Covering a wide range of core competencies in retirement issues
Eligible applicant will be reimbursed 80% of the course fees
Education Program
(Can apply for Reimbursement)
Ordinary Track
or
Exemption Track
Registration
Examination
Language:
Chinese or English
Duration:
1.5 hours
Format:
55-65 multiple-choice questions
Pre-requisite: Completion of Education program within 2 years prior to the examination
80% Attendance rate
Pass
Obtain certificate of completion, course fees can be reimbursed under WAM Pilot Programme
Apply for the
QRA Holder
QRA Renewal:
A minimum of 5 hours of CE credits on retirement related topics
(3 of which must be obtained from IFPHK designated CE courses) are required per year
Why Should You Become a QRA Holder?
- Gain immediate recognition from employers, peers and customers.
- Elevate your career prospects and your potential to get promoted.
- Keep pace with the latest developments in retirement products and industry trends through continuing education.
- Position yourself as a passionate retirement adviser to offer quality retirement advice.
Education Program
Ordinary Track（40 class hours - Topic 1-7） VS.
Exemption Track （24 class hours - Topic 4-7）#
# Applicants may qualify for the Exemption Track and be exempted from classroom training on Topics 1 to 3 (16 hours) if they meet one of the following requirements:
- Three years full-time financial services industry experience; OR
- Any one of the following academic or professional qualifications
- Bachelor’s degree or above from accredited education institutions; or
- Qualifications listed in the Exemption List
QRA Education Program Outline
Topic | Topic Name |
Topic 1 | Introduction to Retirement |
Topic 2 | Basic Financial Management, Health Insurance and Life Insurance |
Topic 3 | Investing for Retirement and Estate Planning |
Topic 4 | Annuities and Financial Management |
Topic 5 | Suitability Analysis and Practical Knowledge on Retirement Issues |
Topic 6 | Retirement in Practice |
Topic 7 | Retirement Case Studies |
For the broad description of QRA Education Program，Please click here。
Examination
- Examination will be conducted in Chinese or English，examinees are required to complete 55-65 multiple-choice questions with three answer options each in one hour. All questions carry equal marks.
- The next examination will be held on June 2024 (to be confirmed). To know more, please click here.
- Examination Fee: HK$1,500
Timetable (Webinar)
Topic | Speaker | Date & Time | |
Topic 1 | Introduction to Retirement | ||
Topic 2 | Basic Financial Management and Health Insurance | ||
Topic 3 | Investing for Retirement and Estate | ||
Topic 4 | Annuities and Financial Management | ||
Topic 5 | Suitability Analysis and Practical Knowledge on Retirement Issues | ||
Topic 6 | Retirement in Practice | ||
Topic 7 | Retirement Case Studies |
Registration & Fee
Ordinary Track
Topic 1-7（40 class hours）
Fee：$9,680
（After Reimbursement：$1,936）
Exemption Track
Topic 4-7（24 class hours）
Fee：$8,300
（After Reimbursement：$1,660）
The registration for the coming QRA® Education Program (March intake)
is opening.
Pilot Programme to Enhance Talent Training for the
Asset and Wealth Management Sector -
Financial Incentive Scheme for Professional Training
QRA Education Program has already been approved as an eligible course of the Financial Incentive Scheme for Professional Training (“the Scheme”) under the Pilot Programme to Enhance Talent Training for the Asset and Wealth Management Sector (“the Pilot Programme”).
The Scheme aims to enhance the competency and professionalism of in-service practitioners within the asset and wealth management sector and to assist other practitioners within the financial services industry in acquiring the knowledge and skills required for entering the sector. Eligible applicants will be subsidised 80% of the course fees by the HKSAR Government upon satisfactory completion of the courses, subject to a ceiling of HK$15,000.
Course Completion Requirement:
To complete the program, participant must:
- Fulfill an attendance requirement of 80% of the class hours required
- Sign in and sign out of each session for records;
- Arrive no later than 15 minutes after each session commences; and
- Do not leave earlier than 15 minutes before sessions ends
Reimbursement Application:
Completed and duly signed online application form together with the required supporting documents must be submitted to the HKSI Institute’s office within FOUR months from the last day of the course attended
Enquiries:
Hong Kong Securities and Investment Institute is appointed as the implementation agent of the Pilot Programme. Regarding the details of eligible criteria and application procedures, please refer to the dedicated web-site of the Pilot Programme (https://www.wamtalent.org.hk/)
Procedure:
1. Registration
- Refer to the course schedule
- Registration
2. Attend Class
- Attend the class on time
- Students with 80% attendance will be awarded a certificate of completion
- Keep the receipts and certificates to apply for the reimbursement
- Enroll in the exam and apply for the QRA Holders
3. Examination & Certification
- Refer to the examination schedule
- Register for the examination
- Apply for the QRA Holders
- Membership Renewal: A minimum of 5 hours of continuing education (CE) credits on retirement related topics are required per year
3. Reimbursement
- Complete and submit the application form online
- Print and sign the document
- Prepare the five required documents
- Submit application documents
- Review and Approval Procedures
- Refers to［WAM Pilot Programme］
Contact Us
Phone call
2982 7867
Website
Email Address
Office Address
13/F, Causeway Bay Plaza 2,
463 - 483 Lockhart Road, Hong Kong
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