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Professional Certificate in Insurance Planning and Risk Management

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Course Name:            Professional Certificate in Insurance Planning and Risk Management


QF Level:                    QF 4

                                    QR Registration No.: 18/000879/L4

                                    QR Registration Validity Period: On-going

CEF Course Code:      23K103637

Study Mode:                Part-time

Duration:                      4 months

Course Fee:                 HK$4,500

Start Date:                   To be advised

Delivery Language:     Cantonese

Course Material:          English or Traditional Chinese

Learning Outcomes:  

On completion of the course, students are expected to be able to:

ILO-1:  Explain the features and constraints of different life and general insurance policies;

ILO-2:  Evaluate the advantages and disadvantages of different insurance policies;

ILO-3:  Identify client’s risk exposure and calculate client’s insurance needs;

ILO-4:  Develop appropriate insurance planning strategies based on client’s insurance needs.


  • Life Insurance
  • Features of different types of life insurance policies
  • General Insurance
  • Legal Principles in Insurance
  • Employee Benefits
  • Life Insurance Planning