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Assessment and Vetting of CPD Programmes for Licensed Insurance Intermediaries

HKCAAVQ has been appointed by the Insurance Authority as the sole assessment authority for assessing CPD activities for licensed insurance intermediaries. Licensed insurance intermediaries are required to comply with the Continuing Professional Development (CPD) requirements of the Insurance Authority.

The objective of CPD Activities is to ensure that licensed insurance intermediaries continuously update their technical and regulatory knowledge and refresh themselves on the ethical standards for carrying on the regulated activities.

HKCAAVQ provides assessment and vetting service for insurance CPD activities. For details, please refer to the section below.

Assessment of CPD activities

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.

Guidance Notes on Assessment of Continuing Professional Development (CPD) Activities with Fee Schedule

  • Guidance Notes on Assessment of CPD Activities for Licensed Insurance Intermediaries – Structured Activities | PDF | History of changes

Vetting QF Accredited Learning Programmes

Operators who would like their QF accredited learning programmes to be recognised as CPD activities 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 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 on Vetting QF Accredited Learning Programmes as Qualified CPD Activities

  • Guidance Notes on Vetting Qualifications Framework Accredited Learning Programmes as Qualified (CPD) Activities | PDF

Information of Approved CPD Activities

  • 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 Approved CPD activities  PDF
  • List of QF Accredited Programmes (not categorised under the Insurance Industry on the Qualifications Register) which are currently recognised as Approved CPD activities  PDF

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