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
- Psychology Skills for Wealth Management (2 hours)
- Questions and Solutions on Annuity Plan Products (3 hours)
- Using Family Trust in Asset Allocation (3 hours) NEW
- Insurance Products and Family Trust Application (2 hours) NEW
- Overcome Biases to Promote Wiser Wealth Management Skills (3 hours) NEW
For Bank
Enquiry
Should you have any questions about the eLearning course or the portal, please contact us on 3400 2773 or ife.cdt@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: ife.cdt@polyu.edu.hk
