Setting Standards

through examinations and qualifications

Raising Standards

through learning and professional development programmes

Promoting Standards

through membership community

Upcoming Activities

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20
Aug
18:00 - 21:00
New
Qualification programme
(Specific) Financial Products & Associated Risk Management
Introduction to Trusts
SFC:3.0 PWMA:3.0
20
Aug
18:30 - 21:30
Qualification programme
(Specific) Financial Products & Associated Risk Management
Asset Management Fundamentals Module 2: Financial Markets
SFC:15.0 PWMA:15.0
22
Aug
18:30 - 20:30
Qualification programme
Wealth Management
Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme Topic 8 – Unit Trusts and Investment Funds
SFC:2.0 PWMA:2.0
24
Aug
18:30 - 20:30
Qualification programme
Wealth Management
Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme Topic 2 – Fixed Income Investments
SFC:2.0 PWMA:2.0
27
Aug
18:00 - 21:00
New
Qualification programme
(Specific) Financial Products & Associated Risk Management
Types of Trusts and When Appropriate
SFC:3.0 PWMA:3.0

Latest News

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Development
Introduction to the Manager-In-Charge (MIC) Regime eCourse (Chinese version) is launched
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Development & Exam
Trust Training Certificate is open for enrolment
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Exam
The study manuals for LE Papers 7, 8 and 9 are updated for examinations from 1 August 2018.
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Key Highlights

New Online Portal
Scholarship Awards
WAM Pilot Programme
SFC Regulatory Bulletin
New & Updated eCourses