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Regulatory Requirements for Selling Financial Products Updates Module 2: Selling Practice Review & Update

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Course Code: 
PE4200503

Start Date: 
To Be Advised

Hours: 
3.0

Level: 
Short Course

Application Form

Email: 
peak@vtc.edu.hk

    CPD Programme

  • Selling of Life insurance product
  • Selling of Non-linked Long Term Insurance (NLTI) Products
  • Life Insurance Policy Replacement
  • Selling of Annuity Insurance Products
  • Annuity insurance products (Complaints Watch)
  • Sale of Medical Insurance Products
  • Frequently Asked Questions on Investor Protection Measures
  • Findings of the Mystery Shopping Programme on Selling Practices

 

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 (Ethics or Regulations)

MPFA Non-core CPD Hours:          3

SFC CPT Hours:                              3

HKMA ECF CPD Hours                   3

 

 

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