CPD / CPT Courses - Finance and Insurance

eLearning CPD/CPT Courses

The well-designed eLearning courses on the PolyU-IfE eLearning platform have been approved by HKCAAVQ to provide CPD/CPT courses for the finance and banking industry. Finance practitioners can fulfil the annual CPD/CPT by completing the activities and assessments at their own location, own time and own pace. Details on learning progress of each learner will be recorded (i.e. learning time, first and last access date, end-of-module assessment score, pass date, etc.)

eLearning Portal Instruction    CPD Pass Requirements    FAQ    Video Demo

For Insurance

• The Latest Development and Regulation of the Insurance Industry in Hong Kong (2 hours)
• Code of Conduct and Regulations of the Financial Industry (3 hours) NEW

For Insurance and/or Bank

• Psychology Skills for Wealth Management (2 hours)
• Questions and Solutions on Annuity Plan Products (3 hours)
• Using Family Trust in Asset Allocation (3 hours)
• Insurance Products and Family Trust Application (2 hours)
• Overcome Biases to Promote Wiser Wealth Management Skills (2 hours)
• Stored Value Facility and Anti-money Laundering Regulations (2 hours) NEW
• Financial Planning Under Adverse Economic Conditions (2 hours) NEW
• Anti-fraudulent and Cybersecurity of Digital Financial Services (3 hours) NEW

For Bank

• The Latest Development of the Securities and Futures Commission (SFC) (1 hour)

Enquiry

Should you have any questions about the eLearning course or the portal, please contact us on 3400 2773 or elearning.iaee@polyu.edu.hk

Face-to-face or Virtual (Zoom) CPD/CPT Courses

For Insurance and/or Bank

• Use of Medical Insurance in Financial Planning (3 hours) (TBC)
• Applying Appreciation Inquiry Method for Effective Communications with Clients  (2 hours) (TBC)
• Cross-border Asset Arrangements and Protection (3 hours) (TBC)
• MPF Market Review and Latest Development (2 hours) (TBC)
• The Needs of High-Net-Worth Clients and Market Overview (3 hours) (TBC)
• Family Office Applications and Tools - Family Trust (3 hours) (TBC)
• Common Mistakes in Wealth Management (3 hours) (TBC)
• Relationship Management for High-Net-Worth Clients – Communication Skills for Customer Services  (3 hours) (TBC)
• Sustainable Finance and Investment (3 hours) (TBC)
• Virtual Assets and AML (2 hours) (TBC)
• Family Wealth Preservation and Legal Practices (3 hours) (TBC)

*TBC: To Be Confirmed

Please contact us for further details. T: 3400 2773    E: elearning.iaee@polyu.edu.hk