Module 12: MPF Investment and the Development of the MPF System (2025)
Part 1: MPF Investment
- Environmental, Social and Governance (ESG) and Sustainable Investing
- Overview of Sustainable Investing
- Relevance of ESG factors in MPF investing
- ESG Integration for MPF Funds
- Default Investment Strategy (DIS)
- Design of the DIS
- Risks and returns of the DIS
- Relevant conduct requirements for MPF Intermediaries (MPFIs) when dealing with clients on the DIS
Part 2: Other Conduct Issues of MPFIs
Regulation on Offering of Rebates, Gifts and Incentives
- Regulatory requirements regarding offering rebates, gifts and incentives
- Guidance to MPFIs for avoiding contravention of the relevant regulatory requirements
- Enforcement cases sharing
Part 3: Updates on the Development MPF System
- Updates on MPF full portability
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 andPublic 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.
