你可以透過保險業監管局(IA)的網站申請保險牌照或註冊成為持牌保險中介人。申請人須符合相關資格要求,包括通過指定的保險中介人資格考試(IIQE),並提交所需文件及費用。詳情請瀏覽保險業監管局網站:www.ia.org.hk。
你可以通过保险业监管局(IA)的网站申请保险牌照或注册成为持牌保险中介人。申请人须符合相关资格要求,包括通过指定的保险中介人资格考试(IIQE),并提交所需文件及费用。详情请浏览保险业监管局网站:www.ia.org.hk。
You can apply for an insurance license or register as a licensed insurance intermediary through the Insurance Authority (IA) website. Applicants must meet the relevant qualification requirements, including passing the designated Insurance Intermediaries Qualifying Examination (IIQE), and submit the required documents and fees. For details, please visit: www.ia.org.hk.
持有認可專業資格的人士可申請豁免部分或全部 IIQE 考試。例如,持有特許保險學會(CII)或澳洲及紐西蘭保險及金融學會(ANZIIF)等認可資格的人士,可向保險業監管局(IA)申請豁免。豁免資格及條件因應不同卷別而異,詳情請參閱保險業監管局的豁免指引。
持有认可专业资格的人士可申请豁免部分或全部 IIQE 考试。例如,持有特许保险学会(CII)或澳洲及纽西兰保险及金融学会(ANZIIF)等认可资格的人士,可向保险业监管局(IA)申请豁免。豁免资格及条件因应不同卷别而异,详情请参阅保险业监管局的豁免指引。
Individuals holding recognised professional qualifications may apply for exemption from some or all IIQE papers. For example, holders of qualifications from the Chartered Insurance Institute (CII) or the Australian and New Zealand Institute of Insurance and Finance (ANZIIF) may apply to the Insurance Authority (IA) for exemption. Exemption criteria vary by paper; please refer to the IA's exemption guidelines for details.
HKFI(香港保險業聯會)是保險公司的行業組織;PIBA(專業保險經紀協會)是保險經紀的行業組織;CIB(香港保險顧問聯會)則是保險顧問的行業組織。三者分別代表保險業內不同持份者的利益。自保險業監管局(IA)於 2019 年接管保險中介人規管後,上述自律規管機構的規管角色已大幅減少。
HKFI(香港保险业联会)是保险公司的行业组织;PIBA(专业保险经纪协会)是保险经纪的行业组织;CIB(香港保险顾问联会)则是保险顾问的行业组织。三者分别代表保险业内不同持份者的利益。自保险业监管局(IA)于 2019 年接管保险中介人规管后,上述自律规管机构的规管角色已大幅减少。
HKFI (Hong Kong Federation of Insurers) represents insurance companies; PIBA (Professional Insurance Brokers Association) represents insurance brokers; CIB (Confederation of Insurance Brokers) represents insurance consultants. Each body represents different stakeholders within the insurance industry. Since the Insurance Authority (IA) took over regulation of insurance intermediaries in 2019, the regulatory roles of these self-regulatory organisations have been significantly reduced.
高峰進修學院(PEAK)隸屬職業訓練局(VTC),負責舉辦及管理 IIQE 保險中介人資格考試,包括報名、考場安排及發放考試研習資料手冊。保險業監管局(IA)(前身為保險業監理處 OCI)是法定規管機構,負責規管保險業,包括發牌、合規及紀律處分。簡言之,PEAK 負責考試,IA 負責發牌及規管。
高峰进修学院(PEAK)隶属职业训练局(VTC),负责举办及管理 IIQE 保险中介人资格考试,包括报名、考场安排及发放考试研习资料手册。保险业监管局(IA)(前身为保险业监理处 OCI)是法定规管机构,负责规管保险业,包括发牌、合规及纪律处分。简言之,PEAK 负责考试,IA 负责发牌及规管。
PEAK (Professional Examination Authority of Knowledge), under the Vocational Training Council (VTC), is responsible for organising and administering the IIQE, including registration, exam venue arrangements, and distributing study manuals. The Insurance Authority (IA) (formerly the Office of the Commissioner of Insurance, OCI) is the statutory regulator overseeing the insurance industry, including licensing, compliance, and disciplinary actions. In short, PEAK handles the exams; the IA handles licensing and regulation.
你可以透過高峰進修學院(PEAK)的網站進行網上報名,或親身前往 PEAK 考試中心報名。報名時須選擇考試卷別、考試日期及語言(中文或英文),並繳交相應考試費用。詳情請瀏覽 PEAK 網站:www.peak.edu.hk。
你可以通过高峰进修学院(PEAK)的网站进行网上报名,或亲身前往 PEAK 考试中心报名。报名时须选择考试卷别、考试日期及语言(中文或英文),并缴交相应考试费用。详情请浏览 PEAK 网站:www.peak.edu.hk。
You can register online through the PEAK website or in person at the PEAK Examination Centre. During registration, you need to select the exam paper, exam date, and language (Chinese or English), and pay the corresponding exam fee. For details, please visit: www.peak.edu.hk.
前往 PEAK 網站(www.peak.edu.hk),註冊或登入帳戶後,選擇「IIQE」考試類別,再選擇所需卷別(Paper 1 至 Paper 5),揀選合適的考試日期及時間,以信用卡或其他接受的方式繳費,完成報名後會收到確認電郵。
前往 PEAK 网站(www.peak.edu.hk),注册或登入账户后,选择「IIQE」考试类别,再选择所需卷别(Paper 1 至 Paper 5),挑选合适的考试日期及时间,以信用卡或其他接受的方式缴费,完成报名后会收到确认邮件。
Go to the PEAK website (www.peak.edu.hk), register or log in to your account, select the "IIQE" exam category, choose the required paper (Paper 1 to Paper 5), pick a suitable exam date and time, pay by credit card or other accepted methods, and you will receive a confirmation email upon completion.
IIQE 官方研習資料手冊(Study Manual)由高峰進修學院(PEAK)發放。考生成功報考後,可於 PEAK 網站下載電子版研習手冊(PDF 格式)。手冊涵蓋各卷別的考試範圍及重點內容,是備考的基礎資料。
IIQE 官方研习资料手册(Study Manual)由高峰进修学院(PEAK)发放。考生成功报考后,可于 PEAK 网站下载电子版研习手册(PDF 格式)。手册涵盖各卷别的考试范围及重点内容,是备考的基础资料。
The official IIQE Study Manuals are provided by PEAK. After successfully registering for the exam, candidates can download the electronic version of the study manual (PDF format) from the PEAK website. The manuals cover the exam syllabus and key content for each paper and serve as the foundational study material.
登入你的 PEAK 帳戶(www.peak.edu.hk),前往「我的考試」或「下載」頁面,即可下載已報考卷別的研習資料手冊(PDF 格式)。研習手冊通常在成功報名後即可下載,有效期至考試日期後一段時間。
登入你的 PEAK 账户(www.peak.edu.hk),前往「我的考试」或「下载」页面,即可下载已报考卷别的研习资料手册(PDF 格式)。研习手册通常在成功报名后即可下载,有效期至考试日期后一段时间。
Log in to your PEAK account (www.peak.edu.hk), go to "My Exams" or "Downloads" section, and download the study manual (PDF format) for the paper you have registered for. The study manual is typically available for download after successful registration and remains accessible until a period after your exam date.
建議考生先閱讀 PEAK 提供的官方研習手冊,了解考試範圍及重點。其後可配合模擬試題(Mock Paper)進行練習,熟悉題型及時間分配。使用天書(Study Bible)可以更高效地掌握重點內容。如有需要,亦可考慮私人補習服務,由資深導師針對性指導。歡迎透過 WhatsApp 聯絡我們了解更多。
建议考生先阅读 PEAK 提供的官方研习手册,了解考试范围及重点。其后可配合模拟试题(Mock Paper)进行练习,熟悉题型及时间分配。使用天书(Study Bible)可以更高效地掌握重点内容。如有需要,亦可考虑私人补习服务,由资深导师针对性指导。欢迎通过 WhatsApp 联络我们了解更多。
We recommend candidates start by reading the official study manuals provided by PEAK to understand the exam scope and key topics. Then practise with mock papers to familiarise yourself with question formats and time management. Using a Study Bible can help you grasp key content more efficiently. If needed, consider private tutoring for targeted guidance from experienced tutors. Feel free to contact us via WhatsApp for more information.
強積金中介人須向積金局(MPFA)註冊。申請人須先通過強制性公積金計劃考試(MPFE),然後透過其所屬的核准受託人或主事中介人向積金局提交註冊申請。詳情請瀏覽積金局網站:www.mpfa.org.hk。
强积金中介人须向积金局(MPFA)注册。申请人须先通过强制性公积金计划考试(MPFE),然后通过其所属的核准受托人或主事中介人向积金局提交注册申请。详情请浏览积金局网站:www.mpfa.org.hk。
MPF intermediaries must register with the Mandatory Provident Fund Schemes Authority (MPFA). Applicants need to pass the Mandatory Provident Fund Examination (MPFE) first, then submit a registration application to the MPFA through their approved trustee or principal intermediary. For details, visit: www.mpfa.org.hk.
積金局(MPFA)即強制性公積金計劃管理局,負責規管強積金制度、監督受託人及中介人,確保僱主及僱員遵守強積金條例。證監會(SFC)即證券及期貨事務監察委員會,負責規管證券及期貨市場。兩者的規管範疇不同,但在強積金相關投資產品方面會有所重疊。
积金局(MPFA)即强制性公积金计划管理局,负责规管强积金制度、监督受托人及中介人,确保雇主及雇员遵守强积金条例。证监会(SFC)即证券及期货事务监察委员会,负责规管证券及期货市场。两者的规管范畴不同,但在强积金相关投资产品方面会有所重叠。
MPFA (Mandatory Provident Fund Schemes Authority) regulates the MPF system, oversees trustees and intermediaries, and ensures employer and employee compliance with the MPF Ordinance. SFC (Securities and Futures Commission) regulates the securities and futures markets. Their regulatory scopes differ, but there is some overlap regarding MPF-related investment products.
積金局(MPFA)是規管強積金制度的法定機構。高峰進修學院(PEAK)隸屬職業訓練局,負責舉辦 IIQE 保險中介人資格考試。香港證券及投資學會(HKSI)負責舉辦證券及期貨從業員資格考試(HKSI LE)以及強積金中介人考試(MPFE)。簡言之,積金局負責規管,PEAK 負責保險考試,HKSI 負責證券及強積金考試。
积金局(MPFA)是规管强积金制度的法定机构。高峰进修学院(PEAK)隶属职业训练局,负责举办 IIQE 保险中介人资格考试。香港证券及投资学会(HKSI)负责举办证券及期货从业员资格考试(HKSI LE)以及强积金中介人考试(MPFE)。简言之,积金局负责规管,PEAK 负责保险考试,HKSI 负责证券及强积金考试。
MPFA is the statutory body regulating the MPF system. PEAK, under VTC, administers the IIQE insurance intermediaries exams. HKSI (Hong Kong Securities and Investment Institute) administers the HKSI Licensing Examination (HKSI LE) and the Mandatory Provident Fund Examination (MPFE). In short, MPFA regulates, PEAK handles insurance exams, and HKSI handles securities and MPF exams.
強積金中介人考試(MPFE)由香港證券及投資學會(HKSI)舉辦。你可以透過 HKSI 網站進行網上報名,選擇考試日期及語言,並以信用卡繳交考試費用。詳情請瀏覽 HKSI 網站:www.hksi.org。
强积金中介人考试(MPFE)由香港证券及投资学会(HKSI)举办。你可以通过 HKSI 网站进行网上报名,选择考试日期及语言,并以信用卡缴交考试费用。详情请浏览 HKSI 网站:www.hksi.org。
The Mandatory Provident Fund Examination (MPFE) is administered by the Hong Kong Securities and Investment Institute (HKSI). You can register online through the HKSI website, select your exam date and language, and pay the exam fee by credit card. For details, visit: www.hksi.org.
建議考生先閱讀 HKSI 提供的官方溫習手冊,了解考試範圍及重點。其後可配合模擬試題(Mock Paper)進行練習,熟悉題型及時間分配。使用天書(Study Bible)可以更高效地掌握重點內容。如有需要,亦可考慮私人補習服務,由資深導師針對性指導。歡迎透過 WhatsApp 聯絡我們了解更多。
建议考生先阅读 HKSI 提供的官方温习手册,了解考试范围及重点。其后可配合模拟试题(Mock Paper)进行练习,熟悉题型及时间分配。使用天书(Study Bible)可以更高效地掌握重点内容。如有需要,亦可考虑私人补习服务,由资深导师针对性指导。欢迎通过 WhatsApp 联络我们了解更多。
We recommend candidates start by reading the official study manual provided by HKSI to understand the exam scope and key topics. Then practise with mock papers to familiarise yourself with question formats and time management. Using a Study Bible can help you grasp key content more efficiently. If needed, consider private tutoring for targeted guidance. Feel free to contact us via WhatsApp for more information.
免責聲明:本公司與保險業監管局(IA)、高峰進修學院(PEAK)、香港證券及投資學會(HKSI)及積金局(MPFA)並無任何關係。本公司提供的學習資料為獨立製作,並非由上述任何機構認可或發行。敬請留意。
免责声明:本公司与保险业监管局(IA)、高峰进修学院(PEAK)、香港证券及投资学会(HKSI)及积金局(MPFA)并无任何关系。本公司提供的学习资料为独立制作,并非由上述任何机构认可或发行。敬请留意。
Disclaimer: We are not affiliated with the Insurance Authority (IA), PEAK Examination Centre, Hong Kong Securities and Investment Institute (HKSI), or the Mandatory Provident Fund Schemes Authority (MPFA). Our study materials are independently produced and are not endorsed by or associated with any of these organisations. Please be aware.