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Education - List of upcoming events

 

The Code of Conduct and Practice of TMA - Crash Course & Examination (Advanced Level)

Venue: Rm 5501, 55/F, IFC II, 8 Finance Street, Central, Hong Kong
Date & Time: 5:00 - 8:00 pm, 2 October 2018 (Crash Course) & 9:30 am - 10:30 am, 13 October 2018 (exam)
CPD: 3

                             FULL

The next crash course and examination will be announced shortly.


To facilitate financial market practitioners’ understanding of the Code of Conduct and Practice of TMA (TMA Code) in-depth and preparation for the Advanced Level examination on the TMA Code, a crash course will be arranged on Tuesday, 2 October 2018 while the examination will be held on Saturday, 13 October 2018. Details are as follows:

Crash Course on TMA Code

Examination on TMA Code (Advanced Level)

Date

Tuesday, 2 October 2018

Saturday, 13 October 2018

Time

5:00 p.m. - 8:00 p.m.

9:30 a.m. - 10:30 a.m.

Venue

Room 201, 2/F Pico Tower, 66 Gloucester Road, Wanchai, HK

Rm 5501, 55/F, IFC II, 8 Finance Street, Central, HK

Language

English

English

Exam Mode

N/A

25 Multiple Choice questions (passing rate 50%)

Fee

-HK$600 (TMA Individual Members/Staff of TMA Institutional Members)
-HK$1,500 (non-TMA Members)
(Including registration fee for attending the 3-hour crash course)

HK$1,800 (TMA/non-TMA Members)

(Including registration fee for attending the 3-hour crash course and examination fee)

CPD

3 CPD credits

N/A

Registration Form

Click here to register for Crash Course only

Click here to register for both Crash Course and Examination

For admission as TMA Full Membership
The Professional Membership Committee (PMC) of the TMA takes into account the relevant professional qualifications, years of experience and position held of financial market practitioners in considering giving exemption to apply for TMA membership. For the time being, the following qualifications have been considered by the PMC for exemption of the required professional qualifications criteria:

(a) Exemption Policy for holders of relevant internationally recognised qualifications

Without relevant experience:

l   A candidate with the qualifications of Chartered Financial Analyst (CFA), Certified International Investment Analyst (CIIA) or Financial Risk Management (FRM) but without relevant experience should enroll and pass the Code of Conduct and Practice of the TMA examination (Advanced Level) and meeting other prescribed criteria to attain the TMA Full membership requirement.

 

(b) Exemption Policy for experienced treasury staff without internationally recognised qualifications

With at least 10 years relevant experience:

l   A candidate without qualifications of Chartered Financial Analyst (CFA), Certified International Investment Analyst (CIIA) or Financial Risk Management (FRM) but having at least 10 years relevant experience and holding a managerial or specialist position should enroll and pass the Code of Conduct and Practice of the TMA examination (Advanced Level) and meeting other prescribed criteria to attain the TMA Full membership requirement.

 

OR

With at least 20 years relevant experience:

l   A candidate without qualifications of Chartered Financial Analyst (CFA), Certified International Investment Analyst (CIIA) or Financial Risk Management (FRM) but having at least 20 years relevant experience, holding a managerial position for at least 10 years and being endorsed from the immediate superior or human resources department should enroll and attend the Code of Conduct and Practice of the TMA crash course (Advanced Level) and meeting other prescribed criteria to attain the TMA Full membership requirement.

 

Applications under the above exemption criteria will be considered on a case by case basis and will be subject to the final decision and approval of the Membership Sub-Committee and Professional Membership Committee of TMA.   

 

Registration and Payment

Prior to registration, market practitioners should ensure they have fulfilled the above exemption criteria. If you are not sure whether you have met the above criteria, please provide your CV stating details of the treasury market experience (including positions and job duties), professional qualifications, copies of the recognised qualifications etc. for membership pre-vetting procedure. For those who are not willing to provide CV or other qualifications for membership pre-vetting procedure but directly took the TMA Code examination, their membership application may be rejected in case they have not met the above exemption criteria.

 


Eligible candidates please download the registration form and return it by fax at (852) 2815 9931 or email to tma@tma.org.hk  Seats are limited and will be allocated on first-come-first-served basis, so early registration is encouraged. Reservation will be confirmed upon receipt of payment. Please write a cheque payable to "Treasury Markets Association" (Please write your full name, telephone no.and crash course/exam date on the back of the cheque) and send it to TMA Office at the following address: 

 

TMA Office

Treasury Markets Association

Unit 1603, 16/F, Fu Fai Commercial Centre
27 Hillier Street, Sheung Wan
Hong Kong

 

Deadline for Registration and Payment: Friday, 21 September 2018

 

CPD & Attendance Certificate

Participants are entitled to receive 3 CPD (TMA) credits upon completion of the crash course. TMA is the administrator for the Enhanced Competency Framework on Treasury Management (ECF-TM) and a recognized institution of Securities and Futures Commission (SFC) for providing continuing professional development (CPD) activities. The CPD hours can be used to meet the CPD requirements of the ECF-TM and the SFC.  To qualify for the CPD credits or attendance certificate of the crash course, all participants have to sign-in and sign-out. We regret that neither CPD nor attendance certificate will be given to those who are late for the crash course or leave early. TMA Office will update TMA Individual Members’ CPD record after the crash course is held.           


 

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