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)

  • Problem Credit Management - Part 3

    eLearning

    ePlatform

    English

    Advanced

    SFC:1.00, PWMA:1.00

    1 Hour

    Type 10 - Providing credit rating services

    HK$ 340
    All Member

    HK$ 355
    Chinese Securities Association of Hong Kong (HKCSA)

    HK$ 510
    Non-Member

    HK$ 340
    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

  • Corporate Banking - Part 8

    eLearning

    ePlatform

    English

    Introductory

    SFC:1.00, PWMA:1.00

    1 Hour

    Type 6 - Advising on corporate finance

    HK$ 300
    All Member

    HK$ 315
    Chinese Securities Association of Hong Kong (HKCSA)

    HK$ 450
    Non-Member

    HK$ 300
    Staff of Corporate Member

  • Credit Risk Management - Part 1

    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

  • 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

  • Credit Risk Measurement - Part 3

    eLearning

    ePlatform

    English

    Intermediate

    SFC:1.00, PWMA:1.00

    1 Hour

    Type 10 - Providing credit rating services

    HK$ 320
    All Member

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

    HK$ 480
    Non-Member

    HK$ 320
    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