| Crash Course on TMA Code | Examination on TMA Code (Advanced Level) |
Date | Thursday, 16 April 2020 | Thursday, 21 May 2020 |
Time | 4:00 pm - 7:00 pm (registration starts at 3:30pm) | 10:00 a.m. - 11:00 a.m. (FULL)
New time slot: 12:00 nn - 1:00 pm |
Venue | Rm 5603, 56/F, IFC II, 8 Finance Street, Central, HK Webinar | 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 | 1 CPD credit |
Registration Form | Click here to register for Crash Course only | Click here to register for both Crash Course and Examination |
Admission as TMA Full Membership (Applicable only to (i) non-AI staff members or; (ii) those who become Relevant Practitioners on ECF-TM starting from 2019 (Refer to Note 1)
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
This crash course and examination are applicable only to non-AI staff members or those who become Relevant Practitioners on ECF-TM starting from 2019 (Refer to Note 1). Prior to registration, please read the guide on ECF-TM and market practitioners should be sure that they have fulfilled the above 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: 9 April 2020
CPD & Attendance Certificate
Participants are entitled to receive 3 CPD (TMA) credits and 1 CPD (TMA) credit respectively upon completion of the crash course and examination. 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 in the crash course. We regret that neither CPD nor attendance certificate will be given to those who are late for the crash course or leave early.
