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
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
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,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。
 
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