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Continuing Professional Development (CPD) Programme for Macau Insurance Intermediaries

INTRODUCTION

The Macau Institute of Financial Services (IFS) has been appointed by the Monetary Authority of Macau (AMCM) as the sole assessment authority for its Continuous Professional Development (CPD) Programme for the local insurance intermediaries. According with that Programme established by the AMCM, all insurance individual agents and insurance salesmen (collectively termed as 'individual insurance intermediaries') are required to comply with the requirements of the Insurance Intermediaries Quality Assurance Scheme (IIQAS) Program. The objective of the CPD Programme is to ensure that insurance intermediaries registered in Macau SAR maintain an adequate level of up-to-date professional knowledge and skills appropriate to intermediary activities and responsibilities. Through the inspiration of the CPD Programme, the insurance intermediaries are encouraged to carry on lifelong learning, enhance professionalism and provide excellent services to the policy holders and potential policy holders with better commitment and up-to-date knowledge.

 

ASSESSMENT CRITERIA OF CPD ACTIVITIES UNDER IIQAS

CPD activity providers who wish to offer may submit their applications to the IFS for assessment, and the related assessment fees, at least, one month before the commencement of the activities. All approved CPD activities are subject to re-assessment on an annual basis. Re-assessment not submitted within six months of expiry will be treated as new applications for assessment if submitted after that time. 2 Provided that all relevant information is submitted, CPD activity providers will normally receive a formal notification of the assessment or re-assessment results from the IFS four weeks after the date of the application. The assessment criteria for the CPD activities can be read/downloaded from the IFS' website (www.ifs.org.mo) at:

. Assessment Criteria for the CPD [PDF]

. Schedule of Assessment Fees for CPD Activities [PDF]

 

APPLICATION FORMS 

. Application Form for Assessment [PDF]

. Application Form for Change [PDF]

. Application Form for Re-assessment [PDF]

. Application attachment D.1 & D.2 [PDF]

 

INFORMATION OF APPROVED CPD ACTIVITIES

. List of Currently Approved CPD Activities [PDF]

 

FAQs RELATING TO THE CPD FOR INSURANCE INTERMEDIARIES