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  1. Apply a systematic body of knowledge appropriate to manage independent insurance work applications; Identify, gather and evaluate information as well as communicate effectively and appropriately in a broad range of professional work activities relating to insurance and financial services;

  2. Learning Contents. Market Industry and needs for life and health insurance. Pricing of life insurance. Principles & terminology. The difference between Life, Health and Disability Income Policies. Types of life insurance. Policy wordings, coverage extensions and exclusions, etc.

  3. Apply a systematic body of knowledge appropriate to manage independent insurance work applications; Identify, gather and evaluate information as well as communicate effectively and appropriately in a broad range of professional work activities relating to insurance and financial services;

  4. 課程資料. (此課程內容只提供英文版本) Learning Outcomes. On completion of the module, students are expected to be able to: address typical concerns for assessment of individual and group, and medical risks in life and health insurance for consideration when designing or selecting related insurance products;

  5. analyze data and information from the financial markets and indices for enhancing investment and financial planning; and; make recommendations and advice on investment risk and portfolio management by selecting the appropriate financial instruments and calculation methods. Learning Contents. Understanding investment.

  6. Learning Contents. Role of insurance organization and financial industry. formation of various insurance organizations including bancassurance, companies, intermediaries (agent & broker) of life, general and financial adviser (including MPF) the organizational structure and culture of insurance organizations.

  7. Learning Outcomes. On completion of the module, students are expected to be able to: comment on the appropriateness of the life insurance practices and policies in compliance with relevant legal regulations; make recommendations with justification for life insurance agreement and contract affirmation or rebuttal; and.

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