PDI - Insurance Organization Operations (此課程內容只提供英文版本)

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課程編號

780I2

課程範疇

保險

課程程度

單元證書

開辦院校

高峰進修學院

上課時數

30

課程班別

有關課程開課日期資料，請聯絡2836 1922 | 高峰進修學院

課程詳情

(此課程內容只提供英文版本)

Learning Outcomes

On completion of the module, students are expected to be able to:

identify the key features in a range of insurance and business organizations, and explain how they take effect in terms of organizational management and accounting practices;
analyse the characteristics and functions of a typical insurance organization and propose the ways in which a sustainable competitive advantage can be achieved; and
develop strategies that can co-ordinate the functional areas of an insurance organization that can enhance the business development, motivation, commitment, productivity, and retention of employees.

Learning Contents

Role of insurance organization and financial industry

formation of various insurance organizations including bancassurance, companies, intermediaries (agent & broker) of life, general and financial adviser (including MPF)
the organizational structure and culture of insurance organizations

Key functions of insurance organizations:

information systems, Fintech
marketing
human resources
product development and actuarial
underwriting
customer services
claims
distributing products
investment

Accounting

accounting principles and practices
practices of insurance company accounts
use of financial ratios and insurance ratios to assess businesses
financial strength of insurance companies
insurance Company Reserves and solvency margins, Risk Based Capital

Legal and compliance, corporate governance

Relevant regulatory framework
Corporate Governance
Ethics

Strategic Planning for Long-term Growth

Including management of insurance business

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.

[* Applicants who took HKCEE English Language in 2006 or before should have attained Grade E or above (Syllabus B) / Grade C or above (Syllabus A)]

[Entry requirements for mature applicants are: Aged 23 years old or above with at least 2 years of relevant full-time work experience subject to a satisfactory admission interview.]

持續進修基金課程編號

33Z139239

持續進修基金課程名稱

Insurance Organization Operations (Module from Professional Diploma in Insurance)

備註

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 1^st 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)

33Z139239

Insurance Organization Operations (Module from Professional Diploma in Insurance)

報名辦法

Enrollment

Please use the specified enrollment form and follow the “Notes to Applicants” 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 “Vocational Training Council” with a written application to “The Programme Team” of the Institute. For enquiry, please contact us at 2836 1862.

## Working days (exclusive of Saturdays and Sundays)

查詢

Mr. John Tsang (Programme Director)
Tel: 2836 1863
Email: johntsang@vtc.edu.hk

Ms. Ivy Chan (Programme Secretary)

Tel: 3974 3663

Email: ivychan@vtc.edu.hk

Fax: 2891 5707

PDI - Insurance Organization Operations (此課程內容只提供英文版本)

Entry Requirements:

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