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CPD training programs in March 2026
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Course |
Ethics or Regulations – Legal Issues (CPD ref no 80/227/04 – 3 CPD hrs) **Compulsory** online class |
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Summary |
Intermediate level of understanding of the expectation and legal issues of Ethics or Regulations in Insurance business activities |
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Lecturer |
Mr. Stephen Chu BSc (Eng)(Hons), MBA, LLB (Hons), MA in Arbitration & Dispute Resolution, FCIArb, Chartered Arbitrator, FCII, Chartered Insurer, ANZIIF (Fellow), CIP, Accredited HKMAAL General Mediator |
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|
Code |
4ERL260304 |
Date & Time |
4/3/2026 7:00pm to 10:00pm |
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Language |
English |
Fee |
HK$350 |
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Course |
How to protect SME from different business risks (CPD ref no 80/227/03 – 3 CPD hrs) online class |
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Summary |
SME products incl Property insurance, Package, compulsory insurance and underwriting |
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Lecturer |
Dr Tony Lee PhD, LLM, MBA, BA(Hons), PGCAE, ANZIIF(Fellow) CIP, FLMI, FCMI, Tech IOSH |
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Code |
3SME260310 |
Date & Time |
10/3/2026 7:00pm to 10:00pm |
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Language |
Cantonese |
Fee |
HK$300 |
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Course |
Corporate Risk Management (CPD ref no 80/227/02 – 3 CPD hrs) online class |
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Summary |
Concept and assessment of corporate risk management, Enterprise Risk Management models and the roles of corporate governance. |
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Lecturer |
Ms. Josephine Lee, ARM, ANZIIF (Fellow), MBA (MGSM), BA (UNSW) |
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Code |
2CRM260313 |
Date & Time |
13/3/2026 1:00pm to 4:00pm |
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Language |
English |
Fee |
HK$350 |
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Course |
How Cargo Ins protects Insured’s interest (CPD ref no 80/227/03 – 2 CPD hrs) online class |
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Summary |
Marine Ins Ordinance, insurable interest, types of Cargo policies & Institute Cargo Clause |
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Lecturer |
Ms. Amy Chan Sok Ying ANZIIF (Senior Associate) |
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Code |
3CAI260313 |
Date & Time |
13/3/2026 4:00pm to 6:00pm |
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Language |
Cantonese |
Fee |
HK$200 |
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Course |
Insurance Clients’ Buying Behaviour & their Complaint Patterns (CPD ref no 80/227/03 – 3 CPD hrs) online class |
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|
Summary |
Study customer buying behaviour and understand client complaint pattern as to reinforce client relationship management |
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Lecturer |
Mr. Kenneth Mok MBA, MBIM, MCIM, ACII, Prof. Dip. (Ins), Chartered Insurance Practitioner |
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Code |
3ICB260324 |
Date & Time |
24/3/2026 1:00pm to 4:00pm |
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Language |
Cantonese |
Fee |
HK$300 |
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Course |
Life Insurance Policy Provisions (CPD ref no 80/227/03 – 2 CPD hrs) online class |
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Summary |
Life insurance as a contract, major life insurance policy provisions |
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Lecturer |
Mr. Raymond Lau BA, BSc (Hons), ACS, AIAA, FLMI, ALHC, FAIQ |
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Code |
3LIP260324 |
Date & Time |
24/3/2026 4:00pm to 6:00pm |
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Language |
Cantonese |
Fee |
HK$200 |
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Course |
Commercial Insurance Claims in Practice (CPD ref no 80/227/03 – 2 CPD hrs) online class |
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Summary |
Property & Liability claim procedure, role of loss adjuster and claims related documents. |
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Lecturer |
Mr. Gary C. K. Lau ACLA, ANZIIF (Snr Assoc) CIP, HKCIP, MIMS, ACI Arb, Chartered Loss Adjuster |
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Code |
3CIC260326 |
Date & Time |
26/3/2026 1:00pm to 3:00pm |
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Language |
Cantonese |
Fee |
HK$200 |
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Course |
Ethics or Regulations - Introduction (CPD ref no 80/227/04 – 3 CPD hrs) **Compulsory** online class |
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|
Summary |
General view about expectation of Ethics or Regulations during conducting daily insurance business activities |
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|
Lecturer |
Mr. Terrance Yeung MBA, PGDipMs |
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|
Code |
4ERI260326 |
Date & Time |
26/3/2026 3:00pm to 6:00pm |
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Language |
Cantonese |
Fee |
HK$300 |
CPD training programs in April 2026
|
Course |
Ethics or Regulations – Legal Issues (CPD ref no 80/227/04 – 3 CPD hrs) **Compulsory** online class |
||
|
Summary |
Intermediate level of understanding of the expectation and legal issues of Ethics or Regulations in Insurance business activities |
||
|
Lecturer |
Mr. Stephen Chu BSc (Eng)(Hons), MBA, LLB (Hons), MA in Arbitration & Dispute Resolution, FCIArb, Chartered Arbitrator, FCII, Chartered Insurer, ANZIIF (Fellow), CIP, Accredited HKMAAL General Mediator |
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|
Code |
4ERL260402 |
Date & Time |
2/4/2026 7:00pm to 10:00pm |
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Language |
English |
Fee |
HK$350 |
|
Course |
Commercial Insurance Claims in Practice (CPD ref no 80/227/03 – 2 CPD hrs) online class |
||
|
Summary |
Property & Liability claim procedure, role of loss adjuster and claims related documents. |
||
|
Lecturer |
Mr. Gary C. K. Lau ACLA, ANZIIF (Snr Assoc) CIP, HKCIP, MIMS, ACI Arb, Chartered Loss Adjuster |
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|
Code |
3CIC260409 |
Date & Time |
9/4/2026 1:00pm to 3:00pm |
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Language |
Cantonese |
Fee |
HK$200 |
|
Course |
Corporate Risk Management (CPD ref no 80/227/02 – 3 CPD hrs) online class |
||
|
Summary |
Concept and assessment of corporate risk management, Enterprise Risk Management models and the roles of corporate governance. |
||
|
Lecturer |
Ms. Josephine Lee, ARM, ANZIIF (Fellow), MBA (MGSM), BA (UNSW) |
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|
Code |
2CRM260409 |
Date & Time |
9/4/2026 3:00pm to 6:00pm |
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Language |
English |
Fee |
HK$350 |
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Course |
Why “Personal Line Insurance” is important to everyone (CPD ref no 80/227/03 – 3 CPD hrs) online class |
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Summary |
Personal line products incl Life, Medical, PA, Motor, Household and the underwriting |
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Lecturer |
Dr Tony Lee PhD, LLM, MBA, BA(Hons), PGCAE, ANZIIF(Fellow) CIP, FLMI, FCMI, Tech IOSH |
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|
Code |
3PLI260415 |
Date & Time |
15/4/2026 7:00pm to 10:00pm |
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Language |
Cantonese |
Fee |
HK$300 |
|
Course |
How Cargo Ins protects Insured’s interest (CPD ref no 80/227/03 – 2 CPD hrs) online class |
||
|
Summary |
Marine Ins Ordinance, insurable interest, types of Cargo policies & Institute Cargo Clause |
||
|
Lecturer |
Ms. Amy Chan Sok Ying ANZIIF (Senior Associate) |
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Code |
3CAI260417 |
Date & Time |
17/4/2026 1:00pm to 3:00pm |
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Language |
Cantonese |
Fee |
HK$200 |
|
Course |
Insurance Clients’ Buying Behaviour & their Complaint Patterns (CPD ref no 80/227/03 – 3 CPD hrs) online class |
||
|
Summary |
Study customer buying behaviour and understand client complaint pattern as to reinforce client relationship management |
||
|
Lecturer |
Mr. Kenneth Mok MBA, MBIM, MCIM, ACII, Prof. Dip. (Ins), Chartered Insurance Practitioner |
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|
Code |
3ICB260417 |
Date & Time |
17/4/2026 3:00pm to 6:00pm |
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Language |
Cantonese |
Fee |
HK$300 |
|
Course |
Life Insurance Policy Provisions (CPD ref no 80/227/03 – 2 CPD hrs) online class |
||
|
Summary |
Life insurance as a contract, major life insurance policy provisions |
||
|
Lecturer |
Mr. Raymond Lau BA, BSc (Hons), ACS, AIAA, FLMI, ALHC, FAIQ |
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|
Code |
3LIP260423 |
Date & Time |
23/4/2026 1:00pm to 3:00pm |
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Language |
Cantonese |
Fee |
HK$200 |
|
Course |
Ethics or Regulations - Introduction (CPD ref no 80/227/04 – 3 CPD hrs) **Compulsory** online class |
||
|
Summary |
General view about expectation of Ethics or Regulations during conducting daily insurance business activities |
||
|
Lecturer |
Mr. Terrance Yeung MBA, PGDipMs |
||
|
Code |
4ERI260423 |
Date & Time |
23/4/2026 3:00pm to 6:00pm |
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Language |
Cantonese |
Fee |
HK$300 |
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Course |
Competition Law – Legal issues and Application in Insurance Industry online class (CPD ref no 80/227/03 – 3 CPD hrs) |
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|
Summary |
Overview of Competition Ordinance (Cap 619) and the application to insurance market |
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|
Lecturer |
Mr Stephen Chu BSc (Eng)(Hons), MBA, LLB (Hons), MA in Arbitration & Dispute Resolution, FCIArb, Chartered Arbitrator, FCII, Chartered Insurer, ANZIIF (Fellow), CIP, Accredited HKMAAL General Mediator |
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|
Code |
2COL260428 |
Date & Time |
28/4/2026 7:00pm to 10:00pm |
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Language |
English |
Fee |
HK$350 |