Certified Private Wealth Professional (CPWP) Bridging Programme (4th Cohort)
Friday, 7 Nov 2025 (19:00 - 22:00)
Wednesday, 12 Nov 2025 (19:00 - 22:00)
The Hong Kong Institute of Bankers (HKIB)
English
Introductory
SFC:13.00, PWMA:13.00
6 Hours
HK$
5,780
All (Member & Non-Member)
[In-person] Enterprise Risk Management (ERM) Fundamentals: Strategies for Managing and Evaluating Risks
Wednesday, 22 Oct 2025 (17:30 - 20:00)
HKSI Institute, 17/F, Cambridge House, Taikoo Place, 979 King’s Road, Quarry Bay, Hong Kong
English
Introductory
SFC:2.50, PWMA:2.50
2 Hours 30 Minutes
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$
600
All Member
HK$
840
Chinese Securities Association of Hong Kong (HKCSA)
Free
HKSI Institute Staff
Free
Honorary Fellow Member
HK$
1,200
Non-Member
HK$
600
Staff of Corporate Member
HK$
275
Student Member (UHKSI)
[In-person] Regulatory Insight – Power of Investigation and Prosecution of the SFC
Monday, 27 Oct 2025 (17:30 - 20:30)
HKSI Institute, 17/F, Cambridge House, Taikoo Place, 979 King’s Road, Quarry Bay, Hong Kong
English
Intermediate
SFC:3.00, PWMA:3.00
3 Hours
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$
870
All Member
HK$
1,220
Chinese Securities Association of Hong Kong (HKCSA)
Free
HKSI Institute Staff
Free
Honorary Fellow Member
HK$
1,740
Non-Member
HK$
870
Staff of Corporate Member
[In-person] Conduct, Culture, and the Management of Risk
Monday, 3 Nov 2025 (17:30 - 20:00)
HKSI Institute, 17/F, Cambridge House, Taikoo Place, 979 King’s Road, Quarry Bay, Hong Kong
English
Intermediate
SFC:2.50, PWMA:2.50
2 Hours 30 Minutes
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$
725
All Member
HK$
1,015
Chinese Securities Association of Hong Kong (HKCSA)
Free
HKSI Institute Staff
Free
Honorary Fellow Member
HK$
1,450
Non-Member
HK$
725
Staff of Corporate Member
[In-person] Exchange Traded Derivatives Essentials: Comparative Analysis and Risk Strategies
New
Tuesday, 4 Nov 2025 (17:30 - 20:00)
Wednesday, 5 Nov 2025 (17:30 - 20:00)
HKSI Institute, 17/F, Cambridge House, Taikoo Place, 979 King’s Road, Quarry Bay, Hong Kong
Trad. Chi / Cantonese
Introductory
SFC:5.00, PWMA:5.00
5 Hours
Type 2 - Dealing in futures contracts
Type 3 - Leveraged foreign exchange trading
Type 5 - Advising on futures contracts
Type 9 - Asset management
HK$
1,200
All Member
HK$
1,680
Chinese Securities Association of Hong Kong (HKCSA)
Free
HKSI Institute Staff
Free
Honorary Fellow Member
HK$
2,400
Non-Member
HK$
1,200
Staff of Corporate Member
HK$
550
Student Member (UHKSI)
[In-person] Duties and Liabilities of Responsible Officers
Tuesday, 18 Nov 2025 (18:00 - 20:30)
Wednesday, 19 Nov 2025 (18:00 - 20:30)
HKSI Institute, 17/F, Cambridge House, Taikoo Place, 979 King’s Road, Quarry Bay, Hong Kong
Trad. Chi / Cantonese
Intermediate
SFC:5.00, PWMA:5.00
5 Hours
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$
1,450
All Member
HK$
2,030
Chinese Securities Association of Hong Kong (HKCSA)
Free
HKSI Institute Staff
Free
Honorary Fellow Member
HK$
2,900
Non-Member
HK$
1,450
Staff of Corporate Member
Annual Dinner 2025
Members Only
Members Only
Monday, 15 Dec 2025 (18:30 - 21:30)
JW Marriott Hotel Hong Kong
English
3 Hours
HK$
2,400
All Member
HK$
2,400
Staff of Corporate Member
Banking Risk Management - Part 1
eLearning
ePlatform
English
Introductory
SFC:1.00, PWMA:1.00
1 Hour
Others
HK$
300
All Member
HK$
315
Chinese Securities Association of Hong Kong (HKCSA)
HK$
450
Non-Member
HK$
300
Staff of Corporate Member
Foreign Exchange - Part 3
eLearning
ePlatform
English
Introductory
SFC:1.50, PWMA:1.50
1 Hour 30 Minutes
Type 3 - Leveraged foreign exchange trading
HK$
450
All Member
HK$
470
Chinese Securities Association of Hong Kong (HKCSA)
HK$
675
Non-Member
HK$
450
Staff of Corporate Member
Portfolio Theory - Part 3
eLearning
ePlatform
English
Introductory
SFC:2.00, PWMA:2.00
2 Hours
Type 1 - Dealing in securities
Type 4 - Advising on securities
Type 9 - Asset management
HK$
600
All Member
HK$
630
Chinese Securities Association of Hong Kong (HKCSA)
HK$
900
Non-Member
HK$
600
Staff of Corporate Member