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
#适用于第七期申请
第七期課程及時間表*
澳大利亚及新西兰保险与金融学会
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課程主題
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課程日期
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| 即将更新 | |
英国特许保险学院
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課程主題
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課程日期
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| Business Ethics and the Trusted Professional | 12/06/2025 |
| Underwriting at Lloyd's - How a risk is written at the Box in Lloyds | 16/05/2025 |
| Underwriting at Lloyd's: History, Modern Practices, and the Underwriting Experience | 15/05/2025 |
| Challenges and Expansion of Lloyd's and the London Market | 14/05/2025 |
| Lloyd's and the London Market: History, Operations, and Work Experience | 13/05/2025 |
| Mediation in Maritime Disputes | 08/05/2025 |
| The Risk of Doing Business Overseas: Political Risk and Trade Credit Insurance | 15/04/2025 |
| Marine Risks in Perspective – Dynamics, Pitfalls and Challenges | 08/04/2025 |
| AI in Insurance: Leveraging Artificial Intelligence for Enhanced Risk Management and Customer Engagement | 27/02/2025 |
| Climate Change/Breakdown: Addressing Challenges and Innovating Insurance Solutions | 26/02/2025 |
| Polycrisis: Redefining Risk Management for a Changing World | 25/02/2025 |
| Energy Insurance Training | 17/02/2025 |
| Trusts and Success Planning for High-net worth (HNW) and Ultra high-net worth (UHNW) clients | 17/01/2025 |
| Fundamentals of Family Office and Asset Allocation for High net worth (HNW) and Ultra High net worth (UHNW) clients | 16/01/2025 |
| The History and Transformation of China Insurance | 12/12/2024 |
| Insurance Law | 11/12/2024 |
香港保险业联会
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課程主題
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課程日期
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| Executive Certificate in Insurance Leadership Acceleration | 26/04/2025 |
香港保险顾问联会
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課程主題
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課程日期
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| Aviation Insurance Policy Wordings | 20/08/2025 |
| Management of Environmental Risks – The Impact of Environmental Exposure on Business and Community | 13/08/2025 |
| Management of Environmental Risks – Environmental Risk Management | 12/08/2025 |
| Aviation Claims | 06/08/2025 |
| Integrated Risk Management Approach (Integrated Risk Management) | 30/07/2025 |
| Integrated Risk Management Approach (Operational Risk Management) | 29/07/2025 |
| Main Elements of Aviation Risk | 16/07/2025 |
| Advanced Succession Planning Strategies for UHNWIs and Families, Multi-Jurisdictional and Complex Clients | 10/07/2025 |
| Cyber Risk Insurance | 25/06/2025 |
| Marine Liability - Part 2 | 18/06/2025 |
| Marine Liability - Part 1 | 17/06/2025 |
| The Compliance and Ethics of Succession Planning Strategies | 12/06/2025 |
| Professional Indemnity Insurance | 11/06/2025 |
| Marine Hull - Insuring Conditions and Clauses | 29/05/2025 |
| Marine Hull Claims | 27/05/2025 |
| Cyber Security Risk – All you need to know about cyber risks | 16/05/2025 |
| Succession Planning Strategies Through Life Insurance | 07/05/2025 |
| Claims Management (Part 2) – Overview of Personal Lines classes, coverage and claims management | 24/04/2025 |
| Claims Management (Part 1) – The Importance and Key Elements of Claims Management | 23/04/2025 |
| London Market Legal Aspects (Part 2) - How is business placed and claims collected in the London insurance market | 09/04/2025 |
| London Market Legal Aspects (Part 1) - Who is who in the London insurance market and their legal responsibilities | 08/04/2025 |
| Advanced Succession Planning Strategies for UHNWIs and Families, Multi-Jurisdictional and Complex Clients | 19/03/2025 |
| Drone Insurance - Part 2 | 13/03/2025 |
| Drone Insurance - Part 1 | 12/03/2025 |
| Fine Arts and Specie Insurance | 26/02/2025 |
| The Compliance and Ethics of Succession Planning Strategies | 19/02/2025 |
| Engineering Insurance and Inspection | 12/02/2025 |
| Succession Planning Strategies Through Life Insurance | 22/01/2025 |
| Directors and Officers Insurance | 10/12/2024 |
香港专业保险经纪协会
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課程主題
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課程日期
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| Claims on Pleasure Craft, Yachts, Vessels and Barges | 28/05/2025 |
| Natural Catastrophic Insurance (Typhoon and Catastrophic Insurance) | 13/05/2025 |
| Global Trends in Insurance Cybersecurity Regulation | 08/05/2025 |
| Advance Reinsurance (Day 2) | 30/04/2025 |
| Advance Reinsurance (Day 1) | 29/04/2025 |
| Artificial Intelligence Insurance | 25/04/2025 |
| Practical & Practicable Steps for Data Protection and Digital Insurance | 19/03/2025 |
| Estate Planning, Trust and Family Office | 13/03/2025 |
| Fraud Management | 07/03/2025 |
| Cybersecurity Challenges in the Era of Artificial Intelligence for Finance and Insurance Industry | 28/02/2025 |
| China Insurance Law | 13/02/2025 |
| Product Safety and Product Liability Insurance | 22/01/2025 |
| Compliance with the Insured's Data Protection in HK, the Mainland and GBA | 08/01/2025 |
| ESG Reporting Requirements and New Trends for Finance and Insurance Industry | 03/12/2024 |
| Understand Divergent Views on Insurance Claims by Case Studies | 29/11/2024 |
*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（第七期申請）（仅提供英文版本）
申请表格（第七期申請）（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？
第六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。
