Professional Certificate Courses
Certified Financial PlannerCM (CFPCM) Certification Education Programme*
- Professional Certificate in Investment Planning and Asset Management
- Professional Certificate in Insurance Planning and Risk Management
- Professional Certificate in Tax Planning and Estate Planning
- Professional Certificate in Financial Planning Practice
* Please note that the September 2020 intake will be the final intake. PolyU-IfE will not offer further Professional Certificate courses for the Certified Financial Planner (CFPCM) Certification Education Program. The accreditation status of the courses offered in 2020 will not be affected. Students who successfully completed our course and fulfilled the requirements set by IFPHK will be eligible to sit for the CFPCM Certification Examination. Please click here to refer to the 'Admission and Completion Requirements' on page 2.
CPD / CPT Courses – Banking and Insurance
PolyU-IfE is a recognised institution of the Insurance Authority (IA), Securities and Futures Commission (SFC) and Mandatory Provident Fund Schemes Authority (MPFA). We have been providing the HKCAAVQ-accredited CPD / CPT courses since May 2002.
Please see course types below. Upon completion, proof of attendance will be issued for CPD / CPT hours.
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. Please click here for course date and time.
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.) Please click here for course date and time.
Face-to-face or Virtual (Zoom) CPD / CPT Courses
With the approval from HKCAAVQ, PolyU-IfE has changed the CPD/CPT class delivery mode from the traditional face-to-face to virtual classes. Virtual classes are convenient and efficient for the busy finance practitioners. Please click here for course date and time.
IfE Bespoke CPD/ CPT Courses
Tailor-made HKCAAVQ-accredited CPD/CPT courses to suit the needs of individual groups and companies on demand. Topics include but not limited to insurance, financial services and MPF.
Please call 3400 2773 or email firstname.lastname@example.org for an initial consultation.