金融服務和保險課程及短期課程 - 香港大學專業進修學院。瀏覽我們的兼讀制及全日制課程。
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會計及金融金融服務和保險

持續進修基金
Programmes Type
訂閱 e-資訊
本課程旨在教授學員保險行業的專業知識,並培養及發展業界領袖所需的專業技能。課程採用實例教學方法,向學員灌輸從事保險業應有的人事管理和財務知識。
PT
開課日期 待定
修業期 4個月至5個月
課程費用 HK$3600
The programme will primarily appeal to financial services executives who wish to equip themselves with latest knowledge in marine insurance for their professional advancement. The secondary target market includes business executives or new graduates who aim to take up opportunities in insurance sector with a focus of marine insurance.
 
PT
Start To be advised
Duration 3 months
Fee $9,000
This programme is a one year part-time programme designed to equip with middle / senior Management  competencies in insurance risk and management.  The Postgraduate Diploma comprises 10 modules, of which two modules are eligible for CEF reimbursement. Students could also complete 5 modules to be awarded the Postgraduate Certificate.  

The programme adopts the Specification of Competency Standards (SCSs) for the insurance industry under HKQF in its curriculum design.  It uses a work-based approach, equipping students with the appropriate level of skills to address the managerial and risk management aspects in the insurance industry under an increasingly stringent regulatory environment.
PT
Start 18 OCT 2020 (SUN)
Duration 12 months to 24 months
Fee HK$3600
PT
開課日期 待定
本課程旨在教授學員保險行業的實務知識,並發展業界所需的技能。課程採用實例教學方法,向學員教授保險原理、產品和銷售的相關知識,內容亦能幫助業界人士備考IIQE的考試。本課程最快可於半年內完成。
PT
開課日期 2020年11月2日 (星期一)
修業期 216小時
課程費用 每科學費 HK$3000,四科合共 HK$12000
This programme aims to equip wealth management practitioners with the latest knowledge and best practices in the fields of medical insurance and retirement planning. It provides a broad overview of all main categories of insurance contracts in the areas of medical and retirement planning. The programme focuses on the best practices of medical insurance and health planning for retirement in Hong Kong.
 

 

PT
Start To be advised
Duration 2 months to 3 months
Fee $6000 per programme
This programme prepares students for the CFPCM Certification Examination (Foundation Level) and Certified Financial Planning CM Level 1 and 2 examinations organized by the Institute of Financial Planners of Hong Kong. In addition, the programme also enables students to enter Year 3 of Edinburgh Napier University’s Bachelor of Arts (with Honours) in Financial Services degree programme. Besides, graduates of that degree programme can apply for ENU’s Master of Science in International Banking and Finance programme with alumni discount.
PT
Start To be advised
Duration 1 year to 2 years
Fee Business modules HK$3,000- HK$4,950
FFP module: HK$13,950
CFP level 1 & 2 modules: HK$4,750
*(course fees are subject to change without prior notice)
本課程爲有興趣學習金融業普通話人士開設。

宗旨
    隨着中國經濟改革開放,香港和內地在各行各業的合作相應增加。金融貿易必然日益頻繁,一口流利的普通話,成了金融業從業員的必要技能之一。本課程介紹銀行、證券、地產及保險等行業中的金融通用語,通過會話訓練加強學員的競爭能力。
 
PT
開課日期 待定
修業期 5個月
課程費用 HK$5,400

Overview

The I11 unit gives a comprehensive introduction to the world of risk management by outlining the important issues surrounding risk management and the many factors that might increase an organisation's exposure to risk.

PT
Start 29 SEP 2020 (TUE)
Duration 7 weeks to 10 weeks
Fee HK$2,100
Overview
Unit WCE provides you with knowledge and understanding of the basic principles of the claims handling process which can be applied in your region.

This unit covers the claims handling process including notification, assessment, settlement and associated financial factors. It looks at the knowledge and skills you will need to handle claims in a professional, consistent and accurate manner. Claims handling is of such importance, it also considers claims handling within the wider context of the systems, process and functions that surround it.
 
PT
Start 30 SEP 2020 (WED)
Duration 7 weeks to 10 weeks
Fee HK$2100