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Pensive Freelancer

Exam in Hong Kong

Our purpose is to advance the life insurance and financial services industry by empowering our members with knowledge, insights, connections, and solutions.

Our innovative, award-winning courses and self-study designation programs are just one way we contribute to our member companies' success. Learn more about how these programs can benefit your career and improve engagement and innovation among your teams.

Fellow, Life Management Institute

The Fellow, Life Management Institute program is a 10-course professional development program that provides an industry-specific business education in the context of the insurance and financial services industry.
Join the elite group of professionals who have accelerated their success with the world’s largest university-level education program in insurance and financial services!


The program teaches advanced insurance and financial concepts to build a deeper understanding of the insurance business. The program consists of three levels:

Level I: Insurance Fundamentals
This level provides need-to-know information about insurance products and operations so employees quickly gain confidence, serve the customer effectively, and contribute to company success.

Associate, Life Management Institute
The course provides job-relevant knowledge about the core insurance functions and strengthens business and financial acumen.

Fellow, Life Management Institute
The five level courses cover “big picture” business topics important to insurance professionals and managers. In general, these courses also cover quantitative and financial concepts in greater depth.


Learners must complete 10 required courses to earn the course designation.

Contact us for more details!

Brainstorming Session

Program Roadmap

Fellow, Life Management Institute
Core Course Requirements: 10 course(s)

Insurance Principles
280 — Principles of Insurance
281 — Meeting Customer Needs With Insurance and Annuities

Insurance Operations
290 — Insurance Company Operations
291 — Improving the Bottom Line: Insurance Company Operations

Insurance Administration
301 — Insurance Administration
302 — The Policy Lifecycle: Insurance Administration

Business & Financial Concepts
307 — Business and Financial Concepts for Insurance Professionals
308 — The Business of Insurance: Applying Financial Concepts

320 — Insurance Marketing
321 — Insurance Marketing: Connecting With Customers

311 — Business Law for Insurance Professionals

335 — Operational Excellence for Insurance Professionals


357 — Institutional Investing: Principles and Practices

361 — Accounting and Financial Reporting in Life Insurance Companies


Risk Management & Product Development
371 — Risk Management and Product Development for Life Insurance Companies

+852 2117 0013

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