Reinforcing Standards

through examinations and qualifications

Raising Standards

through learning and professional development programmes

Promoting Standards

through membership community

Upcoming Activities

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26
Mar
12:30 - 13:30
Seminar/Luncheon
Compliance
[Webinar] Updates on SFC Enforcement News (2025 Q4 Series)
SFC:1.00 PWMA:1.00
14
Apr
17:30 - 20:30
Public
Compliance, Legislative & Regulatory Standards
[Webinar] Regulatory Insight – Power of Investigation and Prosecution of the SFC
SFC:3.00 PWMA:3.00
17
Apr
16:00 - 18:00
Joint programme
Investment and Portfolio Analysis
[Webinar] Course for Insurance Brokers on Grandfathered ILAS Policies (for 2025/2026 CPD Assessment Period)
SFC:2.00 PWMA:2.00 IA:2.00
21
Apr
12:30 - 13:30
Public
Business Conduct & Ethical Standards
[Webinar] Understanding Ethical Requirements Across HKMA, SFC and PWMA in Private Wealth Management
SFC:1.00 PWMA:1.00
23
Apr
18:30 - 20:30
Public
Wealth Management
[Webinar] Portfolio Management & Financial Planning for Private Wealth Management Practitioners
SFC:2.00 PWMA:2.00

Latest News

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Exam
New Examination Centre in Macao – Expanding Our Global Network
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Exam
Enrol Now: LE in Taiwan
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Development & Exam
Sustainability Excellence for Talent Certification Programme (SET): Building Future-Ready Leaders
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Key Highlights

9-Module Programme
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