Professional Diploma in
The Professional Diploma in Insurance (PDI) is designed for learners who wish to excel in their career through education programmes in
the field of life insurance, general insurance and financial planning. This Programme has been developed in conjunction with practicing
industry specialists and provides specialist education and professional accreditation for the insurance industry.
Provide a pathway to professional membership level of the Australian and New Zealand Institute of Insurance and Finance (ANZIIF), the
Chartered Insurance Institute (CII), and academic qualifications in Master of Insurance and Risk Management and MBA studies.
Flexible modular structure with choices to complete within 4 years.
8 modules of 30 lecture hours each. There are normally 3 trimesters each year commencing in March, July and November.
The modules are included in the Continuing Education Fund (CEF) Reimbursable Course list under the name of Advanced Certificate in
Insurance under code no. 23F04065-3 (www.sfaa.gov.hk/cef). Eligible applicants will be reimbursed 80% of the fees, subject a maximum
sum of HK$10,000.
Proof of passing the PDI examination of at least one module in a particular year will be granted 10 IA CPD hours, for a maximum of 6
years. Please refer to the CPD information sheet as shown in the webpage of the Office of the Commissioner of Insurance
Applicants may apply for Recognition of Prior learning or up to 4 Credit Transfer Exemptions for prior equivalent study.
Medium of Instruction
Classes are conducted in Cantonese with teaching material and assessment in English
Five HKCEE passes including English Language and Chinese Language (Level 2 or above), or equivalent; OR
Mature applicant who are over 23 years of age with at least 2 years relevant experience and reasonable command of English.
Professional & Academic Path of Insurance,
Financial Planning & Risk Management from PDI to MBA
(+Minimum 4 modules)
Graduate Diploma of
Financial Services (GDFS)
(+8 Deakin modules)
+ 2 PEAK PDBM modules to
articulate to final year of BA (Hons)
Business Administration degree by
CFP, FLMI, ACII or ANZIIF
(Senior Associate) with 5 years
of relevant working experience for
Professional Diploma in
ANZIIF & CII Insurance (PDI)
Examination revision Class PEAK, VTC
(+3 PDI modules)
(5 PDI modules)
Education for all
Under the existing arrangement, completion of 6 PDI modules including one legal module and Marine & Aviation Insurance and 3 ANZIIF Senior Associate
modules can enable students to obtain the internationally professional ANZIIF Senior Associate Membership and local academic qualification concurrently.
ANZIIF Senior Associate may also directly apply to final year of BABA of Coventry University.
Admission to the mentioned courses may be entirely at the discretion of the respective institutions subject to their course rules.
Learners should study the most up-to-date PDI Programme Information – “Notes to student”, “syllabus”, “exemption arrangement” and other information
available on web www.peak.vtc.edu.hk/course/PDI.htm .
高峰 進 修 學 院
Institute of Professional Education And Knowledge
Learners must take 8 modules with the below 2 compulsory modules.
791I2 Insurance Principle & Practice
Plus at least one legal module from:
793I2 Legal Aspect of General Insurance
798I2 Legal Aspects of Life Insurance
799I2 Legal Framework for Insurance Contract
Remaining modules selected from any range of interdisciplinary specializations
as listed below for reference:
791I2 Insurance Principle & Practice 799I2 Legal Framework for Insurance Contract#
792I2 Insurance Underwriting & Claims 780I2 Insurance Organization Operations
Life & Health insurance stream: General insurance stream:
796I2 Life & Health Insurance 793I2 Legal Aspect of General Insurance#
797I2 Life Insurance Underwriting & Claims# * 794I2 Property Insurance
798I2 Legal Aspect of Life Insurance# 795I2 Motor Insurance
781I2 Liability Insurance
Financial Planning stream:
782I2 Marine & Aviation Insurance
783I2 Personal Investment & Financial Services
784I2 Financial Planning
785I2 Business Financial Planning
Student who have completed 5 PDI modules including one legal module# is eligible for ANZIIF Associate Membership
*Pre-requisite requirement for students taking the module of 797I2 Life Insurance Underwriting and Claims: at least a passing
grade of module 796I2 Life & Health Insurance or equivalent or at least with 2 years’ relevant working experience related to life
and health underwriting or claims.
Institute of Professional Education And Knowledge (PEAK) is a member of VTC Group and was established in 2003 after the
merging of Financial Services Development Centre (FSDC), Information Technology Training and Development Centre (ITTDC),
and Management Development Centre (MDC). PEAK, together with its predecessors, has over 20 years of experience in
professional education and corporate human resources development and is one of the leading in-service training organizations and
qualifying bodies in Hong Kong.
Our courses cover the following areas: financial services, management, information technology, languages, design & creative
technology and wellness. In 2009/10 alone, about 81,000 adult learners have enrolled in our courses. In the area of corporate
training, since 2003 more than 200 well-established companies have adopted our products and services to enhance the technical
competency and professional expertise of their employees.