概览
保险业先导计划目前资助八个机构1，开办针对保险专责范畴或专题的优质培训课程，目的是为希望增进专业知识的保险从业员提供高水平而费用合理的课程。
合资格申请人#
- 岭南大学
- 香港城市大学专业进修学院
- 香港大学专业进修学院
- 澳大利亚及新西兰保险与金融学会
- 英国特许保险学院
- 香港保险业联会
- 香港保险顾问联会
- 香港专业保险经纪协会
#适用于第五期申请
第五期課程及時間表*
澳大利亚及新西兰保险与金融学会
|
課程主題
|
課程日期
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| Risk Management Practice for Hong Kong Corporations and Work Injury Risk Mitigation |
08/10/2022
|
英国特许保险学院
|
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
|
香港保险业联会
|
課程主題
|
課程日期
|
|
Executive Certificate in Marine Insurance
|
16/02/2022
|
香港保险顾问联会
|
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 |
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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
|
香港专业保险经纪协会
|
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 |
| Liability Claims Relating to Pleasure Crafts, Yachts, Vessels and Barges | 27/01/2022 |
| Litigation, Arbitration, Mediation and Negotiation – application in HK insurance market | 12/01/2022 |
| Essentials Technical Knowledge for Marine Cargo Insurance | 07/01/2022 |
| 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
参加者分享
| 媒体报导 | 媒体 | 日期 |
 * |
昋港经济日报 | 8/12/2017 |
 |
昋港经济日报 | 30/10/2018 |
*只提供繁体中文内容
相关下载
申请指引（第五期申請）（仅提供英文版本）
申请表格（第五期申請）（仅提供英文版本）
常见问题
与申请机构相关问题
1. 专业培训资助计划有哪些合资格申请人？
合资格申请人共有八个机构１，包括香港保险业联会、香港保险顾问联会、香港专业保险经纪协会、岭南大学、香港城市大学专业进修学院、香港大学专业进修学院、澳大利亚及新西兰保险与金融学会、及英国特许保险学院。
2. 专业培训资助计划资助什么类型的课程？
专业培训资助计划资助高水平的课程，内容涵盖不同保险专责范畴，以至规管事宜方面的最新发展专题。详情请参阅专业培训资助计划的申请指引。
3. 资助金额以什么因素厘定？每个课程的津贴上限是多少？
每个申请的实际的资助金额取决于不同因素，如：课程的规模、主题、日数、预期参加人数和开支等，资助金额由评审委员会决定。
4. 申请的评审流程是怎样？
在申请截止日期后，评审委员会的秘书处会进行初步遴选，申请人或需在遴选过程中提交补充资料。评审委员会继而召开会议去考虑和评审已提交的申请。成功的申请人将收到书面通知书。
5. 专业培训资助计划有甚么评审准则？
详细的评审准则请参阅专业培训资助计划的申请指引第5.6及5.7段。
6. 我的机构可否于一次申请中提交多份计划书？
您的机构可于每次申请中提交多于一份计划书。
7. 申请成功后需提交跟进数据吗？
在筹办及执行获批课程时，申请人须于指定日子内提交进度报告及最后报告予评审委员会，以报告课程的实行进度和评估成效。
8. 我的机构可否在递交申请后退出专业培训资助计划？
您的机构如欲在递交申请后退出专业培训资助计划，请于审批进行前以书面形式向职业训练局提出。如在获得拨款后才申请退出，您的机构必须提交原因及退出安排，并须得到政府批准。政府亦保留权利，向您的机构索回已发放的全部或部分拨款。
9. 我的机构可否就已审批的申请更改申请内容的数据，如场地，题目等？
已审批申请的任何变更，修改或附加都必须先得到评审委员会的同意。
10. 专业培训资助计划何时接受申请？
专业培训资助计划于先导计划执行期间，每年至少一次接受合资格申请人提交申请。申请时间及次数须视乎每年度的可用拨款而定。
与保险从业员相关问题
11. 参与专业培训资助计划下的课程可获取持续专业进修课程（CPD）时数吗？
受资助的课程没有CPD时数的特别要求。参加者应留意主办机构有否提供CPD时数。
12. 专业培训资助计划下的课程费用是多少？
受资助课程的费用由主办机构决定。
13. 如何报读专业培训资助计划下的课程？
参加者须直接向主办机构报读课程。
14. 现职从业员可否报读多个专业培训资助计划下的课程？
参加者报读受资助课程的数目并没有上限。
15. 可以在哪里查阅专业培训资助计划下的课程资料？
第五期专业培训资助计划的课程时间表可于此网页浏览。更多相关资讯及报名详情，请参阅课程提供者的网站：澳大利亚及新西兰保险与金融学会、英国特许保险学院、香港保险业联会、香港保险顾问联会及香港专业保险经纪协会。
[1] 第一期至第四期专业培训资助计划的合资格申请人为三个保险业机构，包括香港保险业联会、香港保险顾问联会及香港专业保险经纪协会。由第五期开始，合资格申请人已扩展至曾与上述三个保险业机构合办专业培训资助计划课程的专业保险组织或培训机构。有关合资格申请人的详情，请参阅合资格申请人一栏。
