Allianz Life Insurance Malaysia Berhad (104248-X)

Agency Correspondence
Ref. No.: SDD- LDD/HWS/fll/agy/2017-067 Copy To
To: All Agency Members Chief Sales Officer (Life)
Deputy Chief Sales Officer (Life)
Pages: 1 of 7
RMs, ADMs & ADEs
From: Head of Department
Department: Learning & Development Department, Sales & Distribution Division (Life) Sales & Distribution (Life) Dept. Heads
Date: 19 September 2017 Branch Operations

Subject: 2017 FOURTH QUARTER TRAINING CALENDAR

We are pleased to enclose a copy of the Fourth Quarter Training Calendar for year 2017. You may find the following
attachments for your kind attention and usage.

1. October 2017 Training Calendar

2. November 2017 Training Calendar
3. December 2017 Training Calendar
4. Training Registration Form (payment via commission deduction)
5. Overview of Training Programs for 2017
6. Regional Office Contact Number

Should you need further clarification, please do not hesitate to contact Learning Development Department at 03-7722
5662, or email: Ldd.life@allianz.com.my.

Thank you.

Insurance Solutions from A-Z

Regards
for Allianz Life Insurance Malaysia Berhad

HOOI WAI SUM

Head, Learning & Development Department (LDD)
Sales & Distribution Division (Life)

Level 29, Menara Allianz Sentral CUSTOMER SERVICE CENTER

203, Jalan Tun Sambanthan Ground Floor, Block 2A
Kuala Lumpur Sentral Plaza Sentral, Jalan Stesen Sentral 5
50470 Kuala Lumpur Kuala Lumpur Sentral
Tel : 603-2264 1188 50470 Kuala Lumpur
: 603-2264 0688 Tel : 1300-88-1028
Fax : 603-2264 1199 Website : www.allianz.com.my
 2017 FOURTH QUARTER TRAINING CALENDAR
Training Centre / OCTOBER Registration Clsoing
Branch DATE TIME PROGRAMMES LANGUAGE FEES CPD
3 10.00am - 6.00pm Power Orientation Program (POP) Man 0.00 0
3 10.00am - 1.00pm Customer First Eng FOC 3
3 2.00pm - 4.00pm PPS - Agents' Sales Compliance 2017 Eng FOC 2
4 10.00am - 6.00pm Fast Start (Part 2) Man 0.00 0
5 10.00am - 6.00pm Fast Start (Part 3) Man 0.00 0
6 10.00am - 6.00pm Sales Practitioner (Module 1) Man 10.60 8
7 10.00am - 12.30pm Product Positioning Training Man FOC 2.5
9 10.00am - 4.00pm Balance Score Card Training 2017 Man FOC 5
10 10.00am - 12.00pm PPS - Basic Underwriting Requirement Man FOC 2
MENARA 10 2.00pm - 4.00pm PPS - Knowing Allianz Product 2017 Man FOC 2
3 working days before training
MUDAJAYA 17 10.00am - 12.00pm PPS - How to Use Agent Portal & IMAGINE Man FOC 2
17 1.00pm - 3.00pm PPS - Discover Customer Needs (by AFM) Man FOC 2
23 10:00am - 6:00pm Recruiting Workshop Eng/Man 53.00 8
24 10.00am - 12.00pm PPS - Creating Positive First Impression (by AFM) Man FOC 2
24 1.00pm - 3.00pm PPS - Overview Of Insurance Trust (by AFM) Man FOC 2
24 3.30pm - 5.30pm PPS - Claims Procedures Man FOC 2
25, 26 & 27 10:00am - 6:00pm AAA Sales Process Eng/Man 106.00 24
28 10.00am - 12.30pm Product Positioning Training Eng FOC 2.5
30 10.00am - 6.00pm Sales Excellence with Allianz Discover Man 31.80 8
31 10.00am - 4.00pm Balance Score Card Training 2017 Eng FOC 5
11 10:00am - 6:00pm Sales Practitioner (Module 2) BM/Eng 10.60 8
DESA JAYA
25 10.00am - 12.30pm Product Positioning Training BM/Eng FOC 2.5 3 working days before training
KEPONG
25 2.00pm - 4.00pm PPS - Need Based Selling - Medical Expenses BM/Eng FOC 2
4 10.00am - 12.30pm Product Positioning Training Eng/Man FOC 2.5
5 10.00am - 6.00pm Power Orientation Program (POP) Eng/Man 0.00 0
KLANG 3 working days before training
18 10.00am - 12.00pm PPS - The Magic Of Life Insurance Eng/Man FOC 2
18 2.00pm - 4.00pm PPS - Agents' Sales Compliance 2017 Eng/Man FOC 2
SEREMBAN 10 10.00am - 12.00pm PPS - Agents' Sales Compliance 2017 Eng/Man FOC 2 3 working days before training
16 10.00am - 12.00pm PPS - How to Complete Customer Fact Find Form Man FOC 2
ALOR SETAR 3 working days before training
16 1.00pm - 6.00pm Balance Score Card Training 2017 Man FOC 5
5 10.00am - 12.30pm Product Positioning Training Man FOC 2.5
5 2.00am - 4.00pm PPS - Agents' Sales Compliance 2017 Man FOC 2
5 4.00pm - 6.00pm PPS - Need Based Selling - Legacy Protection Man FOC 2
BUKIT 9 10.00am - 6.00pm Fast Start (Part 3) Man 0.00 0
3 working days before training
MERTAJAM 17 10.00am - 6.00pm Sales Practitioner (Module 1) Man 10.60 8
24 10.00am - 12.00am PPS - Sales Idea - Medical Expenses (by AFM) Man FOC 2
24 1.00pm - 3.00pm PPS - Effective Presentation Man FOC 2
26 2.00am - 4.00pm PPS - Overview Of Insurance Trust (by AFM) Man FOC 2
10 10.00am - 12.00pm PPS - Expanding Marketing Through Referral Man FOC 2
10 1.00pm - 6.00pm Balance Score Card Training 2017 Man FOC 5
19 10.00am - 6.00pm Power Orientation Program (POP) Man 0.00 0
23 1.00pm - 6.00pm Sales Practitioner (Module 3) Man 10.60 8
PENANG 3 working days before training
25 10.00am - 6.00pm Fast Start (Part 2) Man 0.00 0
27 10.00am - 12.30pm Product Positioning Training Man FOC 2.5
27 2.00pm - 4.00pm PPS - Policy Contract - Investment-Linked Man FOC 2
27 4.00pm - 6.00pm PPS - Handling Concerns Man FOC 2
3 10.00am - 6.00pm Fast Start (Part 3) Man 0.00 0
4 10.00am - 6.00pm Sales Practitioner (Module 2) Man 10.60 8
5 10.00am - 6.00pm Power Orientation Program (POP) Man 0.00 0
IPOH 3 working days before training
25 10.00am - 12.30pm Product Positioning Training Man FOC 2.5
25 2.00pm - 4.00pm PPS - Knowing Allianz Product 2017 Man FOC 2
25 10.00am - 12.00pm PPS - Agents' Sales Compliance 2017 Man FOC 2
2 11.00am - 1.00pm Just Do It Man FOC 2
2 2.00pm - 4.00pm Driving Force Man FOC 2
3 2.00pm - 4.30pm Product Positioning Training Man FOC 2.5
9 10.00am - 6.00pm Power Orientation Program (POP) Man 0.00 0
MELAKA 3 working days before training
16 10.00am - 6.00pm Sales Practitioner (Module 2) Man/Eng 10.60 8
23 11.00am - 1.00pm PPS - Basic Underwriting Requirement Man/Eng FOC 2
23 2.00pm - 4.00pm PPS - Child Rider (UCGR) Man/Eng FOC 2
23 4.30pm - 7.00pm Product Positioning Training Man/Eng FOC 2.5
9 11.00am - 1.00pm PPS - Waiver Riders (UPCR, USCRW, USCRT, UJCR) Man FOC 2
9 2.00pm - 4.00pm PPS - Creating Positive First Impression Man FOC 2
9 4.30pm - 7.00pm Product Positioning Training Man FOC 2.5
10 10.00am - 6.00pm Sales Practitioner (Module 1) Man 10.60 8
JOHOR 27 2.00pm - 4.00pm PPS - Close Case Through Policy Review (by AFM, to be held at hotel) Man FOC 2
3 working days before training
BAHRU 27 4.30pm - 6.30pm PPS - Overview Of Insurance Trust (by AFM, to be held at hotel) Man FOC 2
30 11.00am - 1.00pm PPS - Bankruptcy Man FOC 2
30 2.00pm - 4.00pm PPS - Need Based Selling - Medical Expenses Man FOC 2
30 7.00pm - 9.30pm Product Positioning Training Man FOC 2.5
30 10.00am - 6.00pm Power Orientation Program (POP) Man 0.00 0
2 11.00am - 1.00pm PPS - Allianz Prime Saver Man FOC 2
2 2.00pm - 4.00pm PPS - Medical Underwriting Requirement Man FOC 2
BATU 2 4.30pm - 7.00pm Product Positioning Training Man FOC 2.5
3 working days before training
PAHAT 3 10.00am - 6.00pm Sales Practitioner (Module 3) Man 10.60 8
27 11.00am - 1.00pm PPS - The Magic Of Life Insurance Man FOC 2
27 2.00pm - 4.30pm Product Positioning Training Man FOC 2.5
3 10:00am - 12.30pm Product Positioning Training BM/Eng FOC 2.5
3 1.30pm - 3.30pm PPS - Anti Money Laundering, AZAP Code of Ethics & Anti-Corruption 2017 BM/Eng FOC 2
3 4.00pm - 6.00pm PPS - Communication Skills BM/Eng FOC 2
KUANTAN 3 working days before training
5 10.00am - 6.00pm Fast Start (Part 2) BM/Eng 0.00 0
10 10.00am - 6.00pm Sales Practitioner (Module 1) BM/Eng 10.60 8
25 10.00am - 12.30pm Product Positioning Training BM/Eng FOC 2.5
5 10.00am - 12.30pm Product Positioning Training BM/Eng FOC 2.5
8 10.00am - 6.00pm Fast Start (Part 2) BM/Eng 0.00 0
15 10.00am - 12.00pm PPS - Anti Money Laundering, AZAP Code of Ethics & Anti-Corruption 2017 BM/Eng FOC 2
KOTA
15 2.00pm - 4.00pm PPS - Agents' Sales Compliance 2017 BM/Eng FOC 2 3 working days before training
BAHRU
19 10.00am - 6.00pm Sales Practitioner (Module 1) BM/Eng 10.60 8
24 10.00am - 12.30pm Product Positioning Training BM/Eng FOC 2.5
24 2.00pm - 5.00pm Customer First BM/Eng FOC 3
23 10.00am - 12.00pm PPS - Goal Setting Man FOC 2
KUCHING 26 10.00am - 12.30pm Product Positioning Training Man FOC 2.5 3 working days before training
27 10.00am - 6.00pm Fast Start (Part 2) Man 0.00 0
4 10.00am - 12.30pm Product Positioning Training Eng/Man FOC 2.5
KOTA
25 10.00am - 6.00pm Fast Start (Part 2) Eng/Man 0.00 0 3 working days before training
KINABALU
30 10.00am - 12.00pm PPS - Nomination & Contingent Owner Eng/Man FOC 2
3 10.00am - 6.00pm Sales Practitioner (Module 2) Man 10.60 8
16 10.00am - 6.00pm Fast Start (Part 2) Man 0.00 0 3 working days before training
SIBU
25 10.00am - 12.30pm Product Positioning Training Man FOC 2.5 program
25 2.00pm - 4.00pm PPS - How to Complete Customer Fact Find Form Man FOC 2
 2017 FOURTH QUARTER TRAINING CALENDAR
Training Centre / NOVEMBER
Registration Clsoing
Branch DATE TIME PROGRAMMES LANGUAGE FEES CPD
1 10.00am - 4.00pm Balance Score Card Training 2017 Man FOC 5
2 10.00am - 6.00pm Sales Practitioner (Module 2) Man 10.60 8
7 10.00am - 6.00pm Sales Excellence with Allianz Discover Eng 31.80 8
7&8 10.00am - 6.00pm LIMRA - Fast Track To Management (Unit Manager) Eng 53.00 16
9 10.00am - 6.00pm Power Orientation Program (POP) Eng 0.00 0
11 10.00am - 12.30pm Product Positioning Training Man FOC 2.5
13, 14, 15 & 16 10.00am - 6.00pm BAMC Training Eng/Man 106.00 32
14 11.00am - 1.00pm PPS - Keyman & Business Insurance (by AFM) Eng FOC 2
MENARA 14 2.00pm - 4.00pm PPS - The Magic Of Life Insurance Eng FOC 2
3 working days before training
MUDAJAYA 15 10.00am - 6.00pm Fast Start (Part 2) Eng 0.00 0
16 10.00am - 6.00pm Fast Start (Part 3) Eng 0.00 0
17 10.00am - 1.00pm PCEIA Tutorial Man FOC 0
17 2.00pm - 6.00pm CEILLI Tutorial Man FOC 0
23 & 24 10.00am - 6.00pm Train The Trainer Fast Start (Part 1) Eng/Man 53.00 16
25 10.00am - 12.30pm Product Positioning Training Eng FOC 2.5
27 10.00am - 4.00pm Balance Score Card Training 2017 Eng FOC 5
28 10.00am - 1.00pm Customer First Man FOC 3
28 2.00pm - 4.00pm PPS - Agents' Sales Compliance 2017 Man FOC 2
15 10.00am - 12.30pm Product Positioning Training BM/Eng FOC 2.5
DESA JAYA
15 2.00pm - 4.00pm PPS - Policy Contract - Investment-Linked BM/Eng FOC 2 3 working days before training
KEPONG
22 10.00am - 6.00pm Sales Practitioner (Module 3) BM/Eng 10.60 8
7 10.00am - 12.30pm Product Positioning Training Eng/Man FOC 2.5
9 10.00am - 6.00pm Fast Start (Part 3) Eng/Man 0.00 0
KLANG 3 working days before training
23 10.00am - 1.00pm Customer First Eng/Man FOC 3
23 2.00pm - 4.00pm PPS - Allianz Prime Saver Eng/Man FOC 2
SEREMBAN 21 10.00am - 12.00pm PPS - Financial Underwriting Eng/Man FOC 2 3 working days before training
15 10.00am - 12.00pm PPS - Need Based Selling - Legacy Protection Man FOC 2
ALOR SETAR 15 1.00pm - 3.00pm PPS - Policy Contract - Investment-Linked Man FOC 2 3 working days before training
15 3.00pm - 5.00pm PPS - How To Read Premium Received Statement (PRS) & Statement Of Account (SOA) Man FOC 2
9 10.00am - 12.30pm Product Positioning Training Man FOC 2.5
9 2.00pm - 4.00pm PPS - Expanding Marketing Through Referral Man FOC 2
9 4.00pm - 6.00pm PPS - Policy Contract - Investment-Linked Man FOC 2
BUKIT 10 10.00am - 6.00pm Power Orientation Program (POP) Man 0.00 0
3 working days before training
MERTAJAM 14 10.00am - 6.00pm Sales Practitioner (Module 2) Man 10.60 8
16 10.00am - 12.00pm PPS - Handling Concerns Man FOC 2
16 1.00pm - 4.00pm Customer First Man FOC 3
28 10.00am - 6.00pm Fast Start (Part 2) Man 0.00 0
6 10:00am - 12:00pm PPS - Agents' Sales Compliance 2017 Man FOC 2
6 2:00pm - 4:00pm PPS - Gain Trust Through Effective Communication (by AFM) Man FOC 2
6 4:00pm - 6:00pm PPS - Close Case Through Policy Review (by AFM) Man FOC 2
13 10:00am - 6:00pm Fast Start (Part 3) Man 0.00 0
PENANG 3 working days before training
20 10:00am - 6:00pm Sales Practitioner (Module 1) Man 10.60 8
27 10:00am - 12:30am Product Positioning Training Man FOC 2.5
27 2:00pm - 4:00pm PPS - Need based selling - Legacy Protection Man FOC 2
27 4:00pm - 6:00pm PPS - Effective Presentation Man FOC 2
1 2.00pm - 4.00pm PPS - Basic Underwriting Requirement Man FOC 2
1 4.00pm - 6.00pm PPS - Child Rider (UCGR) Man FOC 2
2 10.00am - 6.00pm Power Orientation Program (POP) Man 0.00 0
IPOH 7 10.00am - 6.00pm Sales Practitioner (Module 3) Man 10.60 8 3 working days before training
8 10.00am - 12.30pm Product Positioning Training Man FOC 2.5
8 1.30pm - 6.30pm Balance Score Card Training 2017 Man FOC 5
13 10.00am - 6.00pm Fast Start (Part 2) Man 0.00 0
1 11.00am - 1.00pm Yes I Do Man FOC 2
1 2.00pm - 4.00pm Change Man FOC 2
6 2.00pm - 4.30pm Product Positioning Training Man FOC 2.5
MELAKA 27 10.00am - 12.30pm Product Positioning Training Man/Eng FOC 2.5 3 working days before training
27 2.00pm - 5.00pm Customer First Man/Eng FOC 3
28 10.00am - 6.00pm Fast Start (Part 2) Man/Eng 0.00 0
29 10.00am - 6.00pm Sales Practitioner (Module 3) Man/Eng 10.60 8
2 10.00am - 6.00pm Fast Start (Part 2) Man 0.00 0
3 10.00am - 6.00pm Sales Practitioner (Module 2) Man 10.60 8
10 11.00am - 1.00pm PPS - Child Rider (UCGR) Man FOC 2
10 2.00pm - 4.00pm PPS - Keyman & Business Insurance (by AFM) Eng FOC 2
JOHOR
10 4.30pm - 7.00pm Product Positioning Training Man FOC 2.5 3 working days before training
BAHRU
24 11.00am - 1.00pm PPS - Essential Time Management Man FOC 2
24 2.00pm - 5.00pm Customer First Man/Eng FOC 3
24 7.00pm - 9.30pm Product Positioning Training Man FOC 2.5
28 10.00am - 6.00pm Power Orientation Program (POP) Man 0.00 0
1 10.00am - 6.00pm Power Orientation Program (POP) Man 0.00 0
17 10.00am - 4.00pm Balance Score Card Training 2017 Man FOC 5
17 4.30pm - 7.00pm Product Positioning Training Man FOC 2.5
BATU
24 10.00am - 6.00pm Fast Start (Part 2) Man 0.00 0 3 working days before training
PAHAT
29 11.00am - 1.00pm PPS - Agents' Sales Compliance 2017 Man FOC 2
29 2.00pm - 4.30pm Product Positioning Training Man FOC 2.5
30 10.00am - 6.00pm Sales Practitioner (Module 1) Man 10.60 8
2 10.00am - 6.00pm Power Orientation Program (POP) BM/Eng 0.00 0
7 10.00am - 12.30pm Product Positioning Training BM/Eng FOC 2.5
7 2.00pm - 4.00pm PPS - Agents' Sales Compliance 2017 BM/Eng FOC 2
KUANTAN 3 working days before training
8 10.00am - 6.00pm Sales Practitioner (Module 2) BM/Eng 10.60 8
9 10.00am - 4.00pm Balance Score Card Training 2017 BM/Eng FOC 5
23 10.00am - 12.30pm Product Positioning Training BM/Eng FOC 2.5
5 10.00am - 12.30pm Product Positioning Training BM/Eng FOC 2.5
9 10.00am - 4.00pm Balance Score Card Training 2017 BM/Eng FOC 5
15 10.00am - 6.00pm Power Orientation Program (POP) BM/Eng 0.00 0
KOTA
19 10.00am - 6.00pm Fast Start (Part 3) BM/Eng 0.00 0 3 working days before training
BAHRU
23 10.00am - 6.00pm Sales Practitioner (Module 2) BM/Eng 10.60 8
26 10.00am - 12.30pm Product Positioning Training BM/Eng FOC 2.5
26 2.00pm - 4.00pm PPS - Knowing Allianz Product 2017 BM/Eng FOC 2
2 1.00pm - 6.00pm Balance Score Card Training 2017 Man FOC 5
KUCHING 3 working days before training
3 10.00am - 6.00pm Power Orientation Program (POP) Man 0.00 0
KOTA 8 1.00pm - 6.00pm Balance Score Card Training 2017 Eng/Man FOC 5
3 working days before training
KINABALU 10 10:00am -12:00pm PPS - How to Use Agent Portal & IMAGINE Eng/Man FOC 2
3 10.00am - 6.00pm Sales Practitioner (Module 3) Man 10.60 8
7 2.00pm - 4.00pm PPS - Agents' Sales Compliance 2017 Man FOC 2
SIBU 3 working days before training
8 2.00pm - 4.00pm PPS - Sales Idea - Medical Expenses Man FOC 2
8 4.00pm - 6.00pm PPS - Medical Riders (UMER, UMSIR & UMSIRX) Man FOC 2
27 10.00am - 6.00pm Sales Practitioner (Module 1) Eng/Man 10.60 8
28 10.00am - 6.00pm Sales Practitioner (Module 2) Eng/Man 10.60 8
Miri 3 working days before training
29 10.00am - 6.00pm Sales Practitioner (Module 3) Eng/Man 10.60 8
30 10.00am - 4.00pm Balance Score Card Training 2017 Eng/Man FOC 5
 2017 FOURTH QUARTER TRAINING CALENDAR
Training Centre / DECEMBER
Registration Clsoing
Branch DATE TIME PROGRAMMES LANGUAGE FEES CPD
5 10.00am - 1.00pm Customer First Man FOC 3
5 2.00pm - 4.00pm PPS - How to Complete Customer Fact Find Form Man FOC 2
6 10.00am - 6.00pm Power Orientation Program (POP) Man 0.00 0
7 10.00am - 6.00pm Fast Start (Part 2) Man 0.00 0
MENARA 9 10.00am - 12.30pm Product Positioning Training Man FOC 2.5
3 working days before training
MUDAJAYA 12 10.00am - 4.00pm Balance Score Card Training 2017 Man FOC 5
13 10.00am - 6.00pm Fast Start (Part 3) Man 0.00 0
13 10.00am - 6.00pm Sales Practitioner (Module 3) Man 10.60 8
16 10.00am - 12.30pm Product Positioning Training Eng FOC 2.5
19 7.00pm - 9.00pm PPS - How To Calculate Persistency Ratio Man FOC 2
13 10.00am - 12.30pm Product Positioning Training BM/Eng FOC 2.5
DESA JAYA
13 2.00pm - 4.00pm PPS - The Magic Of Life Insurance BM/Eng FOC 2 3 working days before training
KEPONG
20 10.00am - 6.00pm Power Orientation Program (POP) BM/Eng 0.00 0
13 10.00am - 12.30pm Product Positioning Training Eng/Man FOC 2.5
14 10.00am - 6.00pm Sales Practitioner (Module 3) Eng/Man 10.60 8
KLANG 3 working days before training
20 10.00am - 4.00pm Balance Score Card Training 2017 Eng/Man FOC 5
21 10.00am - 12.00pm PPS - Creating Positive First Impression Eng/Man FOC 2
SEREMBAN 12 10.00am - 12.00pm PPS - Need Based Selling - Income Replacement Eng/Man FOC 2 3 working days before training
11 10.00am - 12.00pm PPS - Expanding Marketing Through Referral Man FOC 2
ALOR SETAR 11 1.00pm - 3.00pm PPS - Financial Underwriting Man FOC 2 3 working days before training
11 3.00pm - 5.00pm PPS - Effective Presentation Man FOC 2
7 10.00am - 12.00pm PPS - Understanding Insurance Trust Man FOC 2
7 1.00pm - 3.00pm PPS - Keyman & Business Insurance (by AFM) Eng FOC 2
12 10.00am - 6.00pm Sales Practitioner (Module 3) Man 10.60 8
BUKIT
18 10.00am - 6.00pm Fast Start (Part 3) Man 0.00 0 3 working days before training
MERTAJAM
21 10.00am - 12.30am Product Positioning Training Man FOC 2.5
21 2.00pm - 4.00pm PPS - Financial Underwriting Man FOC 2
21 4.00pm - 6.00pm PPS - Policy Delivery & After Sales Service Man FOC 2
8 10.00am - 12.30pm Product Positioning Training Man FOC 2.5
8 2.00pm - 4.00pm PPS - How To Read Premium Received Statement (PRS) & Statement Of Account (SOA) Man FOC 2
8 4.00pm - 6.00pm PPS - Movie Week - Interview with Champions Man FOC 2
13 10.00am - 6.00pm Fast Start (Part 2) Man 0.00 0
PENANG 3 working days before training
15 10.00am - 12.00pm PPS - Need Based Selling - Income Replacement Man FOC 2
15 1.00pm - 6.00pm Balance Score Card Training 2017 Man FOC 5
19 10.00am - 6.00pm Power Orientation Program (POP) Man 0.00 0
20 10.00am - 6.00pm Sales Practitioner (Module 2) Man 10.60 8
7 10.00am - 6.00pm Power Orientation Program (POP) Man 0.00 0
8 10.00am - 6.00pm Sales Practitioner (Module 1) Man 10.60 8
IPOH 21 10.00am - 12.30pm Product Positioning Training Man FOC 2.5 3 working days before training
21 2.00pm - 4.00pm PPS - Agents' Sales Compliance Programme 2017 Man FOC 2
22 10.00am - 6.00pm Fast Start (Part 3) Man 0.00 0
11 2.00pm - 4.30pm Product Positioning Training Man FOC 2.5
12 11.00am - 1.00pm PPS - Agents' Sales Compliance Programme 2017 Man FOC 2
12 2.00pm - 4.00pm PPS - Movie Week - Jump Boy! Man FOC 2
18 10.00am - 4.00pm Balance Score Card Training 2017 Eng/Man FOC 5
MELAKA 3 working days before training
18 4.30pm - 7.00pm Product Positioning Training Eng/Man FOC 2.5
19 10.00am - 6.00pm Power Orientation Program (POP) Man 0.00 0
26 10.00am - 6.00pm Fast Start (Part 3) Eng/Man 0.00 0
27 10.00am - 6.00pm Sales Practitioner (Module 1) Eng/Man 10.60 8
4, 5, 6 & 7 10.00am - 6.00pm RFP Module 1 Man 159.00 15
8 11.00am - 1.00pm PPS - Agents' Sales Compliance Programme 2017 Man/Eng FOC 2
8 2.00pm - 4.00pm PPS - Financial Underwriting Man FOC 2
8 4.30pm - 7.00pm Product Positioning Training Man FOC 2.5
JOHOR 14 10.00am - 6.00pm Fast Start (Part 2) Man 0.00 0
3 working days before training
BAHRU 15 10.00am - 6.00pm Fast Start (Part 3) Man 0.00 0
19 10.00am - 6.00pm Power Orientation Program (POP) Man 0.00 0
21 11.00am - 5.00pm Balance Score Card Training 2017 Man/Eng FOC 5
21 7.00pm - 9.30pm Product Positioning Training Man FOC 2.5
22 10.00am - 6.00pm Sales Practitioner (Module 3) Man 10.60 8
11 10.00am - 12.30pm Product Positioning Training Eng/Man FOC 2.5
11 2.00pm - 5.00pm Customer First Man FOC 3
BATU 12 10.00am - 6.00pm Fast Start (Part 3) Man 0.00 0
3 working days before training
PAHAT 13 10.00am - 6.00pm Sales Practitioner (Module 2) Man 10.60 8
26 11.00am - 1.00pm PPS - Prospecting & Activity Management Man FOC 2
26 2.00pm - 4.30pm Product Positioning Training Man FOC 2.5
5 10.00am - 12.30pm Product Positioning Training BM/Eng FOC 2.5
5 2.00pm - 4.00pm PPS - Trial Close BM/Eng FOC 2
6 10.00am - 1.00pm Customer First BM/Eng FOC 3
KUANTAN 3 working days before training
7 10.00am - 6.00pm Fast Start (Part 3) BM/Eng 0.00 0
12 10.00am - 6.00pm Sales Practitioner (Module 3) BM/Eng 10.60 8
20 10.00am - 12.30pm Product Positioning Training BM/Eng FOC 2.5
5 10.00am - 12.30pm Product Positioning Training BM/Eng FOC 2.5
7 10.00am - 1.00pm Customer First BM/Eng FOC 3
7 2.00pm - 4.00pm PPS - Knowing Allianz Product 2017 BM/Eng FOC 2
KOTA
10 10.00am - 6.00pm Sales Practitioner (Module 3) BM/Eng 10.60 8 3 working days before training
BAHRU
14 10.00am - 4.00pm Balance Score Card Training 2017 BM/Eng FOC 5
20 10.00am - 6.00pm Power Orientation Program (POP) BM/Eng 0.00 0
24 10.00am - 12.30pm Product Positioning Training BM/Eng FOC 2.5
14 10.00am - 12.30pm Product Positioning Training Man FOC 2.5
KUCHING 3 working days before training
15 10.00am - 12.00pm PPS - Sales Idea on PremierLink Man FOC 2
KOTA 12 10.00am - 12.30pm Product Positioning Training Man FOC 2.5
3 working days before training
KINABALU 13 10.00am - 6.00pm Power Orientation Program (POP) Man 0.00 0
5 1.00pm - 6.00pm Balance Score Card Training 2017 Man FOC 5
SIBU 7 10.00am - 6.00pm Power Orientation Program (POP) Man 0.00 0 3 working days before training
12 10.00am - 12.30pm Product Positioning Training Man FOC 2.5
 Allianz Life Insurance Malaysia Berhad
Training Registration Form - 2017

1 Training registration form with consent on commission deduction (if fee involves) MUST be received by the respective branches / Learning &
Development Department within 3 working days before the training date.
2 Withdrawal & postponement of enrolment after the closing date are not allowed or refundable . For those who attended the training without
payment, NO CPD hours are granted.
3 Confirmation of registration is on first-come-first serve basis and Learning & Development Department reserves this right to make any changes as
and when deemed necessary.
4 Participants will be informed by Learning & Development Department should there be any changes to the course schedule.

Full Name : Rank :

Agency & Agent Code : Email :

Telephone Number : (Office) (Hand phone)

TRAINING VENUE :
Please ( ) and email or fax to the respective branches (Please refer to the Training Coordinator Contact)

Alor Setar Desa Jaya Klang Kuantan Menara Mudajaya Seremban

Batu Pahat Ipoh Kota Bharu Kuching Muar Sibu
Bukit Mertajam Johor Bahru Kota Kinabalu Melaka Penang

COURSE DETAILS : Please ( )

FEES
AAA PROGRAMMES CPD LANGUAGE TRAINING DATE
(with GST 6%)

PCEIA Examination Tutorial FOC 0 BM / Eng / Man

CEILLI Examination Tutorial FOC 0 BM / Eng / Man
Product Positioning FOC 2.5 BM / Eng / Man
Power Orientation Programme (POP) 31.80 0 BM / Eng / Man
Fast Start Training (Part 2) 10.60 0 BM / Eng / Man
Fast Start Training (Part 3) 10.60 0 BM / Eng / Man
Sales Practitioner (Module 1) 10.60 8 BM / Eng / Man
Sales Practitioner (Module 2) + Customer Fact Find Form 10.60 6+2 BM / Eng / Man
Sales Practitioner (Module 3) + How to Calculate Persistency Ratio 10.60 6+2 BM / Eng / Man
Professional Path of Selling (PPS) Topic: FOC 2 BM / Eng / Man
Cash Flow Game FOC 3 Mandarin
Life Insurance Technical Knowledge 31.80 8 BM / Eng / Man
Investment-Linked Technical Knowledge 31.80 8 BM / Eng / Man
Fundamentals of Financial Calculator 31.80 8 BM / Eng / Man
Underwriting Workshop 2017 31.80 8 BM / Eng / Man
RFP Module 1 Fundamentals of Financial Planning 159.00 15 Eng / Man
RFP Module 2 Risk Management & Insurance Planning 159.00 15 Eng / Man
RFP Module 1 (E-Learning) Fundamentals of Financial Planning 127.20 15 English
RFP Module 2 (E-Learning) Risk Management & Insurance Planning 127.20 15 English
Meeting of the Minds - Emergenetics Profiling 190.80 8 BM / Eng / Man
Corporate Grooming & Etiquette 402.80 16 BM / Eng / Man
AAA Sales Process 106.00 24 BM / Eng / Man
Crossroad 84.80 16 BM / Eng / Man
Recruiting Workshop 53.00 8 BM / Eng / Man
Train The Trainer - Fast Start (Part 1) 53.00 16 BM / Eng / Man
Basic Agency Management Course (BAMC) 106.00 32 BM / Eng / Man
Balance Score Card Training 2017 FOC 5 BM / Eng / Man

OTHERS BM / Eng / Man

I If the training programme involves a fee, Please make payment via Commission Deduction by completing below section.

I, _______________________________________ (Name) ___________________ (Agent Code) from _________________ (Agency), would like to authorize the

Company to deduct the indicated amount, RM _________________ from my commission account as the training fee for the above training.

I understand that there will be NO CPD hours accredited to me if I have completed the training without payment.

Agent's Signature Date

 OVERVIEW OF TRAINING PROGRAMMES FOR 2017
LEVEL AAA PROGRAMMES REMARKS

PCEIA Tutorial Class

Conducted at branch level
NEW RECRUIT CEILLI Tutorial Class
Compulsory to attend and pass assessment before contract
Basic Product Training (Conducted by agency leader/Certified Agency Trainer)
(Comply with Treat Customer Fairly Requirements)
Product Positioning Compulsory to attend within 2 weeks after contracted.

Power Orientation Programme (POP) Compulsory to attend within 1 month after contracted
NEW AGENT
Fast Start (Part 1) Compulsory to attend within 1 month after contracted
(CONTRACTED 2017)

Fast Start (Part 2) Compulsory to attend within 3 months after contracted

Fast Start (Part 3) Compulsory to attend within 12 months after contracted

Sales Practitioner (Module 1, included Customer First)

Sales Practitioner (Module 2) + Customer Fact Find Form

Sales Practitioner (Module 3) + How to Calculate Persistency Ratio

2ND YEAR AGENT
PPS - Agent Sales Compliance 2017 Compulsory to complete by 31.12.2017
(CONTRACTED 2016)

PPS - Knowing Allianz Product 2017

Anti-Money Laundering, AZAP Code of Ethics & Anti-Corruption (via e-learning)

Balance Score Card Training 2017

COMPULSORY programs to be completed by 31st December 2017 :

1. PPS - Knowing Allianz Product 2017

Compulsory to attend by 31.12.2017
2. PPS - Agents' Sales Compliance Programme 2017
3. PPS - Anti Money Laundering, AZAP Code of Ethics & Anti-Corruption 2017 (via e- PPS - Knowing Allianz Product 2017 and PPS - Anti-Money
Laundering, AZAP Code of Ethics & Anti-Corruption 2017 are
Learning)
available in e-learning
4. Customer First (New)

5. Balance Score Card Training 2017 (New)

Insurance Trust Workshop (New)

Basic of Business Insurance (New)

AGENTS
(CONTRACTED 2015 & Underwriting Workshop 2017 (New)
BEFORE)
RFP Module 1 Fundamentals of Financial Planning or
Compulsory to complete within 3 years after contracted
RFP Module 1 (E-Learning in English only) Fundamentals of Financial Planning

RFP Module 2 Risk Management & Insurance Planning or

Compulsory to complete within 5 years after contracted
RFP Module 2 (E-Learning in English only) Risk Management & Insurance Planning

Meeting of the Mind - Emergenetics Profiling (New)

Corporate Grooming & Etiquette

Total 3 programs in a series, each series with different CPD
LIMRA Producer Development Series (PDS) (New)
accredited.
KBI Top Agent Programs (Module 1 8) (New) For selected/nominated agents only

AAA Sales Process Compulsory course for promotion as Sales Manager

Compulsory course for promotion as Sales Manager and Unit
Crossroad
Manager
Train The Trainer - Fast Start (Part 1)
PRE-PROMOTION
Compulsory course for promotion as Unit Manager
TRAINING
Recruiting Workshop
Compulsory to complete and pass the examination for promotion
Basic Agency Management Course (BAMC)
as Unit Manager
Path to Agency Manager (PAM) Compulsory course for promotion as Agency Manager

Note:
1. Training fees for Power Orientation Program (POP) and Fast Start (Part 2 & Part 3) have been collected from new agents upon contract.
2. Language - BM = Bahasa Malaysia, Eng = English, Man = Mandarin
 Regional Office Contact Number
Region Branches Person In-Charge (PIC) Email Address Tel No (Office)
Azful Adli (Saiful)
Menara Mudajaya Ldd.Life@allianz.com.my 03-77225662
Central Nor Sanida (Ida)
Klang Yap Hock Lai yap.hocklai@allianz.com.my 03-33452667
Alor Setar Chew Song Yong Chew.SongYong@allianz.com.my
04-5371231
Bukit Mertajam Khor Phay Thing Khor.PhayThing@allianz.com.my
Northern
Penang Joanne Ooi Joanne.Ooi@allianz.com.my 04-2614388

Ipoh Lee Sue Yee Lee.SueYee@allianz.com.my 05-2419752

Xavier Lai Xavier.Lai@allianz.com.my
Melaka 06-2881236
Chin Siew Lin Chin.SiewLin@allianz.com.my
Southern Xavier Lai Xavier.Lai@allianz.com.my
Batu Pahat 07-4343313
Denise Lee Lee.LeeTing@allianz.com.my
Johor Bahru Xavier Lai Xavier.Lai@allianz.com.my 07-3325981
Kuching Adeline Bong Adeline.Bong@allianz.com.my 082-233470
East Malaysia Kota Kinabalu Ashley Zhou Ashley.Zhou@allianz.com.my 088-224551
Sibu Laura Ting Laura.Ting@allianz.com.my 084-346515
Farrah Suraya Farrah.Suraya@allianz.com.my
Desa Jaya 03-62746077
Suriati Harun Suriati.Harun@allianz.com.my
ONEMP
Kuantan Careen Kong Careen.Kong@allianz.com.my 09-5159098
Kota Bahru Amran Zakaria Amran.Zakaria@allianz.com.my 09-7484496
updated as at August 2017