資深財務策劃顧問證書課程
「資深財務策劃顧問證書課程」於 2022 年 2 月再開班了！課程獲國際認證財務顧問師協會 (International Association of Registered Financial Consultants，簡稱IARFC) 認可，學員如成功修畢，除可獲嶺南大學持續進修學院頒授證書外，如同時符合IARFC的規定，將可獲頒授認證財務顧問師 (Registered Financial Consultant，簡稱RFC) 專業認證。
Details各項獎項準則
GAMA Award 2003 Criteria (2003年壽險經理國際榮譽獎項準則):
|
Award
|
* Production Requirements (US$)
|
Equivalent to(HK$) |
FilingFee (US$) |
| Career Development Award | |||
|
Bronze
|
$140,000+
|
$909,566+
|
$60
|
|
Silver
|
$280,000+
|
$1,819,132+
|
$60
|
|
Gold
|
$560,000+
|
$3,638,264+
|
$60
|
|
Platinum
|
$1,000,000+
|
$6,496,900+
|
$60
|
| National Management Award | |||
|
Bronze
|
$600,000+
|
$3,898,140+
|
$100
|
|
Silver
|
$1,200,000+
|
$7,796,280
|
$100
|
|
Gold
|
$1,800,000+
|
$11,694,420
|
$100
|
|
Platinum
|
$2,500,000+
|
$16,242,250
|
$100
|
| Master Agency Award |
$4,100,000+
|
$26,637,290
|
$200
|
* Conversion factors: around 6.4969
General Requirements:
- The Applicant(s) must be a 2002 and 2003 GAMAHK member.
- Only First Year Commission paid in 2002 is counted and it comprises of:
- FYC for Individual Life Business (50% of total minimum requirements)
- FYC for Employees Benefits including Mandatory Provident Fund
- Commission for General Business
- Annual premium annuities, single premium annuities
- An applicant must be a field management person who directly manages people and activities that generate sales.
- In cases of disagreements (about commissions or agent supervision), an applicants home office shall provide the final decision.
- The home office of the applicants company must certify all applications.
- The filing fee must accompany the application.
Special Requirements of each award:
- Career Development Award (CDA):
- Applicants must be a 2003 & 2004 GAMAHK member and meet all general requirements.
- Only FYC paid to the applicants and agents direct supervised by the applicants will be counted.
- At least 5 full-time career agents under direct supervision as at 31st December, 2002.
- Recruited at least 3 new agents during 2002 or retained the same number of agents for one year with a minimum of 20% increase in average commissions per agent during 2002.
- National Management Award (NMA):
- Applicants must be a 2003 & 2004 GAMAHK member and meet all general requirements.
- Determined by FYC paid in 2002 for the applicants 1st, 2nd and 3rd level agents, i.e. production from direct managers agents and indirect managers agents will be counted.
- Master Agency Award (MAA):
- Applicants must be a 2002 & 2003 GAMAHK member and meet all general requirements.
- The 2003 Master Agency Award is based on the 125th top commission credit figure received by GAMA International for 2002 MAA qualification year.
- Determined by FYC paid in 2002 for the applicants 1st, 2nd and 3rd level agents, i.e. production from direct managers agents and indirect managers agents will be counted.
- By qualifying for the MAA, applicants automatically qualify for the Platinum Level NMA, and no additional filing fee will be incurred.
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