Professional Diploma in Insurance (PDI) (此課程內容只提供英文版本)
This programme is recognised under the Qualifications Framework.
QF Level: 4
QR Registration No.: 14/002698/L4
Validity Period: 01/04/2014 to 30/04/2027
The Professional Diploma in Insurance (PDI) is designed for learners who wish to excel in their career through education programmes in the field of life insurance, general insurance and financial planning. This Programme has been developed in conjunction with practicing industry specialists and provides specialist education and professional accreditation for the insurance industry.
Provide students with an understanding of specialist knowledge and skills in the insurance and financial services sector through reflective and innovative approaches;
Develop students’ ability of performing various job duties in a professional manner at both the functional and cross-functional levels; and
Prepare students for further education and professional development in the insurance and financial services sector.
Programme Intended Learning Outcomes
On completion of the programme, students will be able to:
Apply a systematic body of knowledge appropriate to manage independent insurance work applications;
Identify, gather and evaluate information as well as communicate effectively and appropriately in a broad range of professional work activities relating to insurance and financial services;
Define, analyze and solve structured and unstructured problems in insurance and financial services sector by selecting and using relevant information; and
Perform duties in compliance with relevant requirements and professional codes of conduct in the insurance and financial services sector.
Further Education for working adults in the field of life insurance, general insurance and financial planning
Graduates are eligible to apply for Australian and New Zealand Institute of Insurance and Finance (ANZIIF) Senior Associate Membership and be awarded up to a maximum 120 Chartered Insurance Institute(CII) credits.
Students completing 4 PDI modules including one ANZIIF legal module are eligible for ANZIIF Associate Membership
PDI “Insurance Principle and Practice” can obtain exemption of Society of Registered Financial Planners (HKRFP) “Insurance Planning”; PDI “Financial Planning” can obtain exemption of HKRFP “Financial Planning”, “Tax Planning”; PDI “Personal Investment and Financial Services can obtain exemption of HKRFP “Investment Planning”
PDI can be recognized as Type 3 or Type 5 Qualified CPD Activity with details as per Guideline on Continuing Professional Development for Licensed Insurance Intermediaries (“GL24”) issued by the Insurance Authority
Flexible modular structure with choices to complete within 4 years
8 modules of 30 lecture hours each ($3,850 per module until further adjustment). There are normally 3 trimesters each year commencing in March, July and November
Learners must take 8 modules including 2 core modules.
791I2 Insurance Principle and Practice
Plus at least one legal module from:
793I2 Legal Aspect of General Insurance#
798I2 Legal Aspect of Life Insurance#
799I2 Legal Framework for Insurance Contract#
Remaining 4-6 modules selected from any range of interdisciplinary specializations as listed below for reference:
780I2 Insurance Organization Operations
792I2 Insurance Underwriting and Claims
799I2 Legal Framework for Insurance Contract #
Life & Health insurance stream:
796I2 Life and Health Insurance
797I2 Life Insurance Underwriting and Claims # *
798I2 Legal Aspect of Life Insurance #
*Pre-requisite requirement for students taking the module of 797I2 Life Insurance Underwriting and Claims: at least a passing grade of module 796I2 Life and Health Insurance or equivalent; OR students can demonstrate sufficient knowledge and skills to complete the module successfully, say preferably possessing a minimum of 2 years’ relevant work experience in life and health Claims or Underwriting, etc., with approval of the Programmer Leader.
Financial planning stream:
783I2 Personal Investment and Financial Services
784I2 Financial Planning
785I2 Business Financial Planning
Students should have some basic related technical knowledge before studying the specialized modules, especially for those Financial Planning stream which would require some related mathematical concepts.
General insurance stream:
793I2 Legal Aspect of General Insurance #
794I2 Property Insurance
795I2 Motor Insurance
781I2 Liability Insurance
782I2 Marine and Aviation Insurance
Students who complete 4 PDI modules including one ANZIIF legal module# are eligible to ANZIIF Associate Membership
Students graduated in 2012 and thereafter are eligible to ANZIIF Senior Associate Membership
Graduates is awarded maximum up to 120 Credits at CII Diploma Level and Certificate Level in insurance qualifications of CII recognition of prior learning (by selecting the appropriate PDI modules awarded under different corresponding CII credits with details as per Student's notes)
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)
Insurance Organization Operations (Module from Professional Diploma in Insurance)
Liability Insurance (Module from Professional Diploma in Insurance)
Marine and Aviation Insurance (Module from Professional Diploma in Insurance)
Personal Investment and Financial Services (Module from Professional Diploma in Insurance)
Financial Planning (Module from Professional Diploma in Insurance)
Business Financial Planning (Module from Professional Diploma in Insurance)
Insurance Principle and Practice (Module from Professional Diploma in Insurance)
Insurance Underwriting and Claims (Module from Professional Diploma in Insurance)
Legal Aspect of General Insurance (Module from Professional Diploma in Insurance)
Property Insurance (Module from Professional Diploma in Insurance)
Motor Insurance (Module from Professional Diploma in Insurance)
Life and Health Insurance (Module from Professional Diploma in Insurance)
Life Insurance Underwriting and Claims (Module from Professional Diploma in Insurance)
Legal Aspect of Life Insurance (Module from Professional Diploma in Insurance)
Legal Framework for Insurance Contract (Module from Professional Diploma in Insurance)
Programme Fee: $3,850 per module
Five HKDSE subjects at Level 2 or above, including English Language and Chinese Language with 2 or more years’ relevant full-time working experience; OR
Five HKCEE subjects at Grade E / Level 2 or above, including English Language# and Chinese Language with 3 or more years’ relevant full-time working experience; OR
Mature applicants, i.e. those aged 23 or above, with 2 or more years of relevant full-time working experience may also be accepted subject to a satisfactory admission interview.
# HKCEE English Language taken in 2006 or before should be at Grade E or above (Syllabus B) / Grade C or above (Syllabus A)
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
Ms. Yanni Fan (Programme Secretary)
Tel: 2836 1374
Fax: 2891 5707