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ASSESSMENT AND VETTING OF CPD ACTIVITIES FOR LICENSED INSURANCE INTERMEDIARIES

Licensed insurance intermediaries are required to comply with the Continuing Professional Development (CPD) requirements stipulated by the Insurance Authority (IA). HKCAAVQ is appointed by IA as the Assessment Authority responsible for the assessment of Type 1 Qualified CPD Activities, including Structured Activities and E-learning Activities.

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 both assessment and vetting services for Qualified CPD Activities. For details, please refer to the sections below.

Assessment of Type 1 Qualified CPD Activities

Providers who wish to offer Type 1 Qualified CPD Activities, including Structured Activities and E-learning Activities should submit their applications via e-Portal to HKCAAVQ for assessment at least 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

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 Structured Type 1 Qualified CPD Activities for Licensed Insurance Intermediaries  | PDF | History of changes
  • Guidance Notes on Assessment of Type 1 Qualified E-learning Activities for Licensed Insurance Intermediaries | PDF

Vetting of QF Accredited Learning Programmes as Qualified CPD Activities

Operators may submit their QF accredited learning programmes to HKCAAVQ for vetting as Type 4 Qualified CPD Activities. 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 Qualified CPD Activities are subject to re-vetting at the end of the Validity Period. Operators are also required to submit change application if there are any update of their accreditation status.

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 Type 1 Qualified CPD Activities for Licensed Insurance Intermediaries |  PDF
  • History of Approved Type 1 Qualified CPD Activities for Licensed Insurance Intermediaries | PDF
  • List of QF Accredited Programmes (categorised under the Insurance Industry on the Qualifications Register) which are currently recognised as Type 3 Qualified CPD Activities for Licensed Insurance Intermediaries  PDF
  • List of QF Accredited Programmes (not categorised under the Insurance Industry on the Qualifications Register) which are currently recognised as Type 4 Qualified CPD Activities for Licensed Insurance Intermediaries  PDF

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