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Accounting & Finance Financial Services and Insurance

Certificate for Module (Certified Insurance Professionals Induction Course)
證書(單元 : 特許保險師先導課程)

CEF Reimbursable Course

CEF Reimbursable Course

Course Code
Application Code

Study mode
Start Date
31 Jul 2024 (Wed)
Next intake(s)
Oct 2024, Jan 2025
3 months
Course Fee
Deadline on 21 Jul 2024 (Sun)
2867 8487
2861 0278
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Special Announcement:

Students will be granted the Chartered Insurance Institute (CII) study guides and exam kits upon registration. and 15 CPD hours from CII upon successful completion of the programme.

CII is  the premier professional body for the insurance and promotes higher standards of integrity, technical competence and business capability. With 129,000 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.


The programme aims to equip insurance practitioners with knowledge of insurance, financial planning and related investment products. It will also cover business ethics and regulations for insurance, financial and investment planning in Hong Kong market.

Programme Details

On completion of the programme, students should be able to

1.explain basic principles of insurance and related legal rules;
2. deliver insurance service to clients in a professional manner with good customer service;
3. provide planning to clients by using appropriate financial and investment product knowledge; and
4. identify and abide by codes of conduct and business ethics.


1. Hong Kong Market Insurance Principles and Practices

  • Nature and main features of risk and insurance
  • Structure and main features of the insurance market
  • Main legal principles governing insurance contracts
  • Main regulatory and legal principles applicable to the transaction of insurance business
  • Key aspects of ethics, corporate governance, and internal controls

2. The Importance of Customer Services in Insurance

  • Customer requirements in the insurance sector
  • Importance of customer feedback to improve service in the Insurance sector
  • Importance of good communication to maintain and build client relationships in the insurance industry
  • Resolving conflict within an insurance environment
  • Record keeping and confidentiality
  • Managing workload and time to meet business requirements and timescales
  • Achieving team and organizational objectives
  • Sales process and sales activities

3. Financial Planning and Oversight of the Financial Planning Profession in Hong Kong Market

  • Client’s needs
  • Fact-finding process
  • Good practice
  • Protection products
  • Savings and investment products
  • Retirement products

4. Investment Planning Regulatory Framework and the Importance of Business Ethics

  • Main macro-economic factors that impact upon investment returns
  • Cash deposits, government securities and corporate bonds
  • Equity-based investment and property investment
  • Collective investment products and alternative investments
  • Risks faced by investors and the importance of asset allocation
  • Concept of business ethics and its importance
  • Being the Trusted Professional
  • Developing ethics behaviour
  • Ethics and the insurance principles

5. Contemporary Issues and Case Studies

  • Insurance and risks
  • Financial planning
  • Investment planning

3-hour Examination consisting of 100 Multiple Choice questions

Attendance Requirement

At least 70%


Upon successful completion of the programme 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 Induction Course)".

Application Code 2235-AC153A Apply Online Now
Apply Online Now

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

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

July 2024 Intake - Tentative Schedule

Details of the next intake (October 2024) will be announced in due course. Please stay tuned and thank you for your support.


  • Venue: Admiralty Learning Centre (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。


Course Fee
  • Course Fee : HK$8000

Entry Requirements

Applicants shall have:

I.   gained in the HKDSE Examination Level 2 or above in 5 subjects including English Language and Mathematics; or

II.  a) gained in the HKALE Grade E in 2 AL subjects; and

     b) gained in the HKCEE Grade C or above in 3 subjects including English Language and Mathematics

Applicants with other qualifications will be considered on individual merit.


  • The CEF Institution Code of HKU SPACE is 100
CEF Courses
COURSE CODE 33C159023 FEES $8,000 ENQUIRY 2867-8487
Continuing Education Fund Continuing Education Fund
This course has been included in the list of reimbursable courses under the Continuing Education Fund.

Certificate for Module (Certified Insurance Professionals Induction Course)

  • This course is recognised under the Qualifications Framework (QF Level [4])


Online Application Apply Now

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 the 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 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 (course 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, continuing students of award-bearing programmes, if their programmes offer online service, may also pay their course fees by Online WeChat Pay, Online Alipay and Faster Payment System (FPS). Please refer to Enrolment Methods - Online Enrolment  for details.


  • 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 Enrolement Centres and avoid making cheque payment under this circustance.
  • 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 or PPS (for online payment only) will normally be reimbursed by a cheque, and fees paid by credit card will normally be reimbursed to the payment cardholder's credit card account.
  • 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.
  • Receipts will be issued for fees paid but HKU SPACE will not be repsonsible for any loss of receipt 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.