CPD/CPT Courses

240725WEB: Hong Kong Small & Medium Practitionalists (SMP) Risk & Reward - Past, Present & Future

Course Code: 240725WEB Date: 24 July 2025 (Thurs) Time: 12:30 – 14:00 Topic: Hong Kong Small & Medium Practitionalists (SMP) Risk & Reward - Past, Present & Future Contents: - Opportunities for CPAs in Hong Kong SMEs - ⁠Challenges for CPAs in Hong Kong SMEs - ⁠The latest situation of Hong Kong accounting industry - ⁠Sharing my own entrepreneurial process and experience - ⁠Suggestions on work-life balance Speaker: Mr. Parco Wu Founder, PW CPA & Co. Founding President, World Charity Society Honorary Advisor, ACIA Mr Wu has over 20 years of experience in auditing, accounting and financial reporting. He founded PW CPA & Co., a CPA firm in Hong Kong since 2016, where he is responsible for the management of the firm and reviewing audit engagements. Mr Wu has also been the Council member of the Society of Chinese Accountants and Auditors since December 2017 and he became the President from December 2021 until December 2023. He was also the Chairman of the World Chinese Accountants Consortium in 2022 to 2023. He has also been the Founding Vice President of SMART Accountants Association since 2022 and Council Member of HKICPA since December 2023. He has played an important role in reflecting the suggestions and comments from the accounting profession and businesses in Hong Kong to various relevant stakeholders and government authorities over the years. Fee: E-CPD Certificate - Member: $50 ; Non-member: $100 *FREE for members with no certificate provided* If no certificate is required, please fill in the form below and select the OFFLINE payment. You could access to the webinar by the link as follows: ZOOM LINK︰https://us02web.zoom.us/j/89513486317 Meeting ID︰895 1348 6317 Payment Method: ONLINE Payment OFFLINE Payment (1) Visa (1) Bank Transfer (2) Master (2) FPS (3) American Express (3) PayMe (4) JCB * Please be patient for the approval of the OFFLINE payment. *

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040725WEB: What AI Can Facilitate for Accountants and Internal Auditors?

Course Code: 040725WEB Date: 4 July 2025 (Friday) Time: 12:30 – 14:00 Topic: What AI Can Facilitate the Daily Work of Accountants and Internal Auditors? Contents: Introduce different technologies and Microsoft Copilot Demonstration of Microsoft Co-pilot on different cases Demonstration of process mining technology Speaker: Mr. Jeffrey Hau and Ms. Stephanie Leung Mr. Jeffrey Hau Jeffrey is a Managing Director at Protiviti Hong Kong with more than 20 years of regulatory compliance advisory and audit experience. He is responsible for regulatory, compliance and risk management advisory, internal audit, operational enhancement and performance improvement covering Hong Kong, Macau and Taiwan. He has helped organisations leverage technology in the space of data analytics, GRC, process mining, regulatory intake and RPA. Prior to joining Protiviti, Jeffrey was a partner at Big-4. Ms. Stephanie Leung Stephanie is an Associate Director at Protiviti Hong Kong. Stephanie is the leader of the Hong Kong Enterprise Data and Analytics Team, with over 12 years of experience driving business improvement through technology enablement. She specializes in leveraging data and AI technologies to optimize organizational performance, focusing on data analytics, data governance, and data management. Stephanie has successfully led digital transformation initiatives, enhancing business processes and improving internal controls for numerous organizations. Her expertise in data-driven strategies enables companies to unlock valuable insights, streamline operations, and accelerate growth in today's competitive landscape. Fee: E-CPD Certificate - Member: $100 ; Non-member: $150 *FREE for members with no certificate provided* If no certificate is required, please fill in the form below and select the OFFLINE payment. You could access to the webinar by the link as follows: Link: https://us02web.zoom.us/j/89412284727 Meeting ID: 894 1228 4727 Payment Method: ONLINE Payment OFFLINE Payment (1) Visa (1) Bank Transfer (2) Master (2) FPS (3) American Express (3) PayMe (4) JCB * Please be patient for the approval of the OFFLINE payment. *

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300625WEB: Trends in Fraud Examination in Hong Kong's Financial Market

Course Number: 300625WEB Date: June 30, 2025 (Monday) Time: 11:45 AM - 1:15 PM Format: Webinar — Zoom Topic: Trends in Fraud Examination in Hong Kong's Financial Market Speaker: Mr. Kris Lee Director of the Association of Certified Fraud Examiners Hong Kong Chapter The speaker has previously served as an enforcement officer at the Independent Commission Against Corruption (ICAC) in Hong Kong, responsible for investigating corruption, protecting witnesses, undercover operations, intelligence, and internal investigations. After leaving the government, he held senior positions in two major multinational companies in the U.S., Dow Chemical and Oracle, overseeing the Asia-Pacific region. He later served as a Subject Matter Expert (SME) and consultant, providing professional services to various business functions. Currently, Kris is a private consultant and a crisis response advisor for S-RM, a company headquartered in London. Fee: E-CPD Certificate - Member: $50 ; Non-member: $100 *FREE for all participants with no certificate provided* If no certificate is required, please fill in the form below and select the OFFLINE payment. You could access the webinar by the link as follows: Link: https://us02web.zoom.us/j/86290895753 Meeting ID: 862 9089 5753 Payment Method ONLINE Payment OFFLINE Payment (1) Visa (1) Bank Transfer (2) Master (2) FPS (3) American Express (3) PayMe (4) JCB * Please be patient for the approval of the OFFLINE payment. *

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250625 Webinar: How Accountants Manage Enterprise Risk & Internal Control

Course Code: 250625WEB Date: 25 June 2025 (Wednesday) Time: 12:30 – 14:00 Format: 1) Physical (Please specify in remarks if you want to attend physically) Venue: Room 603, 6/F, Times Tower, 928 Cheung Sha Wan Road, Kowloon Quota: 10 persons 2) Online - Zoom Topic: Practical Insights - How Accountants Manage Enterprise Risk and Internal Control Speaker: Prof. Calvin Tse President of the Hong Kong General Chamber of Young Entrepreneurs Practising Certified Public Accountant (Hong Kong) Bachelor of Business Administration, Chinese University of Hong Kong Bachelor of Laws, University of London Master of Chinese Law, Renmin University of China Charter President of the Rotary Club of the Guangdong-Hong Kong-Macau Greater Bay Area Hong Kong Ten Outstanding Young Persons 2022 Outstanding Leaders in Forbes China Outstanding Enterprises Executive Director of the Lok Sin Tong Benevolent Society (2021-2023) Fee: E-CPD Certificate - Member: $500 ; Non-member: $100 *FREE for all participants with no certificate provided* If no certificate is required, please fill in the form below and select the OFFLINE payment. You could access the webinar by the link as follows: Link: https://us02web.zoom.us/j/81218747983 Meeting ID: 812 1874 7983 Payment Method ONLINE Payment OFFLINE Payment (1) Visa (1) Bank Transfer (2) Master (2) FPS (3) American Express (3) PayMe (4) JCB * Please be patient for the approval of the OFFLINE payment. *

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030625WEB: Guardian Role of Professionals in Upholding Ethical Governance

Course Code: 030625WEB Date: 3 June 2025 (Tuesday) Time: 12:30 – 14:00 Topic: Guardian Role of Professionals in Upholding Ethical Governance Contents: Current corruption scene Importance of professional ethics 3-As model in ethical governance Assistance offered by the ICAC Speaker: Ms. Larissa Chow Ms. Larissa Chow joined the ICAC in 1998. Ms Chow specializes in corruption prevention training and organizing anti-corruption publicity projects. Currently, she is promoting business ethics and professional integrity to the business community of Hong Kong. Fee: E-CPD Certificate - $100 *FREE for all participants with no certificate provided* If no certificate is required, please fill in the form below and select the OFFLINE payment. You could access the webinar by the link as follows: Link: https://us02web.zoom.us/j/89393227503 Meeting ID: 893 9322 7503 Payment Method: ONLINE Payment OFFLINE Payment (1) Visa (1) Bank Transfer (2) Master (2) FPS (3) American Express (3) PayMe (4) JCB * Please be patient for the approval of the OFFLINE payment. * (5) Union Pay

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280525WEB: Training on Financial Resources Rules

Course Code: 280525WEB Date: 28 May 2025 (Wednesday) Time: 11:45 – 13:15 Topic: Training on Financial Resources Rules Content: 簡介「証券及期貨(財政資源)規則」速動資金計算方法職責分工及日常監督管理証監會執法消息及問答時間 Speaker: Mr. Roddy Lau FCPA, CCIA, CESGS®, CTA, FAIA, FTIHK Mr. Roddy Lau is a fellow member of the Hong Kong Institute of Certified Public Accountants, a Certified Chinese Internal Auditor, a Certified ESG Strategist, a Chartered Tax Advisers, a fellow member of the Association of International Accountants and a fellow member of the Taxation Institute of Hong Kong. He is also the Vice President of the Association of Chinese Internal Auditors. Currently responsible for the finance and internal audit work of small and medium-sized enterprises and listed companies. Roddy is an experienced financial executive specializing in the financial services sector. He has over 24 years of experience in securities firms of Chinese state-owned enterprises (CSOEs). Lead the finance department to maintain accounting records to meet statutory requirements Enforce financial compliance under the Financial Resources Rules Chapter 571N Provide advice to management on liquidity to meet financial resource rules requirements Participate in financial due diligence during company acquisitions, restructuring and listing Improving business processes through automation and digital transformation Overseeing the group's tax affairs Fee: E-CPD Certificate - Member: $50; Non-member: $100 *FREE for members with no certificate provided* If no certificate is required, please fill in the form below and select the OFFLINE payment. You could access the webinar by the link as follows: Link: https://us02web.zoom.us/j/87271319194 Meeting ID: 872 7131 9194 Payment Method: ONLINE Payment OFFLINE Payment (1) Visa (1) Bank Transfer (2) Master (2) FPS (3) American Express (3) PayMe (4) JCB * Please be patient for the approval of the OFFLINE payment. *

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230525WEB: IRO88 & Internal Audit Failure in Charitable Institute Case Studies

Course Code: 230525WEB Date: 23 May 2025 (Friday) Time: 12:30 – 14:00 Topic: HK IRO88 & Related Internal Audit Failure to Financial Scandal in Hong Kong Charitable Institute Case Studies Speaker: Dr. Peter Tsui PhD, MPA, DMS, CPA (Practising), CTA, TCSP Dr. Peter Tsui is currently a certified public accountant (Practising) and a trust of company service provider (TCSP) in Hong Kong and running his own accounting firm, specialising in auditing, tax planning and financial consultant. He is very fond of religion and learning the three majors’ religion in Confucius, Buddhism and Taoist. He obtained the Diploma in Management Studies and Master of Professional Accounting in the Hong Kong Polytechnics University and Doctor of Philosophy in Business Administration. Fee: E-CPD Certificate - $50 *FREE for all participants with no certificate provided* If no certificate is required, please fill in the form below and select the OFFLINE payment. You could access the webinar by the link as follows: Link: https://us02web.zoom.us/j/87976884916 Meeting ID: 879 7688 4916 Payment Method: ONLINE Payment OFFLINE Payment (1) Visa (1) Bank Transfer (2) Master (2) FPS (3) American Express (3) PayMe (4) JCB * Please be patient for the approval of the OFFLINE payment. *

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080525WEB: New AML/CTF Guideline for TCSPs: Significant Updates

Course Code: 080525WEB Date: 8 May 2025 (Thursday) Time: 12:30 – 14:00 Topic: Comparison and highlights of significant updates of the new AML Guideline on AML/CFT for TCSPs in practical and operational ways Contents: This webinar will explore the signifi cant updates to the Guideline on Anti-Money Laundering and Counter-Financing of Terrorism (For Trust or Company Service Provider Licensees) in 2025. It will highlight practical and operational implications, comparing the new requirements to previous standards in 2023. Attendees will gain insights into effective compliance strategies and best practices for enhancing AML/CFT frameworks. Speaker: Dr. Boris Luk Dr. Boris Luk is a seasoned professional in the fields of corporate governance and compliance, with extensive experience in company secretarial and compliance matters. He holds a Doctor of Business Administration, Master of Philosophy in Management, Master of Business Administration, Master of Laws, and Bachelor of Laws, and is a chartered governance professional, qualified accountant and Forensic CPA.Boris has over 5 years of experience as Chief Compliance Officer (CO) and Money Laundering Reporting Officer (MLRO) for numerous multinational licensed corporations. Fee: E-CPD Certificate - Member $100; Non-member $150 Payment Method: ONLINE Payment OFFLINE Payment (1) Visa (1) Bank Transfer (2) Master (2) FPS (3) American Express (3) PayMe (4) JCB * Please be patient for the approval of the OFFLINE payment. * (5) Union Pay

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280425WEB: Introduction to China's New VAT Law and Regional Tax Preferential

Course Code: 280425WEB Date: 28 April 2025 (Monday) Time: 12:30 – 14:00 Topic: Introduction to China's New Value-Added Tax (VAT) Law and Regional Tax Preferential Contents: Key Analysis of China's New Value-Added Tax Law and Regional Tax Preferential Policies The "Regulations of the People's Republic of China on Value-Added Tax " was adopted at the 13th meeting of the Standing Committee of the 14th National People's Congress on 25 December 25 2024, and will be officially implemented on 1 January 2026, replacing the "Provisional Regulations on Value Added Tax of the People's Republic of China" which has been in effect for 31 years. This is a major step in the process of legalization of taxation in my country, marking the elevation of value-added tax from an interim regulation of the State Council to a law, further consolidating the principle of statutory taxation. This course will discuss the legal framework and main contents of China's new VAT law, and summarize the key issues that need to be paid attention to. In addition, in order to support the coordinated development of various regions, the country has introduced a series of tax and fee preferential policies aimed at enhancing the balance, inclusiveness and sustainability of development. This seminar will also introduce the latest regional tax incentives to help members develop in the Mainland. Speaker: Ms. Vicky Wong Ms. Wong is a seasoned finance and tax specialist with more than 15 years of all-rounded experience from public sector, global advisory firm and commercial sector. She is specialized in a variety of industries including real estate, retail business and the technology, media, and telecom sector. She has extensive experience in cross-border and overseas investments and divestments, investment structuring, group restructuring, financial analyses, international tax planning, base erosion and profit shifting, transfer pricing, judicial review, tax appeals, finance and tax due diligence, mergers and acquisitions and initial public offering. Ms. Wong is a frequent speaker on public finance and tax-related topics. She has been an editor of tax newsletter and renowned tax guidebooks. She is also a devoted volunteer, serving in various government committees, not-for-profit associations and organizations. Fee: Member: $100; Non-member: $150 (with E-CPD Certificate) Payment Method: ONLINE Payment OFFLINE Payment (1) Visa (1) Bank Transfer (2) Master (2) FPS (3) American Express (3) PayMe (4) JCB * Please be patient for the approval of the OFFLINE payment. * (5) Union Pay

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230425WEB: Virtual Assets: Opportunities and/or Challenges

Course Code: 230425WEB Date: 23 April 2025 (Wednesday) Time: 11:45 – 13:15 Topic: Virtual Assets: Opportunities and/or Challenges Contents: SPC "ASPIRe" roadmap: HK to be the web3 hub of Asia? Trump’s administration: US to be he crypto capital of the world? "The best of times, the worst of times" Speaker: Mr. Raymond Chan Vice President of a global crypto exchange Founder of the first virtual banking, inMotion of CITIC Bank International Has been working in the banking industry of more than 20 years and holding management positions in major banks Seasoned practitioner in banking and fintech areas Adjunct Lecturer of HKAFA & HKICES Director & Chief Fintech Advisor of HKRFP Fee: Member: Free with NO CPD Certificate Member: $50; Non-member: $100 (with E-CPD Certificate) If no certificate is required, please fill in the form below and select the OFFLINE payment. You could access the webinar by the link as follows: Link: https://us02web.zoom.us/j/88917627930 Payment Method: ONLINE Payment OFFLINE Payment (1) Visa (1) Bank Transfer (2) Master (2) FPS (3) American Express (3) PayMe (4) JCB * Please be patient for the approval of the OFFLINE payment. * (5) Union Pay

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260325WEB: 迎2025年第二季投資講座

本會作為支持機構，支持註冊財務策劃師協會 (HKRFP) 於3月26日舉行的網路研討會。是次研討會有關2025年香港投資機會及風險。 Course Code: 260325WEB Date: 26 March 2025 (Wednesday) Time: 18:30 – 20:00 Topic: 迎2025年第二季投資講座 Contents: 1) 環球市場焦點評剖 2) 港股牛市二期主題板塊建議 3) 中概科技股投資部署 4) 美股波動市況如何利用槓反產品捕捉升跌 5) 黃金及比特幣還有上升空間嗎？ 6) 多元化投資組合部署 Speaker: Mr. Michael Wong 註冊財務策劃師協會會長黃先生專責本港及環球股市投資，資產管理及基金策略分析事宜，從事金融業超過25年,分別於銀行、證券行及投資顧問機構任職，主要從事投資管理及制定多元資產配置策略，亦為本地多媒體及報章專欄，發表財經市場評論。黃先生畢業於香港城市大學金融理學碩士，現為王道資本及家族資產管理執行董事。 Ms. Barbara Lee 南方東英資產管理ETF及指數策略部擔任ETF策略師李小姐於南方東英資產管理ETF及指數策略部擔任ETF策略師，主要負責向證券商，私人銀行及家族辦公室進行銷售及推廣工作。加入南方東英之前，李小姐在摩根士丹利香港和瑞士銀行香港任職，負責風險管理工作。李小姐畢業於英國曼徹斯特大學會計及金融學院，並於英國坎布里亞大學取得法學碩士學位。 Fee: 1) FREE for all with no certificate provided 2) E-CPD Certificate : Member or Non-member - HKD50 Administration Fee If no certificate required, please fill in the form below and select the OFFLINE payment. You could access to the webinar by the link as follows: Link: https://us06web.zoom.us/j/87427556347 Meeting ID: 87427556347 Payment Method: ONLINE Payment OFFLINE Payment (1) Visa (1) Bank Transfer (2) Master (2) FPS (3) American Express (3) PayMe (4) JCB * Please be patient for the approval of the OFFLINE payment. * (5) Union Pay

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120225WEB: Financial Insights Of The Financial Market Development In Hong Kong

Course Code: 120225WEB Date: 12 February 2025 (Wednesday) Time: 11:45 – 13:15 Topic: Financial Insights Of The Financial Market Development In Hong Kong Contents: VUCA的年代發展香港成為國際金融交易中心 5日24小時經營的不夜城保險業的賠償中心、仲裁中心環球船舶註冊地金融人才培訓中心 Speaker: Dr. Chester Chu President of HKAFA & HKICES FFA,FIPA, FCMA, FHKAFA, FHKloD, FHKRFP, CESGS ®, CEP®, DBA, MBA RO of SFC Licenses 1 & 4 Fee: E-CPT Certificate - Member: $50; Non-member: $100 E-CPD Certificate - Member: $50; Non-member: $100 *FREE for members with no certificate provided* Payment Method: ONLINE Payment OFFLINE Payment (1) Visa (1) Bank Transfer (2) Master (2) FPS (3) American Express (3) PayMe (4) JCB * Please be patient for the approval of the OFFLINE payment. * (5) Union Pay

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070225WEB: Corporate Governance Code and Related Listing Rules Updates

Course Code: 070225WEB Date: 7 February 2025 (Friday) Time: 12:00 – 14:00 Topic: Corporate Governance Code and Related Listing Rules Updates Contents:1) Introduction2) What are the latest changes3) Current Corporate Governance Code4) Major Amendments to Main Board Listing Rules Speaker: Dr. Albert Lung Dr. Albert Lung is fellow member (CS, CGP) of The Chartered Governance Institute of United Kingdom and The Hong Kong Chartered Governance Institute. He is the examination committee chairman of the Association of Chinese Internal Auditors, a life member of The Hong Kong Independent Non-Executive Director Association, and an associate member of The Taxation Institute of Hong Kong.Currently, Dr. Lung is engaged in teaching two integrated courses “From IPO to Dissolution of Hong Kong Listed Companies” in The Chinese University of Hong Kong (CUSCS)(www.scs.cuhk.edu.hk). He was also appointed to teach the undergraduate to postgraduate curricula in The City University of Macau from 2013 to 2018. Dr. Lung has been acting as an independent non-executive director of a Hong Kong GEM listed company since 2018. He was also appointed as an independent non-executive director of a Main Board listed company from 2013 to 2016. Prior to that, he is the company secretary and financial controller of a Hong Kong Main Board listed company for more than six years. Dr Lung has over thirty years of experience in corporate governance, finance and accounting. Fee: 1) E-CPD Certificate - Member: $100; Non-member: $200 2) E-CPT Certificate - Member: $150; Non-member: $250 *FREE for members with no certificate provided* If no certificate required, please fill in the form below and select the OFFLINE payment. You could access to the webinar by the link as follows: Link: https://us02web.zoom.us/j/86487184191?pwd=ctqpQLWvJrj5zJKCwKEOWsBh1KkExW.1Meeting ID: 864 8718 4191Password: 861740 Payment Method: ONLINE Payment OFFLINE Payment (1) Visa (1) Bank Transfer (2) Master (2) FPS (3) American Express (3) PayMe (4) JCB * Please be patient for the approval of the OFFLINE payment. * (5) Union Pay

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160125WEB: 2025年世界在變化中的新秩序 - 認可ESG策略師在企業中的新角色

講者: 梁永忠博士 Dr. Joe LeungAPEC 認可企業咨詢師及認可ESG 策略師梁博士取得英國華威大學 (Warwick University) 博士學位及英國密德薩斯大學(Middlesex University)專業博士(培訓與咨詢)學位,在香港提供企業咨詢及 ESG 策略諮詢服務,協助50多家企業(非上市和上市公司)解決在發展中的瓶頸問題,成功協助香港客戶落實「企業管治及可持續發展」在企業中推行,其客戶榮獲 2019年、2020年、 2021年、2022年及2023年企業管治、ESG及可持續發展獎項。 Topic: 2025年世界在變化中的新秩序 - 認可ESG策略師在企業中的新角色內容:1. 企業的難題:在變化中的新世界秩序。2. 為何企業要掌握地緣政治的風險?3. 地緣政治和貿易緊張局勢迫使企業重新審視 2025年策略。4. 中美貿易戰的本質:由貿易戰 1.0 到霸權爭奪 3.0.5. 認可 ESG 策略師的在企業的新角色。 6. 認可 ESG 策略師可提供新的企業咨詢價值。此課程提供CPD 證書如不需要證書, 請填妥以下表格及選擇線下付款方式, 便可直接透過以下鏈接加入Zoom 會議連結︰https://us02web.zoom.us/j/85808461797 會議ID︰858 0846 1797 付款方法: 線上付款線下付款 (1) Visa (1) 銀行入數 (2) Master (2) FPS 轉數快 (3) American Express (3) PayMe (4) JCB * 線下付款需時審核,請耐心等待* (5) Union Pay

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181224WEB: 儒釋道思想如何應用在內部審計企業管理

課程編號: 181224WEB日期: 2024年12月18日(星期三)時間: 12:30 - 14:00上課形式: Zoom 講者: 徐惠祥博士香港的執業會計師香港理工大學管理學文憑香港理工大學專業會計碩士學位菲律賓布拉干州立大學工商管理博士學位特許管理會計師協會會員香港會計師公會會員香港稅務師公會會員主題: 儒釋道思想如何應用在內部審計企業管理內容: 儒釋道思想的核心概念儒家思想在內部審計中的應用道家理念在企業管理中的體現三家思想的綜合應用此課程只提供CPD證書如不需要證書, 請填妥Google form登記報名及可直接透過以下鏈接加入Zoom https://us02web.zoom.us/j/82280645957?pwd=VFNWnqbbK4CSJKUBZsh50s63p0lGbq.1 會議ID: 822 8064 5957密碼: 244547

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281224SEM: SFC Investigation - Case Sharing (CPD & CPT)

Course Code: 281224SEMDate: 28 December 2024 (Saturday)Time: 14:00 - 16:00 (including light refreshments)Format: Face to face participationVenue: PolyU West Kowloon Campus, 9 Hoi Ting Rd, Yau Ma Tei, Hong Kong

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