CPT/Non-CPT Activity

  • 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)

  • 全國兩會精神分享會2026

    Members Only

    Members Only

    Limited seats

    Monday, 27 Apr 2026 (18:30 - 19:30)

    香港鰂魚涌英皇道979號太古坊康橋大廈17樓, 17/F,Cambridge House,Taikoo Place,Quarry Bay, Hong Kong, ., HKG

    Trad. Chi / Cantonese

    1 Hour

    Free
    Associate Member (AHKSI)

    Free
    Fellow Member (FHKSI)

    Free
    HKSI Institute Staff

    Free
    Honorary Fellow Member

    Free
    Ordinary Member (MHKSI)

    Free
    Senior Fellow Member (SFHKSI)

    4 Seat(s) Available

  • [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

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

    Wednesday, 13 May 2026 (18:30 - 21:30)

    Friday, 15 May 2026 (18:30 - 21:30)

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

    Trad. Chi / Cantonese

    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

    HK$ 1,740
    All Member

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

    Free
    HKSI Institute Staff

    Free
    Honorary Fellow Member

    HK$ 3,480
    Non-Member

    HK$ 1,740
    Staff of Corporate Member

  • Corporate Banking - Part 6

    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

  • 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

  • Credit Risk Appetite - Part 1

    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 Risk 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

  • 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

  • Credit Risk Customer Management - Part 1

    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