_logo_1618977560081.jpg "Institute of Professional Education And Knowledge (PEAK)"){kind=logo}
Course Information
Schedules
- 4 Mar 2026 (Wed) - 6 May 2026 (Wed) 6:45 PM - 9:45 PM
Registration period
9 Feb 2026 (Mon) - 3 Mar 2026 (Tue)
Price
HKD 4,120
CEF Reimbursable
CEF Reimbursable
Course Level
Study Mode
Duration
30 Hour(s)
Language
English
Location
-
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Course Overview
Entry Requirements:
- Five HKDSE subjects at Level 2 or above, including English Language and Chinese Language with 2 or more years’ relevant full-time work experience; OR
- Five HKCEE subjects at Grade E / Level 2 or above, including English Language** and Chinese Language with 3 or more years’ relevant full-time work experience; OR
- Equivalent
- Mature applicants, i.e. those aged 23 or above, with 2 or more years of relevant full-time work experience may also be accepted subject to a satisfactory admission interview.
** HKCEE English Language taken in 2006 or before should be at Grade E orabove (Syllabus B) / Grade C or above (Syllabus A)
Continuing Education Fund
This course has been included in the list of reimbursable courses under the Continuing Education Fund (CEF). CEF claimants would be eligible for fee reimbursement upon their successful completion of any 4 modules selected from PDI (CEF Course Code: 33F11053A), with the fulfillment of both the minimum attendance requirement of 70% AND 50% or above of the overall mark for each of the 4 modules. This course is recognised under the Qualifications Framework (QF Level 4).
What You’ll Learn
Learning Outcomes
On completion of the module, students are expected to be able to:
- identify the key features in a range of insurance and business organizations, and explain how they take effect in terms of organizational management and accounting practices;
- analyse the characteristics and functions of a typical insurance organization and propose the ways in which a sustainable competitive advantage can be achieved; and
- develop strategies that can co-ordinate the functional areas of an insurance organization that can enhance the business development, motivation, commitment, productivity, and retention of employees.
Learning Contents
Role of insurance organization and financial industry- formation of various insurance organizations including bancassurance, companies, intermediaries (agent & broker) of life, general and financial adviser (including MPF)
- the organizational structure and culture of insurance organizations
Key functions of insurance organizations:
- information systems, Fintech
- marketing
- human resources
- product development and actuarial
- underwriting
- customer services
- claims
- distributing products
-
investment
- accounting principles and practices
- practices of insurance company accounts
- use of financial ratios and insurance ratios to assess businesses
- financial strength of insurance companies
- insurance Company Reserves and solvency margins, Risk Based Capital
Legal and compliance, corporate governance
- Relevant regulatory framework
- Corporate Governance
-
Ethics
- Including management of insurance business
