Sustainable Investing for MPF Industry
Sustainable investing is increasingly an important component of pension fund management and retirement planning. Driven by regulatory developments, evolving investor expectations, and the rising significance of ESG integration, finance and investment professionals should be equipped to navigate this shift.
The CASI Academy Special Program for the Mandatory Provident Fund (MPF) industry of Hong Kong offers a dedicated online training module on Sustainable Investing tailored for pension-sector stakeholders. This one-hour, self-paced online course, and participants will receive a Certificate of Participation on the subject upon completion. The program is delivered in English.
The objective is of this programme is to strengthen the professional knowledge of MPF industry stakeholders, including subsidiary intermediaries (SIs), in sustainable investing – enabling them to communicate key concepts clearly and support MPF scheme members with informed, accurate guidance.
who should attend
This online program will enhance the professional knowledge of MPF industry stakeholders, including SIs, in sustainable investing, and assist and empower them to effectively help explain such messages to, educate and support MPF scheme members. It is particularly suitable for Subsidiary Intermediaries seeking to fulfil CPD requirements and stay updated on sustainable investing market and regulatory developments. Financial planners and advisors looking to integrate sustainability considerations into client engagement and investment discussions.
CURRICULUM
Four Core Modules
The programme is structured into four focused modules, each designed to build a comprehensive understanding of sustainable investing within the pension ecosystem.
01
Sustainable Investing Ecosystem and Evolution
Understand the development of sustainable investing, the key drivers behind its growth, and its role in advancing the transition to a sustainable economy.
02
Sustainable in the Pension Ecosystem
Explore the relevance of sustainable investment for pension funds, drawing on global examples and highlighting pensions’ role in intergenerational capital stewardship.
03
Unique Features of Sustainable Funds
Compare sustainable funds and traditional funds, explore integration approaches, and understand the performance implications of sustainable investing.
04
Challenges and Future Outlook
Identify the challenges facing institutional adoption and examine emerging trends shaping the future of sustainable investing.
CPD ELIGIBILITY & CERTIFICATE
Professional Development Recognition
We are pleased to announce that this program qualifies for one hour of non-core CPD for Subsidiary Intermediaries (SIs). Participants will receive a Certificate of Participation upon completion of this program.
Certificate of Participation
Earned upon completing the course videos and passing the end-of-course quiz. Digital certificate delivered via email within one week of application.
1 Hour Non-Core CPD
An SI is required to attend 15 hours of CPD activities annually, of which 4 hours must be core CPD. This programme contributes 1 non-core CPD hour.
Application Process
Apply for your Certificate of Participation by emailing casi@ifs.net.cn within 3 months of completing all required coursework.
Refund Policy
Full refund available if requested within 7 days of payment AND no course content has been accessed. Otherwise, no refund can be issued.
Note: The CASI Academy platform is supported only on computers and laptops. Mobile devices are not currently supported. For the best study experience, please use a computer or laptop.
ADMISSION & ENROLLMENT
How to Enrol
Create Your Account
Register for a CASI Academy account to access the enrollment page.
Pay Now
Click 'Pay Now' on the enrollment page. If you don't have an account, you'll be prompted to create one.
Verify Your Email
Click the activation link sent to your inbox to verify your email address.
Complete Payment
Log in and complete the payment of USD $20.
Start Learning
Go to 'Courses', select 'My Certification Courses', find 'Sustainable Investing for MPF Industry', and click 'Start Learning'.
Earn Your Certificate
Complete the course videos, pass the quiz, and apply for your Certificate of Participation.