Executive Diploma in Human Resource and Finance Management for Insurance - HKU SPACE: Financial Services and Insurance, Accounting courses-365官网,365app安卓客户端
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Accounting and Finance Financial services and insurance

Executive Diploma in Human Resource and Finance Management for Insurance
Executive Diploma Insurance Human Resources and Financial Management

Course number
The registration code
Curriculum standard
Opening date
Next start date
Length of period
Four to five months
The language of instruction
Cantonese with English
Course fee
For every HK $3600
Sign up to
Ending on Friday, October 25, 2019
2867 8475
2861 0278

This course aims to teach participants professional knowledge of the insurance industry and develop the professional skills required by industry leaders。The course uses an example teaching method to inculcate the personnel management and financial knowledge necessary for the insurance industry。

A unique course for insurance practitioners to develop the professional skills required by industry leaders。
The purpose of the course is to teach the basic tips of insurance sales management and human resource management。

The course is divided into three modules and lasts a total of 60 hours


Module 1: Sales Management and Leadership (20 periods)

Leadership theory

Leadership in sales management

Recruitment and selection of sales staff

Sales training

Development of prediction

Incentive and reward systems

Determine the efficiency and performance of sales staff

Evaluate the performance of sales staff


Module 2: Human Resource Management (20 periods)

The nature and scope of human resource management

Human resource management strategy

Acquisition and preparation of human resources

Manpower supervision requirements

Training and Development

Assess the effectiveness of training programmes


Module 3: Corporate Financial Management (20 periods)

Manage the financial strategy and control mechanisms of the insurance institution

 監管事項And its impact on insurance institutions


Evaluation and conferment

Required by students after completion of each unitWrite a personal report of 1, 000-1, 500 words, giving 100% weight。

An Executive Diploma will be awarded to students who have completed 3 subject modules with a satisfactory attendance rate of 70% or above。


The registration code 1755-EP124A -

Semester Timetable for November 2019 (tentative)

  1. Sales management and leadership 
    20 periods (5 lessons in total)
    Date: November-December 2019 (Saturday)
    Time: 2:00 p.m. to 6:00 p.m
    Location: to be confirmed

  2. Human Resource Management  
    20 periods (5 lessons in total)
    Date: December 2019 to January 2020 (Saturday)
    Time: 2:00 p.m. to 6:00 p.m
    Location: to be confirmed

  3. Corporate financial management 
    20 periods (5 lessons in total)
    Date: February to March 2020 (Saturday)
    Time: 2:00 p.m. to 6:00 p.m
    Location: to be confirmed

Applicants should:

(甲) 持有認可大學學位或同等學歷;或

(b) An associate degree/Higher diploma, or equivalent, with at least two years of working experience。

Applicants with other qualifications and experience will be considered on a case-by-case basis。

Registration fee

HK$150 (non-refundable)

Course fee
  • Tuition fee: HK$3600 per course

The application form Download application Form

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Online Registration Service

The School of Professional and Speed of the University of Hong Kong (HKU) provides 24-hour online registration and payment service. Applicants can apply online for individual qualification award programmes and most open enrolment programmes (on a first-come-first-served basis).。Applicants can use PPS (not available on mobile phones), VISA or Mastercard online。Apart from the above payment methods, students can also Pay their tuition fees through Online WeChat Pay, Online Alipay or FPS if Online services are available for diploma awarding programmes。

Sign up for a new course

  1. Fill in the online registration form
    Applicants can click on the top right corner of the course website Apply_now_cht Icon to enter the online service page and complete the online application form as instructed。

    For certain courses, applicants are required to upload the required documents (e.g. academic credentials) specified in the course website.。The system only supports doc, DOCX, JPG and PDF attachments。
  2. Payment of required fees

    Applicants can pay the application fee or course fee by:

    PPS Online service  - Applicants are required to open a PPS account and set up a PPS online password。For details on how to apply for a PPS account and password, please visit the PPS websitehttp://www.ppshk.com

    * Online credit card payment service  - Fees can be paid with VISA or Mastercard (including "HKU speed Mastercard Card")。

    * HKU School of Professional and Continuing Education Mastercard cardHolders who wish to enjoy the 10-month interest-free instalment offer must make payment arrangements in person at our teaching Centre with registration service。

To learn more about how to apply for new courses online and how to pay fees, please refer to the Online Application/Enrolment Guide:

Short courses

Individual qualifications and courses are awarded

Other modules in the same qualification programme

Individual courses provide online services for students who need to apply for the same qualification award and other modules or pay the next tuition fee. If such services are available in the course, the course manager will inform the students of the relevant procedures。

Online payment is available through PPS (not mobile), VISA or Mastercard, Online WeChat Pay, Online Alipay or FPS。


In person/by post

Sign up for a new course

  1. For courses offered on a "first come, first served" basis, please fill in the SF26 application form and visit in personThe registration centerOr by post with tuition fee and supporting documents required。

    [Download the entry form SF26]

  2. Additional information may be required for application for academic awards and professional programmes. Application forms are obtainable from the enrolment centre or the programme officer concerned。Please submit the completed application form together with the application fee/tuition fee and supporting documents to the Registration Centre in person or by post。

Other modules in the same qualification programme

  1. The College has a special "Registration and Tuition Notice" for general qualification courses。

  2. The course administrator will send you a "registration and Tuition Notice" (" Notice "). Please fill in the "notice" and submit the "notice" in person or by post to the registration Centre and pay the required fee。

For payment details, please refer toMethod of payment。If you have any questions about the registration procedure, please read the details of individual courses, or contact the relevant course officer or registration centre。

Notes for course/Course Registration:

  1. Use of the online registration service must be done on a computer with Internet access and a browser that supports JavaScript。You are advised to use Google Chrome。
  2. Applicants should not sit idle for more than 10 minutes。Otherwise, the applicant must restart the entire application process。
  3. Online registration only supports "Early Admission Discount"。For other benefits, please come to the enrolment Centre。
  4. In the online application process, the submission of course application and payment are two different procedures in the system. Successful payment does not guarantee successful acceptance。For unsuccessful applications, the course staff will contact you as soon as possible。
  5. Applicants should note that only one application can be submitted for the same course/subject, whether in person or online。
  6. During the online registration process, payment confirmation will be displayed on the web page after successful payment。In addition, a confirmation email will be sent to your email account。Please keep the confirmation slip for future enquiry。
  7. Fees paid are not refundable, except in exceptional circumstances (e.g. courses cancelled due to insufficient enrolment) or as required by law。
  8. If you have been selected for admission, the official receipt does not serve as proof of acceptance。Applicants will be notified of their acceptance as soon as possible after the closing date。Unsuccessful applicants will receive a refund of their tuition fees。


The college provides an online service platform for some of the courses offered by the College。Whilst the Institute endeavours to ensure the accuracy and timeliness of the information on the relevant website, the Institute cannot make any express or implied warranties as to such information。In particular, the Institute does not guarantee that the information is copyright free, safe to use, accurate, fit for any purpose, virus free, etc。

The Institute (including its employees and affiliates) shall indemnify you for any loss arising from your online payment for the following reasons,一概不負責;上述原因包括:(1)由付款銀行或獨立商戶因為付款的網關在處理付款的信用卡、付款卡、智能卡或其他付款的設施時出現任何信息或資訊傳送的失誤、延誤、中斷、中止、或限制(2)從付款的網關傳送而來的任何信息或資訊中出現的疏忽、錯誤、誤差或遺漏;(3)付款的網關在完成網上付款時出現的故障、失靈、或失誤;(4)任何由付款的網關引起或與付款的網關相關的原因,Including unauthorized access, alteration of data transmission, any illegal conduct, etc。

The above Chinese text is for reference only. In case of any discrepancy between the content and the English version, the English version shall prevail。

Method of payment
1. Cash, EPS, WeChat Pay or Alipay

Applicants can Pay their tuition fees by cash, EPS, WeChat Pay or Alipay in person at any of the school's enrolment centres。

2. Check or cashier's check

If paid by crossed cheque or cashier order, payable to "School of Continuing and Professional Development, University of Hong Kong"。Please write the name of the course and applicant's name on the back of the cheque。  You can:

  • Submit crossed cheque, application form and supporting documents in person at hkCEE enrolment Centres;
  • Please mark "apply for enrolment" on the envelope. However, the Institute is not responsible for the loss of cheques due to postal errors。
3. VISA ╱ Mastercard

Payment can be made with VISA or Mastercard (including "hku Mastercard") at any enrolment centre of hku。10 months of interest-free instalments for hku college of professional and development Mastercard holders with enrolment of hk $2,000 are eligible。For details, please contact the staff of the College Enrolment Centre。

4. Online Payment Service

Most open enrolment programmes (on a first-come-first-served basis) and individual qualification programmes provide online registration/registration services. Applicants can use PPS (not available on mobile phones), VISA or Mastercard onlinePay the enrolment fee or tuition fee for the course。Apart from the above payment methods, students can also Pay their tuition fees by Online WeChat Pay, Online Alipay or FPS if there are Online services for their diploma courses. Please refer to theRegistration Method - Online Registration Service

Matters needing attention:

  • If you apply for a course, the course will start within 5 working days. To avoid post delay, you are advised to register in person at the College enrolment Centre and avoid paying by cheque。

  • All fees paid are non-refundable except in exceptional circumstances as determined by the Institute (e.g. courses cancelled due to insufficient enrolment)。如獲學院批准退還款項,以現金、易辦事、微信支付、支付寶、支票或繳費靈(只限網上付款)方式繳交之款項,將以支票退款;以信用卡繳交之款項,退款將直接退還到支付款項時使用的信用卡戶口。
  • There may be additional fees for individual courses in addition to the tuition fees listed on our website. Please contact the relevant academic staff for details。
  • Tuition fees and places are not transferable。Once accepted, students are not allowed to transfer to other courses. However, the College may exercise discretion in special circumstances。A handling fee of HK $120 will be charged once the application is approved。
  • The Institute will issue a payment receipt to the applicant upon receipt of the payment. However, the Institute is not responsible for any loss of the payment receipt in the mail。
  • If students wish to apply for a certificate of payment, please return the completed application form together with a crossed cheque and a self-addressed envelope with sufficient postage to the Institute。The application fee for each receipt is HK $30。Cheque made payable to "School of Professional and Continuing Education, University of Hong Kong"。