Postgraduate Diploma in Management and Insurance (CEF) - HKU SPACE: Financial Services and Insurance, Accounting courses
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. For more details on the class arrangement during COVID-19, please refer to the special announcement on the School homepage.

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Accounting & Finance Financial Services and Insurance

Postgraduate Diploma in Management and Insurance

CEF Reimbursable Course (selected modules only)

CEF Reimbursable Course (selected modules only)

Course Code
Application Code

Study mode
Start Date
To be advised
Next intake(s)
10-2021, 3-2022
12 months to 24 months
Course Fee
HK$3600 per module
Apply Now
Deadline on 22 Feb 2021 (Mon)
2867 8409 / 2867 8314
2861 0278
Coming intake: March 2021!

This is a QF Accredited Programme and entitled 10 CPD hours!

Student's view: has worked in insurance field over 10 years, but not have a chance to learn the management area. This program is tailor made for insurance management level and covers broad area of knowledge for insurance industry. (e.g. risk management, sales management, human resources; financial management and compliance).

Students' comments:
- 能更深入了解services marketing的重點,非常適合對service quality非常重視的保險行業,並將所學到的傳遞給國際的人
- 完成課程後可以提升服務質素,提高業績

UNIQUE and ALL-ROUND knowledge in Insurance! A good chance for Middle/Senior Management to equip with updated knowledge and a postgraduate qualification!

Non-means-tested loans Scheme from Government.
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.

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.

Programme Objectives

The Postgraduate Diploma in Management and Insurance programme aims to impart expert knowledge in insurance industry to students and develop their professional competencies needed to be a leader in the field.


Learning Outcomes

Upon completion of the programme, student should be able to :

  1. Identify potential threats and establish risk control for insurance organizations

  2. Assess the possible legal risks in insurance

  3. Identify motivational strategies and customer relationship management techniques to maximize the performance of business

  4. Critically evaluate and apply corporate finance strategy and internal control in the management of insurance organizations

  5. Formulate effective marketing and channel distribution strategies based on corporate development and changing market environment

  6. Analyze the impact of regulatory requirements on manpower management in insurance organizations



Ms. Betty Lo, BSW PolyU HK, MEd Nott. MBA Wales, MCIM, MIHRM, BSW
Betty received her Master Degree in Business Administration in England and Master Degree in Education from the University of Nottingham. Coupled with her good academic background, Betty has gained extensive working experience in England, New York and Hong Kong, specialized in corporate planning, human resources management, and marketing management & personal sales training. She engages herself in part time training and consultative work, and provided services to organizaions including Toshiba, AT & T and Ove Arup. Her in-depth knowledge in management, special effort in curriculum design and her intuitive, genuine understanding of problems encountered by business people make her one of the most distinguished trainers in the field. Been serving the HKCAAVQ for 6 years, she is the first layer of subject specialists in the area of "Management and Administration". Her contribution is certified by the Council. She is also a frequent public speaker in HKMA and OUHK.

Mr. Kegan Chan, BBA UC, MBA HKU
Kegan is a qualified accountant and tax adviser with an actuarial background.  He is currently working as an analytics consultant in a global risk management and insurance company. He is responsible for areas inculding Cyber Risk Quantification, Risk Tolerance, Risk Retention, Business Interruption, Supply Chain Resiliency, Crisis Management, Operational Risk and Enterprise Risk Management. His in-depth working knowledge and experience were gained from various finance, accounting and consulting roles adopted throughout Kegan’s professional career. Kegan has provided risk management services to clients spanning throughout Asia, Europe and North America.

Mr. Patrick Shoom, BBA CUHK, MS MSU, MS CityU
Patrick Shoom is a qualified accountant and Fellow/ Associate member of FCPA, AAIA, ACIS, ACS and ATIHK. He currently works as a financial controller and company qualified accountant in a medium-sized listed company. He is responsible for full range of accounting and finance activities. Patrick has gained extensive working experience and in-depth knowledge throughout his professional career in China and Hong Kong. He is well experienced in managing finance and accounting activities, such as directing financial analysis, overseeing various financial reports and planning strategies.

Assessment Methods

Most assessments  take the form of case studies, reports and essays. For the modules "Corporate Financial Management and Strategies" and "Insurance Contract and Regulations", students will be required to complete a two-hour examination for each.  Students are required to achieve 70% attendance for each module.



Edinburgh Napier Univeristy has granted exemption of a 20 credits module to holders of Postgraduate Diploma in Management and Insurance  on the following MSc Marketing suite:

- Master of Science in Marketing*
- Master of Science in Marketing with Festival and Event Management*
- Master of Science in Marketing with Sales Management*
* This is an exempted course under the Non-local Higher and Professional Education (Regulation) Ordinance. It is a matter of discretion for individual employers to recognize any qualification to which this course may lead.
Application Code 1875-AC056A Apply Online Now
Apply Online Now

  • 18 hours per module; 3 meetings per module; 6 hours per meeting

The Postgraduate Diploma in Management and Insurance programme consists of ten modules.  Each module comprises 18 hours of face-to-face lectures.  Completion of modules 1 - 10 leads to Postgraduate Diploma in Management and Insurance awarded within the HKU system through HKU SPACE.  Completion of modules 1 - 5 leads to Postgraduate Certificate in Management and Insurance awarded within the HKU system through HKU SPACE.  There are two terms in an academic year.   Students need to enroll at least two modules for first time registration.


Module Title

Module 1

# Management of Risk Exposure 

Module 2

Risk and Crisis Management

Module 3

Financial Services Marketing

Module 4

# Sales Management and Leadership 

Module 5

# Managing Channel Distribution 

Module 6

# Strategic Customer Relationship Management 

Module 7

# Corporate Human Resource Management 

Module 8

# Corporate Financial Management and Strategies 

Module 9

# Insurance Contract and Regulations 

Module 10

# Corporate Compliance in Insurance 

# Modules with SCS contents

Classes  will be held on  Saturday  or Sunday and each module takes three weeks of 6 hours per lecture to complete.

Tentative Schedule for March 2021 Intake

1.  Financial Service Marketing
Lecture Date Time
1 14 Mar 2021 (Sun) 10:00 - 13:00 ; 14:00 - 17:00
2 21 Mar 2021 (Sun) 10:00 - 13:00 ; 14:00 - 17:00
3 28 Mar2021 (Sun) 10:00 - 13:00 ; 14:00 - 17:00
2. Management of Risk Exposure
Lecture Date Time
1 11 Apr 2021 (Sun) 10:00 - 13:00 ; 14:00 - 17:00
2 18 Apr 2021 (Sun) 10:00 - 13:00 ; 14:00 - 17:00
3 25 Apr 2020 (Sun) 10:00 - 13:00 ; 14:00 - 17:00
3. Risk and Crisis Management
Lecture Date Time
1 09 May 2021 (Sun) 10:00 - 13:00 ; 14:00 - 17:00
2 16 May 2021 (Sun) 10:00 - 13:00 ; 14:00 - 17:00
3 23 May 2021 (Sun) 10:00 - 13:00 ; 14:00 - 17:00
4. Sales Management and Leadership
Lecture Date Time
1 13 Jun 2021 (Sun) 10:00 - 13:00 ; 14:00 - 17:00
2 20 Jun 2021 (Sun) 10:00 - 13:00 ; 14:00 - 17:00
3 27 Jan 2021 (Sun) 10:00 - 13:00 ; 14:00 - 17:00
5. Managing Channel Distribution
Lecture Date Time
1 11 Jul 2021 (Sun) 10:00 - 13:00 ; 14:00 - 17:00
2 18 Jul 2021 (Sun) 10:00 - 13:00 ; 14:00 - 17:00
3 25 Jul 2021 (Sun) 10:00 - 13:00 ; 14:00 - 17:00

Venue: HK Island

*The above schedule is subject to change when necessary.

Applicants shall:

I)      a)      hold a bachelor’s degree awarded by a recognized institution or

b)      a recognized professional qualification plus five years of full-time work experience at senior managerial level in related industries


II)    provide evidence of English proficiency (if the degree or equivalent qualification is from an institution where the  language of teaching and assessment is not English) such as:

  1. an overall band of 6.0 or above with no subtests lower than 5.5 in the IELTS; or
  2. a score of 550 or above in the paper-based TOEFL, or a score of 213 or above in the computer-based TOEFL, or a score of 80 or above in the internet-based TOEFL; or
  3. HKALE Use of English at Grade E or above; or
  4. HKDSE Examination English Language at Level 3 or above; or
  5. equivalent qualifications.

Applicants with other qualifications and relevant work experience will be considered on individual merit.

Application Fee

HK$200 (Non-refundable)

Course Fee
  • Course Fee : HK$3600 per module
  • The CEF Institution Code of HKU SPACE is 100
CEF Courses
Financial Services Marketing and Sales Management and Leadership (Modules from Postgraduate Diploma in Management and Insurance)
COURSE CODE 21Z09864-0 FEES $7,200 ENQUIRY 2867-8321
Continuing Education Fund Reimbursable Course Continuing Education Fund Reimbursable Course (selected modules only)
Some modules of this course have been included in the list of reimbursable courses under the Continuing Education Fund.

Postgraduate Diploma in Management and Insurance

  • This course is recognised under the Qualifications Framework (QF Level [6])

Online Application Apply Now

Application Form 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.