CPD / CPT Courses - Finance and Insurance

eLearning CPD/CPT Courses

The well-designed eLearning courses on the PolyU-IfE eLearning platform have been approved by HKCAAVQ to provide CPD/CPT courses for the finance and banking industry. Finance practitioners can fulfil the annual CPD/CPT by completing the activities and assessments at their own location, own time and own pace. Details on learning progress of each learner will be recorded (i.e. learning time, first and last access date, end-of-module assessment score, pass date, etc.)

eLearning Portal Instruction    CPD Pass Requirements    FAQ

For Insurance

• Strategies to Prepare for the Latest Development and Regulation Updates, in the Insurance Industry (3 hours)
• The Latest Development and Regulation of the Insurance Industry in Hong Kong (2 hours)
• Family Law for Insurance Practitioners (2 hours)

For Insurance and/or Bank

• Psychology Skills for Wealth Management (2 hours)
• Questions and Solutions on Annuity Plan Products (3 hours)
• The Digital Era of the Financial Industry (2 hours)
• Using Family Trust in Asset Allocation (3 hours)
• Insurance Products and Family Trust Application (2 hours)
• Overcome Biases to Promote Wiser Wealth Management Skills (3 hours)

For Bank

• Regulation Updates and Latest Development of the Securities and Futures Commission (SFC)
  • Latest Development  (1 hour)
  • Regulation Updates (1 hour)

Enquiry

Should you have any questions about the eLearning course or the portal, please contact us on 3400 2773 or ife.cdt@polyu.edu.hk

Face-to-face or Virtual (Zoom) CPD/CPT Courses

For Insurance

• Strategies to Prepare for the Latest Development and Regulation Updates, in the Insurance Industry (3 hours) (TBC)
• The Latest Development and Regulations of the Insurance Industry in Hong Kong (2 hours) (TBC)
• Family Law for Insurance Practitioners (2 hours) (TBC)

For Insurance and/or Bank

• Psychology Skills for Wealth Management (2 hours) (TBC)
• Questions and Solutions on Annuity Plan Products (3 hours) (TBC)
• The Path to Success for Insurance Practitioners (3 hours) (TBC)
• The Digital Era of the Financial Industry (3 hours) (TBC)
• Use of Medical Insurance in Financial Planning (3 hours) (TBC)
• Applying Appreciation Inquiry Method for Effective Communications with Clients  (2 hours) (TBC)
• Cross-border Asset Arrangements and Protection (3 hours) (TBC)
• MPF Market Review and Latest Development (2 hours) (TBC)
• The Needs of High-Net-Worth Clients and Market Overview (3 hours) (TBC)
• Family Office Applications and Tools - Family Trust (3 hours) (TBC)
• Common Mistakes in Wealth Management (3 hours) (TBC)
• Relationship Management for High-Net-Worth Clients – Communication Skills for Customer Services  (3 hours) (TBC)

For Bank

• Fraud and Money Laundering Risks in FinTech (3 hours) (TBC)
• Regulation Updates and Latest Development of the Securities and Futures Commission (SFC)
  • The Latest Development  (1 hour) (TBC)
  • Regulation Updates (1 hour) (TBC)

*TBC: To Be Confirmed

Please contact us for further details. T: 3400 2773    E: ife.cdt@polyu.edu.hk