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  2. Career Development For Finance Professionals Module 2: MBTI In Finance: Mastering Sales & Career Growth In Hong Kong (Virtual Class Through Zoom)

Career Development for Finance Professionals Module 2: MBTI in Finance: Mastering Sales & Career Growth in Hong Kong (Virtual Class through Zoom)

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Course Code
PE4200983

Start Date: 
2026/12/10

Hours
3.0

Level
Short Course

Fee
$330

Application Form Apply Now

Email
peak@vtc.edu.hk

Enquiry: 2836 1922

    CPD Programme

This module enables mastery of the MBTI framework as a practical "navigation and communication tool" — supporting career advancement, high-impact client sales, and superior team performance within Hong Kong's regulated and culturally diverse financial environment.

By the end of this module, participants will be able to:

  • Understand the four MBTI dimensions (E/I, S/N, T/F, J/P) and all 16 personality types, illustrated with clear examples from Hong Kong workplaces.
  • Use MBTI for self-assessment and career optimisation — for example, NT types are well-suited for IBD and FinTech, while SJ types fit well in Commercial Banking and Compliance.
  • Apply MBTI "mind-reading" techniques to quickly identify client personality types, tailor communication, proposal presentation, and closing strategies, and significantly increase conversion rates.
  • Leverage MBTI to resolve team communication barriers, assign roles more effectively, and speed up decision-making within project and sales teams.
  • Summarise the value of MBTI for personal growth, team synergy, and business performance, while avoiding common pitfalls such as labelling, fatalism, and over-simplification.
  • Explore future applications, including MBTI-enhanced robo-advisors, CRM segmentation, and personalised learning and development programmes

 

Enrollment

  • Enrollment of virtual CPD programmes can only be made through VTC’s Continuing & Professional Education website (https://cpe.vtc.edu.hk/en). The programme fees must be paid online by Credit Card (Visa / Master). Only enrollment with completed information and payment will be processed.
  • Applicants should upload* a copy of your Hong Kong Identity (HKID) Card / Passport / Travel Document, or valid visa / entry permit for study issued by the Immigration Department of the Hong Kong Special Administrative Region (HKSAR) during the enrollment process for identity verification purpose. The uploaded image should only show your full name in both English and Chinese with your photo. Other personal information must be covered.

        * File size shall be less than 4 MB. File format shall be in jpg, jpeg, pdf or png.

  • All places are allocated on a first-come-first-served basis. Incomplete forms and forms received without payment will not be processed.

 

Notification of Class Commencement

Successful applicants will be notified of the class confirmation and relevant information by email at least 7 working days## before class commencement.  Login information including Meeting ID and Passcode, and Student Login ID will be sent to students by email 3 working days## before class commencement. Please contact us at 2836 1892 if you do not receive the notification and/or login information 3 working days## before the class commencement.

## Working days (exclusive of Saturdays, Sundays and Public Holidays)

 

Applicants should ensure their digital devices be equipped with a video camera and connected to a stable network before enrolling the virtual CPD Programme.

Students are required to show themselves in front of the camera throughout the lesson, otherwise the CPD / CPT hours will be deducted.

 

Certificate

Students who have participated in PEAK’s CPD short courses via virtual classrooms and achieved an attendance rate of 80% or higher may download their certificates from PEAK’s website (www.peak.edu.hk) starting from the 6th working day upon completion of the respective courses. The certificates shall be downloaded within three months from the date of course completion.

 

Note: Only electronic form of Certificate (“e-Certificate”) will be provided for virtual CPD short courses that commence on or after 1 May 2026. For enquiries, please call 2836 1922.

 

Teaching Language

All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English)

 

Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours

IA CPD Hours:                                 3

MPFA Non-core CPD Hours:          3

SFC CPT Hours:                              3

HKMA ECF CPD Hours                   3

 

 

2026/12/10 Date: 10.12.2026
Time: 09:30am - 12:30pm
Duration: 3 hours
Virtual class through Zoom
Apply Now
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Contact

Address: 9/F VTC Tower, 27 Wood Road, Wan Chai, Hong Kong
Telephone: +852 2836 1922     Fax: +852 2891 5707    Email: peak@vtc.edu.hk

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