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Compliance Training Courses for Insurance Agents Module 2: Business Ethics (Insurance Agents) (Virtual class through Zoom)

Institute of Professional Education And Knowledge (PEAK)
Institute of Professional Education And Knowledge (PEAK)
Latest Courses / Seminars Continuing Professional Development
Programme Code
PE4200458
Subject Area
Regulatory and Legal Issues, Insurance
Programme Type
Short Course
Offering Institution
Institute of Professional Education And Knowledge (PEAK)
Contact Hours
3
CPD / CPT Hours
SFC: 3 CPT hours
MPFA: 3 Non-core CPD hours
HKMA ECF: 3 CPD hours
Please contact 2836 1922 | Institute of Professional Education And Knowledge (PEAK) for the details of class commencement date

Objectives: (This course provides Chinese objectives only)

本課程旨在重温保險業監管局及其他監管機構,對保險代理人的行為操守及商業道德的要求,藉此希望加強保險代理人的素質。

Contents:

Module 2: Business Ethics (Insurance Agents)

  • Code of Ethics by The Life Underwriters Association of Hong Kong
  • Best Practice Guidelines for insurance agents by the Life Underwriters Association of Hong Kong
  • Business Ethical Standards
  • Prevention of Conflicts Interest
  • Proper Handing of Customers’ Personal Data for the Insurance Industry
  • Ethics and Law
  • Professional Ethics and Corruption Prevention
  • Verifying Insurance Claims
  • Handing of Insurance Complaint Cases

 

Enrollment

  • Enrolments of virtual CPD programmes can only be made online through VTC’s Continuing & Professional Education website (https://cpe.vtc.edu.hk/en).  Applicants may pay the programme fee by Credit Card (Visa / Master) in the online enrolment system. Only enrolment with completed information and payment will be processed.
  • Applicants should upload* the Hong Kong Identity (HKID) Card / Passport / Travel Document, or valid visa / entry permit for study issued by the Immigration Department of the Hong Kong Special Administrative Region (HKSAR) for enrollment. Please show your full name both in English and Chinese and your photo only. Other personal information  must be covered.   

* File size shall be less than 4 MB. File format shall be in jpg, jpeg, pdf or png.

  • All places are allocated on a first-come-first-served basis.

 

Notification of Class Commencement

Successful applicants will be notified of the class confirmation and relevant information by email at least 7 working days## before class commencement.  Students will receive an email from PEAK with virtual class link and student login ID 3 working days## before class commencement. Please contact us at 2836 1906 if you do not receive the notification 3 working days## before the class commencement.

## Working days (exclusive of Saturdays, Sundays and Public Holidays)

 


Entry Requirements

18 years old or above


Remarks

.

Enrollment

  • Enrolments of virtual CPD programmes can only be made online through VTC’s Continuing & Professional Education website (https://cpe.vtc.edu.hk/en).  Applicants may pay the programme fee by Credit Card (Visa / Master) in the online enrolment system. Only enrolment with completed information and payment will be processed.
  •  
  • Applicants should upload* the Hong Kong Identity (HKID) Card / Passport / Travel Document, or valid visa / entry permit for study issued by the Immigration Department of the Hong Kong Special Administrative Region (HKSAR) for enrollment. Please show your full name both in English and Chinese and your photo only. Other personal information  must be covered.   

* File size shall be less than 4 MB. File format shall be in jpg, jpeg, pdf or png.

 

  • All places are allocated on a first-come-first-served basis.

 

Deadline for Application

The deadline for application is 7 working days## prior to the class commencement date (The enrollment deadline might be subject to change depending on the enrollment status).

 

Notification of Class Commencement

Successful applicants will be notified of the class confirmation and relevant information by email at least 7 working days## before class commencement.  Students will receive an email from PEAK with virtual class link and student login ID 3 working days## before class commencement. Please contact us at 2836 1906 if you do not receive the notification 3 working days## before the class commencement.

 

2836 1922

Online Email Enquiry


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