This scroll certifies that the holder has met the competency and qualification standards of the ECF-Retail Wealth Management (Core Level), as established and recognised by the Hong Kong Monetary Authority (HKMA), for performing job roles within retail wealth management function of Authorized Institutions (AIs). This certification is subject to annual renewal, contingent upon meeting the re-certification requirements, including the completion of relevant CPD activities.
24 February 2025
31 December 2026