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Continuous Professional Development Courses for Insurance and Financial Services Professionals

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  • Insurance Intermediaries Quality Assurance Scheme (IIQAS)
  • Mandatory Provident Fund Schemes Authority (MPFA)
  • Securities and Futures Commission (SFC)

We offer Continuous Professional Development (CPD)/Continuing Professional Training (CPT) courses to professionals from the financial services and insurance sectors. They are designed to enhance participants’ knowledge of insurance, MPF, securities and related areas. Successful completion, fulfills the CPD/CPT requirements of IIQAS and/or MPFA and/or SFC necessary for annual license renewal.

Courses are tailor made to best suit the requirements of different companies. We can also submit an application to the Hong Kong Council for Accreditation of Academic & Vocational Qualifications (HKCAAVQ) and the MPFA on behalf of clients. Interested companies are welcome to contact us for a proposal or quotation.

Course Highlights

  • Tailor-made to cater for the training needs of individuals and companies
  • Courses can be conducted on the PolyU campus or at client’s premises
  • Flexible schedule with time slots on weekdays or weekends
  • Value-added services such as student registration and CPD attendance record handling

Target Participants

Professionals in the fields of insurance, financial services and related areas


All instructors possess a higher degree and/or professional qualifications, relevant industry experience, as well as prior teaching experience in the areas of finance, investments, financial planning, insurance, tax planning, employee benefits, and Mandatory Provident Fund.

Medium of Instruction

Cantonese, supplemented with course materials in Chinese; or English, supplemented with course materials in English.


For enquiries, please call 3400 2773 (ask for Karen Wong) or email