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CPD / CPT Courses - Finance and Insurance

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Upcoming Virtual (Zoom)  CPD / CPT Courses


Real-time virtual classes approved by HKCAAVQ will be conducted online with a video-conferencing software program (Zoom). Learners can bring the virtual classes to their home or office as long as stable internet connection and continuous power supply for the devices are available.

The following course is joinly co-organized by PolyU Institute for Entrepreneurship (IfE) and Mandatory Provident Fund Schemes Authority (MPFA).

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

For Insurance

For Insurance and/or Bank

For Bank


Should you have any questions about the eLearning course or the portal, please contact us on 3400 2773 or

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

For Insurance

  • Strategies to Prepare for the Latest Development and Regulation Updates, in the Insurance Industry (3 hours) (TBC)
  • The Latest Development and Regulations of the Insurance Industry in Hong Kong (2 hours) (TBC)
  • Family Law for Insurance Practitioners (2 hours) (TBC)

For Insurance and/or Bank

  • Psychology Skills for Wealth Management (2 hours) (TBC)
  • Questions and Solutions on Annuity Plan Products (3 hours) (TBC)
  • The Path to Success for Insurance Practitioners (3 hours) (29 Aug 2020)
  • The Latest Development of Mandatory Provident Fund (MPF) System (2 hours) (TBC)
  • The Digital Era of the Financial Industry (3 hours) (TBC)

For Bank

  • Fraud and Money Laundering Risks in FinTech (3 hours) (29 Aug 2020)
  • Regulation Updates and Latest Development of the Securities and Futures Commission (SFC)
    • The Latest Development  (1 hour) (TBC)
    • Regulation Updates (1 hour) (TBC)

*TBC: To Be Confirmed

Please contact us for further details. T: 3400 2773    E: