Course Objectives
This course is designed to help financial sales professionals in Hong Kong move from traditional SEO (Search Engine Optimization) to the new generation of GEO (Generative Engine Optimization). You will learn how to build an effective and compliant digital system to attract customers, convert them, and turn online traffic into high-value clients.
Content
- Market understanding – Analyze the opportunities and challenges in Hong Kong's financial sales market, understand the target customer profile, and recognize why digital transformation is necessary.
- Master traditional SEO basics – Learn core skills such as keyword research, content creation, link building, and performance tracking.
- Apply new GEO strategies – Use methods like source optimization, structured content, and question-scenario libraries to help your brand get quoted first in AI-generated answers.
- Build a high-conversion digital sales funnel – Design a process that turns online traffic into signed deals, connecting both online and offline efforts smoothly.
- Stay compliant with Hong Kong regulations – Understand the key rules for digital marketing in finance, including guidelines from the SFC, HKMA, and Privacy Ordinance, so you can avoid compliance risks.
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.
