概要

This core curriculum consists of three training modules and a post-course examination as part of the Certification Programme for Virtual Asset Professionals (CVAP).

Before enrolling, please refer to the User Guide for details on the process and requirements

The three training modules provide essential knowledge on regulatory, industry, and product related topics, including VA regulations, VA-related products in traditional finance, VA features, risks, and underlying technologies.

Module 1: Covers the VA market landscape, key use cases, risks, and products. It also introduces blockchain fundamentals, smart contracts, and the differences between centralised and decentralised finance.

Module 2: Focuses on common VA-related products, their benefits, risks, and implications for the traditional financial market.

Module 3: Provides an overview of Hong Kong’s legal and regulatory framework for VA activities, including key principles, obligations, risks, and the consequences of non-compliance.

The post training examination is to assess participants’ general understanding of the subject matters covered in the three core training modules.

The examination is held monthly. Participants who enrol in the core curriculum MUST schedule their examination within 90 days of their enrolment date. Please refer to examination schedule for the post training examination date and Step 2 of the Scheduling Guide for detailed procedures.

If participants know in advance that they are unable to attend the examination on their scheduled date, they may reschedule to any available session within the 90-day period from their enrolment date. Rescheduling must be completed at least six full days before the originally scheduled examination session.

Note: Examination candidates must complete all three modules (as stated above) at least five working days before the scheduled examination date, otherwise they will not be allowed to sit for the examination.

宗旨

By completing the core curriculum, you will be able to:
- Describe the VA market landscape, key VA types, associated risks, products, and services
- Explain blockchain technology, including its features, consensus mechanisms, and applications
- Describe smart contracts, their applications, risks, and wallet types
- Compare centralised and decentralised finance, and outline VA product features, risks, and implications for traditional finance.
- Summarise Hong Kong’s VA regulations, including licensing, investor protection, and compliance requirements
- Identify AML/CFT measures, reporting steps, and consequences of non-compliance with VA regulations

內容

Module 1: Introduction to Virtual Assets
- Overview of VAs
- The technologies underlying VAs

Module 2: Overview of VA-related Products in Traditional Financial Market
- VAs beyond cryptocurrencies
- Benefits and common risks of the products
- VA-related Products
- Implication of such product to the traditional finance world
- What you should be aware as a financial practitioner

Module 3: Overview of the Virtual Assets Regulatory Landscape in Hong Kong
- Overview of tokenisation and virtual asset regulations in Hong Kong
- VA regulations and exclusions under AMLO
- Risks and categorisation of VAs
- VA-related activities and licensing regime
- Misconduct in VA Activities

對象

The target audience includes professionals pursuing the CVAP, such as:

- Virtual asset (VA) dealing or advisory practitioners
- VA-related product distributors
- Private or retail wealth managers
- Traditional finance professionals with an interest in virtual assets

資產財富管理業先導計劃 - 專業培訓資助計劃

本課程已被審批為「提升資產財富管理業人才培訓先導計劃」（以下簡稱「資產財富管理業先導計劃」 其下之「專業培訓資助計劃」（以下簡稱「本計劃」）。本計劃旨在提升資產財富管理業在職從業員的專業能力水準及協助金融服務業內其他從業員學習所需的知識和技能，使他們能投身資產財富管理業。合資格之申請人按香港證券及投資學會之要求完成課程後將可獲香港特區政府資助80%學費，上限為HK$15,000。 香港證券及投資學會為資產財富管理業先導計劃之執行機構，有關申請要求之細則及手續，請參閱專為資產財富管理業先導計劃而設之網站(https://www.wamtalent.org.hk/)。

參加者必須完成培訓課程所有單元方可參加考試。未能通過培訓後考試的參加者必須在首次考試日期的 1 個月內重新參加並通過補考，方能符合申請 WAM 學費資助的資格。