Programme List
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- 07 Oct
ESG Investing Module 3: Sustainability Evolution – How ESG-ready Financial Institutions Can Enhance their Value Chains and Win the Business of Next Generation
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- 09 Oct
Mainland New Development Series (Insurance and Investment Professional) Module 5: Thematic Analysis on the Customer Investment Preference, Wealth Inheritance and Insurance Demand of High-net-worth Families in Mainland (Virtual class through Zoom)
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- 09 Oct
MPF Training Programme Module 2: MPF & HK Retirement Needs (Virtual class through Zoom)
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- 10 Oct
Legacy Planning and Legacyology Module 6: Legal Principles and Tools of Legacy Planning for High Net-worth Customers
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- 11 Oct
Investing in Future Module 2: Using Risk Management to Optimize Investment Return – The Fund Manager’s Perspective
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- 11 Oct
Workplace Psychology: Lively Learning and Using NLP (Insurance and Investment Professionals) Module 2 : How to Improve Service Quality through NLP Techniques - Application of Empathy Model - RETHINK (Virtual Class through Zoom)
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- 12 Oct
AML/CFT Series Module 4: Regulatory update for insurance and financial practitioners in Hong Kong
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- 12 Oct
Open to Artificial Intelligence (AI) (Investment and Insurance Professionals) Module 2: AI & Chatbot - Transforming Financial Industry and Helping Customers
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- 12 Oct
Regulatory Requirements for Selling Financial Products Review and Updates Module 2: Sales Compliance Review and Updates II
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- 12 Oct
Smart Retiring Module 1: Retirement Made Easier and Simpler with MPF Funds (Virtual Class through Zoom) (MPF Training Programme)