PDI - Insurance Organization Operations (此課程內容只提供英文版本)
(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
入學條件
年滿二十三歲或以上及具三年相關工作經驗。如有需要,申請人須通過面試及 / 或能力傾向測試
同等學歷
香港中學會考五科成績達E級 / 第二級或以上,包括英國語文及中國語文,及具三年或以上相關全職工作經驗
香港中學文憑試五科成績達第二級或以上,包括英國語文及中國語文,及具兩年或以上相關全職工作經驗
33Z139239
持續進修基金課程名稱Insurance Organization Operations (Module from Professional Diploma in Insurance)
備註
Entry Requirements:
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Five HKDSE subjects at Level 2 or above, including English Language and Chinese Language with 2 or more years’ relevant full-time work experience; OR
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Five HKCEE subjects at Grade E / Level 2 or above, including English Language** and Chinese Language with 3 or more years’ relevant full-time work experience; OR
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Equivalent
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Mature applicants, i.e. those aged 23 or above, with 2 or more years of relevant full-time work experience may also be accepted subject to a satisfactory admission interview.
** HKCEE English Language taken in 2006 or before should be at Grade E orabove (Syllabus B) / Grade C or above (Syllabus A)
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 50% or above of the overall mark for each of the 4 modules.
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 50% or above of the overall mark for each module.
CEF course code (for the modules commenced after 16 August 2022) | CEF Course Title in English (for the modules commenced after 16 August 2022)
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33Z139239 | Insurance Organization Operations (Module from Professional Diploma in Insurance) |
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)
Mr. Simon Yip (Programme Director)
Tel: 2919 1402
Email: simonyip@vtc.edu.hk
Mr. Alfred Chu (Programme Secretary)
Tel: 2919 1545
Email: chuxiayou@vtc.edu.hk
Fax: 2891 5707