Education / Pilot Programme

Insurance Business and Finance


l   Introduction

l   Structure of Insurance Industry

l   Management – Roles of Responsibility, Style

l   Main Aspects of Corporate Governance

l   Accounting Principles & Practice

l   Financial Ratios

l   Financial Strength of Insurance Companies


l   Valuation of Insurance Company


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


Mr. Franki Chung,

Franki Chung, CFA, is a seasoned investment professional in equity / fixed income analysis and portfolio management. He was the Chief Investment Officer of a global reinsurance company. Based in Hong Kong, he and his team cover Asian equities and fixed income portfolios. Before this, he was the deputy head of Asia Equities of a UK leading asset management company and responsible for country allocation, stock selection and managing equity portfolios in Asia Pacific.

Franki was the Zone XV Chairperson of Lions Clubs International District 303 Hong Kong & Macao, China in 2021-22. He is a charter member and was the President of Lions Club Hong Kong IFC in 2018-19. He was also the Chairperson of Lions Tennis Group in 2019-20. Apart from Lions Club, he was the President of CFA HK (formerly known as The Hong Kong Society of Financial Analysts), the local society of the CFA Institute in 2020 and served the board of the society from 2014-2020.

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:24 May 2024 (Friday)
Time:6:30 AM - 9:30 AM (3 hours)
HKMA, Room 201, First Commercial Building, 33-35 Leighton Road, Causeway Bay, Hong Kong

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10:00 of 17 May 2024 or when it is full, whichever is earlier
Enroll Here