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PDI - Life Insurance Underwriting and Claims
| Class Code | Commencement Date | Class Location | Medium of Instruction | Apply Online | Class Remarks | Class Status |
| 797I2 (11-NOV-2026) | 2026.11.11 |
Institute of Professional Education and Knowledge (PEAK)
Institute of Professional Education and Knowledge (PEAK) |
English supplemented with Cantonese |
Nov 11, 18, 25
Dec 02, 09, 16, 23, 30 Jan 06, 13 (Every Wed, 18:45 - 21:45) |
Learning Outcomes
On completion of the module, students are expected to be able to:
- outline the major considerations and aspects that may affect life insurance underwriting;
- apply principles of life insurance underwriting and claims for insurance-related assessment under different medical conditions, infirmities, diseases, etc., and for contract interpretation; and
- analyze medical expenses and factors affecting life insurance underwriting and claims settlement, and calculate the actual reimbursement considering the preferences, responsibilities and attitudes of different parties involved in the underwriting and claims process, which includes reinsurance and the fraud detection.
Learning Contents
- Legal aspects affecting underwriting
- Related legal concepts and development
- Underwriting of various benefits
- Life insurance
- Health insurance and Supplementary benefits
- Disability income policies
- The difference between group and individual policies
- Financial Underwriting
- Actuarial concepts, Risk classifications related to Occupation, Recreation, Travel, Diseases, etc., Mortality and Annuities
- Scope and organization of reinsurance
- Methods and types of reinsurance
- Scope and organization of claims
- Legal consideration and principles in Claims
- Handling of various claims
- Life policy: administration procedure and payment options
- Health Policy: Claims assessment and processing including related medical aspects
- Life and Health Policy: handling of fraud
- Scope, organization and practices of policy owner service
- Market features and developments
Entry Requirements:
- Five HKDSE subjects at Level 2 or above, including English and Chinese Languages with 2 or more years relevant full-time work experience; or
- Five HKCEE subjects at Grade E/Level 2 or above, including English* and Chinese Languages with 3 or more years relevant full-time work experience; or
- Completion of a QF Level 3 programme that is deemed acceptable to the respective Programme Committee; or
- Relevant Recognition of Prior Learning (RPL) qualification(s) at QF Level 3 or above AND a pass in an admission interview; or
- Other relevant verifiable prior learning and/or work experience that is/are deemed appropriate by respective Programme Committee AND a pass in an admission interview.
33Z139352
CEF Course NameLife Insurance Underwriting and Claims (Module from Professional Diploma in Insurance)
Remarks
Continuing Education Fund
The modules of “Professional Diploma in Insurance” (PDI) have been included in the list of reimbursable courses for Continuing Education Fund (CEF) purposes (https://www.wfsfaa.gov.hk/cef). The mother course “Professional Diploma in Insurance” of the modules is recognised under the Qualifications Framework (QF Level 4).
For the modules commenced on or before 31 March 2022 (the 1st module should be commenced on or before the date), CEF claimants would be eligible for fee reimbursement upon their successful completion of any 4 modules selected from PDI (CEF Course Code: 33F11053A), with the fulfilment of both the minimum attendance requirement of 70% AND passing each of the 4 modules at 50% or above.
For the modules commenced on or after 16 August 2022, CEF claimants would be eligible for fee reimbursement upon their successful completion of any one module selected from PDI with the following CEF course codes, with the fulfilment of both the minimum attendance requirement of 70% AND passing the module at 50% or above.
| CEF course code (for the modules commenced after 16 August 2022) | CEF Course Title in English (for the modules commenced after 16 August 2022) |
| 33Z139352 | Life Insurance Underwriting and Claims (Module from Professional Diploma in Insurance) |
Enrollment
Please use the specified enrollment form and follow the âÂÂNotes to Applicantsâ in the form to apply for programmes.
Applicants should show the Hong Kong Identity (HKID) Card / Passport / Travel Document / or valid study visa issued by the Immigration Department of the Hong Kong Special Administrative Region (HKSAR) for enrollment.
Individual programmes may have specific admission requirements. Applicants should refer to the admission requirements of the individual programmes.
All places are allocated on a first-come-first-served basis. Incomplete forms and forms received without payment will not be processed.
Deadline for Application
The deadline for application is 7 working days## prior to the class commencement date (The enrollment deadline might be subject to change depending on the enrollment status).
Notification of Class Commencement
Successful applicants will be notified of the class information by the contact method specified on the enrollment form at least 3 working days## before class commencement. PEAK will not be responsible for the loss of class notification sent by mail. Please contact us at 2836 1906 if you do not receive the notification before the class commencement.
Programme Fees / Receipt
For a programme commencing within 7 working days## at the time of enrollment, students are required to settle the programme fee by cash.
Programme fees paid are non-refundable, except for cases of unsuccessful applications and programme cancellation or rescheduling. Fees paid and places enrolled are also not transferable, and request for programme swapping will not be entertained.
Students will collect and sign to acknowledge collection of the receipts at the first lesson. Fees paid after the enrollment deadline may result in delay in receipt issuing. For those who have not collected the receipts during the first lesson, our staff will contact them for the receipt collection arrangement. If students choose to collect the receipt by mail, PEAK will not be responsible for any loss in mailing. Students will be required to pay an administrative charge of HK$100 for their requests for each additional receipt copy. Please send crossed cheque payable to âÂÂVocational Training Councilâ with a written application to âÂÂThe Programme Teamâ of the Institute. For enquiry, please contact us at 2836 1862.
## Working days (exclusive of Saturdays and Sundays)
Mr. John Tsang (Programme Director)
Tel: 2836 1863
Email: johntsang@vtc.edu.hk
Mr. Arvin Lau (Programme Secretary)
Tel: 2919 1429
Email: arvinlau@vtc.edu.hk
Fax: 2891 5707
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