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Principles and Practice of Insurance
Foundational exam for all insurance intermediaries, covering principles, regulations, and ethics.
Long Term Insurance
Core exam for long-term insurance intermediaries, covering life insurance, annuities, and retirement.
General Insurance
Professional qualification for general insurance, covering property, liability, and motor insurance.
Investment-Linked Long Term Insurance
Required for ILAS products, covering investment-linked insurance and fund operations.
Mandatory Provident Fund Schemes Examination
Required for MPF intermediaries, covering MPF system, contributions, and withdrawal rules.
Fundamentals of Securities and Futures Regulation
Essential qualification for securities and futures practitioners, covering SFO, licensing, and business conduct.
Financial Markets
Covers global and Hong Kong financial systems, equity markets, debt markets, forex and derivatives.
Securities
Covers securities investments, HKEX, market participants, types of securities, and securities analysis.
Derivatives
Covers the derivatives markets, generic derivative products, equity, interest-rate, currency and commodity derivatives, and trading, clearing and settlement.
Asset Management
Covers the asset management industry, client objectives and products, portfolio management theory, and the investment management process.
More exams available in Traditional Chinese
