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Office of the Commissioner of Insurance - Recognised CPD Courses

Under the Insurance Intermediaries Quality Assurance Scheme (IIQAS), insurance intermediaries are required to comply with the requirements of the IIQAS Continuing Professional Development (CPD) Programme. They are required to earn 10 CPD hours every year. The following activities are recognised by OCI, which can earn one CPD hour for each hours participation.

CPD Hour Courses (with recognition from HKCAAVQ)

Date & Time	Course Title	Language	CPT & CPD Hour(s)	Fee
5/1/10 7:00 - 9:00pm & 7/1/10 6:30 - 9:30pm	Overview of Legal and Regulatory Framework for Securities and Futures Industry	Cantonese	5Ą@	1. HK$550 2. HK$660
25/1/10 7:00 - 9:00pm & 26/1/10 6:30 - 9:30pm	Overview of Legal and Regulatory Framework for Securities and Futures Industry	English	5	1. HK$660 2. HK$790
27/1/10 7:00 - 9:00pm	Review of MPF and its Operations through Cases Ą@	Cantonese	2	1. HK$200 2. HK$260
27/1/10 6:30 - 9:30pm	Fundamentals of Investment Analysis and Stocks Investment Ą@	Cantonese	3	1. HK$300 2. HK$390
3/2/10 7:00 - 9:00pm	MPF's code of Disclosure and Performance Presentation Standard	Cantonese	2	1. HK$200 2. HK$260
22/2/10 & 24/2/10 7:00 - 9:30pm	Investment Sales Compliance	Cantonese	3	1. HK$600 2. HK$800
25/2/10 7:00 - 9:00pm & 26/2/10 6:30 - 9:30pm	Overview of Legal and Regulatory Framework for Securities and Futures Industry	English	5	1. HK$660 2. HK$790
26/2/10 7:00 - 9:00pm	An Overview of the MPF System	Cantonese	2	1. HK$200 2. HK$260
3/3/10 7:00 - 9:00pm	Derivatives Investment	English	2	1. HK$200 2. HK$260
15/3/10 7:00 - 9:00pm & 16/3/10 6:30 - 9:30pm	Overview of Legal and Regulatory Framework for Securities and Futures Industry	English	5	1. HK$660 2. HK$790
19/3/10 7:00 - 9:00pm	MPF Regulations on Investment Restrictions and Guidelines	English	2	1. HK$200 2. HK$260
24/3/10 6:30 - 10:00pm	Overview of Investment Vehicles for Wealth Management	Cantonese	3.5	1. HK$350 2. HK$455
25/3/10 6:30 - 9:30pm	Regulatory Requirements for Financial Planners and Advisers	Cantonese	3	1. HK$300 2. HK$390
31/3/10 6:30 - 9:30pm	Fund Investment and Alternative Investment	Cantonese	3	1. HK$300 2. HK$390
8/4/10 7:00 - 9:00pm & 13/4/10 6:30 - 9:30pm	Overview of Legal and Regulatory Framework for Securities and Futures Industry	Cantonese	5Ą@	1. HK$550 2. HK$660
10/4/10 9:30am - 12:30pm & 22/4/10 12:45 - 1:45pm	Understanding Structured Products (A joint programme with Bloomberg) Ą@ Ą@	English	3	1. HK$480 2. HK$640
12/4/10 6:30 - 9:30pm	Financial Tsunami & Its Impact on Financial Markets/Economy Ą@ Ą@	Cantonese	3	1. HK$360 2. HK$480
13/4/10 7:00 - 9:00pm	Current Development on MPF System Ą@ Ą@	Cantonese	2	1. HK$200 2. HK$260
21/4/10 & 28/4/10 7:00 - 9:30pm	Fund Investment Fundamentals - Investment Linked and MPF Funds Ą@ Ą@	Cantonese	5	1. HK$500 2. HK$650
22/4/10 7:00 - 9:30pm	Market Practices and Protecting the Clients - Protecting the Clients Ą@ Ą@	Cantonese	2.5	1. HK$300 2. HK$400
23/4/10 7:00 - 9:00pm	Guide to MPF Constituent Funds Ą@ Ą@	English	2	1. HK$200 2. HK$260
23/4/10 7:00 - 9:00pm	MPF Protection and Futures Outlook Ą@ Ą@	English	2	1. HK$200 2. HK$260
24/4/10 9:30am - 12:30pm	Modern Investment Analysis and Tools - Series II: Money Market Instruments Ą@ Ą@	Cantonese	3	1. HK$450 2. HK$570
27/4/10 6:30 - 9:30pm	Sales Compliance for Insurance Products Ą@ Ą@	Cantonese	3	1. HK$360 2. HK$480
28/4/10 7:00 - 9:00pm	Investment Linked Insurance Products Ą@ Ą@	Cantonese	2	1. HK$240 2. HK$320
29/4/10 7:00 - 9:00pm & 30/4/10 6:30 - 9:30pm	Overview of Legal and Regulatory Framework for Securities and Futures Industry	English	5	1. HK$660 2. HK$790

Note :	1. HKSI Member or staff of HKSI corporate member
	2. HKSI Student Members / Non-member

"Link to Recognised SFC Courses"

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