CPT/Non-CPT Activity

  • Certified Private Wealth Professional (CPWP) Bridging Programme (6th Cohort)

    Saturday, 28 Nov 2026 (10:00 - 13:00)

    Saturday, 28 Nov 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)

  • Belt and Road Summit 2026 - Day 2 Pass (10 September 2026)

    Thursday, 10 Sep 2026 (09:00 - 18:00)

    Hong Kong Convention and Exhibition Centre (HKCEC)

    English

    9 Hours

  • (Online Pass) HKMA-DFSA Joint Climate Finance Conference (10 September)

    Thursday, 10 Sep 2026 (13:30 - 17:00)

    Virtual Platform

    English

    3 Hours 30 Minutes

  • (In-Person Pass) HKMA-DFSA Joint Climate Finance Conference (10 September)

    Thursday, 10 Sep 2026 (13:30 - 17:00)

    HKEX Connect Hall

    English

    3 Hours 30 Minutes

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

    Monday, 28 Sep 2026 (18:30 - 21:30)

    Wednesday, 30 Sep 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

    Free
    HKSI Institute Staff

    Free
    Honorary Fellow Member

    HK$ 3,480
    Non-Member

    HK$ 1,740
    Staff of Corporate Member

  • Autumn Dinner 2026

    Members Only

    Members Only

    Tuesday, 10 Nov 2026 (18:30 - 21:30)

    JW Marriott Hotel Hong Kong

    English

    3 Hours

    HK$ 2,400
    All Member

    HK$ 2,400
    Staff of Corporate Member

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

    Wednesday, 11 Nov 2026 (18:30 - 21:00)

    Thursday, 12 Nov 2026 (18:30 - 21:00)

    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

    Free
    HKSI Institute Staff

    Free
    Honorary Fellow Member

    HK$ 2,900
    Non-Member

    HK$ 1,450
    Staff of Corporate Member

  • Credit Risk Measurement - Part 1

    eLearning

    ePlatform

    English

    Intermediate

    SFC:1.50, PWMA:1.50

    1 Hour 30 Minutes

    Type 10 - Providing credit rating services

    HK$ 480
    All Member

    HK$ 720
    Non-Member

    HK$ 480
    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$ 960
    Non-Member

    HK$ 640
    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$ 960
    Non-Member

    HK$ 640
    Staff of Corporate Member