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Institute of Professional Education And Knowledge

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

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Course Code
PE4200984

Start Date: 
To Be Advised

Hours
3.0

Level
Short Course

Application Form

Email
peak@vtc.edu.hk

Enquiry: 28361922

    CPD Programme

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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