移至主內容
  • English
  • Chinese, Traditional
  • Chinese, Simplified
首頁 高峰進修學院
Institute of Professional Education And Knowledge

銷售金融產品的監管要求重温及新知 單元四: 銷售實務及新知 (銀保)

img

課程編號
PE4200704

開課日期: 
2027/01/20

上課時數
3.0

程度
短期課程

費用
$330

申請表 立即申請

電郵
peak@vtc.edu.hk

查詢: 28361922

    CPD Programme

(此課程簡介只提供英文版)

銷售金融產品的監管要求重溫及新知 單元四:銷售實務及新知(銀保)

Regulatory Requirements for Selling Financial Products Review and Updates Module 4: Selling Practices Review & Updates (Bankassurance)

• Latest development of regulatory requirements (HKMA, current issues)

• Selling of life insurance product (HKMA, Guidance on non- F2F distribution of investment and insurance products

• Distribution of insurance-linked securities and related products

• Use of Premium Financing to take out Long Term Insurance Policies

• Observations from Reviews on Sale of QDAP , VHIS and TVC

• Selling of Qualifying Deferred Annuity Policies

• Selling of Protection Linked Plan

• Findings of the Mystery Shopping Programme on Selling Practices

 

授課語言

除一些指定以英語授課的課程外,所有課程均以廣東話授課,部份輔以英文專業用語

 

持續專業進修(CPD)/持續培訓(CPT)時數

IA CPD Hours:                               3 (Ethics or Regulations)

MPFA Non-core CPD Hours:        3

SFC CPT Hours:                            3

HKMA ECF CPD Hours                 3

 

 

 

2027/01/20 日期:20.1.2027
時間:9:30am-12:30pm
時數:3小時
地點:香港灣仔活道27號職業訓練局大樓9字樓
立即申請
Bookmark this
 
-A +A
Scroll