CPT/Non-CPT activity

  • [In-person] Mastering Financial Resources Rules (FRR) with Practical Skills

    Wednesday, 24 Jul 2024 (18:30 - 21:30)

    Thursday, 25 Jul 2024 (18:30 - 21:30)

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

    English

    Intermediate

    SFC:6.00, PWMA:6.00

    6 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

    HKD 1,740
    All Member

    HKD 2,435
    Chinese Securities Association of Hong Kong (HKCSA)

    HKD 3,480
    Non-Member

    HKD 1,740
    Staff of Corporate Member

  • [In-person] Enhancement of Climate-related Disclosures Under the ESG Framework

    New

    Wednesday, 14 Aug 2024 (12:00 - 13:00)

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

    English

    Intermediate

    SFC:1.00, PWMA:1.00

    1 Hour

    Type 6 - Advising on corporate finance
    Type 6 - Advising on corporate finance - Sponsor
    Type 9 - Asset management
    Regulatory Compliance

    HKD 290
    All Member

    HKD 405
    Chinese Securities Association of Hong Kong (HKCSA)

    HKD 580
    Non-Member

    HKD 290
    Staff of Corporate Member

  • Credit Risk Appetite - Part 3

    eLearning

    ePlatform

    English

    Intermediate

    SFC:1.00, PWMA:1.00

    1 Hour

    Others

    HKD 320
    All Member

    HKD 335
    Chinese Securities Association of Hong Kong (HKCSA)

    HKD 480
    Non-Member

    HKD 320
    Staff of Corporate Member

  • Credit Risk Measurement - Part 2

    eLearning

    ePlatform

    English

    Intermediate

    SFC:1.00, PWMA:1.00

    1 Hour

    Type 10 - Providing credit rating services

    HKD 320
    All Member

    HKD 335
    Chinese Securities Association of Hong Kong (HKCSA)

    HKD 480
    Non-Member

    HKD 320
    Staff of Corporate Member

  • Problem Credit Management - Part 2

    eLearning

    ePlatform

    English

    Intermediate

    SFC:2.00, PWMA:2.00

    2 Hours

    Others

    HKD 640
    All Member

    HKD 670
    Chinese Securities Association of Hong Kong (HKCSA)

    HKD 960
    Non-Member

    HKD 640
    Staff of Corporate Member

  • Transaction Banking - Part 1

    eLearning

    ePlatform

    English

    Introductory

    SFC:2.00, PWMA:2.00

    2 Hours

    Others

    HKD 600
    All Member

    HKD 630
    Chinese Securities Association of Hong Kong (HKCSA)

    HKD 900
    Non-Member

    HKD 600
    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

    HKD 640
    All Member

    HKD 670
    Chinese Securities Association of Hong Kong (HKCSA)

    HKD 960
    Non-Member

    HKD 640
    Staff of Corporate Member

  • Credit Risk Customer Management - Part 2

    eLearning

    ePlatform

    English

    Intermediate

    SFC:2.00, PWMA:2.00

    2 Hours

    Others

    HKD 640
    All Member

    HKD 670
    Chinese Securities Association of Hong Kong (HKCSA)

    HKD 960
    Non-Member

    HKD 640
    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

    HKD 320
    All Member

    HKD 335
    Chinese Securities Association of Hong Kong (HKCSA)

    HKD 480
    Non-Member

    HKD 320
    Staff of Corporate Member

  • Credit Analysis - Part 3

    eLearning

    ePlatform

    English

    Intermediate

    SFC:2.00, PWMA:2.00

    2 Hours

    Type 10 - Providing credit rating services

    HKD 640
    All Member

    HKD 670
    Chinese Securities Association of Hong Kong (HKCSA)

    HKD 960
    Non-Member

    HKD 640
    Staff of Corporate Member