AI + Social Media: Leadership and Sale Strategies for the New Era in Finance and Insurance Module 1: AI-Driven Leadership & Sales Performance in Finance

Course Code

PE4200984

Start Date:

To Be Advised

Hours

3.0

Level

Short Course

Application Form

Email

peak@vtc.edu.hk

Enquiry: 28361922

Aim:

To equip financial leaders with AI-powered leadership strategies and digital tools to enhance sales performance, client engagement, and team motivation in a social media-driven era.

Key Outline:

1. Understand how AI and digital tools can optimize sales team performance.

2. Learn AI-driven leadership techniques to motivate and coach sales teams effectively.

3. Apply social listening to identify business opportunities and client needs.

4. Explore high-net-worth (HNW) and family office trends using the A-H Model.

5. Integrate digital performance management tools for data-driven decision-making.

Teaching Language

All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English)

Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours

IA CPD Hours: 3

MPFA Non-core CPD Hours: 3

SFC CPT Hours: 3

HKMA ECF CPD Hours 3

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