5+1 雙證書課程

1

財金服務營銷 Financial Services Marketing

♦ 財金服務營銷簡介  Introduction to Services

♦ 客戶對服務的期望  Customer Expectations of Services

♦ 客戶對服務的看法  Customer Perceptions of Service

♦ 客戶定義之服務標準  Customer-Defined Services Standards

♦ 綜合服務營銷傳播  Integrated Services Marketing Communications

2

銷售管理與領導 Sales Management & Leadership

♦ 策略領導簡介 Introduction to Strategic Leadership

♦ 贏得民心的領導策略 Heart-winning Strategies

♦ 銷售管理簡介 Sales Management – Introduction

♦ 前線銷售人員的感受 What Salespeople Feel in their Hearts

♦ 評核銷售表現：評核準則包括計算銷售、帳戶、利潤、致電客戶次數及成本
Sales Performance Evaluation: Evaluative Criteria (Calculation of sales, accounts, profit, calls, and expenses)

3

分銷管理 Managing Channel Distribution

♦ 21 世紀管理人面臨的典型挑戰介
  Typical Challenges that Managers Face in 21st Century

♦ 全球物流與分銷渠道管理 Global Logistics and Channel Decisions

♦ 營銷管理審計與監控 Marketing Management Audit and Control

♦ 保險公司營運模式 Insurance Company Operations

♦ 保險公司和營銷系統的類型 Types of Insurers and Marketing Systems

♦ 政府對保險業的監管 Government Regulation of Insurance

4

風險預防管理 Management of Risk Exposure

♦ 保險的功能與理論綜述
An Overview of the Functions and Theory of Insurance

♦ 風險及不明朗因素的性質 Nature of Risk and Uncertainty

♦ 香港風險承擔力、儲備、流動性和償付能力的監管要求
Regulatory Requirements on Risk Exposures, Reserves, Liquidity and Solvency in Hong Kong

♦ 風險管理原則和流程 Risk Management Principles and Process

♦ 風險分析與評估 Risk Analysis and Evaluation

♦ 風險應對和風險處理 Risk Responses and Risk Treatment

5

危機及風險管理 Risk & Crisis Management

♦ 危機及風險管理 Crisis Risk Management

♦ 危機管理與溝通 Crisis Management and Communications

♦ 業務連續性管理 Business Continuity Management

♦ 危機管理的驅動力 Drivers for Crisis Management

♦ 應急計劃和準備 Contingency Planning and Crisis Preparedness

♦ 風險管理流程、策略和框架
Risk Management Process, Risk Strategy and Framework

♦ 風險意識文化、風險評估與可承受能力 Culture, Appetite and Tolerance

♦ 計算可承受風險 Calculation Risk Tolerance

♦ 風險與組織 Risk and Organizations

♦ 風險評估和報告 Risk Assurance and Reporting