CPD Records Form – eForm HKIB

Part A: Personal Details

Salutation *

Name in English: *

(as shown on identity document)

Name in Chinese:

(as shown on identity document)

Email *

Mobile No. *

Membership Number: *

Topic of Activities 1 *

Date 1 *

Organiser 1 *

Nature of Activities 1 *

Duration (hours) 1 *

CPD Hours 1 *

Attendance Proof 1 *

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Topic of Activities 2

Date 2

Organiser 2

Nature of Activities 2

Duration (hours) 2

CPD Hours 2

Attendance Proof 2

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Topic of Activities 3

Date 3

Organiser 3

Nature of Activities 3

Duration (hours) 3

CPD Hours 3

Attendance Proof 3

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Topic of Activities 4

Date 4

Organiser 4

Nature of Activities 4

Duration (hours) 4

CPD Hours 4

Attendance Proof 4

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Topic of Activities 5

Date 5

Organiser 5

Nature of Activities 5

Duration (hours) 5

CPD Hours 5

Attendance Proof 5

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Part C: Notes on CPD requirements for Professional Members/ECF Certification holders

Notes on CPD requirements for Professional Members/ECF Certification holders

1. Qualified CPD activities must be relevant to the professional development of a banking and finance professional with the following scopes*
– compliance, code of conduct, professional ethics or risk management
– banking and financial knowledge
– economics
– accounting
– legal principles
– business and people management
– language and information technology
* For AAMLP/CAMLP holders, relevant topics of qualified CPD activities include AML/CFT, compliance (including financial crime compliance), legal and regulatory requirements, risk management or ethics.

2. Qualified CPD activities within the above scopes include:
– HKIB CPD/CPT activities
– HKIB e-learning courses
– CPD/CPT courses organised / formally accredited by professional bodies, financial regulatory bodies or authorized institutions for their own CPD/CPT programmes
– Serving as a judge for HKIB Awards
– Writing of published technical research articles, papers or books
– Teaching / delivering speeches
– Serving as a member of committees and working groups of HKIB, government bodies or any other relevant professional bodies
– Community / voluntary activities
– Mentoring scheme appointed by tertiary institutes, government bodies or professional bodies as a Mentor

3. Unless otherwise specified, one hour of a qualified CPD activity will be counted as one CPD hour under normal circumstances.

4. CPD activities lacking proof of attendance or assessment record for verification may not be counted.

5. For details, please refer to the Overview of HKIB CPD Scheme. It can be found at www.hkib.org under “Membership”.

I have read the “Notes on CPD requirements for Professional Members/ ECF Certification holders”. *

I have read the “Notes on CPD requirements for Professional Members/ ECF Certification holders”.

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Before submitting the declaration form, please ensure that:

I have reviewed the requirements in the HKIB CPD Scheme. I have also read and understood the above. *

I have reviewed the requirements in the HKIB CPD Scheme HKIB CPD Scheme. I have also read and understood the above.

I confirm that the information provided is true and accurate. *

I confirm that the information provided is true and accurate.

Please enter your FULL NAME to confirm the application *