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
第四期課程及時間表*
香港专业保险经纪协会
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课程主题
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课程日期
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| 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 |
| 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 |
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Techniques and Practices for Broking in a Hardening Market to Obtain the Best Results for Clients
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10/11/2020
|
|
Business Ethics and Trusted Professionals
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29/07/2020 |
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Business Ethics and Trusted Professionals
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28/07/2020
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Essentials Technical Knowledge for Marine Cargo Insurance
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13/07/2020
|
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Claims Procedures and Case Study on Marine Cargo Claims Relating to Different Types of Cargoes and Incidents
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15/01/2020
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Claims Management Series: Public Liability Insurance for Shop
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13/01/2020
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Insurance Analytics and Their Applications
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19/12/2019
|
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Business Ethics and Trusted Professionals
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19/12/2019
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Employees' Compensation and Personal Injuries Claims - An Update
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18/12/2019
|
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Fundamentals of Actuarial Analysis in General Insurance
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18/12/2019
|
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Enterprise Risk Management: Concepts and Applications
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17/12/2019
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Legal Principles applicable to Insurance Contract and Corporate Governance
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17/12/2019
|
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Reinsurance: Concepts, Tools and Recent Developments
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16/12/2019
|
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Claims relating to Liability under Various Types of Marine Liability Policies as well as P&I Claims
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12/12/2019
|
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Anti-Money Laundering and Counter-Terrorist Financing
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11/12/2019
|
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"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
|
香港保险顾问联会
|
课程主题 |
课程日期 |
| Insurance and Risk Based Capital Management | 07/05/2021 |
| The Purpose of Risk Based Capital | 06/05/2021 |
| 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 |
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Dovetailing Financial lines Insurances
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25/09/2020 |
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Dovetailing Liability Coverage - Injury and damage exposures
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24/09/2020 |
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Advanced Liability Insurance and Claims Management
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17/01/2020
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Fraud Management
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16/01/2020
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Drones Insurance
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14/01/2020
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Facultative and ART – How Do They Support Treaty Reinsurance?
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31/10/2019
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How Reinsurance Treaties Can Make Your Business Efficient and Profitable?
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30/10/2019
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Insurance industry cycle: Managing in a hard market
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09/10/2019
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香港保险业联会
|
课程主题
|
课程日期
|
|
Executive Certificate in Marine Insurance
|
08/07/2020
|
*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？
第四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，请参阅三个保险业机构的网站：香港保险业联会（www.hkfi.org.hk）、香港保险顾问联会（www.hkcib.org）及香港专业保险经纪协会（www.piba.org.hk）。第五期专业培训资助计划现正接受申请，课程时间表待审批完成后于此网页公布。
[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。
