Professional Diploma in Insurance (PDI) (此课程内容只提供英文版本)
Tel: 2919 1402
Email: vivian_chan@vtc.edu.hk
Ms. Ivy Chan (Programme Secretary)
Tel: 3974 3663
Email: ivychan@vtc.edu.hk
(此課程內容只提供英文版本)
This programme is recognised under the Qualifications Framework.
QF Level: 4
QR Registration No.: 14/002698/L4
Validity Period: 01/04/2014 to 30/04/2027
Programme Aims:
The Professional Diploma in Insurance (PDI) is designed for learners who wish to excel in their career through education programmes in the field of life insurance, general insurance and financial planning. This Programme has been developed in conjunction with practicing industry specialists and provides specialist education and professional accreditation for the insurance industry.
Programme Objectives:
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Provide students with an understanding of specialist knowledge and skills in the insurance and financial services sector through reflective and innovative approaches;
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Develop students’ ability of performing various job duties in a professional manner at both the functional and cross-functional levels; and
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Prepare students for further education and professional development in the insurance and financial services sector.
Programme Intended Learning Outcomes
On completion of the programme, students will be able to:
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Apply a systematic body of knowledge appropriate to manage independent insurance work applications;
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Identify, gather and evaluate information as well as communicate effectively and appropriately in abroad range of professional work activities relating to insurance and financial services;
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Define, analyze and solve structured and unstructured problems in insurance and financial services sector by selecting and using relevant information; and
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Perform duties in compliance with relevant requirements and professional codes of conduct in the insurance and financial services sector.
Programme Features:
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Further Education for working adults in the field of life insurance, general insurance and financial planning
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Graduates are eligible to apply for Australian and New Zealand Institute of Insurance and Finance (ANZIIF) Senior Associate Membership and be awarded up to a maximum 120 Chartered Insurance Institute(CII) credits.
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Students completing 4 PDI modules including one ANZIIF legal module are eligible for ANZIIF Associate Membership
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PDI “Insurance Principle and Practice” can obtain exemption of Society of Registered Financial Planners (HKRFP) “Insurance Planning”; PDI “Financial Planning” can obtain exemption of HKRFP “Financial Planning”, “Tax Planning”; PDI “Personal Investment and Financial Services can obtain exemption of HKRFP “Investment Planning”
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PDI can be recognized as Type 3 or Type 5 Qualified CPD Activity with details as per Guideline on Continuing Professional Development for Licensed Insurance Intermediaries (“GL24”) issued by the Insurance Authority
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Flexible modular structure with choices to complete within 4 years
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8 modules of 30 lecture hours each ($4,120 per module until further adjustment). There are normally 3 trimesters each year commencing in March, July and November
Learners must take 8 modules including 2 core modules.
Core Modules
Compulsory:
791I2 Insurance Principle and Practice
Plus at least one legal module from:
793I2 Legal Aspect of General Insurance#
798I2 Legal Aspect of Life Insurance#
799I2 Legal Framework for Insurance Contract#
Remaining 4-6 modules selected from any range of interdisciplinary specializations as listed below for reference:
Generic:
780I2 Insurance Organization Operations
792I2 Insurance Underwriting and Claims
799I2 Legal Framework for Insurance Contract #
Life & Health insurance stream:
796I2 Life and Health Insurance
797I2 Life Insurance Underwriting and Claims # *
798I2 Legal Aspect of Life Insurance #
*Pre-requisite requirement for students taking the module of 797I2 Life Insurance Underwriting and Claims: at least a passing grade of module 796I2 Life and Health Insurance or equivalent; OR students can demonstrate sufficient knowledge and skills to complete the module successfully, say preferably possessing a minimum of 2 years’ relevant work experience in life and health Claims or Underwriting, etc., with approval of the Programmer Leader.
Financial planning stream:
783I2 Personal Investment and Financial Services
784I2 Financial Planning
785I2 Business Financial Planning
Students should have some basic related technical knowledge before studying the specialized modules, especially for those Financial Planning stream which would require some related mathematical concepts. For those students without related insurance knowledge, please study those relevant IIQE study notes as per https://www.peak.edu.hk/exam/tc/studynotes .
General insurance stream:
793I2 Legal Aspect of General Insurance #
794I2 Property Insurance
795I2 Motor Insurance
781I2 Liability Insurance
782I2 Marine and Aviation Insurance
Professional Recognition
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Students who complete 4 PDI modules including one ANZIIF legal module# are eligible to ANZIIF Associate Membership
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Students graduated in 2012 and thereafter are eligible to ANZIIF Senior Associate Membership
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Graduates is awarded maximum up to 120 Credits at CII Diploma Level and Certificate Level in insurance qualifications of CII recognition of prior learning (by selecting the appropriate PDI modules awarded under different corresponding CII credits with details as per Student's notes)
Entry Requirements:
- Five HKDSE subjects at Level 2 or above, including English and Chinese Languages with 2 or more years relevant full-time work experience; or
- Five HKCEE subjects at Grade E/Level 2 or above, including English* and Chinese Languages with 3 or more years relevant full-time work experience; or
- Completion of a QF Level 3 programme that is deemed acceptable to the respective Programme Committee; or
- Relevant Recognition of Prior Learning (RPL) qualification(s) at QF Level 3 or above AND a pass in an admission interview; or
- Other relevant verifiable prior learning and/or work experience that is/are deemed appropriate by respective Programme Committee AND a pass in an admission interview.
Continuing Education Fund
This course has been included inthe list of reimbursable courses under the Continuing Education Fund. The mother course “Professional Diploma in Insurance” of the modules is recognised under the Qualifications Framework (QF Level 4).
For the modules commenced on or before 31 March 2022 (the 1st module should be commenced on or before the date), 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 fulfilment of both the minimum attendance requirement of 70% AND passing each of the 4 modules at 50% or above.
For the modules commenced on or after 16 August 2022, CEF claimants would be eligible for fee reimbursement upon their successful completion of any one module selected from PDI with the following CEF course codes, with the fulfilment of both the minimum attendance requirement of 70% AND passing the module at 50% or above.
| CEF course code (for the modules commenced after 16 August 2022) | CEF Course Title in English (for the modules commenced after 16 August 2022)
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| 33Z139239 | Insurance Organization Operations (Module from Professional Diploma in Insurance) |
| 33Z139247 | Liability Insurance (Module from Professional Diploma in Insurance) |
| 33Z139255 | Marine and Aviation Insurance (Module from Professional Diploma in Insurance) |
| 33Z139263 | Personal Investment and Financial Services (Module from Professional Diploma in Insurance) |
| 33Z139271 | Financial Planning (Module from Professional Diploma in Insurance) |
| 33Z13928A | Business Financial Planning (Module from Professional Diploma in Insurance) |
| 33Z139298 | Insurance Principle and Practice (Module from Professional Diploma in Insurance) |
| 33Z139301 | Insurance Underwriting and Claims (Module from Professional Diploma in Insurance) |
| 33Z13931A | Legal Aspect of General Insurance (Module from Professional Diploma in Insurance) |
| 33Z139328 | Property Insurance (Module from Professional Diploma in Insurance) |
| 33Z139336 | Motor Insurance (Module from Professional Diploma in Insurance) |
| 33Z139344 | Life and Health Insurance (Module from Professional Diploma in Insurance) |
| 33Z139352 | Life Insurance Underwriting and Claims (Module from Professional Diploma in Insurance) |
| 33Z139360 | Legal Aspect of Life Insurance (Module from Professional Diploma in Insurance) |
| 33Z139379 | Legal Framework for Insurance Contract (Module from Professional Diploma in Insurance) |
For details, please visit CEF Website at https://www.wfsfaa.gov.hk/cef.
- The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) Associate, Senior Associate
- Pathway to Advance Your Career in Insurance & Financial Planning
- Students who complete 4 PDI modules including one ANZIIF legal module are eligible to ANZIIF Associate Membership
- Students graduated in 2012 and thereafter are eligible to ANZIIF Senior Associate Membership
- Graduates is awarded up to maximum 120 Credits at CII Diploma and Certificate Level in insurance qualifications of CII recognition of prior learning (by selecting the appropriate PDI modules awarded under different corresponding CII credits with details as per Notes to student)