Currently over 90% of the existing CPD trainings focus on technical skills only.

We also found that most of the CPD programs are mainly in one-way seminar approach. That would be hard to keep participants attentive throughout the session and thus lower learning effectiveness.

To rectify the above-mentioned situations, IPU is dedicated to offer balanced, comprehensive, interactive and effective CPD trainings with reference to the Propeller Model. Under the Model, ethics & trust is core to everyone.

Participants will enhance their professionalism by attending 3 other blades of training, namely technical, self & people effectiveness. The stronger the Core & the bigger the blades, the higher professionalism and the better performance results practitioners will carry.

Niches

  • Balanced CPD topics coverage, including character, technical, self & people effectiveness
  • Interactive program design
  • Workplace application focus
  • Seasoned & renowned trainers
  • Addressing the ethics & competency requirement stated under CG-6

Formats

  • Each of the modules shall adopt interactive program design to enhance learning effectiveness.
  • Lecture with visual and cases elaboration
  • Individual exercises
  • Group discussion
  • Practice / role-play / game
  • Work place application and follow up

In total, there are 15 modules available. You can select 1 to 4, or even more modules, per annum to meet your training and business needs. The duration of each module is normally 3 hours. It could be shortened to meet clients' needs.

CPD/CPT Modules
Trustworthy and Effective Financial Planning Skills (Ref. No. 80/147/02)
  • Module 1 - ethics & trust

    Details
    Leaflet
  • Module 2 - regulatory compliance refresher

    Details
  • Module 3 - market & investment analysis

    Details
    Leaflet
  • Module 4 - powerful sales

    Details
    Leaflet
  • Module 5 - distinctive service

    Details
    Leaflet
Enhancing Execution and Relationship Effectiveness (Ref. No. 80/147/03)
  • Module 1 - endless force thru paradigm shift proactive choice

    Details
    Leaflet
  • Module 2 - execution excellence planning prioritization

    Details
  • Module 3 - maximizing sales performance

    Details
  • Module 4 - high rapport communication skills

    Details
  • Module 5 - win win influential negotiation

    Details
    Leaflet
Financial Planning for High Net-worth Clients (Ref. No. 80/147/04)
  • Module 1 - trend and impacts of macro global economics

    Details
  • Module 2 - trend and impacts of china politics and economics

    Details
  • Module 3 - growing high net worth clients thru private banking services

    Details
  • Module 4 - investment choices trend for high net worth clients

    Details
  • Module 5 - introduction to wine investment and wine appreciation

    Details