Family Office CPT Courses
Family offices are a growing segment of Hong Kong's financial services industry. The SFC has introduced a streamlined licensing framework for family offices. Licensed persons serving family offices should understand the regulatory framework, investment management, succession planning, and compliance considerations specific to family office clients. These topics count toward CPT hours as they are relevant to regulated activities.
Family OfficeSeptember 2026Essentials on Digital Family Office in Hong Kong
Legal & Compliance
Asset & Wealth ManagementAugust 2026Introduction to Trusts
Legal & Compliance
Family OfficeAugust 2026Setting Up a Family Office in Hong Kong
Legal & Compliance
Popular lessons in Family Office
Setting Up a Family Office in Hong Kong
Essentials on Digital Family Office in Hong Kong
Family Office Archetypes in Hong Kong
Essentials on Digital Family Office in Hong Kong
Understanding Family Office Structural Models
Essentials on Digital Family Office in Hong Kong
Deep Dive into Single Family Office Archetypes
Essentials on Digital Family Office in Hong Kong
Strategic Advantages of Dedicated Office Structures
Essentials on Digital Family Office in Hong Kong
Introduction to Trust Law Fundamentals
Introduction to Trusts
Family Office — frequently asked questions
Do family office courses count toward CPT hours?
Yes. Family office topics are relevant to licensed persons serving high-net-worth clients and count toward CPT hours, particularly the 5 hours that must be directly relevant to your regulated activities.
Earn your CPT hours with Family Office courses
Each course includes quizzes and a certificate of completion for your training records.