Asset & Wealth Management CPT Courses
Asset and wealth management is a core regulated activity in Hong Kong. Licensed persons offering asset management services must understand investment products, portfolio management, client suitability, and the regulatory framework governing asset management. These topics count toward CPT hours as they are directly relevant to regulated activities.
Asset & Wealth ManagementSeptember 2026Setting Up an Asset Management Business in Hong Kong
Legal & Compliance
Family OfficeSeptember 2026Essentials on Digital Family Office in Hong Kong
Legal & Compliance
Asset & Wealth ManagementAugust 2026Code on Open-Ended Fund Companies
Legal & Compliance
Asset & Wealth ManagementAugust 2026Introduction to Trusts
Legal & Compliance
Family OfficeAugust 2026Setting Up a Family Office in Hong Kong
Legal & Compliance
Asset & Wealth ManagementAugust 2026Introduction to the Limited Partnership Fund Ordinance
Legal & Compliance
Popular lessons in Asset & Wealth Management
Understanding Types of Regulated Activities Under SFO
Setting Up an Asset Management Business in Hong Kong
General Licensing Requirements for Corporations and Individuals
Setting Up an Asset Management Business in Hong Kong
Exemptions From Licensing Requirements Under SFO
Setting Up an Asset Management Business in Hong Kong
The General Fit and Proper Requirement Criteria
Setting Up an Asset Management Business in Hong Kong
Specific Approval Criteria for Licensed Corporations
Setting Up an Asset Management Business in Hong Kong
Setting Up a Family Office in Hong Kong
Essentials on Digital Family Office in Hong Kong
Asset & Wealth Management — frequently asked questions
Do asset management courses count toward CPT hours?
Yes. Asset and wealth management topics are directly relevant to regulated activities and count toward the 5 CPT hours that must be relevant to your role.
Earn your CPT hours with Asset & Wealth Management courses
Each course includes quizzes and a certificate of completion for your training records.