Education / Pilot Programme

Risk, Insurance & Legal Principles


l   Understand the nature and main features of risk and insurance

l   Structure and main features of the Hong Kong insurance market

l   The essentials of a valid contract of insurance

3 IA CPD Hours and 3 MPFA CPD non-core Credits


Ms. Terrie Lau,

Terrie is running a broker firm and holds the Responsible Officer responsibility.  She has been working in the general insurance industry over 20 years and branch out to long term insurance for these recent years.

Academically, she became FCII in 2011 and obtained a MBA degree of General Management in the Hong Kong Polytechnic University of the same year.  She has had hands-on experience to oversee in various functions of business in marketing, underwriting including facultative reinsurance, product development, policy administration, staff training and internal compliance audit etc.  She attained all-round development in interfacing with all functions in the insurance operation.

She was engaged in various senior positions at a number of well-known insurances companies in Hong Kong.


The Chartered Insurance Institute:

The Chartered Insurance Institute is a professional body dedicated to building public trust in the insurance and financial planning professions.

Medium of Teaching


Important Notes

1.  Seats are allocated on a first-come-first-served basis.

2.  Registration fee is non-refundable and non-transferable.

3.  Full and strict attendance is enforced.

4.  Course will be held upon min. of 25 enrollments are confirmed.

5. Digital CPD Certificate will be issued to eligible participants within 14 days after the course.

Karen Sim
Date:8 March 2024 (Friday)
Time:6:30 AM - 9:30 AM (3 hours)
Ballroom, South Pacific Hotel, 23 Morrison Hill Road, Wanchai, Hong Kong

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10:00 of 01 March 2024 or when it is full, whichever is earlier
Course Completed