行政人員證書《醫療保險與退休健康管理》 - 香港大學專業進修學院: Financial Services and Insurance課程
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Accounting & FinanceFinancial Services and Insurance

Executive Certificate in Medical Insurance and Health Planning for Retirement
行政人員證書《醫療保險與退休健康管理》

Course Code
EP138A
Application Code
1690-EP138A
Study mode
Part-time
Start Date
11 Jan 2020 (Sat)
Next intake(s)
Jan 2020
Duration
2 months to 3 months
Language
English
Course Fee
$9000 per programme
Apply Now
Deadline on 16 Nov 2019 (Sat)
Enquiries
28678331
28610278
Medical insurance and retirement planning are hot topics in the globe. Welcome to enroll the programme to know the latest knowledge and best practices in this fields.

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.
 

 

About The Hong Kong Federation of Insurers (HKFI) 

HKFI

The Hong Kong Federation of Insurers (HKFI), a self-regulatory body of insurers, was established on 8 August 1988 to advance and promote the development of the insurance business in Hong Kong. Following its conversion to a limited company on 29 December 1994, the HKFI became a consolidated and streamlined organiztion that enjoys full recognition by the Government of the Hong Kong Special Administrative Region as the representative body of an increasingly important industry. HKFI is a non-profit professional association comprising general insurance and life insurance companies in Hong Kong. The insurance industry is one of the few industries in Hong Kong that enjoys a high degree of self-regulation complemented by the Government's prudent regulatory framework. While maintaining a frequent dialogue with the Commissioner of Insurance on legislative issues affecting the industry, the HKFI actively promotes and perfects its self-regulatory regime with an aim of improving the professionalism of and strengthening public confidence in the insurance industry.

 

Teacher profiles: 

(1) Mr. Chris Yeung, currently working in insurance industry specialized in the life insurance area. He has been providing in-house training in financial planning and insurance. Prior, Chris worked in a listed independent financial advisory firm as a wealth management advisor and provided investment recommendation. He received a Bachelor's degree from the University of California, Riverside in Business Administration and a Master's degree in Investment Management from The Hong Kong University of Science and Technology concentrates on Asset Management. He is also a CFP professional.

(2) Dr. M. K. Lai, CFA, is currently a professional trainer at Executive Training and Management Consultancy as well as a visiting scholar at HKUST.  Dr. Lai has extensive knowledge in teaching adult continuing education. He was also an Assistant Professor at City University from 1994-2000.

(3) Mr. Choy Chak Po, had been working in the Bank of China Group for nearly 25 years. Over the past years, I had rich of working exposures in various banking business such as foreign exchange trading, precious metals margin trading, securities and index futures trading, business development and research, credit marketing, credit management of retail and corporate lending (policy and approval), special assets management, branch operation & administration (including the Qingdao Branch in PRC), credit risk assessment of financial institutions and development and implementation of the Basel project. 

 

 

On completion of the programme, students should be able to

  1. examine the principles and practices of different types of medical insurance in retirement planning 
  2. assess different types of misperception of medical insurance and retirement planning 
  3. apply current medical insurance products in retirement planning 
  4. integrate best practices of health planning and medical insurance protection for retirement 
Application Code 1690-EP138A Apply Online Now
Apply Online Now

Days / Time
  • Tue, Thu, Sat, -
Duration
  • 15 hours per module
Venue
  • HK Island

Module 1 – Principles of Medical Insurance (15 Hours)

  • Issues of HK retirement saving system and medical system
  • Retirement income needs and resources
  • Personal and financial risks in retirement
  • Retirement plan types and features: MPF, employer sponsored pension plans, benefits, limitations, and taxation
  • Pre-retirement considerations: timing of retirement, location, housing and reallocation of investments
  • Retirement plan components: cash management, asset protection, and estate management
  • Principles of medical insurance and medical insurance compliance
  • Disability risk, medical, health and long-term care insurance
  • Document requirement in medical insurance
  • Best practices of medical insurance in financial planning

Assessment Methods : Individual Essay

 

Module 2 – Behavioural Finance in Retirement Planning (15 Hours)

  • Biases and heuristics
  • Psychology of money
  • Prospect theory
  • Risk perception
  • Loss aversion
  • Money illusion
  • Familiarity and representativeness
  • Overconfidence
  • Personality Traits
  • Ego, impulsiveness and fear
  • Fear management techniques
  • Emotional self-awareness and self-confidence
  • Application of behavioural finance to retirement planning

Assessment Methods : Individual Essay

 

Module 3 – Wellness and Healthy Ageing (15 Hours)

  • Socio-economic issues for the older people
  • Lifestyle continuity and retirement
  • Wellness strategies and disease prevention
  • Healthy attitudes to life
  • Applied nutrition and food
  • Nutrition and exercise
  • Psycho-social well-being of the older people
  • Home and personal security
  • Drug and food safety
  • Core issues in mental illness
  • Personality disorders
  • Stress psychophysiology
  • Principle-centered stress management
  • Depression in the Elderly
  • Mind-body-spirit connection in stress management
  • Stress reduction and food
  • Relaxation strategies

Assessment Methods : Individual Essay

 

The Executive Certificate will be conferred to candidates who pass in continuous assessment and final assessment as well as achieved at least 70% attendance of the programme

Module 1 : Principles of Medical Insurance 

Lecture Date Time Venue
1 TBC 13:00 - 18:00 TBC
2 TBC 13:00 - 18:00 TBC
3 TBC 13:00 - 18:00 TBC

 

Module 2 : Behavioural Finance in Retirement Planning 

Lecture Date Time Venue
1 TBC 19:00 - 22:00 TBC
2 TBC 19:00 - 22:00 TBC
3 TBC 19:00 - 22:00 TBC
4 TBC 19:00 - 22:00 TBC
5 TBC 19:00 - 22:00 TBC

 

Module 3 : Wellness and Healthy Ageing  (W55990)

Lecture Date Time Venue
1 TBC 19:00 - 22:00 TBC
2 TBC 19:00 - 22:00 TBC
3 TBC 19:00 - 22:00 TBC
4 TBC 19:00 - 22:00 TBC
5 TBC 19:00 - 22:00 TBC

 

Remarks : Tentative timetable is subject to change and course commencement is subject to sufficient enrollment numbers.

-hold a bachelor’s degree awarded by a recognized university or equivalent; or
-hold an Associate Degree/ a Higher Diploma or equivalent, and have at least 2 years of work experience; or
-hold relevant professional qualifications.
 

Application Fee

HK$150 (Non-refundable)

Course Fee
  • $9000 per programme

Online Application Apply Now

Application FormDownload Application Form
Application Form

Enrolment Method

1.  Download HKU SPACE application form from HKU SPACE website

2.  Submit completed HKU SPACE application form with the following documents:

(a) CERTIFIED TRUE COPIES of all relevant academic and/or professional qualifications (please also bring along the originals of these documents for certification at HKU SPACE enrollment center);

(b) CERTIFIED TRUE COPIES of all relevant documents in support of work experience in the insurance industry e.g. staff card, employment / appointment letter(s) provided by insurance company(ies) (please also bring along the originals of these documents for certification at HKU SPACE enrollment center) (only applicable to insurance practitioners enrolling on the course fee of $3,000); 

(c) copy of HKID card / passport and visa (if applicable).

The complete set of application forms with all relevant supporting documents may be submitted in person to any HKU SPACE enrollment centers.
** Double-sided printing is much appreciated*

Payment Method

1. CASH OR EPS

Cash or EPS are accepted 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 write the programme title(s)  and the applicant’s name on the back of the cheque. You may either:

  • in person by submitting the payment, completed form(s), and required supporting documents to any of our enrolment centres; or
  • by mailing the above documents to any of our enrolment centres, specifying “Course Application” on the envelope. 
3. VISA/MASTERCARD

Course applicants, who are holders of HKU SPACE Mastercard, can enjoy a 10-month interest-free instalment period for courses of HK$2,000 and over. For enquiries, please contact our enrolment centres.

4. ONLINE PAYMENT

Online payment for short courses (first come, first served) and selected award-bearing programmes is available using PPS, VISA or Mastercard. Please refer to the Online Services page on the School website.

Notes

  1. For general and short courses, applicants may be required to pay the course fee in cash or by EPS, Visa or Mastercard if the course is to start shortly.
  2. 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, cheque or online PPS will be reimbursed by a cheque; fees paid by credit card will be reimbursed to credit card account used for payment.
  3. 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 teams for details.
  4. Fees and places on courses are not transferrable. 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.
  5. HKU SPACE will not be responsible for any loss of payment, receipt, or personal information sent by mail.
  6. For additional copies of receipts, please aubmit 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. Such copies will normally be issued at the end of a course.
Payment Method
1. Cash or EPS

Cash or EPS are accepted 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 write the programme title(s)  and the applicant’s name on the back of the cheque. You may either:

  • in person by submitting the payment, completed form(s), and required supporting documents to any of our enrolment centres; or
  • by mailing the above documents to any of our enrolment centres, specifying “Course Application” on the envelope. 
3. VISA/MasterCard

Course applicants, who are holders of HKU SPACE Mastercard, can enjoy a 10-month interest-free instalment period for courses of HK$2,000 and over. For enquiries, please contact our enrolment centres.

4. Online payment

Online payment for short courses (first come, first served) and selected award-bearing programmes is available using PPS, VISA or Mastercard. Please refer to the Online Services page on the School website.

Notes

  1. For general and short courses, applicants may be required to pay the course fee in cash or by EPS, Visa or Mastercard if the course is to start shortly.
  2. 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, cheque or online PPS will be reimbursed by a cheque; fees paid by credit card will be reimbursed to credit card account used for payment.
  3. 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 teams for details.
  4. Fees and places on courses are not transferrable. 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.
  5. HKU SPACE will not be responsible for any loss of payment, receipt, or personal information sent by mail.
  6. For additional copies of receipts, 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. Such copies will normally be issued at the end of a course.