Office Closure for Christmas Holidays & Early Office Closure on New Year Eve

Our office will be closed for Christmas holidays from 24 December to 26 December 2018 and will be closed early for New Year Eve on 31 December 2018 (the office hour on that day will be 9:00am to 4:00pm).

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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15
Jan
18:00 - 21:00
Qualification programme
Wealth Management
Trust Training Certificate (TTC) Part A - Unit 1 to 7
SFC:21.0 PWMA:21.0
15
Jan
18:00 - 21:00
Qualification programme
(Specific) Financial Products & Associated Risk Management
Trust Training Certificate (TTC) - Unit 1: Introduction to Trusts
SFC:3.0 PWMA:3.0
17
Jan
12:20 - 13:20
New
Seminar
Fintech Series
Positioning Hong Kong as a Leading FinTech Centre
SFC:1.0 PWMA:1.0
22
Jan
18:00 - 21:00
Qualification programme
(Specific) Financial Products & Associated Risk Management
Trust Training Certificate (TTC) - Unit 2: Types of Trusts and When Appropriate
SFC:3.0 PWMA:3.0
29
Jan
18:00 - 21:00
Qualification programme
(General) Financial Products & Associated Risk Management
Trust Training Certificate (TTC) - Unit 3: Administration and Management of Trusts
SFC:3.0 PWMA:3.0

Latest News

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AGM
Results of AGM and appointment of Ms Katherine Ng as new Chairman
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Exam
The study manual for LE Paper 6 is updated for examinations from 3 February 2019 onwards.
Read More
Exam
The study manuals for LE Paper 10 and CPWP Module 1 Examination are updated
Read More

Key Highlights

New Online Portal
Scholarship Awards
WAM Pilot Programme
SFC Regulatory Bulletin
LE Discount
Members Event (By Invitation Only)