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Supervision > Regulation of Insurance Intermediaries > Insurance Intermediaries Qualifying Examination (IIQE)

Insurance Intermediaries Qualifying Examination  (IIQE)

Overview

Every individual licencee must have passed the relevant papers of the Insurance Intermediaries Qualifying Examination (“IIQE”) conducted by the Vocational Training Council, the appointed examination body for the IIQE, unless otherwise exempted. For details, please make reference to Annex 1 to GL23: Guideline on “Fit and Proper” Criteria for Licensed Insurance Intermediaries under the Insurance Ordinance (Cap.41).
 

Syllabuses

The syllabuses for the examination papers are as follows:

With effect from 2 May 2013, the Mandatory Provident Fund (MPF) Schemes Examination ceased to be part of the IIQE. For details about the MPF intermediaries’ examination specified by the Mandatory Provident Fund Schemes Authority (MPFA), please refer to the information available on the MPFA’s website at http://www.mpfa.org.hk

Study Notes

To facilitate the training of insurance intermediaries for the examination, Study Notes are made available for downloading from this website. No part of the Study Notes may be reproduced for the purposes of selling or making profit without the prior permission of the Insurance Authority.

  • Study Notes for the Principles and Practice of Insurance Examination (2017 Edition with Update (August 2018))  [PDF] 
  • Study Notes for the General Insurance Examination (2018 Edition) [PDF] [Obsolete from 2 December 2019]
  • Study Notes for the General Insurance Examination (2018 Edition with Update (August 2019)) [PDF] [Effective from 2 December 2019]
  • Study Notes for the Long Term Insurance Examination (2017 Edition with Update (August 2018)) [PDF] (25.9 MB) [Obsolete from 2 December 2019]
  • Study Notes for the Long Term Insurance Examination (2017 Edition with Update (August 2018) & Update 2 (August 2019)) [PDF] (26 MB) [Effective from 2 December 2019]
  • Study Notes for the Investment-linked Long Term Insurance Examination (2017 Edition) [PDF] (51.4 MB)
  • Study Notes for the Travel Insurance Agents Examination (2017 Edition with Update (August 2018))  [PDF] 

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