(This course provides Chinese contents only)
課程會以深入淺出的形式闡述由保險業監管局訂立的《持牌保險代理人操守守則》,內容涵蓋守則的背景資料、主要條文及一般原則,亦會提及持牌保險代理機構的管控措施及程式。為了加深學員對守則的理解,課文特意加插相關個案研究,讓學員明白如何在日常工作中遵守有關規定,從而建立專業可信的形象。本課程總共分為3個部分:
1. 《持牌保險代理人操守守則》的背景及主要條文
2.《持牌保險代理人操守守則》的一般原則
3. 持牌保險代理機構的管控及程序
(eCPD: 3 hours)
*This is a Chinese version CPD programme of PE4200643.
*This course is only for online registration
*For new students to activate the eCPD training account, they have to register on this website and complete the identity verification. They can apply for online courses after the account is confirmed.
*Students will receive a confirmation email within 5 working days after successful enrolment (exclusive of Saturdays, Sundays & Public Holidays).
*Students should complete the eCPD programme before the course expiry date specified on the confirmation email. (i.e. generally within 3 months)
* Student must complete all parts of the course and pass relevant assessment(s) in order to obtain the e-Certificate of attainment issued by the Institute of Professional Education And Knowledge (PEAK) and earn specific CPD hours of the course.
*For E-learning CPD activities: Individual licensees can only earn CPD hours by taking the E-learning CPD activity once during the same Assessment Period. If an individual licensee repeats the same E-learning CPD activity in the same Assessment Period, the repeat one will not be counted.
*Commencement Date: August 2024