PEAK provides different professional examinations for Hong Kong industry practitioners to fulfill their practicing requirements as well to maintain their professional standards.
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Insurance Intermediaries Qualifying Examination
The Insurance Intermediaries Quality Assurance Scheme has been implemented since 1 January 2000. All insurance intermediaries, their responsible officers/ chief executives and technical representatives are required, unless exempted, to pass the Insurance Intermediaries Qualifying Examination under the Scheme.
The Vocational Training Council (VTC) has been appointed by the Office of the Commissioner of Insurance as the examination body to implement the Examination. This is administered by an independent unit within the VTC, the PEAK Examination Centre.
www.vtc.edu.hk/cpdc
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Leveraged Foreign Exchange Trading Examination
The Leveraged Foreign Exchange Trader's Representative Examination and the Leveraged Foreign Exchange Trader's Responsible Officer Examination conducted by the PEAK - Institute of Professional Education and Knowledge of the Vocational Training Council (VTC) have been approved by the Academic and Accreditation Advisory Committee (AAAC) of the Securities and Futures Commission (SFC) as recognized industry qualifications for Leveraged Foreign Exchange Trader Representatives and Leveraged Foreign Exchange Trader Representatives acting as responsible officers respectively.
Examination Structure and Format
- The Leveraged Foreign Exchange Trader's Representative Examination consists of 2 papers:
- Paper 1: Leveraged Foreign Exchange Trading Rules and Regulation: Tests the basic knowledge of ordinance, subsidiary legislations, rules, codes of conduct and guidance notes related to leveraged foreign exchange trading.
- Paper 2: Foreign Exchange Market Operations and Analysis: Tests the basic knowledge about the development, operations and practices of the foreign exchange market, market analysis and risk involved in leveraged foreign exchange trading.
- The Leveraged Foreign Exchange Trader's Responsible Officer Examination consists of 2 papers:
- Paper 1: Leveraged Foreign Exchange Trading Regulation and Supervision: Tests the in-depth knowledge of relevant ordinance, subsidiary legislations, rules, codes of conduct and guidance notes with special emphasis on issues related to the duties and responsibilities of a responsible officer of leveraged foreign exchange trader.
- Paper 2: Financial Markets Operations and Risk Management: Tests the in-depth knowledge of the foreign exchange market operations, related markets such as money, fixed income and derivatives markets, as well as the risk management process.
For full details of the examination, please refer to the Leveraged Foreign Exchange Trading Examination Handbook, Instructions to LFXT Applicants, or download LFXT Enrollment Form.
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Mandatory Provident Fund Schemes Examination
The Mandatory Provident Fund Schemes has been implemented in Hong Kong since 1 December 2000. All Mandatory Provident Fund (MPF) intermediaries are required by the Mandatory Provident Fund Schemes Authority (MPFA) to pass an MPF examination recognized by the MPFA.
The Mandatory Provident Fund Schemes Examination under the Insurance Intermediaries Quality Assurance Scheme conducted by the Vocational Training Council (VTC) has been recognized by the MPFA for the purpose of enabling candidates to meet the examination requirement for being an MPF intermediary. This is administered by an independent unit within the VTC, the PEAK Examination Centre
www.vtc.edu.hk/cpdc
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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) Associate, Senior Associate and Fellowship Examinations
Pathway to Advance Your Career in Insurance & Financial Planning
Professional Diploma in Insurance
- Education for all in the field of life insurance, general insurance and financial planning
- Satisfies the annual CPD requirement for Insurance Intermediaries
- Graduates are entitled to 150 non-unit specific credits (ACII, 290 credits)
- Students who complete 5 PDI modules including one legal module are eligible to ANZIIF Associate Membership
- Graduates can articulate into the final year of the Coventry University BABA degree by taking two additional business subjects
Diploma of Financial Services
- 主要單元可選擇採用中文教材、習作、考試
- Senior Associate ANZIIF (additional 4 modules)
Graduate Diploma of Financial Services
- Direct entry for Degree holders; ACII, FLMI, CFP & ANZIIF (Senior Associate) with 5 years of working experience
- Postgraduate qualification in General Insurance or Financial Planning stream
- Graduates may receive up to a maximum of 8 credit points of advanced standing in the Deakin MBA programme
- Offers the only direct pathway leading to ANZIIF Fellowship in Hong Kong
Master of Business Administration
- Received a national award for Teaching Excellence and seven Citations for Outstanding Contributions to Student Learning
- Twice named ‘University of the Year’ by the Australian Good Universities Guide for Innovative use of technology in education and Partnerships with industry
- Deakin University received high MBA ratings including a 5 star rating from Good Universities Guide ; 5 star MBA rating from the Graduate Management Association of Australia Inc (GMAA)
- Top 10 ranking of Australia / New Zealand MBA
- 8 core units and 4 elective units which can be grouped into more than 20 areas of specilalisation including insurance and financial planning.
- Flexibility to opt for study local class or residential courses in Australia or other countries
- Provides advanced standing to qualified applications including GDFS graduates of up to 8 units; or up to 6 units for CPA Australia or CIMA professional qualifications
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