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
#適用於第七期申請
第六期課程及時間表*
澳大利亞及新西蘭保險與金融學會
|
課程主題
|
課程日期
|
| 即將更新 |
英國特許保險學院
|
課程主題
|
課程日期
|
| Comprehensive Course of Insurance Principles and Practice (Part 2) | 31/10/2024 |
| Sustainable Risk Management | 25/10/2024 |
| Comprehensive Course of Insurance Principles and Practice (Part 1) | 24/10/2024 |
| Digitalization of Insurance and Distribution Trends | 18/10/2024 |
| Embracing the Opportunities of Digital Assets | 08/10/2024 |
| Role of Ethics in Building Trust | 07/10/2024 |
| Sustainable Insurance and the Impact of Climate Change on Insurance | 06/09/2024 |
| Parametric Insurance | 05/09/2024 |
| ESG in Insurance | 04/09/2024 |
| Insurance Law: Legal Principles and Insurance Contracts | 03/09/2024 |
| The Law of Contract and Torts |
02/09/2024
|
| Cargo Insurance | 28/08/2024 |
| Marine Insurance | 27/08/2024 |
| ESG in Insurance | 20/08/2024 |
| Role of Ethics in Building Trust | 11/07/2024 |
| Money Laundering: Rules, Regulation and Practice in Hong Kong | 20/06/2024 |
| Regulation of Data and Artificial Intelligence in Insurance: A Hong Kong and Global Perspective | 19/06/2024 |
| Artificial Intelligence & Customer Trust in Insurance | 18/06/2024 |
| The Psychology of Insurance Fraud | 17/06/2024 |
| Insurance Law: Legal Principles and Insurance Contracts | 27/03/2024 |
| The Law of Contract and Torts |
26/03/2024
|
| Comprehensive Course of Insurance Principles and Practice |
25/03/2024
14/03/2024
31/01/2024
|
香港保險業聯會
|
課程主題
|
課程日期
|
| 高階保險領導力培訓計劃 | 20/04/2024 |
香港保險顧問聯會
|
課程主題
|
課程日期
|
| Life Insurance Underwriting and Claims | 23/10/2024 - 24/10/2024 |
| Life Insurance and Insurance Products | 16/10/2024 - 17/10/2024 |
| High Net Worth Household Insurance - Ensuring High Net Worth Coverage Customers get the Protection and Service they required | 12/09/2024 |
| High Net Worth Household Insurance - The Product and the Target Market | 11/09/2024 |
| Property All Risk Insurance and Business Interruption - Business Interruption | 29/08/2024 |
| Property All Risk Insurance and Business Interruption - Commercial Property | 28/08/2024 |
| Contractor All Risks - The coverage | 22/08/2024 |
| Contractor All Risks - The exposure | 21/08/2024 |
| The Global Human Resource Challenge for the Insurance Sector | 14/08/2024 |
| Advances in technology that are/will impact the Asian Insurance market | 08/08/2024 |
| Fires, floods, earthquakes and typhoons – where to from here | 24/07/2024 |
| Natural Catastrophic Insurance – Underwriting Considerations and Claims Management |
21/06/2024 |
| Natural Catastrophic Insurance – Trends and Developments of Catastrophic Insurance |
20/06/2024 |
| Understanding Captives | 06/06/2024 |
| Advanced Reinsurance |
04/06/2024 & 05/06/2024
|
| Underwriting at Lloyd's – How a risk is written at the Box in Lloyd's | 21/05/2024 |
| Underwriting at Lloyd's – How underwriting began, how it is transacted today and what it's like to underwrite in the oldest insurance market in the world | 20/05/2024 |
| Lloyd's and the London Market – Challenges the market faces and how Lloyd's is dealing with these | 07/05/2024 |
| Lloyd's and the London Market – History of the market and how it operates | 06/05/2024 |
| Professional Indemnity and Directors and Officers Insurance - Directors & officers liability (Management liability) insurance | 18/04/2024 |
| Professional Indemnity and Directors and Officers Insurance - Professional indemnity insurance | 17/04/2024 |
| Crime Insurance | 10/04/2024 |
| Trends and Developments of Global General Insurance Market | 19/03/2024 |
| Effective Communication with Underwriters | 18/03/2024 |
| Underwriting Project Cargo insurance - Insuring Conditions and Claims | 13/03/2024 |
| Underwriting Project Cargo insurance - The Risk Environment | 12/03/2024 |
| Reinsurance 101 – Reinsurance Theory | 29/02/2024 |
| Reinsurance 101 – Reinsurance in Practice | 28/02/2024 |
| Reflections on COVID19 - How can brokers ensure that customers have the business interruption coverage they expect - Policy coverage and claims | 22/02/2024 |
| Reflections on COVID19 - How can brokers ensure that customers have the business interruption coverage they expect - How Business interruption insurance is designed to operate | 21/02/2024 |
| Policy Wordings and Preparation – Getting them right | 30/01/2024 |
|
Policy Wordings and Preparation – Legal implications of policy wordings
|
29/01/2024 |
香港專業保險經紀協會
|
課程主題
|
課程日期
|
| Claims Relating to Liability under Various Types of Marine Liability Policies as well as P&I Claims | 18/10/2024 |
| Understanding Cybersecurity and GL20 Cybersecurity Guidelines | 04/10/2024 |
| Professional Mediation for Professional Insurance Industry | 27/09/2024 |
| Impact of Cybersecurity on ESG | 20/09/2024 |
| Trust and Family Office | 13/09/2024 |
| Advance Business Interruption Insurance | 12/09/2024 |
| Anti-Money Laundering | 30/08/2024 |
| Environmental Insurance: Environmental Risks | 19/08/2024 |
| Business Interruption Insurance | 09/08/2024 |
| Cargo Claims | 02/08/2024 |
| Product Safety and Product Liability | 19/07/2024 |
| Environmental Insurance: Environmental Risks | 12/07/2024 |
| Understanding Cybersecurity and GL20 Cybersecurity Guidelines | 05/07/2024 |
| Legal Principals applicable to Insurance Contract and Corporate Governance | 28/06/2024 |
| Professional Indemnity and Directors and Officers Insurance | 21/06/2024 |
| Cyber security risk - all you need to know about Cyber Risks | 14/06/2024 |
| ESG and Risk Management in Insurance Indusrty | 07/06/2024 |
| Insurance Business and Finance | 24/05/2024 |
|
Impact of Cybersecurity on ESG
|
17/05/2024 |
|
Cyber Risk Insurance
|
10/05/2024 |
|
Trust and Family Office
|
03/05/2024 |
|
Contractors All Risks
|
26/04/2024 |
|
Construction Insurance
|
19/04/2024 |
|
Understanding Cybersecurity and GL20 Cybersecurity Guidelines
|
12/04/2024 |
|
ESG and Risk Management in Insurance Industry
|
05/04/2024 |
|
Legal Principles and Insurance Contracts
|
22/03/2024 |
|
Risk, Insurance & Legal Principles
|
08/03/2024 |
|
Trust and Family Office
|
04/03/2024 |
|
Privacy Protection and Cross Border Data Protection
|
26/02/2024 |
|
Fraud Management
|
22/02/2024 |
|
Impact of Cybersecurity on ESG
|
02/02/2024 |
|
ESG and Risk Management
|
30/01/2024 |
*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（第七期申請）（僅提供英文版本）
申請表格（第七期申請）（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？
第六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。
