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Premium Financing on Insurance Policies (Investment Series Module 2)
Premium Financing on Insurance Policies (Investment Series Module 2)

Premium Financing on Insurance Policies (Investment Series Module 2)

HK$50.00
Product Code: 80/257/40-2T2024
Viewed 1802 times
Description

Item specifics

  • HKCAAVQ Ref no. 80/257/40
  • Mode eCPD
  • Written/Spoken Language Chi/Can
  • Course Validity 20 Jun 2025
  • IA CPD (hours) 1 ECPD
  • MPFA CPD (hours) 1 Non-Core

Product Description

Course Objectives

  • 使學員了解保費融資的背景、機制、對客戶的利益及相關風險
  • 使學員了解相關行業合規指引要求，在銷售過程中向客戶作出相關披露

The course mainly covers below major topics:

  • 什麼是保費融資?
  • 詳細說明保費融資對保單的潛在影響
  • 業界規管
  • 負擔能力評估
  • 防範客戶過度槓桿
  • 披露
  • 銷售實踐、培訓等方面
Premium Financing on Insurance Policies (Investment Series Module 2)

Premium Financing on Insurance Policies (Investment Series Module 2)

HK$50.00