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Certificate for Module (Certified Insurance Professionals Certificate Course)
證書（單元 : 特許保險師證書課程）

Course Code
AC161A
Application Code
2350-AC161A
Certificate for Module (Certified Insurance Professionals Certificate Course)
QF Level: 5 QR Registration No.: 25/001377/L5 QR Registration Validity Period: 19 Sep 2025 - on-going
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Credit
18
Study mode
Part-time
Start Date
To be advised
Next intake(s)
To be confirmed
Duration
60 hours
Language
English
Course Fee
HK$15000
Enquiries
2867 8487
2861 0278
cii@hkuspace.hku.hk
How to Apply
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On completion of the Certificate for Module (Certified Insurance Professionals Certificate Course); students who holds CII Ordinary Membership are entitiled to use the designation (CII Award) and eligible to apply for 15 CPD hours from CII.

Special Announcement:

Students will be granted the Chartered Insurance Institute (CII) study guides and exam kits upon registration.  https://cii-hk.org/ .

How to Apply

Highlights

The programme aims to equip insurance practitioners with comprehensive knowledge in insurance, law, finance and accounting. They would acquire the knowledge and skills necessary to manage underwriting and claims; recommend suitable insurance products, and conduct financial planning for their clients. The programme will also cover code of ethics and regulations for both insurance and financial planning in Hong Kong market.

Programme Details

On completion of the programme, students should be able to

1. apply insurance law, accounting and financial skills when managing insurance businesses;
2. handle underwriting and claims procedure with risk control;
3. implement financial, investment and retirement planning within the legal and regulatory framework in Hong Kong;
4. evaluate the needs and priorities of various types of financial protection; and
5. identify and comply with code of conduct and business ethics for insurance practitioners.

Syllabus

1. Hong Kong Insurance Law

  • Law of contract, torts, agency and its application to insurance
  • Main principles governing the formation of insurance contracts
  • Legal principles for making insurance claims
  • Principle of indemnity
  • Principle of subrogation

2. Insurance Business and Finance

  • Management of insurance businesses
  • Role of the various functions within insurance organisations
  • Accounting standards and insurance company accounts
  • Financial ratios

3. Underwriting and Claims Practice

  • Regulatory and commercial environment on underwriting and claims practice
  • Key aspects of underwriting policy and practice
  • Risk exposure and control
  • General principles of claims handling
  • Handling property and business interruption claims
  • Third party liability claims

4. Financial Services, Regulations & Ethics

  • Regulation of financial services
  • Financial regulators’ responsibilities and approach to regulation
  • Principles and rules of the regulatory framework
  • Range of skills required for advising clients
  • Code of Ethics and professional standards

5. Investment Principles and Risk

  • Macro-economic environment and its impact on asset classes
  • Merits and limitations of the main investment theories
  • Time value of money
  • Nature and impact of main types of risk on investment performance
  • Characteristics, inherent risks, behaviour and relevant tax considerations of investment products
  • Investment advice process
  • Financial and investment planning
  • Performance of investments
  • Pensions and retirement planning

6. Personal Taxation

  • Tax system for individuals and trusts
  • Taxation of investments as relevant to the needs of individuals and trusts
  • Role and relevance of tax in financial affairs of individuals and trusts
  • Impact of personal taxation on the provision of investment advice

7. Pensions and retirement planning

  • Political, economic and social environment factors which provide the context for pensions planning
  • Tax regime applicable to pensions planning
  • Pensions law and regulation to pensions planning
  • Structure, characteristics and application of Defined Benefit (DB) schemes to an individual’s pension planning

8. Financial Protection

  • Range, structure and application of following products and plans to meet financial protection needs
    a. Income protection insurance
    b. Critical illness insurance
    c. Long-term care insurance
    d. Life insurance
    e. Pension-based policies
  • Taxation treatment of life assurance and pension-based protection policies
  • Main features of other insurance-based protection policies
  • Needs and priorities for financial protection and the relevant factors in selecting appropriate solutions

9. Financial Planning Practice

  • Client information, needs, wants, values and risk profiles essential to the financial planning process
  • Range of client information, subjective factors and indicators to provide the basis for financial planning assumptions and decisions
  • Advantages and disadvantages of appropriate options for clients’ situations
  • Suitable financial plans for action with recommendations
  • Financial plans to achieve the clients’ objectives and adapt to changes in circumstances
Assessment

3-hour Examination consisting of 100 Multiple Choice questions and 2 case study questions

Attendance Requirement

At least 70%

Award

Upon successful completion of the programme, passed the assessment and achieve at least 70% of attendance, students will be awarded within the HKU system through HKU SPACE a "Certificate for Module (Certified Insurance Professionals Certificate Course)".

Application Code 2350-AC161A -

Class Details

A detailed timetable will be emailed to students one week prior to the commencement of the class, provided that the class is confirmed to open. If you have not received the timetable within this timeframe, please contact us via email at cii@hkuspace.hku.hk.

All courses are subject to sufficient enrolment. HKU SPACE reserves the right to make changes, when necessary.

TBC 2025 Intake - Tentative Schedule

Please stay tuned and thank you for your support.

Lecture Schedule (TBC 2025 Intake)
Topic Date Day Time
1 TBC TBC 9:30 - 12:30
2 TBC TBC 9:30 - 12:30
3 TBC TBC 9:30 - 12:30
4 TBC TBC 9:30 - 12:30
5 TBC TBC 9:30 - 12:30
6 TBC TBC 9:30 - 12:30
7 TBC TBC 9:30 - 12:30
8 TBC TBC 9:30 - 12:30
9 TBC TBC 9:30 - 12:30
10 TBC TBC 9:30 - 12:30

11

 TBC TBC 9:30 - 12:30
12 TBC TBC 9:30 - 12:30
13 TBC TBC 9:30 - 12:30
14 TBC TBC 9:30 - 12:30
15 TBC TBC 9:30 - 12:30
16 TBC TBC 9:30 - 12:30
17 TBC TBC 9:30 - 12:30
18 TBC TBC 9:30 - 12:30
19 TBC TBC 9:30 - 12:30
20 TBC TBC 9:30 - 12:30
  • Venue: To be confirmed (subject to change due to possible unavailability)
  • The class schedule is tentative. We reserve the right to make changes.
  • While we will try to minimise any timetable changes, please note that issues of lecturer and room availability may sometimes make these unavoidable.
  • If you are applying to / have enrolled for more than one programme/course with HKU SPACE, please check to ensure that there are no scheduling conflicts before submitting your application.
  • HKU SPACE reserves all rights to make revisions or alternations to the course venue, schedule, content, tutor or other details if necessary.
  • 香港大學專業進修學院保留一切權利按需要更改課程的上課地點、時間、內容、導師或其他細節。

Fee

Application Fee

HK$150

Course Fee
  • Course Fee : HK$15000

Entry Requirements

Applicants shall have:

(A)           i) hold an Advanced Diploma, a Higher Diploma or an Associate Degree awarded by a recognised institution; and

                ii) have two years of relevant work experience.

OR

(B)    hold an Advanced Diploma, a Higher Diploma or an Associate Degree related to insurance awarded by a recognised institution.

Applicants with other qualifications will be considered on individual merit.

Apply

Application Form Download Application Form

Enrolment Method
Payment Method
1. Cash, EPS, WeChat Pay Or Alipay

Course fees can be paid by cash, EPS, WeChat Pay or Alipay at any HKU SPACE Enrolment Centres.

2. Cheque Or Bank draft

Course fees can also be paid by crossed cheque or bank draft made payable to “HKU SPACE”. Please specify the programme title(s) for application and applicant’s name. You may either:

  • bring the completed form(s), together with the appropriate course or application fees in the form of a cheque, and any required supporting documents to any of the HKU SPACE enrolment centres;
  • or mail the above documents to any of the HKU SPACE Enrolment Centres, specifying “Course Application” on the envelope. HKU SPACE will not be responsible for any loss of personal information and payment sent by mail.
3. VISA/Mastercard

Applicants may also pay the course fee by VISA or Mastercard, including the “HKU SPACE Mastercard”, at any HKU SPACE enrolment centres. Holders of the HKU SPACE Mastercard can enjoy a 10-month interest-free instalment period for courses with a tuition fee worth a minimum of HK$2,000; however, the course applicant must also be the cardholder himself/herself. For enquiries, please contact our staff at any enrolment centres.

4. Online Payment

Online application / enrolment is offered for most open admission courses (enrolled on first come, first served basis) and selected award-bearing programmes. Application fees and course fees of these programmes/courses can be settled by using "PPS by Internet" (not available via mobile phones), VISA or Mastercard. In addition to the aforesaid online payment channels, new and continuing students of award-bearing programmes with available online service, they may also pay their course fees by Online WeChat Pay, Online Alipay or Faster Payment System (FPS). Please refer to Enrolment Methods - Online Enrolment  for details.

Notes

  • If the programme/course is starting within five working days, application by post is not recommended to avoid any delays. Applicants are advised to enrol in person at HKU SPACE Enrolment Centres and avoid making cheque payment under this circumstance.

  • Fees paid are not refundable except under very exceptional circumstances (e.g. course cancellation due to insufficient enrolment), subject to the School’s discretion. In exceptional cases where a refund is approved, fees paid by cash, EPS, WeChat Pay, Alipay, cheque, FPS or PPS by Internet will be reimbursed by a cheque, and fees paid by credit card will be reimbursed to the credit card account used for payment. 

  • In addition to the published fees, there may be additional costs associated with individual programmes. Please refer to the relevant course brochures or direct any enquiries to the relevant programme team for details.
  • Fees and places on courses cannot be transferrable from one applicant to another. Once accepted onto a course, the student may not change to another course without approval from HKU SPACE. A processing fee of HK$120 will be levied on each approved transfer.
  • HKU SPACE will not be responsible for any loss of payment, receipt, or personal information sent by mail.
  • For payment certification, please submit a completed form, a sufficiently stamped and self-addressed envelope, and a crossed cheque for HK$30 per copy made payable to “HKU SPACE” to any of our enrolment centres.

Partner Details

CII is  the premier professional body for the insurance and promotes higher standards of integrity, technical competence and business capability. With 122,000 members in more than 150 countries, the CII is the world's largest professional body dedicated to these sectors. Its membership covers all disciplines within the insurance industry (claims, underwriting and sales), those working in the life and pensions sector, the mortgage advice market and financial advisers.

Success in CII qualifications is universally recognised as a global standard. Membership of the CII signals a commitment to developing a broad professional capability and to a willingness to adhere to the standards associated with professional status.

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