| Date | Company | Subject |
| 2015-02-04 | YF Life Insurance Company Limited | |
| 2015-04-14 | YF Life Insurance Company Limited | POS-2015-MO05-AA-IB_顧問查詢系統 - POS Library AES - POS Library |
| 2016-04-15 | Incorrect Principal Insurance Company (Hong Kong) Limited | Principal - Core MPFA CPD Training |
| 2014-12-05 | FWD Life (Hong Kong) Limited | |
| 2014-09-30 | FWD Life (Hong Kong) Limited | |
| 2014-10-30 | FWD Life (Hong Kong) Limited | |
| 2014-07-10 | Friends Provident International Ltd | |
| 2014-08-07 | Prudential Hong Kong Limited | |
| 2014-07-08 | Prudential Hong Kong Limited | |
| 2014-10-10 | Prudential Hong Kong Limited | |