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CPT

Course catalogue

All courses

Every course is delivered as a recorded seminar, assessed by a short multiple-choice test, and certified with a verifiable Certificate of Attendance.

Governance & ESG

HKEx ESG Reporting Code

The mandatory disclosures, the comply-or-explain provisions, and the climate requirements that have moved listed issuer reporting onto an ISSB-aligned footing.

Duration
2 hr
Level
Professional
CPT hours
2 CPT hours

Course fee

Free

Digital assets

AML & CFT in Virtual Assets

FATF Recommendation 15, the Travel Rule, and Hong Kong's VASP regime — applied to the practical problem of doing customer due diligence on a blockchain.

Duration
1 hr 2 min
Level
Professional
CPT hours
1 CPT hour

Course fee

HKD 500

Private wealth

Introduction to Trusts

The core principles that make a trust valid — the three certainties, the parties, and how structures are used for succession, asset protection, and employee benefits.

Duration
1 hr 2 min
Level
Professional
CPT hours
1 CPT hour

Course fee

HKD 500

AML & CFT

AMLO Supervisory & Investigative Powers

How Hong Kong's relevant authorities inspect, investigate, and enforce under the AMLO — and what a financial institution is expected to do when they arrive.

Duration
1 hr
Level
Advanced
CPT hours
1 CPT hour

Course fee

HKD 500

Funds & asset management

Limited Partnership Fund Ordinance

Cap. 637 in depth: registering a Hong Kong LPF, the general partner's duties, the safe harbours for limited partners, and the AML responsibilities that come with the vehicle.

Duration
2 hr 4 min
Level
Advanced
CPT hours
2 CPT hours

Course fee

HKD 950

Governance & ESG

Listing Rules Corporate Governance Code

Board composition, independence, diversity, and the risk management and internal control provisions that Hong Kong listed issuers report against each year.

Duration
2 hr 12 min
Level
Professional
CPT hours
2 CPT hours

Course fee

Free

Licensing & regulation

SFC Licensing & Registration

Which regulated activity you need, how the fit and proper test is applied, how to file through WINGS, and what the licence obliges you to do afterwards.

Duration
1 hr 14 min
Level
Foundation
CPT hours
1.25 CPT hours

Course fee

Free

Funds & asset management

Code on Open-Ended Fund Companies

The SFC's OFC regime: the corporate fund vehicle, the operators who must be appointed, and the differences between public and private OFCs.

Duration
1 hr 7 min
Level
Professional
CPT hours
1 CPT hour

Course fee

Free

Digital assets

Introduction to the Stablecoins Ordinance

Hong Kong's licensing regime for fiat-referenced stablecoin issuers: who needs a licence, what reserves must back the coin, and the offences around advertising and misrepresentation.

Duration
1 hr 1 min
Level
Professional
CPT hours
1 CPT hour

Course fee

HKD 500

Private wealth

Setting Up a Family Office in Hong Kong

Why families are basing their offices in Hong Kong, how the tax concession for family-owned investment holding vehicles works, and what setting one up actually involves.

Duration
1 hr 2 min
Level
Professional
CPT hours
1 CPT hour

Course fee

Free

Governance & ESG

SDG Report 2025

What the latest global assessment of the 2030 Agenda says about progress, the financing gap, and what it implies for sustainable finance practitioners.

Duration
1 hr 4 min
Level
Foundation
CPT hours
1 CPT hour

Course fee

HKD 500