Business Skills Series (eCPD) Module 2: Customer Service Excellence for the Financial Professionals – eCPD course (Chinese Version)

Programme Information

The course will cover various business skills relevant to financial professionals. It will be accompanied by appropriate cases to illustrate the practical application of these skills. Participants will be able to enhance their professional performance in handling daily operations and negotiating with clients, thereby strengthening their personal business development capabilities.

Part 1 Challenges Faced by Hong Kong's Financial Professionals and Key Success Factors for Excellent Service

• Chapter 1: Current challenges Faced by Hong Kong’s financial professionals
• Chapter 2: Key Success Factor of Service Excellence: The Customer-centric Mindset

Part 2 How to Improve Customer Engagement

• Chapter 3: Engaging Customers- Identify Preferences and Needs

Part 3 Personalized Service Experience and Strategies to Enhance the Service Experience in the Financial Industry

• Chapter 4: Personalization of Customer Experience
• Chapter 5: Practical Strategies to Enhance Customer Experience

*This course is only for online registration

*For new students to activate the eCPD training account, they have to register on this website and complete the identity verification. They can apply for online courses after the account is confirmed.

*Students will receive a confirmation email within 5 working days after successful enrolment (exclusive of Saturdays, Sundays & Public Holidays).

*Students should complete the eCPD programme before the course expiry date specified on the confirmation email. (i.e. generally within 3 months)

* Student must complete all parts of the course and pass relevant assessment(s) in order to obtain the e-Certificate of attainment issued by the Institute of Professional Education And Knowledge (PEAK) and earn specific CPD hours of the course.

*For E-learning CPD activities: Individual licensees can only earn CPD hours by taking the E-learning CPD activity once during the same Assessment Period. If an individual licensee repeats the same E-learning CPD activity in the same Assessment Period, the repeat one will not be counted.