CPT/Non-CPT Activity

Calendar
  • Certified Private Wealth Professional (CPWP) Bridging Programme (5th Cohort)

    Saturday, 2 May 2026 (10:00 - 13:00)

    Saturday, 2 May 2026 (14:00 - 17:00)

    The Hong Kong Institute of Bankers (HKIB)

    English

    Introductory

    SFC:13.00, PWMA:7.00, HKIB:6.00

    6 Hours

    HK$ 5,780
    All (Member & Non-Member)

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  • [In-person] Duties and Liabilities of Responsible Officers

    Tuesday, 12 May 2026 (17:30 - 20:00)

    Thursday, 14 May 2026 (17:30 - 20:00)

    HKSI Institute, 17/F, Cambridge House, Taikoo Place, 979 King’s Road, Quarry Bay, Hong Kong

    English

    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

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  • 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

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  • Credit Risk Appetite - Part 3

    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

    More Add to Cart
  • 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

    More Add to Cart
  • 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

    More Add to Cart
  • 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

    More Add to Cart
  • 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

    More Add to Cart
  • 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

    More Add to Cart
  • Credit Analysis - Part 3

    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

    More Add to Cart