Peak - CurrentCPDactivities

Last updated on 28 February 2010
List of Currently Approved CPD Activities Insurance Intermediaries Quality Assurance Scheme
(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
Current No. of CPD hours Approval Period
Target Participant
Contact
80/02/32
ING Life Insurance Company (Bermuda) Limited
ING Sales Congress
May 2009 Apr 2010
In-house + Commissioning Body
Mr Rex Ip 2281 2709
- 1 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/02/35
Financial Planning Series Advanced Time Value of Money
Feb 2009 Jan 2010
80/02/44
Basic Selling Skills *
16
Apr 2009 Mar 2010
80/02/52
Professional Practice Series*
Sep 2009 Aug 2010
In-house + Commissioning Body + Business Partners In-house + Commissioning Body In-house + Commissioning Body + Business Partners
Mr Dennis Chan 2281 2703
Ms Debby Ko 2281 2710
Ms Caroline Ma 2281 2722
- 2 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/02/53
Financial Planning Training Program (FPT)*
24
Oct 2009 Sep 2010
80/02/54
Needs Based Selling Series*
16
Oct 2009 Sep 2010
80/02/55
Exploring Market Series *
24
Jan 2010 Dec 2010
In-house + Commissioning Body + Business Partners In-house + Commissioning Body + Business Partners In-house + Commissioning Body + Business Partners
Mr Dennis Chan 2281 2703
Mr Pun Meng In 2281 2719
Ms Alice Lee 2281 2705
- 3 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/04/02
MassMutual Asia Ltd
Legal Aspect of Insurance
13
May 2009 Apr 2010
In-house
Mr Peter So 2919 9568
80/04/04
MassMutual Asia Ltd
Fundamental Agency Management Training
6.5
Feb 2010 Jan 2011
In-house
80/04/05
MassMutual Asia Ltd
Investment-Linked Insurance Training
6.5
Jan 2010 Dec 2010
In-house
80/04/09
MassMutual Asia Ltd
Investment Seminar*
24
Jan 2010 Dec 2010
In-house
80/04/11
MassMutual Asia Ltd
Advanced Insurance Seminar*
Oct 2009 Sep 2010
In-house
- 4 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/04/13
MassMutual Asia Ltd
Financial Planning Series*
38
Oct 2009 Sep 2010
In-house
80/04/14
MassMutual Asia Ltd.
Handling Objection Workshop
Oct 2009 Sep 2010
In-house
80/04/15
Medical and Health Insurance Training Series*
16
Jan 2010 Dec 2010
In-house
80/04/16
Modern Portfolio Expert System
2.5
May 2009 Apr 2010
In-house
80/04/17
Financial Need Analysis Training Series*
Oct 2009 Sep 2010
In-house
- 5 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/04/18
Marketing to Women Program Selling Workshop Marketing to Women Program Recruitment Workshop
Jul 2009 Jun 2010
In-house
80/04/19
Jul 2009 Jun 2010
In-hous
80/04/20
Training for Will Services
Jul 2009 Jun 2010
In-house
80/04/21
MassMutual Asia Ltd. American International Assurance Company (Bermuda) Ltd American International Assurance Company (Bermuda) Ltd
Enhancing Your Selling Efficiency*
Jan 2010 Dec 2010
In-house
80/05/02
Licensing Course for Paper 2 - General Insurance Examination Licensing Course for Paper 4 - Mandatory Provident Fund Intermediaries Examination
6.5
Jan 2010 Dec 2010
In-house
Ms Mandy Yip 2203 0199
80/05/03
6.5
Jan 2010 Dec 2010
In-house
- 6 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/05/08
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. American International Assurance Company (Bermuda) Ltd.
Worksite Marketing Workshop Licensing Course for Paper 5 Investment-Linked Long Term Insurance Examination Group Products Training
Jan 2010 Dec 2010
In-house
Ms Tiffany Yuen 2203 0111
80/05/10 Renewed
6.5
Mar 2010 Feb 2011
In-house
Mr John Wong 2881 4016
80/05/24 Renewed
Feb 2010 Jan 2011
In-house
Mr Herlry Wan 2881 3483
80/05/25
Tailor-Made Life & Indemnity Course
Sep 2009 Aug 2010
In-house
Ms Herlry Wan 2881 3483
80/05/33
Financial Planner Trainee Program
Jan 2010 Dec 2010
In-house
Ms Cloudia Lau 2203 0135
80/05/34
MPF Product & Selling Skills Training
3.5
Apr 2009 Mar 2010
In-house
Ms Nicole Chow 2881 3529
- 7 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/05/36
80/05/39
80/05/40
80/05/50
80/05/51
80/05/66
80/05/57
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 American International Assurance Company (Bermuda) Ltd American International Assurance Company (Bermuda) Ltd
The Essential Agency Management (T.E.A.M)* Closing and Managing Concerns Training
25.5
Jan 2010 Dec 2010 Sep 2009 Aug 2010
In-house In-house
Ms Marilyn Wang 2203 0132 Mr Steven Lam 2881 4036
Getting Referrals Workshop Customer Relationship Enhancement Integrated with Technology Managing Interpersonal Relationship Workshop
3.5
Dec 2009 Nov 2010
In- house
Mr Steven Lam 2881 4036
Dec 2009 Nov 2010
In-house In-house + Insurance Brokers In-house
3.5
Feb 2010 Jan 2011
Mr Benny Tan 2881 4022
Communication Skills Workshop Financial Health Check System Needs Based Selling
May 2009 Apr 2010
Mr Terry Chu 2881 4025
3.5
May 2009 Apr 2010
In-house
Mr Steven Fong 2881 4449
- 8 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/05/60
American International Assurance Company (Bermuda) Ltd American International Assurance Company (Bermuda) Ltd
Effective Selling Skills Workshop
3.5
Jul 2009 Jun 2010
In-house In-house + Commissioning Body In-house + Commissioning Body In-house
Mr Tom So 2203 0137
80/05/72
Retirement Planning Workshop
3.5
Jan 2010 Dec 2010
80/05/77
American International Assurance Company (Bermuda) Ltd American International Assurance Company (Bermuda) Ltd American International Assurance Company (Bermuda) Ltd American International Assurance Company (Bermuda) Ltd
Best Practices Quality Business
3.5
Jun 2009 May 2010
Ms Dionne So 2881 4035
80/05/80
Leading Edge Agency Development Program Financial Health Check Skills Income Protection Risk Management Skills Workshop
12.5
Feb 2009 Jan 2010
80/05/81
3.5
May 2009 Apr 2010
In-house
Mr Steven Fong 2881 4449
80/05/82
3.5
May 2009 Apr 2010
In-house
Mr Tom So 2203 0137
- 9 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/05/87
80/05/89
80/05/90
80/05/91
80/05/92
80/05/93
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 American International Assurance Company (Bermuda) Ltd American International Assurance Company (Bermuda) Ltd
Presentation Skills Workshop
3.5
Feb 2009 Jan 2010
In-house In-house + Insurance Brokers In-house In-house + Insurance Brokers In-house
Business Insurance Development Series I
Feb 2010 Jan 2011
Motivation Skills Workshop Child Education Fund Planning Workshop ( ) Coaching on Total Protection Selling
3.5
Feb 2009 Jan 2010
3.5
Feb 2010 Jan 2011
Mar 2010 Feb 2011
Ms Marilyn Wang 2203 0132
Professional Claims Services - CI
3.5
Feb 2010 Jan 2011 Aug 2009 Sep 2009 Jul 2010
In-house
Mr Wu Lap Hong 2881 4005
10 09 16
- 10 -
80/05/94
In-house
Mr Johnny Cheng 2881 3868
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/05/95
American International Assurance Company (Bermuda) Ltd American International Assurance Company (Bermuda) Ltd American International Assurance Company (Bermuda) Ltd American International Assurance Company (Bermuda) Ltd
Questioning Techniques Workshop
Jan 2010 Dec 2010
In-house
Ms Clarice Fung 2881 4040
80/05/96
Creative Selling Workshop
Feb 2010 Jan 2011
In-house In-house + Brokers & agents from partner banks In-house In-house + Insurance Agents + Brokers + Agents from partners Bank
Ms Marilyn Wang 2203 0132
80/05/97
MPF Investment Education Program
Feb 2010 Jan 2011
Ms Nicole Chow 2881 3529
80/05/98 New
Trust Building Workshop
Feb 2010 Jan 2011
80/05/99 New
American International Assurance Company (Bermuda) Ltd
Professional Claims Series - Hospitalization & Accident
3.5
Feb 2010 Jan 2011
Mr Wu Lap Hong 2881 4005
- 11 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/05/100 New
American International Assurance Company (Bermuda) Ltd
Centre of Influence Development
3.5
Feb 2010 Jan 2011
In-house + Insurance Agents + Brokers + Agents from partners Bank Public Public + Commissioning Body Public + Commissioning Body
Mr Steven Lam 2881 4036
80/06/04
Hong Kong Securities Institute
Overview of Legal and Regulatory Framework for Securities and Futures Industry*
15
May 2009 Apr 2010
Mr Spencer Lau 3120 6188
80/06/05
Certificate in Financial Advising and Portfolio Management*
30
Jun 2009 May 2010
80/06/06
Certificate in Financial Planning and Advising*
30
Jun 2009 May 2010
- 12 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/06/08
Insurance and MPF Series*
14
Aug 2009 Jul 2010
Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body In-house + Commissioning Body
80/06/10
Leadership for 21st Century: Relational Leadership
7.5
Apr 2009 Mar 2010
80/06/12
Modern Investment Analysis and Tools*
13.5
Apr 2009 Mar 2010
80/06/14
Insurance and MPF Series II*
Aug 2009 Jul 2010
- 13 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/06/15
Diploma in Financial Organizer*
120
Jan 2010 Dec 2010
Public + Commissioning Body Public Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body
80/06/16
Modern Investment Analysis and Tools Series II*
18
May 2009 Apr 2010
80/06/17
CPT/CPD Series III *
11
Feb 2010 Jan 2011
80/06/18
CPT/CPD Series II*
5.5
Feb 2010 Jan 2011
80/06/19
Insurance and MPF Series III*
Sep 2009 Aug 2010
- 14 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/06/20
CPT/CPD Series IV*
22
Jan 2010 Dec 2010
80/06/21
IL-CPD-01 to 08 Series*
20
Mar 2010 Feb 2011
80/07/04
Institute of Professional Education and Knowledge, VTC
Insurance Industry Regulatory Compliance*
10
Feb 2010 Jan 2011
80/07/05
MPF Updates for Individual Intermediaries
Jan 2010 Dec 2010
Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body
Mr Hedley Chow 2836 1864
Ms Polly Tam 2836 1822
- 15 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/06 Renewed
Employees' Compensation Ordinance (with optional module of Employees' Compensation Insurance)* Employees' Compensation Ordinance (with optional module of Employees' Compensation Insurance and/or Historical Claims Development of Employees' Compensation)*
Feb 2010 Public + Commissioning Body
16 Mar 2010 Jan 2011
Mr Eddy Lau 2836 1863
80/07/10
Certificate Course in Legal Liability*
30
May 2009 Apr 2010
80/07/12
Legal Knowledge for Life Insurance Selling (with optional module of Basic Financial Planning)*
14
Jun 2009 May 2010
Public + Commissioning Body Public + Commissioning Body
- 16 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/13
Certificate Course in Insurance of Financial Risk* Commercial Insurance And Related Legal Provisions and optional modular structure of Legal Interpretation of Interruption Policy " * "Statutory Insurance Motor" with Optional Module Introduction to Claims* Financial Planning (Estate Planning Inheritance and Probate) with optional module "Legal Principles Applicable to Life Insurance" *
15
May 2009 Apr 2010
80/07/14
15
Sep 2009 Aug 2010
80/07/16
15
Oct 2009 Sep 2010
80/07/18
15
Oct 2009 Sep 2010
- 17 -
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 Module A Comparison of Insurance Law Between China and Hong Kong" * Effective Communication in Financial Counseling with optional module of "Enhancing Quality Customer Services"*
15
Oct 2009 Sep 2010
80/07/20
15
Oct 2009 Sep 2010
80/07/21
15
Feb 2010 Jan 2011
80/07/22
Basic Concept of Financial Planning (II)*
14
Feb 2009 Jan 2010
- 18 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/23
Basic Concept of Financial Planning (III)
15
Feb 2009 Jan 2010
80/07/24
Insurance Claims Medical & Personal Accident with optional module of "Legal Principles Relating to Insurance Fraud"*
15
Feb 2010 Jan 2011
80/07/25
Basic Concept of Financial Planning (I) *
14
Feb 2009 Jan 2010
80/07/26 Renewed
Law Relating to Asset Protection*
10
Mar 2010 Feb 2011
- 19 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/27
Institute of Professional Education and Knowledge, VTC Institute of Professional Education and Knowledge, VTC Institute of Professional Education and Knowledge, VTC Institute of Professional Education and Knowledge, VTC
Duties of Fiduciaries Agents, Trustees and Directors with optional module of Criminal Law Relating to Insurance*
15
Sep 2009 Aug 2010
Public
80/07/28
Technical Analysis*
16
Apr 2009 Mar 2010
Public
80/07/30
Financial Management of Private Companies and Partnerships*
16
Aug 2009 Jul 2010
Public Public + Commissioning Body Public + Commissioning Body
80/07/31
Understanding Insurance Clients (Building Construction Industry)*
15
Oct 2009 Sep 2010
80/07/32
Compliance for Securities and Futures Industry Practitioners*
16
Dec 2009 Nov 2010
Mr Raymond Chan 2836 1854
- 20 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/33
Institute of Professional Education and Knowledge, VTC Institute of Professional Education and Knowledge, VTC Institute of Professional Education and Knowledge, VTC
Customer Relationship Management*
16
Feb 2010 Jan 2011
Public Public + Commissioning Body Public In-house + Public + Commissioning Body Public + Commissioning Body
Mr Y.K.Chau 2836 1834
80/07/34 Renewed
Compliance Issues for Bank Front-Line Staff*
16
Mar 2010 Feb 2011
80/07/36
Financial Services Environment and Marketing*
16
Apr 2009 Mar 2010
80/07/37
Boost your work competence with NLP*
16
Apr 2009 Mar 2010
80/07/38
Enneagram (Practical Application)*
16
May 2009 Apr 2010
- 21 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/39
Institute of Professional Education and Knowledge, VTC Institute of Professional Education and Knowledge, VTC
Modern Leadership and Staff Management in the Insurance Industry*
16
Oct 2009 Sep 2010
Public In-house + Public
80/07/41
Health Insurance*
11
Jan 2010 Dec 2010
- 22 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/42
Communicating without Talking for Insurance Practitioners*
Dec 2009 Nov 2010
Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body Public
80/07/45
Understanding Construction Insurance Clients*
15
Apr 2009 Mar 2010
80/07/46
Excel in Sales for Insurance Intermediaries*
Aug 2009 Jul 2010
80/07/47
Basic Concept of Financial Planning (VI) Investment Planning (Mutual Funds and Equity Securities)*
10
Jul 2009 Jun 2010
- 23 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/49
Business Networking Workshop for Insurance Practitioners *
16
Sep 2009 Aug 2010
Public + Commissioning Body In-house + Public + Commissioning Body In-house + Public + Commissioning Body
Ms Polly Lam 2836 1822
80/07/50 Renewed
Industry Analysis and Stock Investment Series for Insurance Practitioners ( )*
15
Mar 2010 Feb 2011
80/07/51
Best Practices for Financial Products Intermediaries *
16
Jan 2010 Dec 2010
- 24 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/52
Travel Insurance*
12
Apr 2009Mar 2010
Public Public + Commissioning Body Public + Commissioning Body In-house + Public + Commissioning Body
80/07/53
Leadership & Management Techniques for Insurance Industry*
16
May 2009Apr 2010
80/07/54
Financial Planning (V) Retirement Planning II*
10
Apr 2009Mar 2010
80/07/55
Advanced Technical Analysis *
16
May 2009Apr 2010
- 25 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/56
Master Your Memory for Business Success (Insurance Professionals) Workshop ()*
16
May 2009Apr 2010
In-house + Public + Commissioning Body
- 26 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/57
Current Development on Investment Products *
16
Sep 2009 Aug 2010
80/07/58
Creative Thinking Techniques for Business and Personal Enhancement (Insurance Professionals) Workshop ( ) *
16
Oct 2009 Sep 2010
80/07/59
Transcend Your Personal Effectiveness (Insurance Professionals Series) ()*
16
Jan 2010 Dec 2010
In-house + Public + Commissioning Body In-house + Public + Commissioning Body In-house + Public + Commissioning Body
- 27 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/07/60
Risk Assessment and Management for Financial Service Executives ()*
16
Jan 2010 Dec 2010
80/07/61
IL-CPD-01 to 08: Investment-linked Long Term Insurance ("IL CPD")*
20
Mar 2010 Feb 2011
In-house + Public + Commissioning Body In-house + Public + Commissioning Body In-house In-house In-house
80/08/02
Hang Seng Bank Ltd
Selling Insurance Products* Policy Servicing & Claims Life Insurance Principles of Insurance Contract
16
May 2009 Apr 2010 Apr 2009 Mar 2010 Apr 2009 Mar 2010
Ms Lisa Ng 3662 5298 Ms Lisa Ng 3662 5298 Mr Jude Lai 3662 5307
80/08/16
Hang Seng Bank Ltd
80/08/25
Hang Seng Bank Ltd
- 28 -
Ref
Name of Organizer
Title of Activity
Current No. of CPD hours Approval Period Apr 2009 Mar 2010 Feb 2009 Jan 2010 Mar 2010 Feb 2011 May 2009 Apr 2010 Jul 2009 Jun 2010 Jul 2009 Jun 2010
Target Participant
Contact
80/08/26 80/08/29 80/08/30 Renewed 80/08/33 80/08/34 80/08/35
Hang Seng Bank Ltd Hang Seng Bank Ltd Hang Seng Bank Ltd Hang Seng Bank Ltd Hang Seng Bank Ltd Hang Seng Bank Ltd
Protection against Trade Finance Fraud Commercial Fraud Prevention Banking Practice for Corporate Customers (Insurance) Phone For Success Insurance Professional Ethics Insurance Planning for Affluent Clientele Workshop
4 4 4 10 10 10
In-house In-house In-house In-house In-house In-house
Mr Jude Lai 3662 5307 Mr Jude Lai 3662 5277 Mr Jude Lai 3662 5307 Ms Lisa Ng 3662 5298 Ms Lisa Ng 3662 5298 Mr Raymond Chu 3662 5301
- 29 -
Ref
Name of Organizer
Title of Activity
Current No. of CPD hours Approval Period 2 8 Feb 2010 Jan 2011 Jan 2010 Dec 2010 Feb 2010 Jan 2011
Target Participant
Contact
80/08/36 80/08/37 80/08/38 New
Hang Seng Bank Ltd Hang Seng Bank Ltd Hang Seng Bank Ltd Fortis Insurance Company (Asia) Limited (former: Pacific Century Insurance Company Ltd) Fortis Insurance Company (Asia) Limited (former: Pacific Century Insurance Company Ltd) Fortis Insurance Company (Asia) Limited (former: Pacific Century Insurance Company Ltd)
MPF Protection and Updates Professional Telephone Consulting in Financial Planning (Insurance) Sales Compliance for Commercial Insurance Products
In-house In-house In-house In-house + Partners
Ms Louisa Wong 3662 5295 Ms Louisa Wong 3662 5295 Mr Jude Lai 3662 5277
80/10/16
Fortis Intermediary Development Course*
13
Jan 2010 Dec 2010
Ms Elsa Lam 2625 6330
80/10/17
Management Enhancement Program*
16
Jan 2010 Dec 2010
In-house
80/10/18
Management Enhancement Program II*
Dec 2009 Nov 2010
In-house
- 30 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/10/19
80/10/20
Fortis Insurance Company (Asia) Limited (former: Pacific Century Insurance Company Ltd) Fortis Insurance Company (Asia) Limited (former: Pacific Century Insurance Company Ltd)
Agent Personal Development Workshop ( ) *
22
Dec 2009 Nov 2010
In-house
Agent Personal Development Workshop DISC Series* Legal Aspect and Regulatory Compliance Forum Part I: Code of Conduct for MPF Intermediaries and recent update Part II: MPF Obligations*
Feb 2010 Jan 2011
In-house
80/11/07
Sun Life Hong Kong Ltd
Jun 2009 May 2010
In-house
Ms Shirley Chan 3107 3290
80/11/09
Sun Life Hong Kong Ltd
Compliance Workshop*
May 2009 Apr 2010
In-house
- 31 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/15/22
80/15/47
The Hongkong and Shanghai Banking Corporation Limited Learning and Development, Asia Pacific The Hongkong and Shanghai Banking Corporation Limited Learning and Development, Asia Pacific
Investment Licensing Training*
Jul 2009 Jun 2010
In-house
Ms Serina Chan 2288 4198
General Insurance Service*
9.5
Apr 2009 Mar 2010
In-house
Ms Jinny Chu 2288 4215
80/17/15
Manulife (International) Ltd
Financial Planning Development Program (FPDP): Module 4 Comprehensive Financial Planning Financial Planning Development ProgramModule 2*
12.5
Apr 2009 Mar 2010
In-house
Mr Affa Ho 2919 3425
80/17/16
Manulife (International) Ltd
12
Aug 2009 Jul 2010
In-house
Mr Affa Ho 2919 3425
- 32 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/18/03
Cosmos Asia Consultants Limited
Insurance and Law*
15
Jan 2010 Dec 2010
In-house + Public + Commissioning Body In-house In-house In-house In-house In-house + Business Partners
Mr Nick Wong/ Mr Albert Tang 2524 8996
80/20/04
Convoy Financial Services Limited Convoy Financial Services Limited DBS Bank (Hong Kong) Limited DBS Bank (Hong Kong) Limited
Recruitment and Selection Workshop * Financial Goals Review Bancassurance Selling REACH out to serve with PRIDE with Perspectives for Insurance Practitioners New Managers Development Program*
Dec 2009 Nov 2010 Nov 2009 Oct 2010 Jul 2009 Jun 2010 Feb 2010 Jan 2011
Ms Moraine Chow 3601 3643 Ms Moraine Chow 3601 3643 Ms Agnes Lee 3668 1562 Ms Agnes Lee 3668 1562
80/20/05
80/21/11 80/21/12 Renewed
10
80/23/09
Sun Life Hong Kong Limited
16
Jan 2010 Dec 2010
- 33 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/23/10 Renewed 80/23/11 Renewed 80/23/12
Sun Life Hong Kong Limited Sun Life Hong Kong Limited Sun Life Hong Kong Limited
The Investment Training Series* Marketing Tactics in Financial Planning Series * The Sales Presentation Skills Series*
16
Mar 2010 Feb 2011 Mar 2010 Feb 2011 Apr 2009Mar 2010
In-house In-house In-house In-house + Associated companies and franchises In-house
Ms Shirley Chan 3107 3290 Ms Shirley Chan 3107 3290 Ms Shirley Chan 3107 3290
16
16
80/23/13
Sun Life Hong Kong Limited
New Era Selling & Service Workshop*
16
May 2009Apr 2010
80/23/14
Sun Life Hong Kong Limited Management and Executive Development Centre, The Hong Kong Polytechnic University
MPF Investment Education Campaign 2009-10
Feb 2010 Jan 2011
80/24/10
Securities Dealing and Investments*
42
Oct 2009 Sep 2010
Public
Miss Rita Kong 3400 2770
- 34 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/24/25
80/24/26
80/24/27
80/24/28
80/24/29
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 Management and Executive Development Centre, The Hong Kong Polytechnic University Management and Executive Development Centre, The Hong Kong Polytechnic University
MPF Schemes (Amendment) Ordinance and Latest Development
Apr 2009 Mar 2010
Public
Ms Rita Kong 3400 2770
Technical Analysis
Apr 2009 Mar 2010
Public
Value Investing*
Apr 2009 Mar 2010
Public
Compliance for MPF Intermediaries
May 2009 Apr 2010
Public
Best Practice in Financial Planning
May 2009 Apr 2010
Public
- 35 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/24/30
Management and Executive Development Centre, The Hong Kong Polytechnic University New York Life Insurance Worldwide Ltd New York Life Insurance Worldwide Ltd New York Life Insurance Worldwide Ltd New York Life Insurance Worldwide Ltd New York Life Insurance Worldwide Ltd
Investment Planning and Asset Allocation*
May 2009 Apr 2010
Public
80/25/07
Financial Planning Series*
May 2009 Apr 2010
In-house
Mr Raymond Wong 2837 7144
80/25/08
PPM-Professional Patterns of Management* Continuous Professional Development Course Selling Skills Series* Continuous Professional Development Course Health Series*
30
Feb 2009 Jan 2010
In-house
Ms Mandy Lie 2837 7019
80/25/11
Jun 2009 May 2010 May 2009 Apr 2010
In-house In-house
Mr Raymond Wong 2837 7144 Mr Raymond Wong 2837 7144
80/25/12
80/25/17
Fundamental Career School (FCS)
15
Apr 2009 Mar 2010
In-house
Mr Kitman Chan 2837 7099
- 36 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/25/18
New York Life Financial Need Analysis Insurance Worldwide Workshop Ltd Insurance Intermediaries Qualifying Examination: Revision Course (Paper 5) Financial Planning Series: Part A: Foundation of Financial Planning Part B: Insurance Planning Part C: Investment Planning* QEP-5: Investmentlinked Long Term Exam Preparatory Class
12
Jul 2009 Jun 2010
In-house In house + Commissioning Body In house + Commissioning Body In-house
Mr Raymond Wong 2837 7144
80/26/04
Blue Cross (AsiaPacific) Insurance Limited
10
Jan 2010 Dec 2010
Mr Edward Chan 3608 2411
80/26/05
Blue Cross (AsiaPacific) Insurance Limited
10
Jan 2010 Dec 2010
Mr Edward Chan 3608 2411
80/29/02
AXA China Region Insurance Co. Ltd
12
Jul 2009 Jun 2010
Mr Matthew Lai 2519 1935
80/29/06
Basic Financial Planning
13
Aug 2009 Jul 2010
In-house
Mr Horace Man 2519 1959
- 37 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/29/09
Financial Planning Series Retirement Planning
Oct 2009 Sep 2010
In-house
Mr Jacky Wong 2519 1913
80/29/10
Selling with NLP*
18
Sep 2009 Aug 2010
In-house
Mr Isaac Wong 2519 1904
80/29/12
Financial Planning Series - Child Education
May 2009 Apr 2010
In-house
Mr Jacky Wong 2519 1913
80/29/13
Compliance Training for Intermediaries
Aug 2009 Jul 2010
In-house
Ms Michelle Sze 2519 1441
80/31/02
Prudential Assurance Company Ltd
Insurance Intermediaries Related Regulatory Compliance
10
Jul 2009 Jun 2010
In-house
Ms Rally Yuen 2201 2768
- 38 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/31/11
Selling Skills Training*
Jul 2009 Jun 2010
80/31/13
How to Create A&H Business*
Feb 2009 Jan 2010
In house + Commissioning Body In house + Commissioning Body In house
Ms Deon Wong 2977 3922
Ms Kristen Suen 2977 3748
80/33/12
Aon Hong Kong Limited
Errors & Omissions (E & O)
Aug 2009 Jul 2010
Ms Pauline Ching 2861 6403
80/33/13 Renewed
Corporate Governance Introduction for Brokers Creative Problem Solving for Insurance Brokers and Agents by Thinkertoys Methodology
3.5
Mar 2010 Feb 2011
In-house
Ms Camilla Chan 2861 6403
80/33/20
7.5
Jul 2009 Jun 2010
In-house
- 39 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/33/21
Business Development Series for Agents and Brokers Written Business Communication Skills for Insurance Agents and Brokers Business Continuity Management and Insurance Proposal Writing and Presentation Preparation for Insurance Agents and Brokers
May 2009 Apr 2010
In-house
80/33/22
Jun 2009 May 2010
In-house
80/33/23
Jun 2009 May 2010
In-house
80/33/24 New
Mar 2010 Feb 2011
In-house Public + Commissioning Body
Ms Camilla Chan 2861 6403
80/37/02
Standard Academy of Insurance & Management Ltd
Employee Compensation Ordinance
Sep 2009 Aug 2010
Mr Raymond Chow 2523 6350
- 40 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/37/03
Abstracts of Insurance Related Ordinances Brief Summary
Sep 2009 Aug 2010
80/37/04
28 Insurance Traps an Insurance Intermediary has to know
Aug 2009 Jul 2010
80/37/05
Management Skills Enhancement Series No. 1 Sales Management Motivation and Communication*
10
Aug 2009 Jul 2010
80/37/06
Standard Academy of Insurance & Management Ltd.
Sale Made Simple Popular Insurance Series No.1*
10
Nov 2009 Oct 2010
- 41 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/37/07
Sale Made Easy Series*
15
Dec 2009 Nov 2010
80/37/08
Management Series No 2*
20
Aug 2009 Jul 2010
80/37/09
Career and Job Management Series*
15
Feb 2010 Jan 2011
80/37/10
Review of Law and Practice of MPF (2CPD) and Motor Insurance (3CPD)
May 2009 Apr 2010
- 42 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/37/11
32 Actual Insurance Claims Complaint an Insurance Intermediary cannot Miss or Ignore
May 2009 Apr 2010
80/37/12
Business Interruption Insurance, Fidelity Guarantee and Surety Bond
May 2009 Apr 2010
80/37/13
By NLP Skills to improve sales performance and communication
Jan 2010 Dec 2010
80/37/14
Corporate and Personal Branding Management in Insurance Industry
Apr 2009 Mar 2010
- 43 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/37/16
80 insurance clauses and warranties an insurance intermediary has to understand
Oct 2009 Sep 2010
In-house + Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body
80/37/17
Staff and career Standard Academy of counselling for Insurance & employees assistance, guidance, communication Management Ltd and motivation
Nov 2009 Oct 2010
80/37/18
Risk Management
Feb 2010 Jan 2011
80/37/19
Top Twenty Management Models (Conceptual Standard Academy of Tools) - Most Effective Insurance & and Useful Shortcut Management Ltd Guide for Successful Managers
Sep 2009 Aug 2010
- 44 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/37/20
Effective Time Management for Insurance Intermediaries
Sep 2009 Aug 2010
In-house + Public + Commissioning Body Public
80/38/02
The Insurance Institute of Hong Kong The Insurance Institute of Hong Kong The Insurance Institute of Hong Kong HSBC Insurance Brokers (AisaPacific) Ltd
"Legal Series" Seminar for Insurance Intermediaries*
40
Oct 2009 Sep 2010
Ms Tania Lee 2520 0098
80/38/08
Marine Hull (Face to Face Learning) Claims Management (Face-to-Face Learning)* Insurance Services Forum: Life Insurance Planning For High Net Worth Individuals
12
Jul 2009 Jun 2010
Public
Ms Tania Lee 2520 0098
80/38/09 New
12
Mar 2010 Feb 2011
Public
Mr Michael Kung 2520 0098
80/39/04
Aug 2009 Jul 2010
In-house
Mr Terrance Yeung 2822 4410
- 45 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/40/04
Hong Kong Life Insurance Ltd
Life Stages - Effective Insurance Selling Skills Workshop
Aug 2009 Jul 2010
In-house + Commissioning Body In-house
Ms Michelle Chan 2290 2819
80/40/05
Hong Kong Life Insurance Ltd
Enhancing Insurance Selling Skills Series * Life Operations Underwriting & Policy Administration*
Aug 2009 Jul 2010
80/40/06
Hong Kong Life Insurance Ltd Institute of Professional Education and Knowledge, VTC and General Agents and Managers Association of Hong Kong
Sep 2009 Aug 2010
In-house
80/41/08
CPD Seminar 2009
10
Jun 2009 May 2010
Public
- 46 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/41/09
Institute of Professional Education and Knowledge, VTC and General Agents and Managers Association of Hong Kong
CPD Seminar 2010
10
Feb 2010 Jan 2011
In-house + Public + Commissioning Body
80/45/02 Renewed
80/45/03 Renewed
80/45/04 Renewed
Module Certificate in the Most Recently Enacted The Hong Kong Laws Related to Federation of Trade Insurance Unions ( ) Module Certificate in Code of Conduct for Insurers and Code of The Hong Kong Practice for Insurance Federation of Trade Intermediaries Unions ( ) Module Certificate in Statutory Insurance The Hong Kong (Employees Federation of Trade Compensation) Unions ( )
10
Feb 2010 Jan 2011
Public
Ms Wong Chi Mei 2715 6671
10
Feb 2010 Jan 2011
Public
10
Feb 2010 Jan 2011
Public
- 47 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/45/06
The Hong Kong Federation of Trade Unions
Life Insurance and Related Legal Provisions ( ) Commercial Insurance and Related Legal Provisions () Statutory Insurance Motor ( ) Insurance Claims Medical & Personal Accident ( )
10
May 2009 Apr 2010
Public
80/45/07
10
May 2009 Apr 2010
Public
80/45/08
10
May 2009 Apr 2010
Public
80/45/09
11
May 2009 Apr 2010
Public
80/45/10
()
11
May 2009 Apr 2010
Public
- 48 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/45/12
The Hong Kong Federation of Trade Unions The Hong Kong Federation of Trade Unions The Hong Kong Federation of Trade Unions The Hong Kong Federation of Trade Unions
Nov 2009 Oct 2010
Public
80/45/13
(I) Financial Planning (I) Basic Concept (II) Financial Planning (II) Investment Planning and Risk Management (VI) ( ) Financial Planning (VI) Investment Planning (Equity and Mutual Funds)
11
May 2009 Apr 2010 May 2009 Apr 2010
Public Public
Ms Wong Chi Mei 2715 6671 Ms Wong Chi Mei 2715 6671
80/45/14
14
80/45/15
14
May 2009 Apr 2010
Public
80/45/16
10
May 2009 Apr 2010
Public
- 49 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/45/17 Renewed
80/48/07
Module Certificate in Financial Planning The Hong Kong (Advanced Retirement Federation of Trade Planning) Unions () CIGNA Worldwide Make the Deal () Life Insurance Company Limited Royal Skandia Life Assurance Limited Legal Aspects of Financial Planning in Hong Kong*
10
Feb 2010 Jan 2011
Public
10
Jan 2010 Dec 2010
In-house Insurance brokers with terms of business with Royal Skandia Life Assurance Insurance brokers with terms of business with Royal Skandia Life Assurance Insurance brokers with terms of business with Royal Skandia Life Assurance Insurance brokers with terms of business with Royal Skandia Life Assurance
Mr Herman Chu 2297 6215
80/52/02
Nov 2009 Oct 2010
Mr Craig So 3552 5888
80/52/03
Royal Skandia Life Assurance Limited
Essentials of Running a Financial Planning Practice*
Nov 2009 Oct 2010
80/52/05
UK Inheritance Tax Planning through Use of Trusts
Nov 2009 Oct 2010
80/52/06
Dealing through Portfolio Bonds
1.5
Nov 2009 Oct 2010
- 50 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/59/04
The Life Underwriters Association of Hong Kong Limited Citibank (Hong Kong) Limited Citibank (Hong Kong) Limited Citibank (Hong Kong) Limited Citibank (Hong Kong) Limited
Seminar on Finance & Legal Knowledge for Insurance Practitioners in Hong Kong* Investment Compliance Training Insurance Compliance Training Investment Funds Presentation Skills Consultative Selling Skills - Powerful Selling Skills Enhancing your Performance through Effective Planning
10
Apr 2009 Mar 2010
Members of the Life Underwriters Association of Hong Kong Ltd In-house In-house In-house In-house Public + Commissioning Body Public + Commissioning Body
Ms Andy Mok 2969 0244
80/61/02
3 2 5 7
Jul 2009 Jun 2010 Nov 2009 Oct 2010 Jan 2010 Dec 2010 Jan 2010 Dec 2010
Ms Betty Ho 2962 7245 Ms Betty Ho 2962 7245 Ms Tracy Lok 2962 3492 Ms Betty Ho 2962 7245
80/61/03 80/61/04 80/61/05
80/64/02
Time Technology Solutions Limited
Sep 2009 Aug 2010
Ms Sharon Tsoi 3101 8555
80/67/03
Jardine Lloyd Thompson Limited
Practical Captive Insurance
Aug 2009 Jul 2010
Mr N.J. Cousins 2864 5595
- 51 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/67/04
Presentation Skills - JLT Asia
Oct 2009 Sep 2010
In-house
Ms Anne Chan 2864 5318
80/67/05
Management and Leadership in JLT Asia
Nov 2009 Oct 2010
In-house
Ms Anne Chan 2864 5318
80/68/08
Friends Provident International Limited
School Fees Planning
Jul 2009 Jun 2010
Commissioning Body
Ms Brenda Lee 2918 7030
80/68/10
Friends Provident International Limited
Retirement In Asia The Tax Aspect
Apr 2009 Mar 2010
Independent Financial Adviser (IFA) companies
Ms Brenda Lee 2524 2027
80/74/05
Hong Kong Institute of Bankers
Investment Services and Risk Management Program* Financial Planning Foundation Program*
20
Jun 2009 May 2010
Public
Ms Mandy Lam 2153 7881
80/74/06
40
Aug 2009 Jul 2010
Public
- 52 -
Ref
Name of Organizer
Title of Activity
Current No. of CPD hours Approval Period Jul 2009 Jun 2010
Target Participant
Contact
80/74/08
Financial Planning Foundation Program II*
30
Public Public + Insurance Intermediaries
80/74/09
10
Apr 2009 Mar 2010
80/74/11
Better Understanding on Your Customers Risk Profile*
15
Apr 2009Mar 2010
Public
80/74/12
Strive for Sales Excellence*
15
Aug 2009 Jul 2010
Public
80/74/13
Jan 2010 Dec 2010
Public
- 53 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/78/05 Renewed
Hong Kong Financial Services Professionals Association
Investment and Financial Planning*
16
Feb 2010 Jan 2011
80/78/06 New
Hong Kong Financial Enhanced InvestmentServices linked CPD Programme (Module Codes: ILProfessionals CPD-01 to IL-CPD-08)* Association
20
Mar 2010 Feb 2011
80/78/07 New
Hong Kong Financial Services Professionals Association
Practical Skills in Financial Planning & Funds Investment*
24
Feb 2010 Jan 2011
Public + Commissioning Body Public + Commissioning Body Public + Commissioning Body In-house
Mr Sam Leung 2151 2618
80/85/04
Swiss Privilege Company Limited
Principles of Professional Selling*
16
Apr 2009 Mar 2010
Mr Sherman Hu 2152 5911
80/92/02
The Institute of Financial Planners of Hong Kong Ltd
Practices & Updates in Financial Planning I*
32
Jul 2009 Jun 2010
Public
Mr Calvin Lee 2982 7827
- 54 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/92/03
Practices & Updates in Financial Planning II*
40
Apr 2009 Mar 2010
Public
80/92/04
Practices & Updates The Institute of in Financial Planning III Financial Planners of Investment and Risk Hong Kong Ltd Management Series*
40
Feb 2010 Jan 2011
Public
- 55 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/92/05
Practices and Updates in Financial Planning IV (Including IL-CPD-01 to 08)*
40
Feb 2010 Jan 2011
Public
80/93/03
( Bank of China (HK) ) Case Study Approach Limited to Financial Industry Compliance (Elementary) Protection of Customer Data & Privacy Compliance Highlights for Intermediaries
Dec 2009 Nov 2010
In-house
Mr Edmond Chiu 3197 5348
80/93/04
Bank of China (HK) Limited
Dec 2009 Nov 2010
In-house
80/93/05
Dec 2009 Nov 2010
In-house
80/93/06
Jan 2010 Dec 2010
In-house
Ms Fiona Ng 3198 8258
- 56 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/93/07
Jan 2010 Dec 2010
In-house In-house + Public + Commissioning Body In-house + Public In-house + Public In-house
Ms Aiman Chan 3197 5342
80/94/02
Herbert Smith
Herbert Smith Insurance Seminar Series*
Jun 2009 May 2010
Ms Jo Jones 2101 4639
80/95/03
AMTD Financial Planning Limited
Fundamentals in Financial Planning*
16
Aug 2009 Jul 2010
Mr Adit Yiu 3161 3622
80/95/04
AMTD Financial Planning Limited
MPF Essentials *
Dec 2009 Nov 2010
Mr Adit Yiu 3161 3622
80/101/03
Sun Hung Kai Wealth Management Limited
Insurance Sales Workshop*
Feb 2009 Jan 2010
- 57 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/101/04
Sun Hung Kai Wealth Management Limited
Business Integrity and Compliance Update for Financial Practitioners* Effective Communication and Presentation Skills Workshops* Understanding Your Customers through Enneagram* Objection Handling Made Easy Through Enneagram*
May 2009 Apr 2010
In-house
Ms Elaine Kwok 2106 8341
Sun Hung Kai Wealth 80/101/05 Management Limited Professional School of Enneagram Limited Professional School of Enneagram Limited
Jun 2009 May 2010
In-house
Ms Elaine Kwok 2106 8341
80/105/02
Aug 2009 Jul 2010
Public
Ms Kattie Kwok 2116 1581
80/105/03
Aug 2009 Jul 2010
Public
Ms Kattie Kwok 2116 1581
AEGON Direct 80/106/03 Marketing Services Hong Kong Limited
Smart Selling
14
Nov 2009 Oct 2010
In-house
Mr Santos Leung 3655 8343
80/107/02
Institute for English and Communications Limited
Investing Psychology: A Practical Hands On Workshop*
12
Oct 2009 Sep 2010
Public + Commissioning Body
Ms Jennifer Bovard 2540 6959
- 58 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/107/03
Institute for English and Communications Limited MetLife Limited (former: MetLife Fubon Limited)
Persuasive Communication Skills Package*
10
Apr 2009 Mar 2010
Public
Ms Jennifer Bovard 2540 6959
80/109/02
10
Apr 2009 Mar 2010
In-house + Associated bank staff In-house + Commissioning Body
Ms Victoria Sun 2199 1018
80/112/03
BOC Group Life Assurance Company Limited
FPM Professional Selling Program*
20
Sep 2009 Aug 2010
Ms Carmen Lee 2860 0657
80/116/02
American International Underwriters, Limited
AIG Code of Conduct Compliance Training Course
Jun 2009 May 2010
In-house
Ms Bonnie So 2832 1049
80/117/02
The Hong Kong Institute of Risk Management Limited
Managing Risk and Uncertainty*
Jun 2009 May 2010
Public
Mr Bobby Leung 2529 8828
- 59 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/118/02
P.C. Image Consulting
Professional Image and Business Etiquette for Financial Planning Business*
13
Jun 2009 May 2010
Public
Ms Priscilla Chan 2739 9683
80/119/02 New
Generali International Limtied
An Introduction to Trusts
Mar 2010 Feb 2011
80/119/03
Generali International Limtied
Financial Planning & Market Overview
Nov 2009 Oct 2010
80/120/02
The Hong Kong Retirement Schemes Association
CPD Course: Best Practice in Pensions and Investment*
Jan 2010 Dec 2010
Insurance Brokers with Terms of Business with Generali International Limited In-house + Public In-house + Public + Commissioning Body
Mr Praveen Daswani 2526 1899 Ms Jennifer Chan 2531 8952 Ms Flora Chan 2531 8957
Ms Sonia Man 2147 0090
- 60 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
80/121/02 Infinite Intelligence New
10
Mar 2010 Feb 2011
IA/03/04
Independent Commission Against Corruption
Seminar on Corruption Prevention and Managing Staff Integrity for Managers of Life Insurance Sector Seminar on Corruption Prevention and Professional Ethics for Life Insurance Intermediaries (with case studies)
Apr 2009 Mar 2010
In-house + Public + Commissioning Body y 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) ( )
Ms Alice Lam 6349 6788
Mr. Charles Ng 2921 6816
IA/03/05
1.5
Apr 2009 Mar 2010
- 61 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
IA/03/06
Seminar on Corruption Prevention and Professional Ethics for Life Insurance Intermediaries 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 --
Apr 2009 Mar 2010
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) ( ) Public (upon request by individual companies or professional bodies of insurance related industry only) ( )
IA/03/07
1.5
Nov 2009 Oct 2010
IA/03/08
Nov 2009 Oct 2010
- 62 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
IA/05/01
Equal Opportunities Commission
Equal Opportunities and the Insurance Industry
Jul 2009 Jun 2010
IA/05/02
Equal Opportunities Commission
Equal Opportunities An Overview and Sharing of Insurance Cases
1.5
Dec 2009 Nov 2010
Public (upon request by individual companies or professional bodies of insurance industry only) ( ) Public (upon request by individual companies or professional bodies of insurance industry only) ( ) Insurance Practitioners
Ms Florence Chan 2106 2151
Ms Florence Chan 2106 2151
IA/08/01
Office of the Privacy Commissioner for Personal Data, Hong Kong
Knowing how to comply with the Personal Data (Privacy) Ordinance ()
Apr 2009 Mar 2010
Ms Rebecca Lee 2877 7171
- 63 -
Ref
Name of Organizer
Title of Activity
Target Participant
Contact
IA/09/02
The Organising Committee of the Professional Ethics Programme for the Insurance Sector
Professional Ethics Seminar for General Insurance Managers
2.5
13 Oct 2009
Managerial staff of general insurance companies
Mr. Charles Ng (Independent Commission Against Corruption) 2921 6816
- 64 -

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Last updated on 28 February 2010

Current No. of CPD hours Approval Period

ING Life Insurance Company (Bermuda) Limited

ING Sales Congress

May 2009 Apr 2010

In-house + Commissioning Body

Mr Rex Ip 2281 2709

Current No. of CPD hours Approval Period

ING Life Insurance Company (Bermuda) Limited

Financial Planning Series Advanced Time Value of Money

Feb 2009 Jan 2010

ING Life Insurance Company (Bermuda) Limited

Basic Selling Skills *

Apr 2009 Mar 2010

ING Life Insurance Company (Bermuda) Limited

Professional Practice Series*

Sep 2009 Aug 2010

Mr Dennis Chan 2281 2703

Ms Debby Ko 2281 2710

Ms Caroline Ma 2281 2722

Current No. of CPD hours Approval Period

ING Life Insurance Company (Bermuda) Limited

Financial Planning Training Program (FPT)*

Oct 2009 Sep 2010

ING Life Insurance Company (Bermuda) Limited

Needs Based Selling Series*

Oct 2009 Sep 2010

ING Life Insurance Company (Bermuda) Limited

Exploring Market Series *

Jan 2010 Dec 2010

Mr Dennis Chan 2281 2703

Mr Pun Meng In 2281 2719

Ms Alice Lee 2281 2705

Current No. of CPD hours Approval Period

MassMutual Asia Ltd

Legal Aspect of Insurance

May 2009 Apr 2010

Mr Peter So 2919 9568

MassMutual Asia Ltd

Fundamental Agency Management Training

Feb 2010 Jan 2011

Mr Peter So 2919 9568

MassMutual Asia Ltd

Investment-Linked Insurance Training

Jan 2010 Dec 2010

Mr Peter So 2919 9568

MassMutual Asia Ltd

Jan 2010 Dec 2010

Mr Peter So 2919 9568

MassMutual Asia Ltd

Advanced Insurance Seminar*

Oct 2009 Sep 2010

Mr Peter So 2919 9568

Current No. of CPD hours Approval Period

MassMutual Asia Ltd

Financial Planning Series*

Oct 2009 Sep 2010

Mr Peter So 2919 9568

MassMutual Asia Ltd.

Handling Objection Workshop

Oct 2009 Sep 2010

Mr Peter So 2919 9568

MassMutual Asia Ltd.