How to Help your Financial Clients Live Healthier Lives Module 1: Prevention of Urban Health Problems(Virtual class through Zoom)

(This course provides Chinese introduction only)

課程背景及目的

近幾年已有數家知名的國際壽險公司，率先在其提供的香港壽險與健康保險計畫之中，加入可選的健康計畫，目的是透過向保單持有人免費提供個人健康管理資訊，並輔以保費折扣優惠和其地形式的獎賞，鼓勵他們首先瞭解自身的健康狀況，然後開展獲建議的運動及健康飲食計畫，從而提升自身的健康，同時降低壽險公司所承保的風險。在這類健康計畫之下，財務策劃顧問成為了面對其客戶的正式諮詢管道。本課程旨在向財務策劃顧問教授個人健康管理的基本知識，讓其在保險公司所提供的健康計畫下勝任諮詢大使的職能。

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• 高血壓
• 骨質疏鬆
• 關節炎
• 貧血

Enrollment

• Enrollment of virtual CPD programmes can only be made through VTC’s Continuing & Professional Education website (https://cpe.vtc.edu.hk/en). The programme fees must be paid online by Credit Card (Visa / Master). Only enrollment with completed information and payment will be processed.

• Applicants should upload* a copy of your Hong Kong Identity (HKID) Card /Passport / Travel Document, or valid visa / entry permit for study issued by the Immigration Department of the Hong Kong Special Administrative Region (HKSAR) during the enrollment process for identity verification purpose. The uploaded image should only show your full name in both English and Chinese with your photo. Other personal information must be covered.

        * File size shall be less than 4 MB. File format shall be in jpg, jpeg, pdf or png.

• All places are allocated on a first-come-first-served basis. Incomplete forms and forms received without payment will not be processed.

Notification of Class Commencement

Successful applicants will be notified of the class confirmation and relevant information by email at least 7 working days^## before class commencement.  Login information including Meeting ID and Passcode, and Student Login ID will be sent to students by email 3 working days## before class commencement. Please contact us at 2836 1892 if you do not receive the notification and/or login information 3 working days^## before the class commencement.

## Working days (exclusive of Saturdays, Sundays and Public Holidays)

Applicants should ensure their digital devices be equipped with a video camera and connected to a stable network before enrolling the virtual CPD Programme.

Students are required to show themselves in front of the camera throughout the lesson, otherwise the CPD / CPT hours will be deducted.

Certificate

Students who have participated in PEAK’s CPD short courses via virtual classrooms and achieved an attendance rate of 80% or higher may download their certificates from PEAK’s website (www.peak.edu.hk) starting from the 6th working day upon completion of the respective courses. The certificates shall be downloaded within three months from the date of course completion.

Note: Only electronic form of Certificate (“e-Certificate”) will be provided for virtual CPD short courses that commence on or after 1 May 2026. For enquiries, please call 2836 1922.