| Date | Company | Subject |
|---|---|---|
| 2022-11-11 | Utmost Worldwide Limited | [CPD] - Utmost - Political and Fiscal Landscape of the UK |
| 2023-09-14 | Utmost Worldwide Limited | [CPD] - Utmost - Do you understand IHT charges on Trusts? Utmost Webinar |
| 2023-05-31 | Utmost Worldwide Limited | [CPD] - Utmost - Deep Dive into Nil Rate Band Planning with us! |
| 2023-04-26 | Utmost Worldwide Limited | [CPD] - Utmost - Deep Dive into Loan Trusts with us! |
| 2024-05-28 | Utmost Worldwide Limited | [CPD] - Utmost - CPD 12 June 2024 |
| 2024-08-08 | Sun Life Financial (HK) Ltd | [CPD] - Sunlife - Rev - IACPD Course in Aug 2024 |
| 2020-09-16 | Sun Life Financial (HK) Ltd | [CPD] - Sunlife - Invitation for CPD Training in Oct 2020 |
| 2021-10-20 | Sun Life Financial (HK) Ltd | [CPD] - Sunlife - Invitation for CPD Training in Nov 2021 |
| 2019-10-14 | Sun Life Financial (HK) Ltd | [CPD] - Sunlife - Invitation for CPD Training in Nov 2019 |
| 2018-10-16 | Sun Life Financial (HK) Ltd | [CPD] - Sunlife - Invitation for CPD Training in Nov 2018 |