Qualifying Examinations & CPD
CPD Seminars
 
These are the CPD Seminars organized by CIB for its members. Interested parties may contact any of our members for enrolment. There are other CPD Seminars organized by other parties which are not listed below.


Date Seminar Name Speaker Close Date Outline
18/01/2022 Code of Conduct for Licensed Insurance Brokers (Cantonese) - CIB members only-FULL Yvonne Lam 22/11/2021
17/12/2021 Anti-Money Laundering and Counter-Terrorist Financing For Insurance Brokers-Cantonese (CIB members only) Market Conduct Team-IA 13/12/2021
16/12/2021 Marine Cargo Claims (FIS) Alan Jervis 08/12/2021
15/12/2021 Marine Cargo Insurance - Insuring Conditions (FIS) Alan Jervis 08/12/2021
14/12/2021 Marine Cargo Underwriting (FIS) Alan Jervis 07/12/2021
13/12/2021 Marine Cargo Insurance - The Law and International Conventions and Finance (FIS) Alan Jervis 07/12/2021
10/12/2021 Directors and Officers Insurance Coverage Developments (FIS) Neil Park 03/12/2021
09/12/2021 Directors and Officers Insurance - the Changing Exposure (FIS) Neil Park 03/12/2021
09/12/2021 Code of Conduct for Licensed Insurance Brokers (English)- CIB members only-FULL Yvonne Lam 17/11/2021
07/12/2021 Working With People From Across Generations 與不同世代的人一起工作 (Cantonese) Susan Ng 01/12/2021
02/12/2021 Cyber Insurance – Creating Customer Value: Business Risks and Exposures (FIS)-FULL Fiona Fong, John Moran and Stephen Lucas 09/11/2021
01/12/2021 Cyber Insurance – The Cyber Landscape: Security and Incidents (FIS)-FULL Fiona Fong and Josh Lemon 09/11/2021
29/11/2021 Unleashing Creativity in Business 激發商業創意潛能 (Cantonese) Susan Ng 24/11/2021
23/11/2021 Date:23-26/11/2021-The Science of Risk Management (FIS) Nowell Seaman 18/10/2021
17/11/2021 Conduct Issues and Updates of the MPF System for MPF Intermediaries (強積金中介人操守及強積金制度發展)-Cantonese (CIB members only) Kobe Lok 15/11/2021
03/11/2021 Extreme weather events & climate change - emerging liability risk (potential impact to insurance in the future)- FIS -FULL Ms. Misha Henaghan and Mr. Eoin Lawless 07/10/2021
02/11/2021 Extreme weather events & climate change - emerging liability risk (increased climate related litigation)- FIS -FULL Ms. Misha Henaghan and Mr. Eoin Lawless 07/10/2021
17/09/2021 London Market Legal Aspects – How is business is placed and claims are collected in the London insurance market and how it is developing (FIS)-FULL Neil Park 03/09/2021
16/09/2021 London Market Legal Aspects – Who is who in the London insurance market (FIS)-FULL Neil Park 03/09/2021
10/09/2021 Broking Service – Handling customer complaints and feedback (FIS)-FULL John Peberdy 18/08/2021
09/09/2021 Broking Service – Creating customer value (FIS)-FULL John Peberdy 18/08/2021
19/08/2021 Typhoon and Catastrophe Insurance – Delivering on the promise, claims (FIS)-FULL Eoin Lawless 10/08/2021
18/08/2021 Typhoon and Catastrophe Insurance - Principles and Modelling (FIS)-FULL Eoin Lawless 10/08/2021
05/08/2021 Marine Hull Claims (FIS) Alan Jervis 30/07/2021
04/08/2021 Marine Hull - Insuring Conditions and Clauses (FIS) Alan Jervis 30/07/2021
29/07/2021 Marine Hull Underwriting (FIS) Alan Jervis 23/07/2021
28/07/2021 Marine Hull - Law and Regulatory Environment (FIS) Alan Jervis 23/07/2021
19/07/2021 Interpersonal Skills and Managing Difficult people 人際交往技巧、管理麻煩的人 (Cantonese) Susan Ng 14/07/2021
15/07/2021 Conduct of MPF intermediaries and 20th Anniversary of the MPF System(強積金中介人操守及強積金20周年回顧)-Cantonese(CIB members only) Peter Lee 12/07/2021
09/07/2021 Integrity for Success (English) Mabel Chu 05/07/2021
23/06/2021 Verbal Communication Skills 溝通技巧基本功:動之以情、說之以理 (Cantonese) Wendy Kwan 18/06/2021
17/06/2021 How insurance brokers can design the employee experience post COVID-19 Neil Park 11/06/2021
11/06/2021 Integrity for Success 誠信創未來 (Cantonese) Mabel Chu 07/06/2021
08/06/2021 What's New in High Net Worth Insurance Neil Park 03/06/2021
26/05/2021 Prevent, Handle and Recover from Conflicts 預防,處理及修復衝突 (Cantonese) Mrs. Karen Cheung Dyer 21/05/2021
24/05/2021 What's New in Professional Indemnity Insurance Neil Park 20/05/2021
18/05/2021 Updates on Employees’ Compensation & Personal Injuries Claims 工傷及民事索償 – 最新發展 (Cantonese) Wilson Tam 14/05/2021
07/05/2021 Insurance and Risk Based Capital Management (FIS)-FULL James Basman 21/04/2021
06/05/2021 The Purpose of Risk Based Capital (FIS)-FULL James Basman 21/04/2021
30/04/2021 Introduction to the Concept of Neuromarketing and its relation to Consumer Behaviour 神經營銷學簡介與顧客行為 - Cantonese Dr. Andy Luk 27/04/2021
21/04/2021 New Hong Kong Profits Tax Incentives for Insurance Brokers and regulatory updates-English (CIB members only) Paul Ho, Ming Lam, Winnie Wong & Yvonne Lam 16/04/2021
20/04/2021 New Hong Kong Profits Tax Incentives for Insurance Brokers and regulatory updates-Cantonese (CIB members only)-FULL Paul Ho, Ming Lam, Winnie Wong & Yvonne Lam 16/04/2021
31/03/2021 Management of Environmental Risks – Environmental risk management (FIS)-FULL Amber Lepparde & James Barwood 22/03/2021
30/03/2021 Management of Environmental Risks – The impact of environmental exposures on business and community (FIS)-FULL Amber Lepparde & James Barwood 17/03/2021
26/03/2021 “Know Thyself” Presentation Skills 知己知彼: 演講技巧秘笈 (Cantonese) Wendy Kwan 24/03/2021
24/02/2021 Holistic Approach to Power Presentation: Public Speaking and Its Etiquette 宏觀與微觀-卓越公開演説及其禮儀 (Cantonese)-FULL Mrs. Karen Cheung Dyer 16/02/2021
23/02/2021 VHIS – How would you select an appropriate plan for your clients - Cantonese Kevin Wong 18/02/2021
25/01/2021 Risk Management and Internal Control-An Integrated Approach Dr Jean-Yves Le Corre 19/01/2021
22/01/2021 Natural Catastrophic Insurance - Underwriting considerations and Claims management (FIS) Karl Hamann 18/01/2021
21/01/2021 Natural Catastrophic Insurance - Trends and developments of catastrophic Insurance (FIS) Karl Hamann 18/01/2021
14/01/2021 Life Insurance used as Financial Instrument-Cantonese Kevin Wong 11/01/2021
15/12/2020 Pressing the Right Buttons – Knowing exactly what a client wants from you Adrian Overholser 10/12/2020
08/12/2020 Insurance Products in General Insurance – New development for the products (FIS) John Peberdy 02/12/2020
07/12/2020 Insurance Products in General Insurance – The importance of product knowledge (FIS) John Peberdy 02/12/2020
04/12/2020 Broking Client Relationship and Performance Management – Customer Relationship Management (CRM) models (FIS) Clifton Warren 30/11/2020
03/12/2020 Broking Client Relationship and Performance Management – Environment analysis and roles of brokers (FIS) Clifton Warren 30/11/2020
27/11/2020 Infrastructure Construction and Liability – Contracts and Relationships (FIS) Angela Vella 20/11/2020
26/11/2020 Infrastructure Construction and Liability – Overview of infrastructure construction and liability (FIS) Angela Vella 20/11/2020
24/11/2020 Conduct of MPF intermediaries and Development of the MPF System 強積金中介人操守及強積金制度發展 (Cantonese)- CIB Members only)-FULL Peter Lee 10/11/2020
20/11/2020 Management Distribution & Customers (General Insurance) – Monitoring intermediary performance (FIS) David Mckinnis 13/11/2020
19/11/2020 Management Distribution & Customers (General Insurance) – Overview of current insurance intermediary management (FIS) David Mckinnis 13/11/2020
16/11/2020 人際交往技巧、管理麻煩的人 Interpersonal Skills and Managing Difficult People (Cantonese)-FULL Susan Ng 06/11/2020
23/10/2020 Management of Occupational Health & Safety Risks – Risk management frameworks and Information security (FIS)-FULL Jillian Hamilton 07/10/2020
22/10/2020 Management of Occupational Health & Safety Risks – Specific types of occupational health and safety (OHS) risks (FIS)-FULL Jillian Hamilton 07/10/2020
16/10/2020 The InsurTech Transformation 保險科技的轉型 (Cantonese)-FULL Dr Andy Luk 07/10/2020
15/10/2020 Actuarial Principles and Practice (FIS)-FULL Yifan Fu 07/10/2020
29/09/2020 Insurance Broking in a Changing Market – Using digital tools and techniques-FULL Neil Park 23/09/2020
28/09/2020 Insurance Broking in a Changing Market – Using old school broking techniques-FULL Neil Park 23/09/2020
25/09/2020 Dovetailing Financial lines Insurances-FULL Neil Park 21/09/2020
24/09/2020 Dovetailing Liability Coverage - Injury and damage exposures-FULL Neil Park 21/09/2020
14/09/2020 與不同世代的人一起工作 Working with People from Across Generations Ms. Susan Ng 08/09/2020
02/09/2020 Risk Management and Insurance Solutions for Infrastructure & Construction Projects Mr. John Peberdy 28/08/2020
03/08/2020 An Introduction to Reinsurance John Peberdy 29/07/2020
24/07/2020 Compliance Manual – your handy tool for compliance - English Session (re-run) Yvonne Lam 22/07/2020
21/07/2020 Compliance Manual – your handy tool for compliance - Cantonese Session (re-run) Yvonne Lam 17/07/2020
15/07/2020 Cyber Loss Scenarios to Test and Demonstrate the Coverage Following COVID-19-FULL Neil Park 10/07/2020
08/07/2020 Business Interruption – Ensuring your customers understand what it does and does not cover following COVID-19-FULL Neil Park 03/07/2020
29/06/2020 The Impact of COVID-19 on the Insurance in the Long Term Neil Park 24/06/2020
03/06/2020 Understanding Different Communication and Working Style 明! 真係明?果效溝通工作坊-FULL Mr David Mui 21/05/2020
02/06/2020 Understand Divergent Views on Insurance Claims by Case Studies 保險賠償個案分析 – 索賠客戶和保險公司的分歧-FULL Dr Wilson Cheung 21/05/2020
27/05/2020 Understanding Different Communication and Working Style 明! 真係明?果效溝通工作坊-FULL David Mui 15/05/2020
21/05/2020 Understand Divergent Views on Insurance Claims by Case Studies 保險賠償個案分析 – 索賠客戶和保險公司的分歧-FULL Wilson Cheung 15/05/2020
19/03/2020 Management of Occupational Health & Safety Risks-CANCELLED Jillian Hamilton 13/02/2020
05/03/2020 Infrastructure Construction and Liability-CANCELLED Angela Vella 13/02/2020
06/02/2020 Insurance Broking in a Changing Market (Intermediate)-CANCELLED Neil Park 02/02/2020
05/02/2020 Dovetailing Liability Insurance Coverage (Intermediate)-CANCELLED Neil Park 02/02/2020
17/01/2020 Advanced Liability Insurance and Claims Management Eoin Lawless 13/01/2020
14/01/2020 Drones Insurance Jonathan Besso-Cowan 09/01/2020
28/11/2019 Assessing and Managing Silent/ Non-Affirmative Cyber Risk Neil Park 25/11/2019
27/11/2019 Intermediate Cyber Risk Insurance Neil Park 22/11/2019
31/10/2019 Facultative and ART – How Do They Support Treaty Reinsurance? Ingrid Thompson 25/10/2019
30/10/2019 How Reinsurance Treaties Can Make Your Business Efficient and Profitable? Ingrid Thompson 25/10/2019
24/10/2019 Compliance for Life Products (in Cantonese)
壽險產品法規
Gilbert Cheng 21/10/2019
09/10/2019 Insurance industry cycle: Managing in a hard market John Peberdy 03/10/2019
18/09/2019 Effective Communication – How to ask Powerful Questions?
如何利用問題方式作有效的溝通?
Terrance Leung 13/09/2019
23/08/2019 The Insurtech Future of the Insurance Industry in Hong Kong Donald Soo
Tony Chan
20/08/2019
01/08/2019 Retirement Planning – Qualifying Deferred Annuity Policy (QDAP)
退休計劃 - 合資格延期年金保單
Kenrick Chung 29/07/2019
19/06/2019 FIS - CPD Seminars in June 2019
Voluntary Health Insurance Scheme (VHIS) – Latest Development (Intermediate) (0.5 day course)
Tony Chan
Alexander Chiu
Stella Sung
17/06/2019
10/06/2019 FIS - CPD Seminars in June 2019
Marine Hull (Intermediate) (2 days course)
Peter Townsend 05/06/2019
22/05/2019 FIS - CPD Seminars in May 2019
Marine Liability (Intermediate)
Alan Jervis 17/05/2019
21/05/2019 FIS - CPD Seminars in May 2019
Marine Cargo Claims - Final Aspect of Management (Intermediate)
Alan Jervis 17/05/2019
17/04/2019 Employees' Compensation Insurance Simon Lam
Harry Wong
Mr. Patrick Chan
Henry Wong
15/04/2019
18/03/2019 FIS - CPD Seminars in March 2019
Construction Insurance and Claims Management (Intermediate)-FULL
Angela Vella 03/03/2019
19/02/2019 FIS - CPD Seminars in February 2019
Aviation and Aerospace (Intermediate)
Elizabeth Holton 15/02/2019
29/01/2019 FIS - CPD Seminars in January 2019
Prepare yourself for VHIS Products (Intermediate)-FULL
Mr. Fong Ngai
Mr. Sam Yeung
Mr. Will Brocklehurst
23/01/2019
23/01/2019 FIS - CPD Seminars in January 2019
Life Insurance and Insurance Products (Intermediate)
Michael L.C. Molesworth 17/01/2019
22/01/2019 FIS - CPD Seminars in January 2019
Life Insurance Underwriting and Claims (Intermediate)
Michael L.C. Molesworth 17/01/2019
29/11/2018 FIS - CPD Seminars in November 2018
Techniques and Practices for Broking in a Hardening Market to Obtain the Best Results for Clients (Intermediate)
Janet Sherry 23/11/2018
28/11/2018 FIS - CPD Seminars in November 2018
Effective Technical Explanation of Coverage Terms to Clients (Advanced Level)
Janet Sherry 23/11/2018
27/11/2018 FIS - CPD Seminars in November 2018
Insurance Broking Practice (Intermediate Level)
Janet Sherry 23/11/2018
15/10/2018 FIS - CPD Seminars in October 2018
Analyse and Improve A Broking Client's Insurance Program + Delivery of Professional Insurance Broking Services and Advice (Intermediate Level)
Vikram Choudhry 10/10/2018
12/10/2018 FIS - CPD Seminars in October 2018
Intermediate Motor Insurance (Intermediate Level)
Roy Rodger 03/10/2018
11/10/2018 FIS - CPD Seminars in October 2018
Business Interruption in Supply Chains (Advanced Level)
Ingrid Thompson 03/10/2018
09/10/2018 FIS - CPD Seminars in October 2018
Advanced Reinsurance (Advanced Level)
Ingrid Thompson 03/10/2018
03/10/2018 FIS - CPD Seminars in October 2018
Personal Line Insurance Management - Creating Values In Personal Lines Insurance (Intermediate Level)
Mike Hooton 28/09/2018
13/09/2018 FIS - CPD Seminars in September 2018
Property All Risk Insurance and Business Interruption (Intermediate Level)
Neil Park 06/09/2018
12/09/2018 FIS - CPD Seminars in September 2018
Cyber Risks Insurance (Intermediate Level)
Neil Park 06/09/2018
10/09/2018 FIS - CPD Seminars in September 2018
Liability Insurance Claims (Intermediate Level)
Neil Park 06/09/2018
25/07/2018 FIS - CPD Seminars in July 2018
Crime Insurance (Intermediate Level)
Eoin Lawless 17/07/2018
24/07/2018 FIS - CPD Seminars in July 2018
Liability Insurance and Claims Management (Intermediate Level))-FULL
Eoin Lawless 17/07/2018
23/07/2018 FIS - CPD Seminars in July 2018
Integrated Risk Management Approach (Advanced Level)
Mark Humphreys 17/07/2018
10/07/2018 VHIS – A New Horizon in Health Insurance Mr. Fong Ngai
Mr. Sam Yeung
Mr. Will Brocklehurst
06/07/2018
09/01/2018 FIS - CPD Seminars in February 2018
Essentials of Professional Indemnity and Directors’ and Officers’ Insurance
Eoin Lawless 02/02/2018
09/01/2018 FIS - CPD Seminars in February 2018
Effective Communication with Underwriters (0.5 day class)
Vikram Choudhry 02/02/2018
14/12/2017 FIS - CPD Seminars in January 2018
Essentials of Industrial Special Risks Insurance (ISR) + Business Interruption
Grant Silliss 15/01/2018
14/12/2017 FIS - CPD Seminars in January 2018
Risk Management Advices and Insurance Solutions for Small-to-Medium Business
Mark Humphreys 18/01/2018
14/12/2017 FIS - CPD Seminars in January 2018
Machinery Breakdown in Commercial Line Insurance
Stephen Grandidge 18/01/2018
13/12/2017 Liability Risk Assessment Mr. David Herratt 08/12/2017
04/10/2017 FIS - CPD Seminars in November 2017
1. Trends and Developments of Global General Insurance Market
2. Intermediate Level - Introduction to Liability Insurance
3. Intermediate Level - Introduction to Commercial Line Business
John Peberdy 01/11/2017
01/09/2017 New UK Insurance Act 2015 – The Modern Regime of Insurance Law Simon McConnell, Mun Yeow and Andre Hui 14/09/2017
15/08/2017 Risk Management-FULL Johnathon Masom 04/09/2017
15/08/2017 Risk Management (Re-Run)-FULL Johnathon Masom 04/09/2017
27/06/2017 An Introduction to Reinsurance Law Michael Fung 27/07/2017
03/03/2017 Broking Performance Management (AM)-FULL Robert Di Pasquale 14/03/2017
03/03/2017 Broking Performance Management Re-Run (PM)-FULL Robert Di Pasquale 14/03/2017
03/03/2017 Infrastructure Projects-FULL Jon Hetherington 14/03/2017
03/03/2017 Infrastructure Projects Re-Run-FULL Jon Hetherington 14/03/2017
23/01/2017 Marine Insurance (Code: 2122MI(A))-FULL Neil Hiller 14/02/2017
23/01/2017 Marine Insurance(Code: 2324MI(B))-FULL Neil Hiller 14/02/2017
19/12/2016 Cyber Security Risk -All you need to know about cyber risks (AM)-FULL Mr. Paul Hurrell 09/01/2017
19/12/2016 Cyber Security Risk -All you need to know about cyber risks (PM)-FULL Mr. Paul Hurrell 09/01/2017
19/12/2016 Claims Management (A)-FULL Mr. John Peberdy 09/01/2017
19/12/2016 Claims Management (B)-FULL Mr. John Peberdy 09/01/2017
19/12/2016 New Developments in Regulatory Regime-FULL Mr.John Peberdy 09/01/2017
29/11/2016 Cyber Insurance & Risk Awareness-FULL Mr. Timothée Grange 22/11/2016
10/11/2016 New UK Insurance Act 2015 – The Modern Regime of Insurance Law Mr. Simon McConnell & Ms. Mun Yeow 02/11/2016
13/09/2016 Liability Insurance: Emerging Risks and Large Liability Losses-FULL Mr. Allan Learoyd 21/08/2016
14/06/2016 Risk Management Excellence Mr. David Herratt 07/06/2016
26/01/2016 Hong Kong's Competition Ordinance and the Insurance Industry Ms. Giovanna Kwong 19/01/2016
23/11/2015 Cyber Risk Quantification Mr. Kegan Chan 16/11/2015
24/09/2015 Anti-Money Laundering Mr. John Tsang 17/09/2015
16/07/2015 Risk Management and Continuity Planning Mr. David Herratt 09/07/2015
26/06/2015 21st Century Leadership Practices - "Retaining Staff" Mr Denis Miles-Vinall 19/06/2015
28/05/2015 China Insurance Law (Course Code: 2805(II)) Mr. Andrew Chow 21/05/2015
12/05/2015 The Brand within the Brand - Proven Methods to Articulate your Brand Promise Mr. Adrian Overholser 05/05/2015
28/04/2015 Underwriting policy and practice Mr. David Herratt 21/04/2015
04/03/2015 Negotiating Improved Results Mr. Peter Nixon 25/02/2015
26/02/2015 Best Underwriting Practice Mr. David Herratt 17/02/2015
27/11/2014 China Renminibi Internationalization Mr. John Tsang 20/11/2014
26/11/2014 Doubling Your Sales - Proven Methods to Achieve Greater Success Mr. Adrian Overholser 19/11/2014
14/10/2014 Financial Planning Mr. Wilson Yee 07/10/2014
09/10/2014 Ignite Your True Professional Presence Mr. Denis Miles-Vinall 30/09/2014
17/09/2014 A Seat at the Top Table Mr. Colin Millward 10/09/2014
16/09/2014 Professional Liabilities Mr. Gareth Thomas 08/09/2014
20/08/2014 Pressing the Right Buttons - Knowing Exactly What a Client Wants from You-FULL Mr. Adrian Overholser 13/08/2014
05/08/2014 Technical Pricing in Practice Mr. Michael Fung 29/07/2014