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Online professional learning
Professional Learning
Explore asset and wealth management courses and learning resources, and plan your professional development around your needs.
HKAWM · Check your route, then prepare.
Become a licensed representative / RO
Explore qualifications, experience, exemptions and exams for Types 1–13.
View licensing guideSelf-paced practice library
Practise when useful and read explanations and sources. Participation is voluntary.
Open practice library →Find the right course for you
Use your existing account to browse courses and continue your enrolled programs. Check each course page for its content, language, fees, access period, and completion requirements.
Plan your learning
Study at your own pace within the course access period.
Keep your course records
Review applicable records and certificates after meeting the course requirements.
HKAWM · Past programme
Specialist programmes and learning experience
Explore specialist programs jointly organized by HKAWM and industry partners, including their course topics and professional exchanges.
Co-organised by HKAWM | 2024
Shenzhen–Hong Kong Advanced Programme in Cross-border Investment and Financing
From 25 to 29 November 2024, the Shenzhen Investment Funds Association and the Hong Kong Asset and Wealth Management Institute jointly organised this advanced programme at China Resources University in Xiaojing Bay, Huizhou.
Explore the programme →Free membership. One learning account.
Register for free HKAWM membership and use the same account to access the learning platform and manage applicable learning records. Review the separate terms and prices for individual courses, certificates or an Annual Learning Pass before enrolling.
Check course content, fees and certificate conditions before enrolling. Unless a course states otherwise with clear evidence, learning and certificates do not establish recognised CPT/CPD or a practising qualification.
How learning works
How learning works
- On-demand recorded content within the applicable access period;
- Interactive material, knowledge checks or further reading where provided;
- Platform records for applicable progress and course status;
- The platform may record certificate issue under the settings for an individual course; the course conditions and verifiable records govern what the certificate represents.
Getting started
Getting started
- Review the course or learning-plan content and conditions.
- Create a free account or sign in.
- Complete enrolment, registration or checkout as shown.
- Complete the content and assessments specified on the course page.
- If the platform records a certificate issue, obtain and verify the certificate on the platform.
Fees, promotions and learning passes
Fees, promotions and learning passes
Some resources may be available without charge, while courses, learning plans or certificate services may carry a fee. Prices, promotion-code conditions, validity periods and the final amount payable are governed by the selection and checkout pages.
A valid promotion code may reduce part or all of the amount payable. Completion of checkout does not necessarily mean that a cash payment was made. Any Annual Learning Pass is governed by the terms shown at the time of purchase, including validity, included courses, whether new courses are added and other conditions.
Courses and certificates
Courses and certificates
Courses and certificates are for general education and professional learning. Unless a course page makes a clear and verifiable statement, they should not be treated as SFC- or regulator-recognised CPT/CPD courses or hours, a statutory or regulated professional qualification, or evidence that a licensing, renewal or employer training requirement has been satisfied.
Some content may use AI-assisted presentation or production. The applicable course version, materials and correction notices take precedence.