概覽
保險業先導計劃目前資助八個機構1，開辦針對保險專責範疇或專題的優質培訓課程，目的是為希望增進專業知識的保險從業員提供高水平而費用合理的課程。
合資格申請人#
- 嶺南大學
- 香港城市大學專業進修學院
- 香港大學專業進修學院
- 澳大利亞及新西蘭保險與金融學會
- 英國特許保險學院
- 香港保險業聯會
- 香港保險顧問聯會
- 香港專業保險經紀協會
#適用於第五期申請
第四期課程及時間表*
香港專業保險經紀協會
|
課程主題
|
課程日期
|
| Project Cargo Risk Management and Claims Handling (Part 2) | 26/03/2021 |
| Project Cargo Risk Management and Claims Handling (Part 1) | 25/03/2021 |
| Claims Relating to Liability under Various Types of Marine Liability Policies as well as P&I Claims | 25/03/2021 |
| Employees' Compensation and Personal Injuries Claims - An Update | 30/11/2020 |
| Legal Principles applicable to Insurance Contract and Corporate Governance | 30/11/2020 |
| "Understand Liability Insurances" from Claimants' Perspectives | 24/11/2020 |
| Claims on Pleasure Crafts and Yachts | 24/11/2020 |
| Essentials Technical Knowledge for Marine Cargo Insurance | 23/11/2020 |
| Business Interruption in Supply Chains | 19/11/2020 |
| Business Interruption in Supply Chains | 18/11/2020 |
| Techniques and Practices for Broking in a Hardening Market to Obtain the Best Results for Clients | 11/11/2020 |
|
Techniques and Practices for Broking in a Hardening Market to Obtain the Best Results for Clients
|
10/11/2020
|
|
Business Ethics and Trusted Professionals
|
29/07/2020 |
|
Business Ethics and Trusted Professionals
|
28/07/2020
|
|
Employees' Compensation and Personal Injuries Claims - An Update
|
13/07/2020
|
|
Essentials Technical Knowledge for Marine Cargo Insurance
|
13/07/2020
|
|
Claims Procedures and Case Study on Marine Cargo Claims Relating to Different Types of Cargoes and Incidents
|
15/01/2020
|
|
Claims Management Series: Public Liability Insurance for Shop
|
13/01/2020
|
|
Insurance Analytics and Their Applications
|
19/12/2019
|
|
Business Ethics and Trusted Professionals
|
19/12/2019
|
|
Employees' Compensation and Personal Injuries Claims - An Update
|
18/12/2019
|
|
Fundamentals of Actuarial Analysis in General Insurance
|
18/12/2019
|
|
Enterprise Risk Management: Concepts and Applications
|
17/12/2019
|
|
Legal Principles applicable to Insurance Contract and Corporate Governance
|
17/12/2019
|
|
Reinsurance: Concepts, Tools and Recent Developments
|
16/12/2019
|
|
Claims relating to Liability under Various Types of Marine Liability Policies as well as P&I Claims
|
12/12/2019
|
|
Anti-Money Laundering and Counter-Terrorist Financing
|
11/12/2019
|
|
"Understand Liability Insurances" from Claimants' Perspectives
|
11/12/2019
|
|
Claims on Pleasure Crafts and Yachts
|
10/12/2019
|
|
Essentials Technical Knowledge for Marine Cargo Insurance
|
10/12/2019
|
|
Claims Management Series: Public Liability Insurance for Shop
|
29/11/2019
|
|
Claims Procedures and Case Study on Marine Cargo Claims Relating to Different Types of Cargoes and Incidents
|
29/11/2019
|
香港保險顧問聯會
|
課程主題
|
課程日期
|
| Management of Environmental Risks – Environmental risk management | 31/03/2021 |
| Management of Environmental Risks – The impact of environmental exposures on business and community | 30/03/2021 |
| Natural Catastrophic Insurance - Trends and developments of Catastrophic Insurance | 22/01/2021 |
| Natural Catastrophic Insurance - Underwriting considerations and claims management | 21/01/2021 |
| Insurance Products in General Insurance – New development for the products | 08/12/2020 |
| Insurance Products in General Insurance – The importance of product knowledge | 07/12/2020 |
| Broking Client Relationship and Performance Management - Customer Relationship Management (CRM) models | 04/12/2020 |
| Broking Client Relationship and Performance Management - Environment analysis and roles of brokers | 03/12/2020 |
| Infrastructure Construction and Liability – Contracts and Relationships | 27/11/2020 |
| Infrastructure Construction and Liability – Overview of infrastructure construction and liability | 26/11/2020 |
| Management Distribution & Customers (General Insurance) – Monitoring intermediary performance | 20/11/2020 |
| Management Distribution & Customers (General Insurance) – Overview of current insurance intermediary management | 19/11/2020 |
| Management of Occupational Health & Safety Risks – Risk management frameworks and Information security | 23/10/2020 |
| Management of Occupational Health & Safety Risks – Specific types of occupational health and safety (OHS) risks | 22/10/2020 |
| Actuarial Principles and Practice | 15/10/2020 |
| Insurance Broking in a Changing Market – Using digital tools and techniques | 29/09/2020 |
| Insurance Broking in a Changing Market – Using old school broking techniques | 28/09/2020 |
|
Dovetailing Financial lines Insurances
|
25/09/2020 |
|
Dovetailing Liability Coverage - Injury and damage exposures
|
24/09/2020 |
|
Advanced Liability Insurance and Claims Management
|
17/01/2020
|
|
Fraud Management
|
16/01/2020
|
|
Drones Insurance
|
14/01/2020
|
|
Assessing and Managing Silent/Non-Affirmative Cyber Risk
|
28/11/2019
|
|
Intermediate Cyber Risk Insurance
|
27/11/2019
|
|
Facultative and ART – How Do They Support Treaty Reinsurance?
|
31/10/2019
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How Reinsurance Treaties Can Make Your Business Efficient and Profitable?
|
30/10/2019
|
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Insurance industry cycle: Managing in a hard market
|
09/10/2019
|
香港保險業聯會
|
課程主題
|
課程日期
|
|
Executive Certificate in Marine Insurance
|
08/07/2020
|
*課程單元只提供英文名稱
參加者分享
| 媒體報導 | 媒體 | 日期 |
 |
香港經濟日報 | 8/12/2017 |
 |
香港經濟日報 | 30/10/2018 |
相關下載
申請指引（第五期申請）（僅提供英文版本）
申請表格（第五期申請）（僅提供英文版本）
常見問題
與申請機構相關問題
1. 專業培訓資助計劃有哪些合資格申請人？
合資格申請人共有八個機構１，包括香港保險業聯會、香港保險顧問聯會、香港專業保險經紀協會、嶺南大學、香港城市大學專業進修學院、香港大學專業進修學院、澳大利亞及新西蘭保險與金融學會、及英國特許保險學院。
2. 專業培訓資助計劃資助什麼類型的課程？
專業培訓資助計劃資助高水平的課程，內容涵蓋不同保險專責範疇，以至規管事宜方面的最新發展專題。詳情請參閱專業培訓資助計劃的申請指引。
3. 資助金額以什麼因素釐定？每個課程的津貼上限是多少？
每個申請的實際的資助金額取決於不同因素，如：課程的規模、主題、日數、預期參加人數和開支等，資助金額由評審委員會決定。
4. 申請的評審流程是怎樣？
在申請截止日期後，評審委員會的秘書處會進行初步遴選，申請人或需在遴選過程中提交補充資料。評審委員會繼而召開會議去考慮和評審已提交的申請。成功的申請人將收到書面通知書。
5. 專業培訓資助計劃有甚麼評審準則？
詳細的評審準則請參閱專業培訓資助計劃的申請指引第5.6及5.7段。
6. 我的機構可否於一次申請中提交多份計劃書？
您的機構可於每次申請中提交多於一份計劃書。
7. 申請成功後需提交跟進資料嗎？
在籌辦及執行獲批課程時，申請人須於指定日子內提交進度報告及最後報告予評審委員會，以報告課程的實行進度和評估成效。
8. 我的機構可否在遞交申請後退出專業培訓資助計劃？
您的機構如欲在遞交申請後退出專業培訓資助計劃，請於審批進行前以書面形式向職業訓練局提出。如在獲得撥款後才申請退出，您的機構必須提交原因及退出安排，並須得到政府批准。政府亦保留權利，向您的機構索回已發放的全部或部分撥款。
9. 我的機構可否就已審批的申請更改申請內容的資料，如場地，題目等？
已審批申請的任何變更，修改或附加都必須先得到評審委員會的同意。
10. 專業培訓資助計劃何時接受申請？
專業培訓資助計劃於先導計劃執行期間，每年至少一次接受合資格申請人提交申請。申請時間及次數須視乎每年度的可用撥款而定。
與從業員相關問題
11. 參與專業培訓資助計劃下的課程可獲取持續專業進修課程（CPD）時數嗎？
受資助的課程沒有CPD時數的特別要求。參加者應留意主辦機構有否提供CPD時數。
12. 專業培訓資助計劃下的課程費用是多少？
受資助課程的費用由主辦機構決定。
13. 如何報讀專業培訓資助計劃下的課程？
參加者須直接向主辦機構報讀課程。
14. 現職從業員可否報讀多個專業培訓資助計劃下的課程？
參加者報讀受資助課程的數目並沒有上限。
15. 可以在哪裡查閱專業培訓資助計劃下的課程資料？
第四期專業培訓資助計劃的課程時間表可於此網頁瀏覽。更多相關資訊及報名詳情，請參閱三個保險業機構的網站：香港保險業聯會（www.hkfi.org.hk）、香港保險顧問聯會（www.hkcib.org）及香港專業保險經紀協會（www.piba.org.hk）。第五期專業培訓資助計劃現正接受申請，課程時間表待審批完成後於此網頁公布。
[1] 第一期至第四期專業培訓資助計劃的合資格申請人為三個保險業機構，包括香港保險業聯會、香港保險顧問聯會及香港專業保險經紀協會。由第五期開始，合資格申請人已擴展至曾與上述三個保險業機構合辦專業培訓資助計劃課程的專業保險組織或培訓機構。有關合資格申請人的詳情，請參閱合資格申請人一欄。
