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Assessment and Vetting of CPD Programmes for Insurance Intermediaries

Under the Insurance Intermediaries Quality Assurance Scheme (IIQAS), insurance intermediaries, their responsible officers/chief executives and technical representatives (collectively termed as “insurance intermediaries”) are required to comply with the requirements of the IIQAS Continuing Professional Development (CPD) Programme.

The objective of the CPD Programme is to ensure that insurance intermediaries continue to possess updated knowledge and professional competence in providing advice and service to policy holders and potential policy holders.

The HKCAAVQ has been appointed by the Insurance Authority as the sole assessment authority for its CPD Programme. 

Assessment of CPD activities under IIQAS

Providers who wish to offer may submit their applications to the HKCAAVQ for assessment one month before the commencement of the activities.

All approved CPD activities are subject to re-assessment on an annual basis. Re-assessments not submitted within six months of expiry will be treated as new applications for assessment if submitted after that time.

Provided that all relevant information is submitted, CPD activity providers will normally receive a formal notification of the assessment or re-assessment results from the HKCAAVQ four weeks after the date of application.

Application Form

To submit online applications for Assessment and Vetting, please go to the “e-Portal” for details.

To submit Assessment of Professional Qualifications, please download the application form “here”.

Assessment Criteria with Fee Schedule

Vetting QF Accredited Learning Programmes

Operators who would like their QF accredited learning programmes to be recognised as CPD activities under IIQAS may submit applications to the HKCAAVQ for vetting. The approval period will be the same as the Validity Period of such learning programmes on the QR.

All QF accredited learning programmes vetted and approved as CPD activities under IIQAS are subject to renewal at the end of the validity period. Operators are also required to submit change applications if there are any updates.

Provided that all relevant information is submitted, Operators will normally receive a formal notification of the vetting results from the HKCAAVQ within 15 working days of the date of application.

Guidance Notes with Fee Schedule

  • Guidance Notes for Vetting Qualifications Framework Accredited Learning Programmes as Qualified Continuing Professional Development (CPD) Activities under the CPD Programme of the Insurance Intermediaries Quality Assurance Scheme | PDF

Information of Approved CPD Activities

  • CPD Information Sheet under the Insurance Intermediaries Quality Assurance Scheme (IIQAS) | PDF
  • List of Currently Approved CPD Activities  | PDF
  • History of Approved CPD Activities  | PDF
  • List of QF Accredited Programmes (categorised under the Insurance Industry on the Qualifications Register) which are currently recognised as IIQAS CPD activities | PDF
  • List of QF Accredited Programmes (not categorised under the Insurance Industry on the Qualifications Register) which are currently recognised as IIQAS CPD activities | PDF

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