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
第五期課程及時間表*
澳大利亞及新西蘭保險與金融學會
|
課程主題
|
課程日期
|
| Risk Management Practice for Hong Kong Corporations and Work Injury Risk Mitigation |
08/10/2022
|
英國特許保險學院
|
課程主題
|
課程日期
|
| Role of Ethics in Building Trust | 30/08/2022 |
| Reimagining Insurance - Digital Transformation and Ethical Use of Artificial Intelligence | 22/08/2022 & 23/08/2022 |
| Insurance Fraud: A comprehensive course for all insurance professionals Day 2 |
18/08/2022 & 19/08/2022
25/08/2022 & 26/08/2022
|
| Insurance Fraud: A comprehensive course for all insurance professionals Day 1 |
17/08/2022 & 18/08/2022
24/08/2022 & 25/08/2022
|
| Insurance Law: Legal Principles and Insurance Contracts | 28/07/2022 |
| Insurance Law: Legal Principles and Insurance Contracts |
09/06/2022 & 10/06/2022
|
| The Law of Contract and Torts |
01/06/2022 & 02/06/2022
|
| Understanding the CECR Policy - To get the best coverage for operational civil engineering risks |
26/05/2022
|
| Artificial Intelligence in Insurance |
22/03/2022 & 23/03/2022
|
| Industrial All Risks (IAR) Policy – with a special segment on Machinery Breakdown coverage Day 2 | 11/11/2021 |
|
Industrial All Risks (IAR) Policy – with a special segment on Machinery Breakdown coverage Day 1
|
10/11/2021
|
| Construction Risks for the Insurance Practitioners - CAR & EAR Day 2 | 31/08/2021 |
|
Construction Risks for the Insurance Practitioners - CAR & EAR Day 1
|
30/08/2021
|
| Claims Handling: Essential laws and skills Day 2 | 27/07/2021 & 28/07/2021 |
| Claims Handling: Essential laws and skills Day 1 | 20/07/2021 & 21/07/2021 |
| Construction Risks for the Insurance Practitioners - CAR & EAR Day 2 | 29/06/2021 |
|
Construction Risks for the Insurance Practitioners - CAR & EAR Day 1
|
28/06/2021
|
香港保險業聯會
|
課程主題
|
課程日期
|
|
Executive Certificate in Marine Insurance
|
16/02/2022
|
香港保險顧問聯會
|
課程主題
|
課程日期
|
| Fine Arts and Specie Insurance | 23/08/2022 |
|
High Net Worth Household Insurance
|
22/08/2022 |
|
Reinsurance Wordings – Proportional Treaty and Facultative
|
17/08/2022 |
|
Reinsurance Wordings – Non-Proportional
|
16/08/2022 |
|
Advanced Reinsurance: Using Reinsurance in an Effective Manner – A different view of Reinsurance Products and the Current Market place
|
12/08/2022 |
|
Advanced Reinsurance: Using Reinsurance in an Effective Manner – Core Products and Pricing
|
11/08/2022 |
|
Dealing with Theft, Money and Fidelity Insurance – Delivering on the promise, claims
|
26/07/2022 |
|
Dealing with Theft, Money and Fidelity Insurance – Theft, Money and Fidelity insurance fundamentals
|
25/07/2022 |
|
Claims Handling - Post-Claim Considerations
|
07/07/2022 |
|
Claims Handling - Principles that Relate to Claims
|
06/07/2022 |
| Understanding Captives | 27/06/2022 |
|
Commercial Property and Business Interruption Insurance – Business Interruption
|
22/06/2022 |
|
Commercial Property and Business Interruption Insurance – Commercial Property
|
21/06/2022 |
|
Contractor All Risks – The Coverage
|
25/05/2022 |
|
Contractor All Risks – The Exposure
|
24/05/2022 |
|
Professional Indemnity Insurance – The Different Professionals
|
13/05/2022 |
|
Professional Indemnity Insurance – The Basics
|
12/05/2022 |
|
Business Interruption insurance - Coverage issues, recent policy disputes and claims
|
29/04/2022 |
|
Business Interruption insurance - Getting the Numbers Right
|
28/04/2022 |
| Advanced Client Relationship Management– Optimizing client relationships | 29/03/2022 |
| Advanced Client Relationship Management– Establishing client relationships | 28/03/2022 |
| Engineering Insurance and Inspection - policy coverage | 25/02/2022 |
| Engineering Insurance and Inspection - why are they required | 24/02/2022 |
| Reinsurance 101 – Reinsurance in Practice | 22/02/2022 |
| Reinsurance 101 – Reinsurance Theory | 21/02/2022 |
| Principles and Practice of Insurance - Deep Understanding of Claims | 12/01/2022 |
| Principles and Practice of Insurance - Deep Understanding of Placing and Underwriting | 11/01/2022 |
| Marine Cargo Claims | 16/12/2021 |
| Marine Cargo Insurance - Insuring Conditions | 15/12/2021 |
| Marine Cargo Underwriting | 14/12/2021 |
| Marine Cargo Insurance - The Law and International Conventions and Finance | 13/12/2021 |
| Directors and Officers Insurance - Coverage Developments | 10/12/2021 |
| Directors and Officers Insurance - the Changing Exposure | 09/12/2021 |
| Cyber Insurance – Creating customer value: Business risks and exposures | 02/12/2021 |
| Cyber Insurance – The Cyber landscape: Security and Incidents | 01/12/2021 |
| The Science of Risk Management | 23-26/11/2021 |
| Extreme weather events & climate change - emerging liability risk (potential impact to insurance in the future | 03/11/2021 |
| Extreme weather events & climate change - emerging liability risk (increased climate related litigation) | 02/11/2021 |
| London Market Legal Aspects - How is business is placed and claims are collected in the London insurance market and how it is developing | 17/09/2021 |
| London Market Legal Aspects - Who is who in the London insurance market | 16/09/2021 |
| Broking Service - Handling customer complaints and feedback | 10/09/2021 |
| Broking Service - Creating customer value | 09/09/2021 |
|
Typhoon and Catastrophe Insurance – Delivering on the promise, claims
|
19/08/2021
|
|
Typhoon and Catastrophe Insurance - Principles and Modelling
|
18/08/2021
|
|
Marine Hull Claims
|
05/08/2021
|
|
Marine Hull - Insuring Conditions and Clauses
|
04/08/2021
|
|
Marine Hull Underwriting
|
29/07/2021
|
|
Marine Hull - Law and Regulatory Environment
|
28/07/2021
|
香港專業保險經紀協會
|
課程主題
|
課程日期
|
|
Insurance Management and Legal Studies Series Corporate Risk Management
|
29/08/2022 |
|
Construction Insurance
|
26/08/2022 |
|
Insurtech - Disruptions to the Non-life Market Caused by Emerging Technology
|
25/08/2022 |
|
Small and Medium Enterprises (SME) Risk Management Practice and Legal Liability Mitigation
|
12/08/2022 |
|
Liability Claims Relating to Pleasure Crafts, Yachts, Vessels and Barges
|
12/08/2022 |
| Insurance Mgt and Legal Studies Series Litigation, Arbitration, Mediation and Negotiation – Application in HK Insurance Market | 05/08/2022 |
|
Insurance Mgt and Legal Studies Series Litigation, Arbitration, Mediation and Negotiation – Application in HK Insurance Market
|
22/07/2022 |
|
Claims on Pleasure Crafts, Yachts, Vessels and Barges
|
07/07/2022 |
| Construction Insurance | 22/06/2022 |
|
Insurance Management & Legal Studies Series Insurance Operations Management
|
08/06/2022 |
|
Insurance Management & Legal Studies Series Legal Issues of Employees' Compensation Insurance
|
26/05/2022 |
|
Small and Medium Enterprises (SME) Risk Management Practice and Legal Liability Mitigation
|
20/05/2022 |
|
Claims Management Series Advanced 3rd Party Liability Insurance for Property Mgt
|
05/05/2022 |
|
Liability Claims relating to Logistics & Shipping of Cargoes and Containers
|
05/05/2022 |
|
Claims Management Series Advance Motor Insurance
|
03/05/2022 |
|
Employees' Compensation & Personal Injuries Claims - An Update
|
27/04/2022 |
|
Leading a Multi-Generation Workforce in the Insurance Industry
|
20/04/2022 |
|
Cargo Claims Procedures and Case Study on Different Types of Cargoes and Incidents
|
14/04/2022 |
|
How to Prevent Delay in Cargo Claim
|
07/04/2022 |
| Claims Management Series Advanced 3rd Party Liability Insurance for Property Management | 15/03/2022 |
| Insurtech - Challenges to the Insurance Intermediaries | 07/03/2022 |
| Insurance Management and Legal Studies Series Corporate Risk Management | 28/02/2022 |
| Insurance Management & Legal Studies Series Legal Issues of Employees' Compensation Insurance | 23/02/2022 |
| Insurance Management & Legal Studies Series Insurance Operations Management | 15/02/2022 |
| Claims Management Series Advanced Motor Insurance | 04/01/2022 |
| Construction Insurance | 20/12/2021 |
| Claims on Pleasure Crafts, Yachts, Vessels and Barges | 16/12/2021 |
| Insurtech - Disruptions to the Non-life Market Caused by Emerging Technology | 06/12/2021 |
| Liability Claims relating to Logistics and Shipping of Cargoes and Containers | 02/12/2021 |
| Understand Property and Liability Insurance From Claimants' Perspectives | 30/11/2021 |
| Leading a Multi-Generational Workforce in the Insurance Industry | 24/11/2021 |
| Employees’Compensation and Personal Injuries Claims - An Update | 17/11/2021 |
| Understand Property and Liability Insurance From Claimants' Perspectives | 08/11/2021 |
| Understand Property and Liability Insurance From Claimants' Perspectives | 22/10/2021 |
| How to Prevent Delay in Cargo Claim | 15/10/2021 |
| Understand Property and Liability Insurance From Claimants' Perspectives | 05/10/2021 |
| Cargo Claims Procedures and Case Study on Different Types of Cargoes and Incidents | 20/09/2021 |
| Small and Medium Enterprises (SME) Risk Management Practice and Legal Liability Mitigation | 16/09/2021 |
| Insurance Management and Legal Studies Series Corporate Risk Management | 15/09/2021 |
| Insurance Management & Legal Studies Series Legal Issues of Employees' Compensation Insurance | 14/09/2021 |
| Insurance Management & Legal Studies Series Insurance Operations Management | 13/09/2021 |
| Insurtech - Challenges to the Insurance Intermediaries | 08/09/2021 |
| Insurance Management and Legal Studies Series: Litigation, Arbitration, Mediation and Negotiation – application in HK insurance market | 23/08/2021 |
| Liability Claims Relating to Pleasure Crafts, Yachts, Vessels and Barges | 17/08/2021 |
| Employees' Compensation and Personal Injuries Claims - An Update | 12/08/2021 |
| Leading a Multi-Generational Workforce in the Insurance Industry | 11/08/2021 |
| Anti-Money Laundering and Counter-Terrorist Financing | 10/08/2021 |
| Claims Management Series: Advanced 3rd Party Liability Insurance for Property Mgt | 03/08/2021 |
| Claims on Pleasure Crafts, Yachts, Vessels and Barges | 27/07/2021 |
| Liability Claims relating to Logistics and Shipping of Cargoes and Containers | 20/07/2021 |
| Insurtech - Disruptions to the Non-life Market Caused by Emerging Technology | 15/07/2021 |
| Claims Management Series Advance Motor Insurance | 14/07/2021 |
| Essential Technical Knowledge for Marine Cargo Insurance | 13/07/2021 |
| How to Prevent Delay in Cargo Claim | 06/07/2021 |
| Small and Medium Enterprises (SME) Risk Management Practice and Legal Liability Mitigation | 25/06/2021 |
| Insurance Management & Legal Studies Series Insurance Operations Management | 24/06/2021 |
| Insurance Management and Legal Studies Series Corporate Risk Management | 23/06/2021 |
| Construction Insurance | 22/06/2021 |
| Insurance Management & Legal Studies Series Legal Issues of Employees' Compensation Insurance | 21/06/2021 |
| Essential Technical Knowledge for Marine Cargo Insurance | 16/06/2021 |
| Insurtech - Challenges to the Insurance Intermediaries | 10/06/2021 |
| Cargo Claims Procedures and Case Study on Different Types of Cargoes and Incidents | 09/06/2021 |
*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？
第五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，請參閱課程提供者的網站：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、香港保險顧問聯會及香港專業保險經紀協會。
[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。
