HKIA Study Notes for Insurance Exam

Updated on: Nov 20, 2024

Latest Event


  • Nov. 2024 Study Notes 2024
  • On Nov. 18, 2024, HKIA published 2024 edition of study notes for Principles and practice of insurance examination, Investment-linked long term insurance examination.
  • New edition includes updates reflecting the revised guideline on AML/CFT, #173800.
  • From Feb. 17, 2025 onwards, examination questions will be based on new study notes.

On Jul. 11, HKIA published study notes for qualifying examination.

  • HKIA published study notes for investment-linked long term insurance examination.
  • New edition incorporates rules, codes, guidelines under the new regulatory regime.
  • Covers investment assets, regulatory framework in Hong Kong, AML/CFT rules.
  • Effectiveness
  • Starting from Oct. 12, 2023, examination questions for the investment-linked long term insurance examination will be based on the new edition of study notes.
  • Nov. 2024 Study Notes 2024
  • On Nov. 18, 2024, HKIA published 2024 edition of study notes for Principles and practice of insurance examination, Investment-linked long term insurance examination.
  • New edition includes updates reflecting the revised guideline on AML/CFT, #173800.
  • From Feb. 17, 2025 onwards, examination questions will be based on new study notes.
Regulators
HKIA
Entity Types
IA; IB; Ins
Reference
Cir CDD/IIQE/1, 11/18/2024; Cir MC/IIQAS/1, 7/11/2023
Functions
AML; Compliance; Financial; Legal; Product Administration; Training
Countries
Hong Kong
Category
State
N/A
Products
Fund Mgt; Insurance
Rule Type
Final
Regions
AP
Rule Date
Jul 11, 2023
Effective Date
Feb 17, 2025
Rule ID
178842
Linked to
N/A
Reg. Last Update
Nov 18, 2024
Report Section
International