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    PDI - Life and Health Insurance (此課程內容只提供英文版本)

    高峰進修學院
    高峰進修學院
    最新課程/研討會 持續進修基金課程
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    課程編號
    796I2
    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 [ 796I2 (29-JUN-2026) ]
    課程費用
    港幣$4,120.00
    班號 開課日期 上課地點 教學語言 網上申請 備註 狀態
    796I2 (29-JUN-2026) 2026.06.29 高峰進修學院
    		主要為英語，輔以粵語
    796I2 Life and Health Insurance
    Jun 29
    Jul 06, 13,
    Aug 03, 07(Fri), 10, 14(Fri), 17, 24, 31
    (Every Mon, 18:45 - 21:45)
    Date of Examination:14-Sep-2026
    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:

    • address typical concerns for assessment of individual and group, and medical risks in life and health insurance for consideration when designing or selecting related insurance products;

    • apply knowledge of life and health concepts on common contract enquiries, including the policy differences and suitability, and settling claims; and

    • review and make suggestions for improvement on performance of underwriting and claims of standard individual and group life and health insurance matters.

     

    Learning Contents

    1. Market Industry and needs for life and health insurance
    1. Pricing of life insurance
    • Principles & terminology
    • The difference between Life, Health and Disability Income Policies
    1. Types of life insurance
    • Policy wordings, coverage extensions and exclusions, etc.
    • Policy differences and suitability including whole life, term, endowment, annuities to meet different needs like death, disability, critical illness, mortgagee, keyman, business life, etc.
    1. Health insurance and Managed Health Plan
    • Individual plans
    • Policies
    • Costs
    1. Supplementary benefits for life and health insurance
    • Product and features
    1. Life and health underwriting, and quotation
    • Product and features
    1. Claims practice of life and health insurance
    • Claims procedures
    • Disputes and claims handling
    1. Health insurance: group plans, and dominant medical insurance
    • Product and features
    1. Life and health insurance market , voluntary Health Insurance Scheme and self-regulation
    • 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.
     
    [* 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

    33Z139344

    持續進修基金課程名稱

    Life and Health Insurance (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 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)

     

    33Z139344

    Life and Health Insurance (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. 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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