Insurance Management & Legal Studies Series (CPD Ref 80/227/02)

Target Audience

Underwriters and insurance intermediaries team leaders / middle level management

Learning Objective

to provide training on management knowledge and intensive legal study related to insurance operation as to support the career development of future insurance leaders

Module 1

Insurance Operations Management

Course Index: 2IOM (2 CPD hours)

Course Content

• Operations Management Overview
• Operations Strategy
• Total Quality Management
• Forecasting
• Work System Design
• Explore the future operation model 

Module 2

Legal issues of Employees’ Compensation insurance

Course Index: 2LEC (3 CPD hours)

Course Content

• Employees’ Compensation Ordinance ECO (Cap282)
• Legal issues on EC Insurance
• Case Study
• The way forward

Module 3

Legal issues of Motor Third Party Insurance

Course Index: 2LMO (2 CPD hours)

Course Content

• Motor Vehicle Insurance (Third Party Risks) Ordinance (Cap272)
• Legal Issues on Motor TP Risk Insurance
• Case Study
• The way forward

Module 4

Litigation, Arbitration, Mediation and Negotiation – Application in Hong Kong Insurance Markets

Course Index: 2LAM (2 CPD hours)

Course Content

• Introduction of Negotiation, Mediation, Arbitration and Litigation
• Application in Hong Kong Insurance market
• Case study: compare and contrast
• The way forward – different approach

Module 5

Corporate Risk Management

Course Index: 2CRM (3 CPD hours)

Course Content

• Core concept of Risk Management and its scope
• Risk Management process
• Assess risk exposures in various risk categories
• Enterprise Risk Management
• Role of corporate governance in relation to Risk Management

Module 6

Competition Law – Legal Issues and Application in Insurance Industry

Course Index: 2COL (3 CPD hours)

Course Content

• General View of the Competition Ordinance
• Application in Insurance Industry
• Insurance Case Review
• The Way Forward

Module 7

Legal Liability to Third Party

Course Index: 2LLT (3 CPD hours)

Course Content

• General view of various types of Legal Liability to Third Party
• Application in Insurance Industry
• Case Review
• The way forward

Personal Line and SME insurance Series (CPD Ref 80/227/03)

Target Audience

front line insurance intermediaries active in promoting personal line and SME business

Learning Objective

to strengthen the technical knowledge on Personal Line and SME insurance both underwriting and claims aspects for front line insurance practitioners

Module 1

Why “Personal Line Insurance” is important to everyone

Course Index: 3PLI (3 CPD hours)

Course Content

• Life & Medial Insurance
• Personal Accident & Travel
• Motor
• Household & Domestic Helper
• Underwriting Consideration

Module 2

How to protect SME from different business risks

Course Index: 3SME (3 CPD hours)

Course Content

• Commercial Fire & Consequential Loss Insurance
• Package and All Risks Insurance policies
• Theft / Money / Glass Insurance
• Compulsory Insurance in Hong Kong
• Other Commercial Insurance
• Underwriting consideration in general

Module 3

Commercial Insurance Claim in Practice

Course Index: 3CIC (2 CPD hours)

Course Content

• Various industries in Hong Kong
• Commercial Insurance Products in HK market
• Property Claim Procedure
• Public Liability Claim Procedure
• The role of Loss Adjusters
• Insurance Documents – Claims related section

Module 4

How Cargo Insurance protect Insured’s interest

Course Index: 3CAI (2 CPD hours)

Course

Content

• Cargo insurance – Marine Insurance Ordinance
• Insurable Interest & Perils covered
• Types of Cargo policies & Institute Cargo Clauses
• Premium considerations
• Take Away

Module 5

MPF intermediary management & regulations update Course Index: 3MPF (2 CPD hours)

Course

Content

• Conduct of MPF intermediaries and Internal Control procedure
• Disclosure of MPF fund risk
• Requirements on MPF intermediaries on risk disclosure
• Update on other MPF matters

Module 6

Construction Insurance

Course Index: 3CON (3 CPD hours)

Course

Content

• Underwriting Thought Process – How to Underwrite Profitably for Construction Insurance Business
• Detailed Construction Insurance Case Review – Underground Metro Systems Under Construction
• Learning from Case Study on Major Construction/Erection Insurance Losses
• The way forward  

Ethics or Regulations Series (CPD Ref 80/227/04)

Target Audience

insurance practitioners active in promoting insurance business

Learning Objective

enable participants to develop a general view of the requirements and the legal issues of Ethics or Regulations in insurance business activities.

Module 1

Ethics or Regulations – Introduction

Course Index: 4ERI (3 CPD hours)

Course Content

• Aims of the Code of Conduct
• Framework
• Interpretation/definitions
• General principles
• Corporate Governance

Module 2

Ethics or Regulations – Legal issues

Course Index: 4ERL (3 CPD hours)

Course Content

• Legal Views of Ethics or Regulations
• Practical Issues
• Insurance Case Study
• The Way Forward