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Date Series / Course Title Language CPT/CPD Hours Fees Enroll
SFC MPFA OCI
26/04/2016 18:30 - 21:30 & 03/05/2016 18:30 - 21:30 & 09/05/2016 18:30 - 21:30 & 16/05/2016 18:30 - 21:30 & 23/05/2016 18:30 - 21:30 & 30/05/2016 18:30 - 20:30 Preparatory Course for Licensing Examination (LE) Preparatory Course for Licensing Examination (LE) Paper 8
Cantonese 17
  • 17
  • Non-Core
-

1. HK$1,870
2. HK$2,550

Enroll
03/05/2016 18:30 - 21:30 Regulatory and Compliance; Risk Management Fundamentals of Anti-Money Laundering and Counter-Terrorist Financing
Cantonese 3
  • 3
  • Non-Core
-

1. HK$600
2. HK$930

03/05/2016 18:30 - 20:30 & 05/05/2016 18:30 - 20:30 Wealth Management Series Topic 6 – Structured Products
Package enrolment is not applicable to online booking
English 4
  • 4
  • Non-Core
-

1. HK$800
2. HK$1,240

Enroll
06/04/2016 18:30 - 21:30 & 08/04/2016 18:30 - 21:30 & 11/04/2016 18:30 - 21:30 & 15/04/2016 18:30 - 21:30 & 18/04/2016 18:30 - 21:30 & 22/04/2016 18:30 - 21:30 & 25/04/2016 18:30 - 21:30 & 04/05/2016 18:30 - 20:30 Preparatory Course for Licensing Examination (LE) Preparatory Course for Licensing Examination (LE) Paper 1
Cantonese 23
  • 23
  • Non-Core
-

1. HK$2,530
2. HK$3,450

Enroll
14/04/2016 18:30 - 21:30 & 21/04/2016 18:30 - 21:30 & 28/04/2016 18:30 - 21:30 & 05/05/2016 18:30 - 21:30 & 12/05/2016 18:30 - 21:30 & 19/05/2016 18:30 - 20:30 Preparatory Course for Licensing Examination (LE) Preparatory Course for Licensing Examination (LE) Paper 7
Cantonese 17
  • 17
  • Non-Core
-

1. HK$1,870
2. HK$2,550

Enroll
09/05/2016 18:30 - 20:30 & 11/05/2016 18:30 - 20:30 Wealth Management Series Topic 7 – Alternative Investments
Package enrolment is not applicable to online booking
English 4
  • 4
  • Non-Core
-

1. HK$800
2. HK$1,240

Enroll
11/05/2016 18:30 - 21:30 & 12/05/2016 18:30 - 21:30 Preparatory Course for Licensing Examination (LE) Overview of the New Sponsor Regulatory Regime and Practice (For Representatives)
English 6
  • 6
  • Non-Core
-

1. HK$1,500
2. HK$2,160

Enroll
12/05/2016 18:30 - 20:30 & 16/05/2016 18:30 - 20:30 Wealth Management Series Topic 11 – Portfolio Management-Theories and Practices
Package enrolment is not applicable to online booking
English 4
  • 4
  • Non-Core
-

1. HK$800
2. HK$1,240

Enroll
13/05/2016 18:30 - 21:30 Regulatory and Compliance Series SFO Series - Disclosure of Interests
Cantonese 3
  • 3
  • Non-Core
-

1. HK$750
2. HK$1,080

Enroll
16/05/2016 09:30 - 11:30 Joint Programme with HKEx CCASS Course 1 - Understanding of Securities Clearing & Settlement
Package enrolment is not applicable to online booking
Cantonese 2
  • 2
  • Non-Core
-

1.*$320 /
*$2,030 (package price)

2. $500 /
$3,150 (package price)

Enroll
16/05/2016 14:00 - 16:00 Joint Programme with HKEx DCASS Course 1- Understanding of Derivatives Clearing
Package enrolment is not applicable to online booking
Cantonese 2
  • 2
  • Non-Core
-

1*. HK$320 / HK$870 (Package Price)
2.   HK$500 / HK$1,380 (Package Price)

Enroll
17/05/2016 09:30 - 12:30 Joint Programme with HKEx CCASS Course 2 - Clearing & Settlement (Part I)
Package enrolment is not applicable to online booking
Cantonese 3
  • 3
  • Non-Core
-

1.*$480 / *$2,030 (package price)

2. $750 / $3,150 (package price)

Enroll
17/05/2016 14:30 - 17:30 Joint Programme with HKEx CCASS Course 3 - Clearing & Settlement (Part II)
Package enrolment is not applicable to online booking
Cantonese 3
  • 3
  • Non-Core
-

1.*$480 / *$2,030 (package price)

2. $750 / $3,150 (package price)

Enroll
18/05/2016 09:30 - 12:30 Joint Programme with HKEx CCASS Course 4 - Depository & Nominee System (DNS)
Package enrolment is not applicable to online booking
Cantonese 3
  • 3
  • Non-Core
-

1.*$480 / *$2,030 (package price)

2. $750 / $3,150 (package price)

Enroll
18/05/2016 14:30 - 17:30 Joint Programme with HKEx CCASS Course 5 - Fails and Risk Management
Package enrolment is not applicable to online booking
Cantonese 3
  • 3
  • Non-Core
-

1.*$480 / *$2,030 (package price)

2. $750 / $3,150 (package price)

Enroll
18/05/2016 18:30 - 21:30 Wealth Management Series Topic 12 – Behavioural Finance
Package enrolment is not applicable to online booking
English 3
  • 3
  • Non-Core
-

1. HK$600
2. HK$930

Enroll
18/05/2016 18:30 - 21:00 & 19/05/2016 18:30 - 21:00 Regulatory and Compliance Series Overview of Legal and Regulatory Framework for Securities and Futures Industry
OCI CPD hours will not be granted for those who have not completed the full 5-hour session.
English 5
  • 5
  • Non-Core
5

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

Enroll
19/05/2016 09:30 - 11:30 Joint Programme with HKEx DCASS Course 2 - DCASS Terminal Training
Package enrolment is not applicable to online booking
Cantonese 2
  • 2
  • Non-Core
-

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

Enroll
19/05/2016 14:30 - 16:30 Joint Programme with HKEx DCASS Course 3 - CCMS Training
Package enrolment is not applicable to online booking
Cantonese 2
  • 2
  • Non-Core
-

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

Enroll
19/05/2016 18:30 - 20:30 Wealth Management Series Topic 3 – Equity Securities
Package enrolment is not applicable to online booking
English 2
  • 2
  • Non-Core
-

1. HK$400
2. HK$620

Enroll
23/05/2016 18:30 - 20:30 Regulatory and Compliance Series Regulatory Update – New Professional Investor Regime
Cantonese 2
  • 2
  • Non-Core
-

1. HK$500        2.HK$720

Enroll
25/05/2016 18:30 - 21:30 Wealth Management Series Topic 13 - Mainland China and Asia-Pacific Financial and PWM Markets
Package enrolment is not applicable to online booking
English 3
  • 3
  • Non-Core
-

1. HK$600

2. HK$930

Enroll
30/05/2016 18:30 - 21:00 Regulatory and Compliance; Risk Management Know Your Client and Prevention of Money Laundering
Cantonese 2.5
  • 2.5
  • Non-Core
-

1. HK$625
2. HK$900

Enroll
30/05/2016 18:30 - 21:30 Wealth Management Series Topic 10 – Wealth Planning
Package enrolment is not applicable to online booking
English 3
  • 3
  • Non-Core
-

1. HK$600
2. HK$930

Enroll

CPWP Module 1 Refresher Programme

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

April to June-2016

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

English

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

Enroll

April to June-2016

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

English

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

Enroll

CGSE Preparatory Courses

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

18, 20 & 27 Jul-2016

「金銀業貿易場資格考試」及「金銀市場初級及高級證書」備試課程

Cantonese

9 1. $1,800
2. $2,790

Enroll

17, 19 & 21 Oct-2016

「金銀業貿易場資格考試」及「金銀市場初級及高級證書」備試課程

Cantonese

9 1. $1,800
2. $2,790

Enroll

Participants may enroll individual modules for the above courses.

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.