Passive Investment Index Investing Series for Financial Planning Professionals Module 3: Evolution of ESG and Climate-related Index and ETF

Module 3: Evolution of ESG and Climate-related Index and ETF

- Introduction of ESG and Climate-related Index

- Index and product ecosystem

- Overview of ETF market (including ETF connect)

- Basic concept of ETF (primary and secondary market)

- Evaluating index and factors to consider

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