International Assurance Company (Bermuda) Ltd American International Assurance Company (Bermuda) Ltd.
Licensing Course for Paper 2 - General Insurance Examination Licensing Course for Paper 4 - Mandatory Provident Fund Intermediaries Examination Worksite Marketing Workshop
6.5
In-house
80/05/03
6.5
In-house
80/05/08
80/05/10
6.5
80/05/33 Renewed
In-house
- 8 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/05/34
3.5
In-house + Commissioning Body In-house In-house + Commissioning Body In-house + Commissioning Body
80/05/36
American The Essential Agency International Assurance Company Management (T.E.A.M)* (Bermuda) Ltd. American International Assurance Company (Bermuda) Ltd.
13
80/05/39
80/05/45
American International Assurance Company (Bermuda) Ltd. American International Assurance Company (Bermuda) Ltd
3.5
80/05/50 Renewed
In-house
- 9 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/05/51
American International Assurance Company (Bermuda) Ltd American International Assurance Company (Bermuda) Ltd American International Assurance Company (Bermuda) Ltd
3.5
80/05/57
3.5
80/05/72
3.5
80/05/80
80/05/81
American International Leading Edge Agency Assurance Company Development Program (Bermuda) Ltd American International Financial Health Check Assurance Company Skills - Income Protection (Bermuda) Ltd
12.5
3.5
- 10 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/05/89
80/05/91
In-house + Commissioning Body In-house + Commissioning Body In-house + Commissioning Body In-house + Commissioning Body
80/05/93
3.5
80/05/99
3.5
- 11 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/05/100
3.5
In-house + Commissioning Body In-house In-house + Insurance brokers (with business partnership with AIA) In-house In-house + Insurance agents/Brokers and agents from partners bank
80/05/101
American International Assurance Company (Bermuda) Ltd American International Assurance Company (Bermuda) Ltd American International Assurance Company (Bermuda) Ltd American International Assurance Company (Bermuda) Ltd
80/05/102
3.5
80/05/104
Capital Investment Entrant Scheme (CIES) Training Program YES Program YES Agency Revitalization Program
2.5
80/05/105
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/05/106
3.5
80/05/107
Recruiting Workshop 11
5.5
80/05/108
Financial Quotient*
3.5
80/05/109
American International Assurance Company (Bermuda) Ltd American International Assurance Company (Bermuda) Ltd
I - Coaching Workshop
2.5
In-house
80/05/110
Unleashing Potential
3.5
In-house
- 13 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/05/111
3.5
80/05/112
80/05/113
80/05/114
In-house + Commissioning Body In-house + Commissioning Body In-house + Commissioning Body In-house + Commissioning Body
- 14 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/05/115
80/05/116
2011
10
80/05/117 New
American Wealth Management International and Protection Training Assurance Company - Core (Bermuda) Ltd
10
80/06/04
Overview of Legal and Hong Kong Securities Regulatory Framework for Securities and Futures Institute Industry*
15
- 15 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/06/08
14
80/06/10
7.5
Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body
80/06/14
80/06/15
120
- 16 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/06/16
18
80/06/17
11
80/06/18
5.5
80/06/19
Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body
- 17 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/06/20 Renewed
22
80/06/21
IL-CPD-01 to 08 Series*
20
80/06/22
CPT/CPD Series V *
Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body
80/06/23
- 18 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/06/24
80/07/04
10
80/07/05
- 19 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/06
Employees' Compensation Ordinance (with optional module of Employees' Compensation Insurance and/or Historical Claims Development of Employees' Compensation)* Hong Kong Insurance Legal Cases (with optional module of Alternative Insurance Dispute Resolution and/or Liability Insurance)* Motor Insurance Ordinance (with optional module of Motor Insurance and/or Motor Insurance Claims)*
16
80/07/07
16
80/07/09
24
- 20 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/10
30
80/07/12
Legal Knowledge for Life Insurance Selling (with optional module of Basic Financial Planning)*
14
80/07/13
15
- 21 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/14
Commercial Insurance And Related Legal Provisions (with optional modules of Law relating to Commercial Insurance and/or Commercial Insurance Coverage and/or Commercial Insurance Claims & Indemnity and/or Legal Interpretation of Interruption Policy) (/ , / , / , / )*
15
- 22 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/16
80/07/18
Statutory Insurance Motor with Optional Modules of "Insurance Policy Drafting and Underwriting and/or Motor Vehicle Damage Surveying and/or Introduction to Claims / / ,/ * Financial Planning (Estate Planning Inheritance and Probate) with optional module Legal Principles Applicable to Life Insurance*
15
10
- 23 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/19
"Most Recently Enacted Law Relating to Insurance" with Optional Module "Common Law Principles of Insurance" * Statutory Insurance Employees' Compensation with Optional Modules of Mediation & Alternative Dispute Resolution Practice and/or A Comparison of Insurance Law Between China and Hong Kong / / *
15
80/07/20
15
- 24 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/21
Effective Communication in Financial Counseling with optional module of "Enhancing Quality Customer Services"*
15
80/07/26
10
80/07/27
Duties of Fiduciaries Agents, Trustees and Directors with optional module of Criminal Law Relating to Insurance*
15
80/07/28
Institute of Professional Education and Knowledge, VTC Institute of Professional Education and Knowledge, VTC
Technical Analysis*
16
Public
80/07/29
16
- 25 -
Public
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/31
Institute of Professional Education and Knowledge, VTC Institute of Professional Education and Knowledge, VTC Institute of Professional Education and Knowledge, VTC
15
Public + Commissioning Body Public Public + Commissioning Body Public + Commissioning Body
80/07/33
16
80/07/34
16
80/07/37
16
- 26 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/38
Institute of Professional Education and Knowledge, VTC Institute of Professional Education and Knowledge, VTC Institute of Professional Education and Knowledge, VTC
16
80/07/39
16
80/07/41 Renewed
Health Insurance*
16
- 27 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/45
15
80/07/47
Financial Planning (Mutual Funds and Equity Securities) ()* Business Networking Workshop for Insurance Practitioners ( )*
15
Public
80/07/49
16
- 28 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/50
15
80/07/51
16
80/07/52
Travel Insurance*
12
- 29 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/53
16
80/07/55
16
80/07/56
16
- 30 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/57
16
80/07/58
Creative Thinking Techniques for Business and Personal Enhancement (Insurance Professionals) Workshop ( ) *
16
- 31 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
Transcend Your Personal Effectiveness (Insurance Professionals Series) ( 80/07/59 Institute of Professional Education and Knowledge, VTC ) * 16 ( ) Transcend Your Personal Effectiveness (Insurance & Investment Professionals Series)*
Jan 2011
80/07/60
16
- 32 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/61
20
( 80/07/62 Institute of Professional Education and Knowledge, VTC ) Selling Genius Workshop (Insurance & Investment Professionals)* 16 May 2011 Apr 2012
Public + Commissioning Body In-house + Public + Commissioning Body Public + Commissioning Body
80/07/63
16
- 33 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/64
- 34 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/65
DISC Profiling for Business and Personal Enhancement (Insurance & Investment Professionals) Workshop DISC [ ]
16
80/07/67
16
- 35 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/68
11
80/07/69
16
- 36 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/70
Dealing with Business and People Successfully in the Internet Age (Financial Service Professionals) ()* Persuasion Skills for Financial Professionals ( ) *
16
80/07/71
16
In-house + Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body
80/07/72
- 37 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/73
Boost your work competence with NLP (Module 5-8) ( 5-8)* Trade Treasure Casebased Training Programme for Financial Service Professionals () *
16
80/07/74
15
Hang Seng Bank Ltd Hang Seng Bank Ltd Hang Seng Bank Ltd Hang Seng Bank Ltd Hang Seng Bank Ltd
Selling Insurance Products* Policy Servicing & Claims - Life Insurance Sales Compliance for Commercial Insurance Products Offering a Smart Ins Solution Bancassurance Sales Planning
16 4 4 6 12
May 2011 Apr 2012 May 2011 Apr 2012 Feb 2011 Jan 2012 Mar 2011 Feb 2012 Apr 2011 Mar 2012
Mr Kelvin Mok 3662 5305 Mr Kelvin Mok 3662 5305 Mr Edmond Lai 3662 5299 Mr Edmond Lai 3662 5299 Mr Alvin Tse 3662 5310
- 38 -
Ref
Name of Organizer
Title of Activity
Current No. of CPD hours Approval Period 10 11 2 10 Apr 2011 Mar 2012 Apr 2011 Mar 2012 Jun 2011 May 2012 Jun 2011 May 2012
Target Participant
Contact
Hang Seng Bank Ltd Hang Seng Bank Ltd Hang Seng Bank Ltd Hang Seng Bank Ltd Ageas Insurance Company (Asia) Ltd (former:Fortis Insurance Company (Asia) Limited) Ageas Insurance Company (Asia) Ltd (former:Fortis Insurance Company (Asia) Limited) Ageas Insurance Company (Asia) Ltd (former:Fortis Insurance Company (Asia) Limited)
Relationship Sales Mindset Mastering Direct Sales Value Selling Insurance Planning for High Net Worth Clients* Ageas Intermediary Development Course*
Ms Shirley Chan 3662 5303 Mr Alvin Tse 3662 5310 Mr Henry Lee 3662 5304 Mr Alvin Tse 3662 5310
80/10/16
13
80/10/17
16
In-house
80/10/18
In-house
- 39 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/10/20
Ageas Insurance Agent Personal Company (Asia) Ltd (former:Fortis Development Workshop Insurance Company DISC Series* (Asia) Limited) Ageas Insurance Company (Asia) Ltd (former:Fortis Insurance Company (Asia) Limited)
In-house
80/10/21
IL-CPD-01 to 08*
20
In-house
80/11/09
Compliance Workshop*
In-house
80/15/22
In-house
- 40 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/15/47
10
In-house
80/16/07
11
80/16/08
In-house
80/17/15
10
In-house
- 41 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/17/16
12
In-house
80/18/03
16
- 42 -
Ref
Name of Organizer
Title of Activity
Current No. of CPD hours Approval Period Jun 2011 May 2012
Target Participant
Contact
80/20/04
In-house In-house + Commissioning Body In-house + Commissioning Body In-house + Commissioning Body In-house
80/20/06
MPF Updates
80/20/07
80/20/08 (ECA Training for MPF Intermediaries) REACH out to serve DBS Bank (Hong Kong with PRIDE with Perspectives for Limited Insurance Practitioners Convoy Financial Services Limited 2 Sep 2011 Aug 2012
80/21/12
10
- 43 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/23/09
23
In-house + Business Partners In-house In-house (Including channel partners such as Bank Seller, Brokers & Agents) In-house In-house (Including channel partners such as Bank Sellers, Brokers and Agents)
80/23/10
The Investment Training Series* IL-CPD-01 to 08: The Enhanced Investmentlinked Long Term Insurance Continue Professional Development Training Course (IL CPD) * The Sales Suitability Workshop *
16
80/23/16
20
80/23/17
16
80/23/18
- 44 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/24/32
80/24/33
80/24/34
80/25/07
80/25/11
Management and Executive Development Centre, The Hong Kong Polytechnic University Management and Executive Development Centre, The Hong Kong Polytechnic University Management and Executive Development Centre, The Hong Kong Polytechnic University ACE Life Insurance Company Ltd (Former: New York Life Insurance Worldwide Ltd) ACE Life Insurance Company Ltd (Former: New York Life Insurance Worldwide Ltd)
IL-CPD-01 to 08: Enhanced Investmentlinked Long Term Insurance (IL) CPD Training*
20 (IL-CPD-01 to 08)
Public
10
Public
Public
In-house
In-house
- 45 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/25/18
80/25/21
80/25/22 Renewed
80/25/23
ACE Life Insurance Company Ltd (Former: New York Life Insurance Worldwide Ltd) ACE Life Insurance Company Ltd (Former: New York Life Insurance Worldwide Ltd) ACE Life Insurance Company Ltd (Former: New York Life Insurance Worldwide Ltd) ACE Life Insurance Company Ltd (Former: New York Life Insurance Worldwide Ltd)
12
In-house
20
In-house
40
In-house
15
80/29/02
12
- 46 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/29/14
3.5
In-house In-house + Commissioning Body In-house + Commissioning Body In-house + Commissioning Body
80/31/02
10
80/31/14
Investment Planning *
80/31/15
- 47 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/31/16
20
80/31/17
Retirement Planning *
80/31/18
80/31/19
In-house In-house
80/31/20
40
- 48 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/31/21
36
In-house
80/31/22
39
80/31/23
Rookies Start *
39
80/31/24
- 49 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/31/25
80/33/13
3.5
80/33/17
In-house
80/33/18
Foundation Program for Agents and Brokers* Proposal Writing and Presentation Preparation for Insurance Agents and Brokers Risk Profiling & Insurance
28
In-house
80/33/24
In-house In-house
80/33/26
- 50 -
Ref
Name of Organizer
Title of Activity
Current No. of CPD hours Approval Period Jan 2011 Dec 2011
Target Participant
Contact
80/33/27
Effective Negotiation for Insurance Professionals: Strategies and Tactics 5P + 5R: (Five Principles and Five Work Rules (5P + 5R) for Successful Insurance Brokers and Agents) * Data Protection Exposures & Solutions Employee Benefits Program* Business Development Series Challenges and Opportunities in the Printing Industry for Brokers and Agents
16
In-house
80/33/28
12
In-house
80/33/29 80/33/30
Aon Hong Kong Limited Aon Hong Kong Limited Aon Hong Kong Limited
2 8
July 2011 Jun 2012 Aug 2011 Jul 2012 Sep 2011 Aug 2012
80/33/31
- 51 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/37/02
80/37/03
- 52 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/37/04
80/37/05
Management Skills Enhancement Series No. 1 - Sales Management Motivation and Communication*
10
- 53 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/37/06
10
In-house + Public + Commissioning Body Public + Commissioning Body In-house + Public + Commissioning Body
80/37/07
15
80/37/08
20
- 54 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/37/09
15
80/37/10
Review of Law and Practice of MPF (2CPD) and Motor Insurance (3CPD) MPF-Employee Choice Arrangement (ECA) training for MPF Intermediaries (2CPD) and Motor Insurance (3 CPD) 32 Actual Insurance Claims Complaint an Insurance Intermediary cannot Miss or Ignore 5
80/37/11
- 55 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/37/12
80/37/13 Renewed
80/37/14
- 56 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/37/16
80/37/17
Staff and career counselling for employees assistance, guidance, communication and motivation
- 57 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/37/18
Risk Management
80/37/19
Top Twenty Management Models (Conceptual Standard Academy of Tools) - Most Effective Insurance & and Useful Shortcut Management Ltd Guild for Successful Managers
Public + Commissioning Body In-house + Public + Commissioning Body In-house + Public + Commissioning Body
80/37/20
Standard Academy of Effective Time Insurance & Management for Management Ltd Insurance Intermediaries
- 58 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/37/21
20
80/37/22
Historical Evolution of Management Thoughts Standard Academy of Twelve Evergreen Insurance & Greatest Management Management Ltd Thoughts with Application in Insurance
- 59 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/37/23
Enhance Emotional Quotient (EQ) and Adversity Quotient (AQ) to Optimize our Insurance Career *
80/37/24
In-house + Public + Commissioning Body Public + Commissioning Body In-house + Public + Commissioning Body
80/37/25
Professional Level CPD Course - Most Updated Court Interpretation of Insurance Policy Contract Terms and Conditions (Part I)
- 60 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/37/26
Career Self-Management
Public + Commissioning Body In-house + Public + Commissioning Body Public Public Public
80/38/02
40
80/38/11 Renewed
The Insurance Institute of Hong Kong The Insurance Institute of Hong Kong The Insurance Institute of Hong Kong
22
80/38/12
Business Interruption*
12
80/38/13
12
- 61 -
Ref
Name of Organizer
Title of Activity
Current No. of CPD hours Approval Period Aug 2011 Jul 2012 Aug 2011 Jul 2012 Sep 2011Aug 2012
Target Participant
Contact
80/40/04
Life Stages - Effective Insurance Selling Skills Workshop Enhancing Insurance Selling Skills Series* Life OperationsUnderwriting & Policy Administration*
Mr Victor Lee 2290 2819 Mr Victor Lee 2290 2819 Mr Victor Lee 2290 2819
80/40/05
80/40/06
- 62 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/40/10
80/41/10
Financial Services Development Centre (FSDC) of the Vocational Training Council (VTC) & General Agents and Managers Association of Hong Kong Limited (GAMAHK)
10
80/45/02
10
Public
- 63 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/45/03
Module Certificate in Code of Conduct for Insurers and Code of Practice for Insurance Intermediaries Module Certificate in Statutory Insurance (Employees' Compensation) ( ) Module Certificate in Life Insurance and Related Legal Provisions Module Certificate in Commercial Insurance and Related Legal Provisions
10
Public
80/45/04
10
Public
80/45/06
10
Public
80/45/07
10
Public
- 64 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/45/08
Module Certificate in Statutory Insurance (Motor) ( ) Module Certificate in Insurance Claims (Medical & Personal Accidents) ( ) Module Certificate in China Insurance Laws (Elementary) () Module Certificate in Effective Communication in Financial Counseling
10
Public
80/45/09
11
Public
80/45/10
The Hong Kong Federation of Trade Unions The Hong Kong Federation of Trade Unions
11
Public Public
80/45/12
80/45/13
11
Public
- 65 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/45/14
Module Certificate in Financial Planning (Basic Concept) () Module Certificate in Financial Planning (Investment Planning and Risk Management) ( ) Module Certificate in Financial Planning (Mutual Funds and Equity) ( ) Module Certificate in Financial Planning (Advanced Retirement Planning ( )
14
Public
80/45/15
14
Public
80/45/16
10
Public
80/45/17
The Hong Kong Federation of Trade Unions The Hong Kong Federation of Trade Unions
10
Public
80/45/18
IL-CPD-01 to 08: 20 *
20
- 66 -
Public
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/52/02 Renewed
80/52/03 Renewed
80/52/05 Renewed
80/52/06 Renewed
1.5
Commissioning Body (Insurance brokers with terms of business with Royal Skandia Life Assurance Ltd) Commissioning Body (Insurance brokers with terms of business with Royal Skandia Life Assurance Ltd) Commissioning Body (Insurance brokers with terms of business with Royal Skandia Life Assurance Ltd) Commissioning Body (Insurance brokers with terms of business with Royal Skandia Life Assurance Ltd)
- 67 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/52/08
80/59/04
Qualifying Modules for Investment-Linked Royal Skandia Life Long Term Insurance Assurance Limited Examination (IL-CPD01 to 08) * The Life Underwriters Seminar on Finance & Legal Knowledge for Association Insurance Practitioners in of Hong Kong Hong Kong* Limited Citibank (Hong Kong) Limited Citibank (Hong Kong) Limited Citibank (Hong Kong) Limited Investment Compliance Training Insurance Compliance Training Investment Funds Presentation Skills Strengthen the relationship with our affluent customers through understanding of wine investment
20
10
Ms Andy Mok 2969 0244 Ms Cindy Lai 2962 7785 Ms Wendy Au 2962 3040 Ms Tracy Lok 2962 3492
80/61/02 80/61/03
2 5
80/61/04
80/61/07 New
In-house
- 68 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/64/02
80/67/03
80/67/04
In-house
80/67/05
In-house
80/67/09
In-house
- 69 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/67/10
In-house
80/68/11
Protection*
Independent Financial Adviser (IFA) companies Others (Independent Financial Adviser (IFA) companies Others (Independent Financial Adviser (IFA) companies Others (Independent Financial Adviser (IFA) companies Public
80/68/13
Retirement
2.5
80/68/14
80/68/15
Friends Provident UK Proposals for International Limited Statutory Residence Test Hong Kong Institute of Bankers Investment Services and Risk Management Program*
80/74/05
20
- 70 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/74/06
40
In-house + Public
80/74/11
15
Public
80/74/13
Public
80/74/14
Risk Management and Investment Services for Corporate Client* Enhanced Investmentlinked Long Term Insurance CPD Programme (IL-CPD-01 to 08)*
15
Public
80/74/15
20
Public
- 71 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/74/16
* * Banking Services & Relationship Management for Corporate Client* Strive for Services Excellence*
Public
80/74/17
10
Public
80/74/18
Public
80/74/19
12
Public
80/74/20 New
13
80/78/06
Hong Kong Financial Enhanced InvestmentServices linked CPD Programme (Module Codes: IL-CPDProfessionals 01 to IL-CPD-08)* Association
20
- 72 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/78/07
24
80/78/08
24
80/85/04
AXA China Region Insurance Co. Ltd Principles of Professional (Former: Swiss Selling* Privilege Company Limited) The Institute of Financial Planners of Hong Kong Ltd Practices & Updates in Financial Planning I *
16
In-house
80/92/02
40
80/92/03
40
- 73 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/92/04
Practices & Updates in Financial Planning III Investment and Risk Management Series* Practices and Updates in Financial Planning IV (Including IL-CPD-01 to 08)*
40
Public
80/92/05
40
Public
80/92/06
The Institute of Financial Planners of Hong Kong Ltd The Institute of Financial Planners of Hong Kong Ltd
48
Public
80/92/07
31
80/92/08 New
The Institute of Practices and Updates Financial Planners of in Financial Planning VII* Hong Kong Ltd
22
80/95/03
16
- 74 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/95/04
MPF Essentials*
80/101/03
- 75 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/101/04
Business Integrity and Compliance Update for Financial Practitioners; Prevention of Money Laundering & Terrorist Financing* Essential Skills for Financial Practitioners (III)*
In-house
In-house
7.5
- 76 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
Objection Handling Professional School 80/105/03 Made Easy Through Renewed of Enneagram Limited Enneagram*
Public
Smart Selling
14
In-house
80/107/02
Institute for English and Investing Psychology: A Practical Hands On Communications Workshop* Limited
12
80/108/02
24.5
In-house
- 77 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/109/02
MetLife Limited
10
80/109/03
MetLife Limited
23.5
80/112/04
Bank of China Group Life Assurance (Advanced Selling Skill Company Limited Workshop)*
16
80/113/02
- 78 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/113/03
14
80/114/04
Professional Image and Business Etiquette for Financial Planning Business 80/118/02 P.C. Image Consulting *
Public
- 79 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/119/05
Market Insights *
14
80/121/04
Infinite Intelligence
Business Insurance*
80/122/02
MPF - Telemarketing
In-house + Commissioning Body (Insurance Brokers, Independent Financial Advisers) In-house + Public + Commissioning Body Public In-house + Business Partners
- 80 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/122/03
Leaders in MPF
1.5
80/122/04
80/122/05
1.5
80/122/06
80/122/07
9.5
In-house + Business Partners In-house + Business Partners In-house + Business Partners In-house + Business Partners In-house + Commissioning Body + Business Partners s
- 81 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/122/08
80/122/09
10
80/123/02
80/124/02
Hong Kong Financial Keen Eagle Financial Market Regulatory Services Ltd Framework & Update*
15
Commissioning Body
- 82 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/125/02
11
80/125/03
10
80/125/04
10
80/125/05
10
Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body
- 83 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/125/06
10
80/125/07
11
80/125/08
14
80/125/09
10
Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body
- 84 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/125/10
14
80/125/11
11
80/125/12
14
80/125/13
10
Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body
- 85 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/125/14
10
80/125/15
10
80/125/17
Hong Kong Confederation of Trade Unions Employee Choice The Bank of East Asia Arrangement Training Ltd for MPF Intermediaries
10
Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body In-house
80/126/03
- 86 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/129/02
LIMRA Compliance and Market Conduct Curriculum for Insurance Intermediaries LIMRA *
In-house + Public + Commissioning Body Public + Commissioning Body Public + In-house In-house + Public
80/130/02
Will In Action Professional Life & Death Education Course - IL-CPD 01-08: An enhanced version of Investment-linked long term insurance CPD*
80/131/02 Renewed
20 (IL-CPD-01 to 08)
80/132/02
10
- 87 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
Commissioning Body + Business Partners of the Commissioning Body In-house + Commissioning Body Public Public In-house In-house
80/135/02
80/136/02 80/136/03
Last Word Media (Asia) Pte Ltd Last Word Media (Asia) Pte Ltd IPP Wealth Advisers Ltd China Life Insurance (Overseas) Co. Ltd.
HK Expert Investor Forum International Adviser QROPS Forum Hong Kong CPD Courses for Financial Advisers* Agent Sales Training Series*
4 4 12
May 2011 Apr 2012 Nov 2011 Oct 2012 May 2011 Apr 2012 May 2011 Apr 2012
Mr Michael Li 2273 5982 Mr Michael Li 3796 2551 Mr Li Wing Yiu 3713 7137 Ms Queenie Wong 2831 5625
80/137/02
80/138/02
10
- 88 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/138/04
80/143/02
- 89 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/138/03
In-house + Commissioning Body In-house + Commissioning Body Public In-house + Public + Commissioning Body Public
80/139/02
IL-CPD-01 to 08 Series*
20
80/140/02
80/141/02
15
80/142/02
Evolution-U Ltd
12
- 90 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/144/02
International Association of Registered Financial Cousultants Hong Kong Tak Ming College
Professional Certificate in Financial Consulting (Executive Program) * Seminar on Corruption Prevention and Managing Staff Integrity for Managers of Life Insurance Sector
14
Public
80/145/02 New
Public
IA/03/04
Public (upon request by individual companies or professional bodies of insurance related industry only) ( )
- 91 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
IA/03/05
Seminar on Corruption Prevention and Professional Ethics for Life Insurance Intermediaries (with case studies) Seminar on Corruption Prevention and Professional Ethics for Life Insurance Intermediaries
1.5
Public (upon request by individual companies or professional bodies of insurance related industry only) ( ) Public (upon request by individual companies or professional bodies of insurance related industry only) ( )
IA/03/06
- 92 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
IA/03/07
Seminar on Corruption Prevention and Managing Staff Integrity for Managers of General Insurance Sector -- Seminar on Corruption Prevention and Professional Ethics for General Insurance Intermediaries --
1.5
Public (upon request by individual companies or professional bodies of insurance related industry only) ( ) Public (upon request by individual companies or professional bodies of insurance related industry only) ( )
IA/03/08
- 93 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
IA/05/01
Public (upon request by individual companies or professional bodies of insurance industry only) ( )
IA/08/01
Office of the Privacy Commissioner for Personal Data, Hong Kong Office of the Privacy Commissioner for Personal Data, Hong Kong Office of the Privacy Commissioner for Personal Data, Hong Kong
Knowing how to comply with the Personal Data (Privacy) Ordinance () Data Protection and Data Access Request
Insurance Practitioners
IA/08/02
Insurance Practitioners
IA/08/03
Insurance Practitioners
- 94 -
Ref
Name of Organizer
Title of Activity
Current No. of CPD hours Approval Period 3 Apr 2011 Mar 2012
Target Participant
Contact
IA/08/04
Insurance Practitioners
- 95 -