Training Calendar

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Date Series / Course Title Language CPT/CPD Hours Fees Enroll
SFC MPFA OCI
02/05/2017 09:30 - 11:30 Joint Programme with HKEx CCASS Course 1 - Understanding of Securities Clearing & Settlement (TPPFR17003702)
* Package enrolment is not applicable to online booking. If done so, no refund will be made.
Cantonese 2 - -

1. HK$320 / *HK$2,030
2. HK$500 / *HK$3,150

02/05/2017 14:00 - 16:00 Joint Programme with HKEx DCASS Course 1- Understanding of Derivatives Clearing (TPPFR17004202)
* Package enrolment is not applicable to online booking. If done so, no refund will be made.
Cantonese 2 - -

1. HK$320/ *HK$870
2. HK$500/ *HK$1,380

02/05/2017 18:30 - 20:30 & 05/05/2017 18:30 - 20:30 Wealth Management Series CPWP Module 1 Refresher Programme: Topic 5 – Derivatives (TQPWM17000502)
* Package enrolment is not applicable to online booking
English 4 - -

1. HK$800 / *HK$4,180
2. HK$1,240 / *HK$4,950

05/05/2017 09:30 - 12:30 Joint Programme with HKEx CCASS Course 2 - Clearing & Settlement (Part I) (TPPFR17003802)
* Package enrolment is not applicable to online booking. If done so, no refund will be made.
Cantonese 3 - -

1. HK$480 / *HK$2,030
2. HK$750 / *HK$3,150

05/05/2017 14:30 - 17:30 Joint Programme with HKEx CCASS Course 3 - Clearing & Settlement (Part II) (TPPFR17003902)
* Package enrolment is not applicable to online booking. If done so, no refund will be made.
Cantonese 3 - -

1. HK$480 / *HK$2,030
2. HK$750 / *HK$3,150

09/05/2017 09:30 - 12:30 Joint Programme with HKEx CCASS Course 4 - Depository & Nominee System (DNS) (TPPFR17004002)
* Package enrolment is not applicable to online booking. If done so, no refund will be made.
Cantonese 3 - -

1. HK$480 / *HK$2,030
2. HK$750 / *HK$3,150

09/05/2017 14:30 - 17:30 Joint Programme with HKEx CCASS Course 5 - Fails and Risk Management (TPPFR17004102)
* Package enrolment is not applicable to online booking. If done so, no refund will be made.
Cantonese 3 - -

1. HK$480 / *HK$2,030
2. HK$750 / *HK$3,150

10/05/2017 18:30 - 21:30 Wealth Management Series Revision Course for CPWP Module 1 Paper 1 (TQPWM17001901)
English 3 - -

1. HK$600
2. HK$930

11/05/2017 09:30 - 11:30 Joint Programme with HKEx DCASS Course 2 - DCASS Terminal Training (TPPFR17004302)
* Package enrolment is not applicable to online booking. If done so, no refund will be made.
Cantonese 2 - -

1. HK$320 / *HK$870 
2. HK$500 / *HK$1,380

11/05/2017 14:30 - 16:30 Joint Programme with HKEx DCASS Course 3 - CCMS Training (TPPFR17004402)
* Package enrolment is not applicable to online booking. If done so, no refund will be made.
Cantonese 2 - -

1. HK$320 / *HK$870
2. HK$500 / *HK$1,380

11/05/2017 18:30 - 21:00 & 12/05/2017 18:30 - 21:00 Regulatory and Compliance Series Overview of Legal and Regulatory Framework for Securities and Futures Industry (TPRCR17000603)
OCI CPD hours will not be granted for those who have not completed the full 5-hour session.
Cantonese 5 - 5

1. HK$1,000
2. HK$1,550

11/05/2017 18:30 - 20:30 Wealth Management Series CPWP Module 1 Refresher Programme: Topic 9 – Lending and Leverage (TQPWM17000902)
* Package enrolment is not applicable to online booking
English 2 - -

1. HK$400 / *HK$4,180
2. HK$620 / *HK$4,950

15/05/2017 18:30 - 20:30 Wealth Management Series CPWP Module 1 Refresher Programme: Topic 8 – Unit Trusts and Investment Funds (TQPWM17000802)
* Package enrolment is not applicable to online booking
English 2 - -

1. HK$400
2. HK$620

17/05/2017 18:30 - 21:30 Wealth Management Series CPWP Module 1 Refresher Programme: Topic 10 – Wealth Planning (TQPWM17001002)
* Package enrolment is not applicable to online booking
English 3 - -

1. HK$600 / *HK$3,420
2. HK$930 / *HK$4,050

18/05/2017 18:30 - 21:30 Wealth Management Series CPWP Module 1 Refresher Programme: Topic 14 – Customer Relationship Management (TQPWM17001402)
* Package enrolment is not applicable to online booking
English 3 - -

1. HK$600 / *HK$3,420
2. HK$930 / *HK$4,050

29/05/2017 18:30 - 20:30 Wealth Management Series CPWP Module 1 Refresher Programme: Topic 3 – Equity Securities (TQPWM17000302)
* Package enrolment is not applicable to online booking
English 2 - -

1. HK$400 / *HK$4,180
2. HK$620 / *HK$4,950

Enroll

CPWP Module 1 Refresher Programme

DateSeries/Course TitleLanguageCPT/CPD Hours(s)Fee(s)Enroll

Apr-Jun

CPWP Module 1 Refresher Programme for Paper 1 Examination (T2-T9)

English

22 1. $4,180
2. $4,950

Enroll

Apr-Jun

CPWP Module 1 Refresher Programme for Paper 2 Examination (T1, T10-T14)

English

18 1. $3,420
2. $4,050

Enroll

Note: 1

HKSI Institute Individual Member (M0001/FM00001), Student Member (U00001) or staff of HKSI Institute corporate member (C00001)

1*

HKSI Institute Individual Member (M0001/FM00001), Student Member (U00001) or staff of HKSI Institute corporate member (C00001)or Exchange Participants of HKEx

2 Standard Price (for Public)



3* A package fee will be given to those apply to attend all courses of the respective series. (Please refer to the leaflets for more details). The terms and conditions of package fee are stated in the promotional leaflets. Applicants must read them and agree to abide by them before submitting enrolment form.
4

All fees shown are in HK$ unless otherwise indicated.
Course fees are subject to change without prior notice.