Chartered Insurance Institute (CII) Professional Examination Preparatory Programme - Insurance Underwriting (non-UK) - HKU SPACE: Financial Services and Insurance courses
Announcement
Class arrangement during COVID-19


The COVID-19 situation may still be fluid and constantly affect class arrangements in the coming months. The health and safety of our students will always be our top priority. To ensure that students’ academic progress is not affected, the School may substitute face-to-face classes with online teaching if necessary in the event that face to-face classes cannot be held. Our respective Programme Teams will contact the students concerned with details of such arrangements as necessary.

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Accounting & Finance Financial Services and Insurance

Chartered Insurance Institute (CII) Professional Examination Preparatory Programme - Insurance Underwriting (non-UK)

Course Code
FINA9344
Application Code
1975-1004NW
Study mode
Full-time
Start Date
To be advised
Next intake(s)
03-2023
Duration
7 weeks to 10 weeks
Language
English, supplemented with Cantonese
Course Fee
HK$1,500
How to Apply
Deadline on 08 Mar 2022 (Tue)
Enquiries
2867 8475
2861 0278
March intake: OPEN for Applications now!

Remarks:
This exam preparatory programme does not include CII examination. For candidates who are interested to enrol to CII examination of Insurance Underwriting (non-UK), please contact the Chartered Insurance Institute at +852 2520 0098 or hkenquiries@cii.co.uk.
The examination enrolment fee is £92 for CII members and £100 (a discounted offer) for non-CII members. The fee includes all admission fee and e-studytext. For non-CII members, candidates will need to complete membership declaration form and send to hkenquiries@cii.co.uk.

Overview
The WUE unit provides you with knowledge and understanding of the role of underwriting including identification, assessment and acceptance of risk, rating and relevant financial factors which can be applied to your region.

It will encompass underwriting procedures, considerations applicable to the main classes of general insurance business, the structure and content of policy wordings, premium payment, renewal and cancellation, as well as the main aspects of rating. The developments in related products and services are also discussed, and we conclude by introducing the principles involved in managing the underwriting account.
 

Programme

  • Material information and facts
  • Underwriting procedures
  • Insurance policies
  • Renewals and cancellation
  • Insurance products: personal insurances, commercial insurances
  • Related services
  • Underwriting considerations
  • Establishing the price: rating, pricing factors
  • Managing exposure

Learning outcomes
At the end of this unit, candidates should be able to understand:

  • the material facts and information relating to the insurance underwriting process.
  • underwriting procedures relating to the insurance underwriting process.
  • insurance policies in relation to the insurance underwriting process.
  • renewals and cancellation in relation to the insurance underwriting process.
  • personal insurances in relation to the insurance underwriting process.
  • commercial insurances in relation to the insurance underwriting process.
  • the main support/ancillary services available in the insurance services.
  • underwriting considerations in relation to the insurance underwriting process.
  • the principles and practices of pricing.
  • pricing factors within the context of the insurance underwriting process.
  • managing exposure within the context of the insurance underwriting process.

Qualification

There will be no assessment for the courses.  Students will be awarded a Statement of Attendance if the attendance is over 70%.

This unit counts towards achieving the Certificate in Insurance as an optional unit.

Application Code 1975-1004NW -

Days / Time
  • Tuesday, 7:00pm - 10:00pm

Venue: To be confirmed 

Meeting Date Days Time
1

22-Mar-2022

Tues 19:00 - 22:00
2 29-Mar-2022 Tues 19:00 - 22:00
3  12-Apr-2022 Tues 19:00 - 22:00
4  19-Apr-2022 Tues 19:00 - 22:00
5  26-Apr-2022 Tues 19:00 - 22:00
  • The class schedule is tentative. We reserve the right to make changes.
  • A detailed timetable will be sent to registered students via email before commencement.
  • The course will be opened subject to sufficient enrolment.
  • 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 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時間、內容、導師或其他細節。

Students who are aged over 18 and eligible to sit for CII Professional Examination.

Course Fee
  • Course Fee : HK$1,500

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.

Notes

  • 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.