The Hong Kong Institute of Bankers

Introduction

Calendar

CFMP Examination Program

Certificate Programs Series for Financial Planning Services

Associateship Examination Program

Professional Certificate/
Diploma Program

Professional Training Program

Workshop And Conference

CPD/CPT Program

CPD program is developed to help individuals to fulfill the referent under the Office of the Commissioner of Insurance (OCI) and Mandatory Provident Fund Authority (MPFA).

These Programs aim to fulfill the Continuing Professional Development (CPD) requirements prescribed by other institutes or authorities relating to financial services.

The Institute is a recognized institution in offering Continuous Professional Training (CPT) to the licensed individuals to fulfill the requirements under Securities and Futures Ordinance (SFO) and Proper Criteria of the Securities and Futures Commission.

For Public

CFMP-07-0806	Certificate in Fund and Asset Management (10 CPD/CPT Hours)	11 Oct - 20 Dec 2007
CFMP-07-0805	Certificate in Tax and Estate Planning (10 CPD/CPT Hours)	13 Oct - 15 Dec 2007
CFMP-07-0801	Certificate in Regulatory Environment for Banking and Financial Planning (10 CPD/CPT Hours)	8 Oct - 17 Dec 2007
CFMP-07-0807	Certificate in Financial Planning and Management (10 CPD/CPT Hours)	5 Oct - 21 Dec 2007
CFMP-07-0802	Certificate in Investment Products and Markets (10 CPD/CPT Hours)	8 Oct - 17 Dec 2007
CFMP-07-0803	Certificate in Essentials of Banking and Financial Planning (10 CPD/CPT Hours)	9 Oct - 18 Dec 2007
CFMP-07-0804	Certificate in Insurance and Retirement Planning (10 CPD/CPT Hours)	10 Oct - 19 Dec 2007
07-0114	Practical Understanding of Accounting and Finance Part I (5 CPT) ;Part II (5 CPT)	Part I: 25 Aug - 8 Sept 2007 Part II: 15 - 29 Sept 2007
07-0801	Bank Lending to SMEs Part I (5 CPT) ;Part II (5 CPT)	Part I: 1 and 9 Dec 2007 Part II: 22 and 29 Dec 2007
07-0805	Basel II from a Hong Kong Perspective	29 Nov and 6 Dec 2007
07-0806	Compliance and Regulations - from a Banking perspective	24 Nov and 1 Dec 2007
07-0807	Trade Finance for Credit and Marketing Officers	28 Nov - 19 Dec 2007

For In-House

06-0201	Customer Relationship Building (CPD/CPT)	Feb - Jun 2006
06-0201	Ethical & Effective Selling in Financial Services (CPD/CPT)	Mar - Jul 2006
06-0203	Introduction to Technical Analysis (CPD)	28 Feb 2006
06-0203	Effective Business Writing and Communication (CPD)	10 Mar 2006
06-0203	Customer Relationship Building (CPD)	21 Jun 2006
06-0203	An Integrated Approach to Stock Market Analysis (CPD)	28 Jun 2006
06-0409	Customer Relationship Building (CPD)	22 May 2006
06-0409	Ethical & Effective Selling in Financial Services (CPD)	3 Jul 2006