CPT/Non-CPT Activity

  • [In-person] Proposed Changes to Financial Resource Rules (FRRs)

    New

    Wednesday, 25 Feb 2026 (12:20 - 13:20)

    KPMG, 8th Floor, Prince's Building, 10 Chater Road, Central, Hong Kong

    English

    Intermediate

    SFC:1.00, PWMA:1.00

    1 Hour

    Type 1 - Dealing in securities
    Type 2 - Dealing in futures contracts
    Type 3 - Leveraged foreign exchange trading
    Type 4 - Advising on securities
    Type 5 - Advising on futures contracts
    ...More

    HK$ 290
    All Member

    HK$ 405
    Chinese Securities Association of Hong Kong (HKCSA)

    Free
    HKSI Institute Staff

    Free
    Honorary Fellow Member

    HK$ 580
    Non-Member

    HK$ 290
    Staff of Corporate Member

  • Chairman's Cocktail 2026 – Members-only Event

    Members Only

    Members Only

    Limited seats

    Friday, 6 Mar 2026 (18:00 - 19:30)

    The Hong Kong Club

    English

    1 Hour 30 Minutes

    Free
    Associate Member (AHKSI)

    Free
    Fellow Member (FHKSI)

    Free
    Honorary Fellow Member

    Free
    Ordinary Member (MHKSI)

    Free
    Senior Fellow Member (SFHKSI)

    Free
    Student Member (UHKSI)

  • Credit Risk Management - Part 3

    eLearning

    ePlatform

    English

    Intermediate

    SFC:2.50, PWMA:2.50

    2 Hours 30 Minutes

    Others

    HK$ 800
    All Member

    HK$ 840
    Chinese Securities Association of Hong Kong (HKCSA)

    HK$ 1,200
    Non-Member

    HK$ 800
    Staff of Corporate Member

  • Islamic Banking & Finance - Part 3

    eLearning

    ePlatform

    English

    Intermediate

    SFC:1.00, PWMA:1.00

    1 Hour

    Type 1 - Dealing in securities
    Type 4 - Advising on securities
    Type 9 - Asset management

    HK$ 320
    All Member

    HK$ 335
    Chinese Securities Association of Hong Kong (HKCSA)

    HK$ 480
    Non-Member

    HK$ 320
    Staff of Corporate Member

  • Credit Risk Mitigation - Part 2

    eLearning

    ePlatform

    English

    Intermediate

    SFC:1.50, PWMA:1.50

    1 Hour 30 Minutes

    Others

    HK$ 480
    All Member

    HK$ 505
    Chinese Securities Association of Hong Kong (HKCSA)

    HK$ 720
    Non-Member

    HK$ 480
    Staff of Corporate Member

  • Corporate Banking - Part 7

    eLearning

    ePlatform

    English

    Intermediate

    SFC:1.00, PWMA:1.00

    1 Hour

    Others

    HK$ 320
    All Member

    HK$ 335
    Chinese Securities Association of Hong Kong (HKCSA)

    HK$ 480
    Non-Member

    HK$ 320
    Staff of Corporate Member

  • Foreign Exchange - Part 7

    eLearning

    ePlatform

    English

    Intermediate

    SFC:1.00, PWMA:1.00

    1 Hour

    Type 3 - Leveraged foreign exchange trading

    HK$ 320
    All Member

    HK$ 335
    Chinese Securities Association of Hong Kong (HKCSA)

    HK$ 480
    Non-Member

    HK$ 320
    Staff of Corporate Member

  • Credit Risk Appetite - Part 2

    eLearning

    ePlatform

    English

    Intermediate

    SFC:1.00, PWMA:1.00

    1 Hour

    Others

    HK$ 320
    All Member

    HK$ 335
    Chinese Securities Association of Hong Kong (HKCSA)

    HK$ 480
    Non-Member

    HK$ 320
    Staff of Corporate Member

  • Credit Analysis - Part 2

    eLearning

    ePlatform

    English

    Intermediate

    SFC:2.00, PWMA:2.00

    2 Hours

    Type 10 - Providing credit rating services

    HK$ 640
    All Member

    HK$ 670
    Chinese Securities Association of Hong Kong (HKCSA)

    HK$ 960
    Non-Member

    HK$ 640
    Staff of Corporate Member

  • Credit Risk Customer Management - Part 2

    eLearning

    ePlatform

    English

    Intermediate

    SFC:2.00, PWMA:2.00

    2 Hours

    Others

    HK$ 640
    All Member

    HK$ 670
    Chinese Securities Association of Hong Kong (HKCSA)

    HK$ 960
    Non-Member

    HK$ 640
    Staff of Corporate Member