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CPD Webinar Enrollment Form
(Sep 2026)

Personal Particulars Course Selection and Payment

Personal Particulars

CPD Webinar Enrollment Form (Sep 2026)

Please fill in your details, select membership status and one course, then complete payment to enroll.

請填寫個人資料、選擇會員身份及一項課程，並完成付款以完成報名。

Contact Number *Select an area code, then enter the local number.

Course Selection and Payment

Membership Status *

Courses (select one only)

  • 11/9/2026 14:30–17:30
    The Effect of New Taxational and Legal Policies in Mainland China on High Net Worth Client
    國內最新稅務及法律政策對高淨值客戶之影響
    IA CPD: 3 · Format: Webinar · Fee: HK$660 (Member); HK$810 (Non-member)
  • 14/9/2026 18:30–21:30
    Financial Crime Risk Management
    金融罪行的風險管理
    IA CPD: 3 · Format: Webinar · Fee: HK$660 (Member); HK$810 (Non-member)
  • 21/9/2026 18:30–21:30
    AI / ML for Risk Management
    人工智慧與機器學習在風險管理之應用
    Format: Webinar · Fee: HK$660 (Member); HK$810 (Non-member)
  • 24/9/2026 18:30–21:30
    Cybersecurity and Artificial Intelligence in Financial Services: Applications, Risks and Responsibilities
    金融服務中的網絡安全與人工智能：應用、風險與責任
    Format: Webinar · Fee: HK$660 (Member); HK$810 (Non-member)
  • 28/9/2026 18:30–21:30
    Applications of Behavioral Finance in Wealth Management
    行為金融學在財富管理中的應用
    IA CPD: 3 · Format: Webinar · Fee: HK$660 (Member); HK$810 (Non-member)
Select Course *Select one course only. Member fee: HK$660.
Select Course *Select one course only. Non-member fee: HK$810.

Payment

Credit Card and FPS payments are processed via Ocean Payment.

You will be re-directed to the online payment gateway "Ocean Payment". The FPS will be processed via a QR code payable to "Oceanpayment Co., Limited". Please kindly have your mobile phone ready.

Faster Payment System (FPS)

  • FPS ID: 116279845
  • Account name: The Institute of Financial Planners of Hong Kong Limited
  • Please provide a screenshot of the transaction and upload it.

Cheque

  • The cheque should be crossed and made payable to “IFPHK Ltd.” or “The Institute of Financial Planners of Hong Kong Limited”.
  • Mailing address: 13/F, Causeway Bay Plaza 2, 463–483 Lockhart Road, Causeway Bay, Hong Kong.
  • Please provide an image of the cheque and upload it.

Direct Deposit / Bank Transfer

  • Bank: HSBC
  • Account No.: 004-002-8-414118
  • Account name: The Institute of Financial Planners of Hong Kong Limited
  • Please provide the bank-in slip or transaction record and upload it.
Total Course Fee: HKD 0.00
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