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
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.
Upcoming Virtual (Zoom) CPD / CPT Courses
Real-time virtual classes approved by HKCAACA will be conducted online with a video-conferencing software program (Zoom). You can bring the virtual classes to your home or your office as long as you have a stable internet connection on your own devices.
eLearning CPD / CPT Courses
eLearning is a great tool to compliment PolyU-IfE’s expertise on knowledge transfer. The well-designed PolyU-IfE eLearning Platform has been created to provide CPD/CPT courses for the finance and banking industry. Finance practitioners can fulfil the annual CPD/CPT activities and assessments at your own location, own time and own pace.
Face-to-face or Virtual (Zoom) CPD / CPT Courses
With the approval from HKCAACA, 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.
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.