Professional Diploma in Insurance (PDI) (此課程內容只提供英文版本)

Chinese, Traditional
Canceled: 
CEF: 
0
Course Code: 
AB-0005
Discipline: 
Insurance
Discount Type: 
.00
Email: 
fan.ms@vtc.edu.hk
Fee: 
$30,800.00
Full: 
0

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).

 

 

 

 

Name: 
Professional Diploma in Insurance (PDI) (此課程內容只提供英文版本)
New Course: 
0
NTTS: 
MPFA Core: 
0
non-MPFA core: 
0
IA: 
0
SFC: 
0
Law Society: 
0
Progression: 
  • 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)

  • Graduates can articulate into the final year of the Coventry University BABA degree* by taking additional PDBM subjects (ANZIIF Senior Associate may apply through non-standard entry to final year of BABA degree)

          *Subject to Coventry University's admission requirement. 

*Registration No. (Non-Local Higher and Professional Education (Regulation) Ordinance): 251732. It is a matter of discretion for individu

Seminar Date: 
Monday, January 1, 1900
QF Level: 
4
Search Level: 
Professional Diploma
Only Member Apply: 
cpd_hr: 
0
cou_coucef_code: 
(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:

  • Provide students with an understanding of specialist knowledge and skills in the insurance and financial services sector through reflective and innovative approaches;

  • Develop students’ ability of performing various job duties in a professional manner at both the functional and cross-functional levels; and

  • 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:

  • Apply a systematic body of knowledge appropriate to manage independent insurance work applications;

  • Identify, gather and evaluate information as well as communicate effectively and appropriately in a broad range of professional work activities relating to insurance and financial services;

  • Define, analyze and solve structured and unstructured problems in insurance and financial services sector by selecting and using relevant information; and 

  • Perform duties in compliance with relevant requirements and professional codes of conduct in the insurance and financial services sector. 

 

Programme Features:

  • Further Education for working adults in the field of life insurance, general insurance and financial planning

  • 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. 

  • Students completing 4 PDI modules including one ANZIIF legal module are eligible for ANZIIF Associate Membership

  • 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”

  • 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

  • Flexible modular structure with choices to complete within 4 years

  • 8 modules of 30 lecture hours each ($3,850 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.

 

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

  • 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 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)

cou_real_id: 
111323568
cou_id: 
13235
coucl_real_id: 
891241979
coucl_start_date: 
Monday, July 4, 2022 - 08:00
cou_coucpd_id: 
No
EAA: 
0
coucl_enr_status: 
0
csv_update_datetime: 
Saturday, August 20, 2022 - 03:55

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