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Last updated on 28 February 2010
List of Currently Approved CPD Activities
Insurance Intermediaries Quality Assurance Scheme
(The approval status of the following CPD activities is currently in effect
)
*: Modular design is adopted. In other words, participants can choose to attend part of the activity. If the participant has not attended the CPD activity in
full, he/she should only be awarded the number of CPD hours of the module(s) that he/she has attended.
New: Newly approved activities
Renewed: Approval-renewed activities
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/02/32
ING Life Insurance
Company
(Bermuda) Limited
ING Sales Congress 5May 2009
Apr 2010
In-house
+
Commissioning
Body
Mr Rex Ip
2281 2709
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Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/02/35
ING Life Insurance
Company (Bermuda)
Limited
Financial Planning
Series Advanced Time
Value of Money
4Feb 2009
Jan 2010
In-house
+
Commissioning
Body
+
Business Partners
Mr Dennis Chan
2281 2703
80/02/44
ING Life Insurance
Company (Bermuda)
Limited
Basic Selling Skills
*16
Apr 2009
Mar 2010
In-house
+
CommissioningBody
Ms Debby Ko
2281 2710
80/02/52
ING Life Insurance
Company (Bermuda)Limited
Professional PracticeSeries*
8
Sep 2009
Aug 2010
In-house
+
Commissioning
Body
+
Business Partners
Ms Caroline Ma
2281 2722
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Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/02/53
ING Life Insurance
Company (Bermuda)
Limited
Financial Planning
Training Program (FPT)*
24Oct 2009
Sep 2010
In-house
+
Commissioning
Body
+
Business Partners
Mr Dennis Chan
2281 2703
80/02/54ING Life Insurance
Company (Bermuda)
Limited
Needs Based Selling
Series*
16Oct 2009
Sep 2010
In-house
+
CommissioningBody
+
Business Partners
Mr Pun Meng In
2281 2719
80/02/55
ING Life Insurance
Company (Bermuda)
Limited
Exploring Market Series
*
24Jan 2010
Dec 2010
In-house
+Commissioning
Body
+
Business Partners
Ms Alice Lee
2281 2705
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Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/04/02 MassMutual Asia LtdLegal Aspect of
Insurance13
May 2009 -Apr 2010
In-house
Mr Peter So2919 9568
80/04/04 MassMutual Asia LtdFundamental AgencyManagement Training
6.5Feb 2010 -Jan 2011
In-house
Mr Peter So
2919 9568
80/04/05 MassMutual Asia Ltd Investment-LinkedInsurance Training
6.5 Jan 2010 -Dec 2010
In-house
Mr Peter So2919 9568
80/04/09 MassMutual Asia Ltd Investment Seminar* 24Jan 2010 -
Dec 2010
In-house
Mr Peter So
2919 9568
80/04/11 MassMutual Asia LtdAdvanced Insurance
Seminar*6
Oct 2009
Sep 2010
In-house
Mr Peter So
2919 9568
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Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/04/13 MassMutual Asia LtdFinancial Planning
Series*38
Oct 2009
Sep 2010
In-house
Mr Peter So
2919 9568
80/04/14MassMutual Asia
Ltd.
Handling Objection
Workshop3
Oct 2009 -
Sep 2010
In-house
Mr Peter So
2919 9568
80/04/15MassMutual Asia
Ltd.Medical and HealthInsurance Training
Series*
16Jan 2010 Dec 2010
In-house
Mr Peter So2919 9568
80/04/16MassMutual Asia
Ltd.
Modern Portfolio Expert
System2.5
May 2009 -Apr 2010
In-house
Mr Peter So2919 9568
80/04/17MassMutual Asia
Ltd.
Financial Need Analysis
Training Series*6
Oct 2009 -
Sep 2010
In-house
Mr Peter So
2919 9568
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Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/04/18MassMutual Asia
Ltd.
Marketing to Women
Program Selling
Workshop
3Jul 2009 -
Jun 2010
In-house
Mr Peter So2919 9568
80/04/19MassMutual Asia
Ltd.
Marketing to WomenProgram Recruitment
Workshop
3Jul 2009 -
Jun 2010
In-hous
Mr Peter So2919 9568
80/04/20MassMutual Asia
Ltd.
Training for Will
Services3
Jul 2009 -
Jun 2010
In-house
Mr Peter So2919 9568
80/04/21MassMutual Asia
Ltd.
Enhancing Your Selling
Efficiency*8
Jan 2010 -
Dec 2010
In-house
Mr Peter So
2919 9568
80/05/02
American
International
Assurance Company(Bermuda) Ltd
Licensing Course for
Paper 2 - GeneralInsurance Examination
6.5
Jan 2010
Dec 2010
In-house
Ms Mandy Yip
2203 0199
80/05/03
American
International
Assurance Company
(Bermuda) Ltd
Licensing Course for
Paper 4 - Mandatory
Provident Fund
Intermediaries
Examination
6.5Jan 2010
Dec 2010
In-house
Ms Mandy Yip
2203 0199
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Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/05/08
American
International
Assurance Company
(Bermuda) Ltd
Worksite Marketing
Workshop6
Jan 2010
Dec 2010
In-house
Ms Tiffany Yuen
2203 0111
80/05/10
Renewed
AmericanInternational
Assurance
Company
(Bermuda) Ltd.
Licensing Course forPaper 5
Investment-LinkedLong Term Insurance
Examination
6.5Mar 2010 -Feb 2011
In-house Mr John Wong2881 4016
80/05/24
Renewed
American
International
Assurance
Company
(Bermuda) Ltd.
Group Products
Training2
Feb 2010 -
Jan 2011
In-house
Mr Herlry Wan
2881 3483
80/05/25
American
International
Assurance Company
(Bermuda) Ltd.
Tailor-Made Life &Indemnity Course
2Sep 2009 -Aug 2010
In-house
Ms Herlry Wan
2881 3483
80/05/33
American
InternationalAssurance Company
(Bermuda) Ltd.
Financial Planner TraineeProgram
8 Jan 2010 -Dec 2010
In-house
Ms Cloudia Lau2203 0135
80/05/34
American
International
Assurance Company
(Bermuda) Ltd.
MPF Product & SellingSkills Training
3.5Apr 2009 -Mar 2010
In-house
Ms Nicole Chow
2881 3529
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Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/05/36
American
International
Assurance Company
(Bermuda) Ltd.
The Essential Agency
Management
(T.E.A.M)*25.5
Jan 2010
Dec 2010
In-house
Ms Marilyn Wang
2203 0132
80/05/39
American
InternationalAssurance Company
(Bermuda) Ltd.
Closing and ManagingConcerns Training
3 Sep 2009 -Aug 2010
In-house
Mr Steven Lam2881 4036
80/05/40
American
International
Assurance Company
(Bermuda) Ltd.
Getting Referrals
Workshop3.5
Dec 2009 -
Nov 2010
In- house
Mr Steven Lam
2881 4036
80/05/50
American
International
Assurance Company
(Bermuda) Ltd
Customer RelationshipEnhancement Integrated
with Technology
4Dec 2009 -
Nov 2010
In-house
Ms Mandy Yip
2881 0199
80/05/51
American
International
Assurance Company
(Bermuda) Ltd
Managing Interpersonal
Relationship Workshop3.5
Feb 2010
Jan 2011
In-house
+
Insurance Brokers
Mr Benny Tan
2881 4022
80/05/66
American
International
Assurance Company
(Bermuda) Ltd
Communication SkillsWorkshop
4May 2009 -Apr 2010
In-house
Mr Terry Chu
2881 4025
80/05/57
American
International
Assurance Company
(Bermuda) Ltd
Financial Health Check
System Needs Based
Selling
3.5May 2009 -Apr 2010
In-house
Mr Steven Fong
2881 4449
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Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/05/60
American
International
Assurance Company
(Bermuda) Ltd
Effective Selling SkillsWorkshop
3.5Jul 2009 -Jun 2010
In-house
Mr Tom So2203 0137
80/05/72
AmericanInternational
Assurance Company
(Bermuda) Ltd
Retirement Planning
Workshop3.5
Jan 2010 -
Dec 2010
In-house
+
Commissioning
Body
Mr Benny Tan2881 4022
80/05/77
American
InternationalAssurance Company
(Bermuda) Ltd
Best Practices QualityBusiness 3.5 Jun 2009 -May 2010
In-house
+Commissioning
Body
Ms Dionne So2881 4035
80/05/80
American
International
Assurance Company
(Bermuda) Ltd
Leading Edge AgencyDevelopment Program
12.5Feb 2009 -Jan 2010
In-house
Mr Terry Chu
2881 4025
80/05/81
American
International
Assurance Company
(Bermuda) Ltd
Financial Health Check
Skills Income
Protection
3.5May 2009 -Apr 2010
In-house
Mr Steven Fong
2881 4449
80/05/82
American
International
Assurance Company
(Bermuda) Ltd
Risk Management SkillsWorkshop
3.5May 2009 -Apr 2010
In-house
Mr Tom So2203 0137
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Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/05/87
American
International
Assurance Company
(Bermuda) Ltd
Presentation Skills
Workshop3.5
Feb 2009 -Jan 2010
In-house
Mr Terry Chu
2881 4025
80/05/89
American
InternationalAssurance Company
(Bermuda) Ltd
Business InsuranceDevelopment Series I
7 Feb 2010 Jan 2011
In-house
+
Insurance Brokers
Mr Benny Tan2881 4022
80/05/90
American
International
Assurance Company
(Bermuda) Ltd
Motivation Skills
Workshop3.5
Feb 2009 -Jan 2010
In-house
Mr Terry Chu
2881 4025
80/05/91
AmericanInternational
Assurance Company
(Bermuda) Ltd
Child Education FundPlanning Workshop
(
)
3.5Feb 2010
Jan 2011
In-house
+
Insurance Brokers
Mr Benny Tan
2881 4022
80/05/92
American
International
Assurance Company
(Bermuda) Ltd
Coaching on Total
Protection Selling3
Mar 2010 -Feb 2011
In-house
Ms Marilyn Wang
2203 0132
80/05/93
American
International
Assurance Company
(Bermuda) Ltd
Professional Claims
Services - CI3.5
Feb 2010
Jan 2011
In-house
Mr Wu Lap Hong
2881 4005
10 Aug 2009
80/05/94
American
International
Assurance Company(Bermuda) Ltd
09
16 Sep 2009 -Jul 2010
In-house
Mr Johnny Cheng
2881 3868
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Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/05/95
American
International
Assurance Company
(Bermuda) Ltd
Questioning Techniques
Workshop3
Jan 2010
Dec 2010
In-house
Ms Clarice Fung
2881 4040
80/05/96
American
International
Assurance Company
(Bermuda) Ltd
Creative Selling
Workshop3
Feb 2010
Jan 2011
In-house
Ms Marilyn Wang
2203 0132
80/05/97
American
International
Assurance Company(Bermuda) Ltd
MPF Investment
Education Program2
Feb 2010
Jan 2011
In-house
+
Brokers & agents
from partner banks
Ms Nicole Chow
2881 3529
80/05/98
New
American
International
Assurance
Company
(Bermuda) Ltd
Trust Building
Workshop3
Feb 2010
Jan 2011
In-house Mr Terry Chu2881 4025
80/05/99
New
American
International
Assurance
Company
(Bermuda) Ltd
Professional Claims
Series - Hospitalization
& Accident
3.5Feb 2010
Jan 2011
In-house+
Insurance Agents
+
Brokers
+
Agents frompartners Bank
Mr Wu Lap Hong
2881 4005
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Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/05/100
New
American
International
Assurance
Company(Bermuda) Ltd
Centre of Influence
Development3.5
Feb 2010
Jan 2011
In-house+
Insurance Agents
+
Brokers+
Agents from
partners Bank
Mr Steven Lam
2881 4036
80/06/04Hong Kong
Securities Institute
Overview of Legal and
Regulatory Framework
for Securities and Futures
Industry*
15May 2009 -
Apr 2010
Public
Mr Spencer Lau
3120 6188
80/06/05Hong Kong
Securities Institute
Certificate in Financial
Advising and Portfolio
Management*
30Jun 2009 -
May 2010
Public
+
Commissioning
Body
Mr Spencer Lau
3120 6188
80/06/06Hong Kong
Securities Institute
Certificate in Financial
Planning and Advising*30
Jun 2009 -
May 2010
Public
+
Commissioning
Body
Mr Spencer Lau
3120 6188
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Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/06/08Hong Kong
Securities Institute
Insurance and MPF
Series*14
Aug 2009 -
Jul 2010
Public
+
Commissioning
Body
Mr Spencer Lau
3120 6188
80/06/10Hong Kong
Securities Institute
Leadership for 21st
Century: Relational
Leadership
7.5Apr 2009 -
Mar 2010
Public
+
Commissioning
Body
Mr Spencer Lau3120 6188
80/06/12Hong Kong
Securities Institute
Modern Investment
Analysis and Tools*13.5
Apr 2009 -
Mar 2010
Public
+
Commissioning
Body
Mr Spencer Lau
3120 6188
80/06/14Hong Kong
Securities Institute
Insurance and MPF
Series II*6 Aug 2009 -
Jul 2010
In-house
+
Commissioning
Body
Mr Spencer Lau
3120 6188
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Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/06/15Hong Kong
Securities Institute
Diploma in Financial
Organizer*120
Jan 2010
Dec 2010
Public
+
Commissioning
Body
Mr Spencer Lau
3120 6188
80/06/16Hong Kong
Securities Institute
Modern Investment
Analysis and Tools
Series II*
18May 2009 -
Apr 2010
Public
Mr Spencer Lau
3120 6188
80/06/17 Hong KongSecurities Institute
CPT/CPD Series III * 11 Feb 2010 Jan 2011
Public
+Commissioning
Body
Mr Spencer Lau3120 6188
80/06/18Hong Kong
Securities Institute
CPT/CPD Series II* 5.5Feb 2010
Jan 2011
Public
+
CommissioningBody
Mr Spencer Lau
3120 6188
80/06/19Hong Kong
Securities Institute
Insurance and MPF
Series III*8
Sep 2009
Aug 2010
Public
+
Commissioning
Body
Mr Spencer Lau
3120 6188
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Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/06/20Hong Kong
Securities InstituteCPT/CPD Series IV* 22
Jan 2010
Dec 2010
Public
+
Commissioning
Body
Mr Spencer Lau
3120 6188
80/06/21Hong Kong
Securities InstituteIL-CPD-01 to 08 Series* 20
Mar 2010
Feb 2011
Public
+
Commissioning
Body
Mr Spencer Lau
3120 6188
80/07/04
Institute of
Professional
Education and
Knowledge, VTC
Insurance Industry
Regulatory Compliance*10
Feb 2010
Jan 2011
Public
+
Commissioning
Body
Mr Hedley Chow
2836 1864
80/07/05Institute ofProfessional
Education and
Knowledge, VTC
MPF Updates for
Individual Intermediaries2
Jan 2010
Dec 2010
Public
+
Commissioning
Body
Ms Polly Tam
2836 1822
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Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
Employees'
Compensation
Ordinance (with optional
module of Employees'
Compensation
Insurance)*
Feb 2010
80/07/06
Renewed
Institute ofProfessional
Education and
Knowledge, VTC
Employees'
Compensation
Ordinance (with optional
module of Employees'
Compensation Insurance
and/or Historical Claims
Development of
Employees'Compensation)*
16
Mar 2010
Jan 2011
Public
+
Commissioning
Body
Mr Eddy Lau
2836 1863
80/07/10
Institute of
Professional
Education and
Knowledge, VTC
Certificate Course in
Legal Liability*30
May 2009 -
Apr 2010
Public
+
Commissioning
Body
Mr Eddy Lau
2836 1863
80/07/12
Institute of
Professional
Education and
Knowledge, VTC
Legal Knowledge for
Life Insurance Selling
(with optional module of
Basic Financial
Planning)*
14Jun 2009
May 2010
Public
+
Commissioning
Body
Mr Hedley Chow
2836 1864
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Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/07/13
Institute of
Professional
Education and
Knowledge, VTC
Certificate Course in
Insurance of Financial
Risk*
15May 2009 -
Apr 2010
Public
+
Commissioning
Body
Mr Eddy Lau
2836 1863
80/07/14
Institute of
Professional
Education and
Knowledge, VTC
Commercial Insurance
And Related Legal
Provisions and optional
modular structure of
Legal Interpretation of
Interruption Policy
"
*
15Sep 2009 -
Aug 2010
Public
+
Commissioning
Body
Mr Eddy Lau
2836 1863
80/07/16
Institute of
Professional
Education and
Knowledge, VTC
"Statutory Insurance -
Motor" with Optional
Module Introduction to
Claims*
15Oct 2009
Sep 2010
Public
+
Commissioning
Body
Mr Eddy Lau
2836 1863
80/07/18
Institute of
Professional
Education and
Knowledge, VTC
Financial Planning
(Estate Planning
Inheritance and Probate)
with optional module
"Legal Principles
Applicable to Life
Insurance" *
15Oct 2009
Sep 2010
Public
+
Commissioning
Body
Mr Hedley Chow
2836 1864
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Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/07/19
Institute of
Professional
Education and
Knowledge, VTC
"Most Recently Enacted
Law Relating to
Insurance" with Optional
Module "Common Law
Principles of Insurance" *
15Oct 2009
Sep 2010
Public
+
Commissioning
Body
Mr Hedley Chow
2836 1864
80/07/20
Institute of
Professional
Education and
Knowledge, VTC
Statutory Insurance
Employees
Compensation with
Optional Module A
Comparison of Insurance
Law Between China and
Hong Kong" *
15Oct 2009 -
Sep 2010
Public
+
Commissioning
Body
Mr Eddy Lau
2836 1863
80/07/21
Institute of
Professional
Education and
Knowledge, VTC
Effective Communication
in Financial Counseling
with optional module of
"Enhancing Quality
Customer Services"*
15Feb 2010
Jan 2011
Public
+
Commissioning
Body
Mr Hedley Chow
2836 1864
80/07/22
Institute ofProfessional
Education and
Knowledge, VTC
Basic Concept of
Financial Planning (II)*14
Feb 2009 -
Jan 2010
Public
+
Commissioning
Body
Mr Hedley Chow
2836 1864
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19/64
- 19 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/07/23
Institute of
Professional
Education and
Knowledge, VTC
Basic Concept of
Financial Planning (III)15
Feb 2009 -
Jan 2010
Public
+
Commissioning
Body
Mr Hedley Chow
2836 1864
80/07/24
Institute of
Professional
Education and
Knowledge, VTC
Insurance Claims
Medical & Personal
Accident with optional
module of "Legal
Principles Relating to
Insurance Fraud"*
15Feb 2010
Jan 2011
Public
+
Commissioning
Body
Mr Hedley Chow
2836 1864
80/07/25
Institute of
Professional
Education and
Knowledge, VTC
Basic Concept of
Financial Planning (I) *14
Feb 2009 -
Jan 2010
Public
+
Commissioning
Body
Mr Hedley Chow
2836 1864
80/07/26
Renewed
Institute ofProfessional
Education and
Knowledge, VTC
Law Relating to Asset
Protection*10
Mar 2010
Feb 2011
Public+
Commissioning
Body
Mr Hedley Chow
2836 1864
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20/64
- 20 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/07/27
Institute of
Professional
Education and
Knowledge, VTC
Duties of Fiduciaries -
Agents, Trustees and
Directors with optional
module of Criminal Law
Relating to Insurance*
15Sep 2009
Aug 2010
Public
Mr Hedley Chow
2836 1864
80/07/28
Institute of
Professional
Education and
Knowledge, VTC
Technical Analysis* 16Apr 2009
Mar 2010
Public
Ms Polly Tam
2836 1822
80/07/30
Institute of
Professional
Education and
Knowledge, VTC
Financial Management of
Private Companies and
Partnerships*
16Aug 2009
Jul 2010
Public
Mr Hedley Chow
2836 1864
80/07/31
Institute of
Professional
Education and
Knowledge, VTC
Understanding Insurance
Clients (Building
Construction Industry)*
15Oct 2009 -
Sep 2010
Public
+
Commissioning
Body
Mr Hedley Chow
2836 1864
80/07/32
Institute of
Professional
Education and
Knowledge, VTC
Compliance for
Securities and Futures
Industry Practitioners*
16Dec 2009 -
Nov 2010
Public
+
Commissioning
Body
Mr Raymond Chan
2836 1854
7/28/2019 Peak - CurrentCPDactivities
21/64
- 21 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/07/33
Institute of
Professional
Education and
Knowledge, VTC
Customer Relationship
Management*16
Feb 2010
Jan 2011
Public
Mr Y.K.Chau
2836 1834
80/07/34
Renewed
Institute ofProfessional
Education and
Knowledge, VTC
Compliance Issues for
Bank Front-Line Staff*16
Mar 2010
Feb 2011
Public
+
Commissioning
Body
Ms Polly Tam
2836 1822
80/07/36
Institute of
Professional
Education and
Knowledge, VTC
Financial Services
Environment and
Marketing*
16Apr 2009 -
Mar 2010
Public
Mr Raymond Chan
2836 1854
80/07/37
Institute of
Professional
Education and
Knowledge, VTC
Boost your work
competence with NLP*16
Apr 2009
Mar 2010
In-house
+
Public
+
CommissioningBody
Ms Polly Tam
2836 1822
80/07/38
Institute of
Professional
Education and
Knowledge, VTC
Enneagram
(Practical Application)*16
May 2009
Apr 2010
Public
+
Commissioning
Body
Mr Raymond Chan
2836 1854
7/28/2019 Peak - CurrentCPDactivities
22/64
- 22 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/07/39
Institute of
Professional
Education and
Knowledge, VTC
Modern Leadership and
Staff Management in the
Insurance Industry*
16Oct 2009
Sep 2010
Public
Mr Raymond Chan
2836 1854
80/07/41
Institute of
ProfessionalEducation and
Knowledge, VTC
Health Insurance* 11Jan 2010 Dec 2010
In-house
+Public
Mr Hedley Chow2836 1864
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23/64
- 23 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/07/42
Institute of
Professional
Education and
Knowledge, VTC
Communicating without
Talking for Insurance
Practitioners*
8Dec 2009 -
Nov 2010
Public
+
Commissioning
Body
Mr Raymond Chan
2836 1854
80/07/45
Institute of
Professional
Education and
Knowledge, VTC
Understanding
Construction Insurance
Clients*
15Apr 2009 -
Mar 2010
Public
+
Commissioning
Body
Mr Hedley Chow
2836 1864
80/07/46
Institute of
Professional
Education and
Knowledge, VTC
Excel in Sales for
Insurance Intermediaries*8
Aug 2009
Jul 2010
Public
+
Commissioning
Body
Mr Raymond Chan
2836 1854
80/07/47
Institute of
Professional
Education and
Knowledge, VTC
Basic Concept of
Financial Planning (VI) -Investment Planning
(Mutual Funds and
Equity Securities)*
10Jul 2009
Jun 2010
Public
Mr Hedley Chow
2836 1864
7/28/2019 Peak - CurrentCPDactivities
24/64
- 24 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/07/49
Institute of
Professional
Education and
Knowledge, VTC
Business Networking
Workshop for Insurance
Practitioners
*
16Sep 2009 -
Aug 2010
Public
+
Commissioning
Body
Ms Polly Lam
2836 1822
80/07/50
Renewed
Institute of
Professional
Education andKnowledge, VTC
Industry Analysis and
Stock Investment Series
for Insurance
Practitioners()*
15
Mar 2010
Feb 2011
In-house+
Public+
Commissioning
Body
Ms Polly Tam
2836 1822
80/07/51
Institute ofProfessional
Education and
Knowledge, VTC
Best Practices for
Financial ProductsIntermediaries
*
16Jan 2010
Dec 2010
In-house
+
Public
+
Commissioning
Body
Ms Polly Tam
2836 1822
7/28/2019 Peak - CurrentCPDactivities
25/64
- 25 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/07/52
Institute of
Professional
Education and
Knowledge, VTC
Travel Insurance* 12Apr 2009-
Mar 2010
Public
Mr Hedley Chow
2836 1864
80/07/53Institute ofProfessional
Education and
Knowledge, VTC
Leadership &Management Techniques
for Insurance Industry*
16May 2009-
Apr 2010
Public
+Commissioning
Body
Mr Raymond Chan
2836 1854
80/07/54
Institute of
Professional
Education and
Knowledge, VTC
Financial Planning (V) -
Retirement Planning II* 10Apr 2009-
Mar 2010
Public
+
Commissioning
Body
Mr Hedley Chow
2836 1864
80/07/55
Institute of
ProfessionalEducation and
Knowledge, VTC
Advanced Technical
Analysis
*
16 May 2009-Apr 2010
In-house
+
Public
+
Commissioning
Body
Ms Polly Tam2836 1822
7/28/2019 Peak - CurrentCPDactivities
26/64
- 26 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/07/56
Institute of
Professional
Education and
Knowledge, VTC
Master Your Memory for
Business Success
(Insurance Professionals)
Workshop
()*
16May 2009-
Apr 2010
In-house
+
Public
+Commissioning
Body
Ms Polly Tam
2836 1822
7/28/2019 Peak - CurrentCPDactivities
27/64
- 27 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/07/57
Institute of
Professional
Education and
Knowledge, VTC
Current Development on
Investment Products
*
16Sep 2009
Aug 2010
In-house
+
Public
+Commissioning
Body
Ms Polly Tam
2836 1822
80/07/58
Institute of
ProfessionalEducation and
Knowledge, VTC
Creative Thinking
Techniques for Business
and Personal
Enhancement (Insurance
Professionals) Workshop
()*
16 Oct 2009 Sep 2010
In-house
+
Public
+
Commissioning
Body
Ms Polly Tam2836 1822
80/07/59
Institute of
Professional
Education and
Knowledge, VTC
Transcend Your PersonalEffectiveness (Insurance
Professionals Series)
()*
16Jan 2010
Dec 2010
In-house
+Public
+
Commissioning
Body
Ms Polly Tam
2836 1822
7/28/2019 Peak - CurrentCPDactivities
28/64
- 28 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/07/60
Institute of
Professional
Education and
Knowledge, VTC
Risk Assessment and
Management for
Financial Service
Executives
()*
16Jan 2010
Dec 2010
In-house
+
Public
+Commissioning
Body
Ms Polly Tam
2836 1822
80/07/61
Institute of
ProfessionalEducation and
Knowledge, VTC
IL-CPD-01 to 08:
Investment-linked LongTerm Insurance
("IL CPD")*
20 Mar 2010 Feb 2011
In-house
+
Public
+
Commissioning
Body
Mr Raymond Chan2836 1854
80/08/02 Hang Seng Bank LtdSelling Insurance
Products*
16May 2009
Apr 2010
In-house
Ms Lisa Ng
3662 5298
80/08/16 Hang Seng Bank LtdPolicy Servicing &
Claims Life Insurance4
Apr 2009 -Mar 2010
In-house
Ms Lisa Ng3662 5298
80/08/25 Hang Seng Bank LtdPrinciples of Insurance
Contract4
Apr 2009 -Mar 2010
In-house
Mr Jude Lai3662 5307
7/28/2019 Peak - CurrentCPDactivities
29/64
- 29 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/08/26 Hang Seng Bank LtdProtection against Trade
Finance Fraud4
Apr 2009 -Mar 2010
In-house
Mr Jude Lai3662 5307
80/08/29 Hang Seng Bank LtdCommercial Fraud
Prevention4
Feb 2009 -Jan 2010
In-house
Mr Jude Lai3662 5277
80/08/30Renewed
Hang Seng BankLtd
Banking Practice forCorporate Customers(Insurance)
4 Mar 2010 -Feb 2011
In-house Mr Jude Lai3662 530780/08/33 Hang Seng Bank Ltd Phone For Success 10
May 2009 -Apr 2010
In-house
Ms Lisa Ng
3662 5298
80/08/34 Hang Seng Bank LtdInsurance Professional
Ethics10
Jul 2009 -Jun 2010
In-house
Ms Lisa Ng3662 5298
80/08/35 Hang Seng Bank Ltd
Insurance Planning for
Affluent ClienteleWorkshop
10 Jul 2009 -Jun 2010
In-house
Mr Raymond Chu3662 5301
7/28/2019 Peak - CurrentCPDactivities
30/64
- 30 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/08/36 Hang Seng Bank LtdMPF Protection and
Updates2
Feb 2010
Jan 2011
In-house
Ms Louisa Wong
3662 5295
80/08/37 Hang Seng Bank Ltd
Professional Telephone
Consulting in Financial
Planning (Insurance)
8Jan 2010
Dec 2010
In-house
Ms Louisa Wong
3662 5295
80/08/38New
Hang Seng BankLtd
Sales Compliance forCommercial Insurance
Products
4 Feb 2010 Jan 2011
In-house Mr Jude Lai3662 5277
80/10/16
Fortis Insurance
Company (Asia)
Limited
(former: Pacific
Century Insurance
Company Ltd)
Fortis Intermediary
Development Course*13
Jan 2010
Dec 2010
In-house
+
Partners
Ms Elsa Lam
2625 6330
80/10/17
Fortis Insurance
Company (Asia)
Limited
(former: Pacific
Century Insurance
Company Ltd)
anagement Enhancement
Program*16
Jan 2010
Dec 2010
In-house
Ms Elsa Lam
2625 6330
80/10/18
Fortis InsuranceCompany (Asia)
Limited
(former: Pacific
Century Insurance
Company Ltd)
Management
Enhancement Program
II*
8Dec 2009 -
Nov 2010
In-house
Ms Elsa Lam
2625 6330
7/28/2019 Peak - CurrentCPDactivities
31/64
- 31 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/10/19
Fortis Insurance
Company (Asia)
Limited
(former: Pacific
Century Insurance
Company Ltd)
Agent Personal
Development Workshop
(
) *
22Dec 2009 -
Nov 2010
In-house
Ms Elsa Lam
2625 6330
80/10/20
Fortis Insurance
Company (Asia)
Limited
(former: Pacific
Century Insurance
Company Ltd)
Agent Personal
Development
Workshop DISC
Series*
8Feb 2010
Jan 2011
In-house
Ms Elsa Lam
2625 6330
80/11/07Sun Life Hong Kong
Ltd
Legal Aspect and
Regulatory Compliance
Forum
Part I: Code of Conduct
for MPF Intermediaries
and recent update
Part II: MPF
Obligations*
5Jun 2009
May 2010
In-house
Ms Shirley Chan
3107 3290
80/11/09Sun Life Hong Kong
LtdCompliance Workshop* 5
May 2009
Apr 2010In-house
Ms Shirley Chan
3107 3290
7/28/2019 Peak - CurrentCPDactivities
32/64
- 32 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/15/22
The Hongkong and
Shanghai Banking
Corporation
Limited Learning
and Development,
Asia Pacific
Investment Licensing
Training*8
Jul 2009
Jun 2010
In-house
Ms Serina Chan
2288 4198
80/15/47
The Hongkong and
Shanghai Banking
Corporation
Limited Learning
and Development,
Asia Pacific
General Insurance
Service*9.5
Apr 2009
Mar 2010
In-house
Ms Jinny Chu
2288 4215
80/17/15Manulife
(International) Ltd
Financial Planning
Development Program(FPDP):
Module 4
Comprehensive Financial
Planning
12.5Apr 2009 -
Mar 2010
In-house
Mr Affa Ho
2919 3425
80/17/16Manulife
(International) Ltd
Financial Planning
Development Program-
Module 2*
12Aug 2009
Jul 2010
In-house
Mr Affa Ho
2919 3425
7/28/2019 Peak - CurrentCPDactivities
33/64
- 33 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/18/03Cosmos Asia
Consultants LimitedInsurance and Law* 15
Jan 2010
Dec 2010
In-house
+
Public
+Commissioning
Body
Mr Nick Wong/
Mr Albert Tang
2524 8996
80/20/04Convoy Financial
Services LimitedRecruitment and
Selection Workshop3
Dec 2009 -Nov 2010
In-house
Ms Moraine Chow
3601 3643
80/20/05Convoy FinancialServices Limited
*
7Nov 2009
Oct 2010In-house
Ms Moraine Chow3601 3643
80/21/11
DBS Bank
(Hong Kong)
Limited
Financial Goals Review -Bancassurance Selling
7Jul 2009 -Jun 2010
In-house
Ms Agnes Lee
3668 1562
80/21/12
Renewed
DBS Bank
(Hong Kong)Limited
REACH out to servewith PRIDE with
Perspectives forInsurance Practitioners
10
Feb 2010 -
Jan 2011
In-house Ms Agnes Lee3668 156280/23/09
Sun Life Hong Kong
Limited
New Managers
Development Program*16
Jan 2010
Dec 2010
In-house
+
Business Partners
Ms Shirley Chan
3107 3290
7/28/2019 Peak - CurrentCPDactivities
34/64
- 34 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/23/10
Renewed
Sun Life Hong
Kong Limited
The Investment Training
Series*16
Mar 2010
Feb 2011
In-house
Ms Shirley Chan3107 3290
80/23/11
Renewed
Sun Life Hong
Kong Limited
Marketing Tactics in
Financial PlanningSeries * 16
Mar 2010
Feb 2011
In-house
Ms Shirley Chan
3107 3290
80/23/12Sun Life Hong Kong
Limited
The Sales Presentation
Skills Series*16
Apr 2009-
Mar 2010
In-house
Ms Shirley Chan
3107 3290
80/23/13Sun Life Hong Kong
Limited
New Era Selling &
Service Workshop*
16May 2009-
Apr 2010
In-house
+
Associatedcompanies and
franchises
Ms Shirley Chan
3107 3290
80/23/14Sun Life Hong Kong
Limited
MPF Investment
Education Campaign
2009-10
2Feb 2010
Jan 2011
In-house
Ms Shirley Chan
3107 3290
80/24/10
Management and
Executive
Development Centre,
The Hong Kong
Polytechnic
University
Securities Dealing and
Investments*42
Oct 2009
Sep 2010
Public
Miss Rita Kong
3400 2770
7/28/2019 Peak - CurrentCPDactivities
35/64
- 35 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/24/25
Management and
Executive
Development Centre,
The Hong Kong
Polytechnic
University
MPF Schemes
(Amendment) Ordinance
and Latest Development
2Apr 2009
Mar 2010
Public
Ms Rita Kong
3400 2770
80/24/26
Management and
Executive
Development Centre,
The Hong Kong
Polytechnic
University
Technical Analysis 8Apr 2009
Mar 2010
Public
Ms Rita Kong
3400 2770
80/24/27
Management and
ExecutiveDevelopment Centre,
The Hong Kong
Polytechnic
University
Value Investing* 8Apr 2009
Mar 2010
Public
Ms Rita Kong
3400 2770
80/24/28
Management and
Executive
Development Centre,
The Hong KongPolytechnic
University
Compliance for MPF
Intermediaries 2
May 2009 -
Apr 2010
Public
Ms Rita Kong
3400 2770
80/24/29
Management and
Executive
Development Centre,
The Hong Kong
PolytechnicUniversity
Best Practice in Financial
Planning3
May 2009
Apr 2010
Public
Ms Rita Kong
3400 2770
7/28/2019 Peak - CurrentCPDactivities
36/64
- 36 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/24/30
Management and
Executive
Development Centre,
The Hong Kong
Polytechnic
University
Investment Planning and
Asset Allocation*5
May 2009
Apr 2010
Public
Ms Rita Kong
3400 2770
80/25/07
New York Life
Insurance Worldwide
Ltd
Financial Planning
Series*6
May 2009
Apr 2010
In-house
Mr Raymond Wong
2837 7144
80/25/08
New York Life
Insurance Worldwide
Ltd
PPM-Professional
Patterns of Management*30
Feb 2009
Jan 2010
In-house
Ms Mandy Lie
2837 7019
80/25/11
New York Life
Insurance Worldwide
Ltd
Continuous Professional
Development Course
Selling Skills Series*
5Jun 2009
May 2010
In-house
Mr Raymond Wong
2837 7144
80/25/12
New York Life
Insurance Worldwide
Ltd
Continuous Professional
Development Course -
Health Series*
4May 2009
Apr 2010
In-house
Mr Raymond Wong
2837 7144
80/25/17
New York Life
Insurance Worldwide
Ltd
Fundamental Career
School (FCS)15
Apr 2009 -Mar 2010
In-house
Mr Kitman Chan
2837 7099
7/28/2019 Peak - CurrentCPDactivities
37/64
- 37 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/25/18
New York Life
Insurance Worldwide
Ltd
Financial Need AnalysisWorkshop
12Jul 2009 -Jun 2010
In-house
Mr Raymond Wong
2837 7144
80/26/04Blue Cross (Asia-Pacific) Insurance
Limited
Insurance Intermediaries
Qualifying Examination:
Revision Course
(Paper 5)
10Jan 2010
Dec 2010
In house
+
Commissioning
Body
Mr Edward Chan
3608 2411
80/26/05 Blue Cross (Asia-Pacific) Insurance
Limited
Financial Planning
Series:
Part A: Foundation of
Financial PlanningPart B: Insurance
Planning
Part C: Investment
Planning*
10 Jan 2010 Dec 2010
In house
+Commissioning
Body
Mr Edward Chan3608 2411
80/29/02AXA China Region
Insurance Co. Ltd
QEP-5: Investment-
linked Long Term Exam
Preparatory Class
12Jul 2009 -Jun 2010
In-house
Mr Matthew Lai
2519 1935
80/29/06AXA China Region
Insurance Co. LtdBasic Financial Planning 13
Aug 2009 -Jul 2010
In-house
Mr Horace Man
2519 1959
7/28/2019 Peak - CurrentCPDactivities
38/64
- 38 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/29/09AXA China Region
Insurance Co. Ltd
Financial PlanningSeries Retirement
Planning6
Oct 2009 -Sep 2010
In-house
Mr Jacky Wong
2519 1913
80/29/10AXA China Region
Insurance Co. LtdSelling with NLP* 18
Sep 2009
Aug 2010
In-house
Mr Isaac Wong
2519 1904
80/29/12 AXA China RegionInsurance Co. Ltd
Financial Planning Series- Child Education
6 May 2009 -Apr 2010 In-house Mr Jacky Wong2519 1913
80/29/13AXA China Region
Insurance Co. LtdCompliance Training for
Intermediaries2
Aug 2009 -Jul 2010
In-house
Ms Michelle Sze
2519 1441
80/31/02Prudential Assurance
Company Ltd
Insurance IntermediariesRelated Regulatory
Compliance10
Jul 2009 -Jun 2010
In-house
Ms Rally Yuen
2201 2768
7/28/2019 Peak - CurrentCPDactivities
39/64
- 39 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/31/11Prudential Assurance
Company LtdSelling Skills Training* 5
Jul 2009
Jun 2010
In house
+
Commissioning
Body
Ms Deon Wong
2977 3922
80/31/13Prudential Assurance
Company Ltd
How to Create A&H
Business*4
Feb 2009
Jan 2010
In house
+
Commissioning
Body
Ms Kristen Suen
2977 3748
80/33/12Aon Hong Kong
LimitedErrors & Omissions
(E & O)2
Aug 2009 -Jul 2010
In house
Ms Pauline Ching2861 6403
80/33/13
Renewed
Aon Hong Kong
Limited
Corporate GovernanceIntroduction for
Brokers3.5
Mar 2010 -Feb 2011
In-house Ms Camilla Chan2861 6403
80/33/20Aon Hong Kong
Limited
Creative Problem Solving
for Insurance Brokers and
Agents by Thinkertoys
Methodology
7.5Jul 2009 -Jun 2010
In-house
Ms Pauline Ching
2861 6403
7/28/2019 Peak - CurrentCPDactivities
40/64
- 40 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/33/21Aon Hong Kong
Limited
Business Development
Series for Agents and
Brokers
2May 2009 -Apr 2010
In-house
Ms Pauline Ching
2861 6403
80/33/22Aon Hong Kong
Limited
Written BusinessCommunication Skills for
Insurance Agents and
Brokers
4Jun 2009 -May 2010
In-house
Ms Pauline Ching
2861 6403
80/33/23Aon Hong Kong
Limited
Business Continuity
Management and
Insurance
2Jun 2009 -May 2010
In-house
Ms Pauline Ching
2861 6403
80/33/24
New
Aon Hong Kong
Limited
Proposal Writing and
Presentation
Preparation for
Insurance Agents and
Brokers
3Mar 2010
Feb 2011
In-house Ms Camilla Chan2861 6403
80/37/02
Standard Academy of
Insurance &
Management Ltd
Employee Compensation
Ordinance5
Sep 2009 -Aug 2010
Public
+
Commissioning
Body
Mr Raymond Chow
2523 6350
7/28/2019 Peak - CurrentCPDactivities
41/64
- 41 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/37/03
Standard Academy of
Insurance &
Management Ltd
Abstracts of Insurance
Related Ordinances -
Brief Summary
5Sep 2009 -Aug 2010
Public
+
Commissioning
Body
Mr Raymond Chow
2523 6350
80/37/04
Standard Academy of
Insurance &
Management Ltd
28 Insurance Traps an
Insurance Intermediary
has to know
5Aug 2009 -
Jul 2010
Public
+
Commissioning
Body
Mr Raymond Chow
2523 6350
80/37/05
Standard Academy of
Insurance &
Management Ltd
Management SkillsEnhancement Series No.
1 Sales Management
Motivation and
Communication*
10Aug 2009 -
Jul 2010
Public
+
Commissioning
Body
Mr Raymond Chow
2523 6350
80/37/06Standard Academy of
Insurance &
Management Ltd.
Sale Made Simple -Popular Insurance Series
No.1*
10Nov 2009 -
Oct 2010
Public
+Commissioning
Body
Mr Raymond Chow
2523 6350
7/28/2019 Peak - CurrentCPDactivities
42/64
- 42 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/37/07
Standard Academy of
Insurance &
Management Ltd
Sale Made Easy Series* 15Dec 2009
Nov 2010
Public
+
Commissioning
Body
Mr Raymond Chow
2523 6350
80/37/08
Standard Academy of
Insurance &
Management Ltd
Management Series
No 2*20
Aug 2009 -
Jul 2010
Public
+
Commissioning
Body
Mr Raymond Chow
2523 6350
80/37/09
Standard Academy of
Insurance &
Management Ltd
Career and Job
Management Series*15
Feb 2010
Jan 2011
Public
+
Commissioning
Body
Mr Raymond Chow
2523 6350
80/37/10
Standard Academy of
Insurance &
Management Ltd
Review of Law and
Practice of MPF (2CPD)
and Motor Insurance
(3CPD)
5May 2009 -
Apr 2010
Public
+
Commissioning
Body
Mr Raymond Chow2523 6350
C t
7/28/2019 Peak - CurrentCPDactivities
43/64
- 43 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/37/11
Standard Academy of
Insurance &
Management Ltd
32 Actual Insurance
Claims Complaint an
Insurance Intermediary
cannot Miss or Ignore
5May 2009 -Apr 2010
Public
+
Commissioning
Body
Mr Raymond Chow
2523 6350
80/37/12
Standard Academy of
Insurance &
Management Ltd
Business Interruption
Insurance, Fidelity
Guarantee and Surety
Bond
5May 2009 -Apr 2010
Public
+
Commissioning
Body
Mr Raymond Chow
2523 6350
80/37/13
Standard Academy of
Insurance &
Management Ltd
By NLP Skills toimprove sales
performance andcommunication
5Jan 2010 -Dec 2010
Public
+
Commissioning
Body
Mr Raymond Chow2523 6350
80/37/14
Standard Academy of
Insurance &
Management Ltd
Corporate and Personal
Branding Management in
Insurance Industry
5 Apr 2009 -
Mar 2010
Public
+
Commissioning
Body
Mr Raymond Chow2523 6350
C rrent
7/28/2019 Peak - CurrentCPDactivities
44/64
- 44 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/37/16
Standard Academy of
Insurance &
Management Ltd
80 insurance clauses and
warranties an insurance
intermediary has to
understand
5Oct 2009 -
Sep 2010
In-house
+
Public
+Commissioning
Body
Mr Raymond Chow
2523 6350
80/37/17
Standard Academy of
Insurance &Management Ltd
Staff and career
counselling for
employees assistance,guidance, communication
and motivation
5
Nov 2009 -
Oct 2010
Public
+
CommissioningBody
Mr Raymond Chow
2523 6350
80/37/18
Standard Academy of
Insurance &
Management Ltd
Risk Management 5Feb 2010 -Jan 2011
Public
+
Commissioning
Body
Mr Raymond Chow
2523 6350
80/37/19
Standard Academy of
Insurance &
Management Ltd
Top Twenty Management
Models (Conceptual
Tools) - Most Effective
and Useful Shortcut
Guide for Successful
Managers
5Sep 2009 -Aug 2010
Public
+
Commissioning
Body
Mr Raymond Chow
2523 6350
Current
7/28/2019 Peak - CurrentCPDactivities
45/64
- 45 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/37/20
Standard Academy of
Insurance &
Management Ltd
Effective Time
Management for
Insurance Intermediaries
5Sep 2009 -Aug 2010
In-house
+
Public
+
Commissioning
Body
Mr Raymond Chow2523 6350
80/38/02
The Insurance
Institute of Hong
Kong
"Legal Series" Seminar
for Insurance
Intermediaries*
40Oct 2009
Sep 2010
Public
Ms Tania Lee
2520 0098
80/38/08
The Insurance
Institute of Hong
Kong
Marine Hull
(Face to Face Learning)12
Jul 2009 -Jun 2010
Public
Ms Tania Lee
2520 0098
80/38/09
New
The Insurance
Institute of HongKong
Claims Management
(Face-to-Face
Learning)*
12Mar 2010
Feb 2011
Public
Mr Michael Kung
2520 0098
80/39/04
HSBC Insurance
Brokers (Aisa-
Pacific) Ltd
Insurance Services
Forum: Life Insurance
Planning For High Net
Worth Individuals
1Aug 2009 -
Jul 2010
In-house
Mr Terrance Yeung
2822 4410
Current
7/28/2019 Peak - CurrentCPDactivities
46/64
- 46 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/40/04Hong Kong Life
Insurance Ltd
Life Stages - Effective
Insurance Selling Skills
Workshop
3Aug 2009 -
Jul 2010
In-house
+
Commissioning
Body
Ms Michelle Chan
2290 2819
80/40/05Hong Kong Life
Insurance Ltd
Enhancing Insurance
Selling Skills Series *6
Aug 2009 -
Jul 2010
In-house
Ms Michelle Chan
2290 2819
80/40/06Hong Kong Life
Insurance Ltd
Life Operations -
Underwriting & Policy
Administration*
6Sep 2009
Aug 2010
In-house
Ms Michelle Chan
2290 2819
80/41/08
Institute of
Professional
Education and
Knowledge, VTC
and
General Agents and
Managers
Association
of Hong Kong
CPD Seminar 2009 10Jun 2009 -May 2010
Public
Ms Polly Tam
2836 1822
N f CPD hCurrent
7/28/2019 Peak - CurrentCPDactivities
47/64
- 47 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
80/41/09
Institute of
Professional
Education and
Knowledge, VTC
and
General Agents andManagers
Association
of Hong Kong
CPD Seminar 2010 10Feb 2010
Jan 2011
In-house
+
Public
+Commissioning
Body
Ms Polly Tam
2836 1822
80/45/02
Renewed
The Hong Kong
Federation of Trade
Unions
Module Certificate in the
Most Recently Enacted
Laws Related to
Insurance
()10
Feb 2010
Jan 2011
Public
Ms Wong Chi Mei2715 6671
80/45/03
Renewed
The Hong Kong
Federation of Trade
Unions
Module Certificate in
Code of Conduct for
Insurers and Code of
Practice for Insurance
Intermediaries
()
10Feb 2010
Jan 2011
Public Ms Wong Chi Mei2715 6671
80/45/04
Renewed
The Hong Kong
Federation of Trade
Unions
Module Certificate in
Statutory Insurance
(Employees
Compensation)()
10Feb 2010
Jan 2011
Public
Ms Wong Chi Mei
2715 6671
N f CPD hCurrent
7/28/2019 Peak - CurrentCPDactivities
48/64
- 48 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Approval Period
Target Participant
Contact
80/45/06
The Hong Kong
Federation of Trade
Unions
Life Insurance and
Related Legal Provisions
()10
May 2009 -Apr 2010
Public
Ms Wong Chi Mei
2715 6671
80/45/07
The Hong Kong
Federation of Trade
Unions
Commercial Insuranceand Related Legal
Provisions
()
10May 2009 -Apr 2010
Public
Ms Wong Chi Mei
2715 6671
80/45/08
The Hong Kong
Federation of Trade
Unions
Statutory Insurance
Motor
()
10May 2009 -
Apr 2010
Public
Ms Wong Chi Mei
2715 6671
80/45/09
The Hong Kong
Federation of Trade
Unions
Insurance Claims
Medical & Personal
Accident
(
)
11May 2009 -Apr 2010
Public
Ms Wong Chi Mei
2715 6671
80/45/10
The Hong Kong
Federation of Trade
Unions
() 11May 2009 -Apr 2010
Public
Ms Wong Chi Mei
2715 6671
No of CPD hoursCurrent
7/28/2019 Peak - CurrentCPDactivities
49/64
- 49 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Approval Period
Target Participant
Contact
80/45/12
The Hong Kong
Federation of Trade
Unions
3Nov 2009 -
Oct 2010
Public
Ms Wong Chi Mei
2715 6671
80/45/13
The Hong Kong
Federation of TradeUnions
11 May 2009 -Apr 2010 Public Ms Wong Chi Mei2715 6671
80/45/14
The Hong Kong
Federation of Trade
Unions
(I)
Financial Planning (I)
Basic Concept
14May 2009 -Apr 2010
Public
Ms Wong Chi Mei
2715 6671
80/45/15The Hong Kong
Federation of Trade
Unions
(II)
Financial Planning (II)
Investment Planning and
Risk Management
14May 2009 -Apr 2010
Public
Ms Wong Chi Mei
2715 6671
80/45/16
The Hong Kong
Federation of TradeUnions
(VI) (
)
Financial Planning (VI) Investment Planning
(Equity and Mutual
Funds)
10
May 2009 -
Apr 2010
Public
Ms Wong Chi Mei
2715 6671
No of CPD hoursCurrent
7/28/2019 Peak - CurrentCPDactivities
50/64
- 50 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Approval Period
Target Participant
Contact
80/45/17
Renewed
The Hong Kong
Federation of Trade
Unions
Module Certificate in
Financial Planning
(Advanced Retirement
Planning)()
10Feb 2010
Jan 2011
Public
Ms Wong Chi Mei2715 6671
80/48/07
CIGNA Worldwide
Life Insurance
Company Limited
Make the Deal () 10Jan 2010
Dec 2010
In-house
Mr Herman Chu
2297 6215
80/52/02Royal Skandia Life
Assurance Limited
Legal Aspects of
Financial Planning in
Hong Kong*
5Nov 2009 -
Oct 2010
Insurance brokers
with terms of
business with Royal
Skandia Life
Assurance
Mr Craig So
3552 5888
80/52/03Royal Skandia Life
Assurance Limited
Essentials of Running a
Financial Planning
Practice*
9Nov 2009 -
Oct 2010
Insurance brokers
with terms of
business with Royal
Skandia Life
Assurance
Mr Craig So
3552 5888
80/52/05Royal Skandia Life
Assurance Limited
UK Inheritance TaxPlanning through Use of
Trusts
2Nov 2009 -
Oct 2010
Insurance brokers
with terms ofbusiness with Royal
Skandia Life
Assurance
Mr Craig So3552 5888
80/52/06Royal Skandia Life
Assurance Limited
Dealing through Portfolio
Bonds1.5
Nov 2009 -
Oct 2010
Insurance brokers
with terms of
business with Royal
Skandia Life
Assurance
Mr Craig So
3552 5888
No of CPD hoursCurrent
7/28/2019 Peak - CurrentCPDactivities
51/64
- 51 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Approval Period
Target Participant
Contact
80/59/04
The Life
Underwriters
Association
of Hong Kong
Limited
Seminar on Finance &
Legal Knowledge for
Insurance Practitioners in
Hong Kong*
10Apr 2009
Mar 2010
Members of
the Life Underwriters
Association of Hong
Kong Ltd
Ms Andy Mok
2969 0244
80/61/02 Citibank (HongKong) Limited Investment ComplianceTraining 3 Jul 2009 -Jun 2010
In-house
Ms Betty Ho2962 7245
80/61/03Citibank (Hong
Kong) LimitedInsurance Compliance
Training2
Nov 2009 -Oct 2010
In-house
Ms Betty Ho2962 7245
80/61/04Citibank (Hong
Kong) LimitedInvestment FundsPresentation Skills
5Jan 2010 -Dec 2010
In-house
Ms Tracy Lok
2962 3492
80/61/05 Citibank (HongKong) Limited
Consultative SellingSkills - Powerful Selling
Skills
7 Jan 2010 Dec 2010
In-house
Ms Betty Ho2962 7245
80/64/02Time Technology
Solutions Limited
Enhancing yourPerformance throughEffective Planning
7Sep 2009 -Aug 2010
Public
+
Commissioning
Body
Ms Sharon Tsoi3101 8555
80/67/03
Jardine Lloyd
Thompson LimitedPractical Captive
Insurance2
Aug 2009 -Jul 2010
Public
+
Commissioning
Body
Mr N.J. Cousins2864 5595
f f O i i l f A i iNo. of CPD hours
Current
A l P i d i i C
7/28/2019 Peak - CurrentCPDactivities
52/64
- 52 -
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Approval Period
Target Participant
Contact
80/67/04
Jardine Lloyd
Thompson LimitedPresentation Skills - JLT
Asia8
Oct 2009 -Sep 2010
In-house
Ms Anne Chan
2864 5318
80/67/05Jardine Lloyd
Thompson Limited
Management and
Leadership in JLT Asia8
Nov 2009 -Oct 2010
In-house
Ms Anne Chan
2864 5318
80/68/08Friends Provident
International LimitedSchool Fees Planning 1
Jul 2009 -Jun 2010
Commissioning
Body
Ms Brenda Lee2918 7030
80/68/10Friends Provident
International Limited
Retirement In Asia The
Tax Aspect1
Apr 2009 -Mar 2010
Independent
Financial Adviser
(IFA) companies
Ms Brenda Lee
2524 2027
80/74/05Hong Kong Institute
of Bankers
Investment Services and
Risk Management
Program*
20Jun 2009 -
May 2010
Public
Ms Mandy Lam
2153 7881
80/74/06Hong Kong Institute
of Bankers
Financial Planning
Foundation Program*40
Aug 2009
Jul 2010
Public
Ms Mandy Lam
2153 7881
R f N f O i Titl f A ti itNo. of CPD hours
Current
A l P i d T t P ti i t C t t
7/28/2019 Peak - CurrentCPDactivities
53/64
- 53 -
Ref
Name of Organizer
Title of Activity
Approval Period
Target Participant
Contact
80/74/08Hong Kong Institute
of Bankers
Financial Planning
Foundation Program II*30
Jul 2009 -
Jun 2010
Public
Ms Mandy Lam
2153 7881
80/74/09
Hong Kong Institute
of Bankers
* 10
Apr 2009
Mar 2010
Public
+
InsuranceIntermediaries
Ms Mandy Lam
2153 7881
80/74/11Hong Kong Institute
of Bankers
Better Understanding on
Your Customers Risk
Profile*
15Apr 2009-
Mar 2010
Public
Ms Mandy Lam
2153 7881
80/74/12Hong Kong Institute
of Bankers
Strive for Sales
Excellence*15
Aug 2009
Jul 2010
Public
Ms Mandy Lam
2153 7881
80/74/13Hong Kong Institute
of Bankers 3
Jan 2010
Dec 2010
Public
Ms Mandy Lam
2153 7881
Ref Name of Organizer Title of ActivityNo. of CPD hours
Current
Approval Period Target Participant Contact
7/28/2019 Peak - CurrentCPDactivities
54/64
- 54 -
Ref
Name of Organizer
Title of Activity
Approval Period
Target Participant
Contact
80/78/05
Renewed
Hong Kong
Financial Services
Professionals
Association
Investment and
Financial Planning*16
Feb 2010
Jan 2011
Public+
Commissioning
Body
Mr Sam Leung
2151 2618
80/78/06
New
Hong Kong Financial
Services
Professionals
Association
Enhanced Investment-
linked CPD Programme
(Module Codes: IL-
CPD-01 to IL-CPD-08)*
20Mar 2010
Feb 2011
Public+
Commissioning
Body
Mr Sam Leung
2151 2618
80/78/07
New
Hong Kong FinancialServices
Professionals
Association
Practical Skills in
Financial Planning &
Funds Investment*
24Feb 2010
Jan 2011
Public
+
Commissioning
Body
Mr Sam Leung
2151 2618
80/85/04
Swiss Privilege
Company Limited
Principles of Professional
Selling* 16
Apr 2009
Mar 2010
In-house
Mr Sherman Hu
2152 5911
80/92/02
The Institute of
Financial Planners of
Hong Kong Ltd
Practices & Updates in
Financial Planning I*32
Jul 2009
Jun 2010
Public
Mr Calvin Lee
2982 7827
Ref Name of Organizer Title of ActivityNo. of CPD hours
Current
Approval Period Target Participant Contact
7/28/2019 Peak - CurrentCPDactivities
55/64
- 55 -
Ref
Name of Organizer
Title of Activity
Approval Period
Target Participant
Contact
80/92/03
The Institute of
Financial Planners of
Hong Kong Ltd
Practices & Updates in
Financial Planning II*40
Apr 2009
Mar 2010
Public
Mr Calvin Lee
2982 7827
80/92/04
The Institute of
Financial Planners of
Hong Kong Ltd
Practices & Updatesin Financial Planning III -
Investment and Risk
Management Series*
40Feb 2010
Jan 2011
Public
Mr Calvin Lee
2982 7827
Ref Name of Organizer Title of ActivityNo. of CPD hours
Current
Approval Period Target Participant Contact
7/28/2019 Peak - CurrentCPDactivities
56/64
- 56 -
Ref
Name of Organizer
Title of Activity
Approval Period
Target Participant
Contact
80/92/05
The Institute of
Financial Planners of
Hong Kong Ltd
Practices and Updates in
Financial Planning IV
(Including IL-CPD-01 to
08)*
40Feb 2010
Jan 2011
Public
Mr Calvin Lee
2982 7827
80/93/03Bank of China (HK)
Limited
() Case Study Approach
to Financial Industry
Compliance (Elementary)
3Dec 2009
Nov 2010
In-house
Mr Edmond Chiu
3197 5348
80/93/04Bank of China (HK)
Limited
Protection of
Customer Data & Privacy
3Dec 2009
Nov 2010
In-house
Mr Edmond Chiu
3197 5348
80/93/05Bank of China (HK)
Limited
Compliance
Highlights for
Intermediaries
4Dec 2009
Nov 2010
In-house
Mr Edmond Chiu
3197 5348
80/93/06Bank of China (HK)
Limited 6
Jan 2010
Dec 2010
In-house
Ms Fiona Ng
3198 8258
Ref Name of Organizer Title of ActivityNo. of CPD hours
Current
Approval Period Target Participant Contact
7/28/2019 Peak - CurrentCPDactivities
57/64
- 57 -
Ref
Name of Organizer
Title of Activity
pp
Target Participant
Contact
80/93/07Bank of China (HK)
Limited 7
Jan 2010
Dec 2010
In-house
Ms Aiman Chan
3197 5342
80/94/02 Herbert SmithHerbert Smith Insurance
Seminar Series*4
Jun 2009
May 2010
In-house
+
Public
+
Commissioning
Body
Ms Jo Jones
2101 4639
80/95/03AMTD FinancialPlanning Limited
Fundamentals in
Financial Planning*16
Aug 2009
Jul 2010
In-house
+
Public
Mr Adit Yiu
3161 3622
80/95/04AMTD Financial
Planning LimitedMPF Essentials * 8
Dec 2009
Nov 2010
In-house
+
Public
Mr Adit Yiu
3161 3622
80/101/03
Sun Hung Kai
Wealth Management
Limited
Insurance Sales
Workshop*5
Feb 2009
Jan 2010
In-house
Mr Raymond Chan
3761 1497
Ref Name of Organizer Title of ActivityNo. of CPD hours
Current
Approval Period Target Participant Contact
7/28/2019 Peak - CurrentCPDactivities
58/64
- 58 -
g
y
pp
g p
80/101/04
Sun Hung Kai
Wealth Management
Limited
Business Integrity and
Compliance Update for
Financial Practitioners*
4May 2009
Apr 2010
In-house
Ms Elaine Kwok
2106 8341
80/101/05
Sun Hung Kai Wealth
Management Limited
Effective Communication
and Presentation SkillsWorkshops*
8
Jun 2009
May 2010
In-house
Ms Elaine Kwok
2106 8341
80/105/02
Professional School
of Enneagram
Limited
Understanding Your
Customers through
Enneagram*
8Aug 2009 -
Jul 2010
Public
Ms Kattie Kwok
2116 1581
80/105/03 Professional Schoolof Enneagram
Limited
Objection HandlingMade Easy Through
Enneagram*
8 Aug 2009 -Jul 2010
Public
Ms Kattie Kwok2116 1581
80/106/03
AEGON Direct
Marketing Services
Hong Kong Limited
Smart Selling 14Nov 2009 -
Oct 2010
In-house
Mr Santos Leung
3655 8343
80/107/02
Institute for English
and Communications
Limited
Investing Psychology:
A Practical Hands On
Workshop*
12Oct 2009
Sep 2010
Public
+
Commissioning
Body
Ms Jennifer Bovard
2540 6959
Ref Name of Organizer Title of ActivityNo. of CPD hours
Current
Approval Period Target Participant Contact
7/28/2019 Peak - CurrentCPDactivities
59/64
- 59 -
g
y
g p
80/107/03
Institute for English
and Communications
Limited
Persuasive
Communication Skills
Package*
10Apr 2009
Mar 2010
Public
Ms Jennifer Bovard
2540 6959
80/109/02
MetLife Limited
(former: MetLife
Fubon Limited)
* 10Apr 2009
Mar 2010
In-house
+
Associated bank staff
Ms Victoria Sun
2199 1018
80/112/03
BOC Group Life
Assurance CompanyLimited
FPM Professional Selling
Program*
20
Sep 2009
Aug 2010
In-house
+
CommissioningBody
Ms Carmen Lee
2860 0657
80/116/02
American Internationa
Underwriters,
Limited
AIG Code of Conduct
Compliance Training
Course
3Jun 2009 -May 2010
In-house
Ms Bonnie So
2832 1049
80/117/02
The Hong Kong
Institute of Risk
Management Limited
Managing Risk and
Uncertainty*8
Jun 2009
May 2010
Public
Mr Bobby Leung
2529 8828
Ref Name of Organizer Title of ActivityNo. of CPD hours
Current
Approval Period Target Participant Contact
7/28/2019 Peak - CurrentCPDactivities
60/64
- 60 -
80/118/02P.C. Image
Consulting
Professional Image and
Business Etiquette for
Financial Planning
Business*
13Jun 2009
May 2010
Public
Ms Priscilla Chan
2739 9683
80/119/02
New
Generali
International
Limtied
An Introduction to
Trusts2
Mar 2010
Feb 2011
Insurance Brokerswith Terms of
Business with
Generali
International
Limited
Mr Praveen
Daswani
2526 1899
80/119/03 GeneraliInternational Limtied
Financial Planning &Market Overview
2 Nov 2009 -Oct 2010
In-house
+
Public
Ms Jennifer Chan
2531 8952
Ms Flora Chan
2531 8957
80/120/02
The Hong Kong
Retirement SchemesAssociation
CPD Course: Best
Practice in Pensions andInvestment*
8 Jan 2010 Dec 2010
In-house
+
Public
+
Commissioning
Body
Ms Sonia Man2147 0090
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
7/28/2019 Peak - CurrentCPDactivities
61/64
- 61 -
80/121/02
New
Infinite Intelligence
* 10Mar 2010
Feb 2011
In-house+
Public+
CommissioningBody y
Ms Alice Lam
6349 6788
IA/03/04
Independent
Commission AgainstCorruption
Seminar on Corruption
Prevention and Managing
Staff Integrity for
Managers of Life
Insurance Sector
2Apr 2009
Mar 2010
Public (upon request
by individual
companies or
professional bodies
of insurance relatedindustry only)
(
)
Mr. Charles Ng
2921 6816
IA/03/05
Independent
Commission Against
Corruption
Seminar on Corruption
Prevention and
Professional Ethics forLife Insurance
Intermediaries (with case
studies)
1.5Apr 2009
Mar 2010
Public (upon request
by individual
companies orprofessional bodies
of insurance related
industry only)
(
)
Mr. Charles Ng
2921 6816
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
7/28/2019 Peak - CurrentCPDactivities
62/64
- 62 -
IA/03/06
Independent
Commission Against
Corruption
Seminar on Corruption
Prevention and
Professional Ethics for
Life Insurance
Intermediaries
1Apr 2009
Mar 2010
Public (upon request
by individual
companies or
professional bodies
of insurance related
industry only)
(
)
Mr. Charles Ng
2921 6816
IA/03/07
Independent
Commission AgainstCorruption
Seminar on Corruption
Prevention and Managing
Staff Integrity for
Managers of GeneralInsurance Sector
--
1.5 Nov 2009 Oct 2010
Public (upon request
by individual
companies or
professional bodies
of insurance relatedindustry only)
(
)
Mr. Charles Ng2921 6816
IA/03/08
Independent
Commission Against
Corruption
Seminar on Corruption
Prevention and
Professional Ethics for
General Insurance
Intermediaries
--
1Nov 2009
Oct 2010
Public (upon request
by individual
companies orprofessional bodies
of insurance related
industry only)
(
)
Mr. Charles Ng
2921 6816
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
7/28/2019 Peak - CurrentCPDactivities
63/64
- 63 -
IA/05/01Equal Opportunities
Commission
Equal Opportunities and
the Insurance Industry
3
Jul 2009
Jun 2010
Public
(upon request by
individual companies
or professional
bodies of insurance
industry only)
(
)
Ms Florence Chan
2106 2151
IA/05/02Equal Opportunities
Commission
Equal Opportunities An
Overview and Sharing of
InsuranceCases
1.5Dec 2009
Nov 2010
Public (upon request
by individual
companies or
professional bodies
of insurance industryonly)
(
)
Ms Florence Chan
2106 2151
IA/08/01
Office of the Privacy
Commissioner for
Personal Data, HongKong
Knowing how to comply
with the Personal Data
(Privacy) Ordinance
()
2
Apr 2009
Mar 2010
Insurance
Practitioners
Ms Rebecca Lee
2877 7171
Ref
Name of Organizer
Title of Activity
No. of CPD hours
Current
Approval Period
Target Participant
Contact
7/28/2019 Peak - CurrentCPDactivities
64/64
- 64 -
IA/09/02
The Organising
Committee of the
Professional Ethics
Programme for the
Insurance Sector
Professional EthicsSeminar for GeneralInsurance Managers
2.5 13 Oct 2009
Managerial staff of
general insurance
companies
Mr. Charles Ng
(Independent
Commission Against
Corruption)
2921 6816