香港房屋經理學會
http://www.housing.org.hk
The Hong Kong Institute of Housing
Guidance Notes for
Continuing Professional
Development (CPD)
November 2006
All rights reserved by HKIH
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香港房屋經理學會
The Hong Kong Institute of Housing (H.K.I.H.)
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29 November 1988 – incorporated under Companies
Ordinance, Cap.32, HK Laws as a company limited by
guarantee;
9 May 1997 – enacted under Cap. 507, HK Laws as a legal
professional body；
Members are engaged in the co-ordination and execution of
housing services incorporating the design, provision,
improvement, rehabilitation, management and administration
of all types of housing;
Total membership about 2,900 * currently serve 18 HKSAR
Districts;
Corporate Members (M.H.K.I.H.) and Fellow Members
(F.H.K.I.H) are eligible to apply for Registered Professional
Housing Manager (R.P.H.M.) under Cap.550, HK Laws
recognized by the HKSAR Government
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Roadmap to Implement CPD
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6 Sept 2003 – CPD Kick –off Ceremony to commence
voluntary CPD program.
21 Dec 2005 – EGM passed amendment on the By-Laws to
implement mandatory CPD program on 1 Jan 2006
By early of 2006 – Announcement and publicity material sent
out to members
29 Oct 2005 – 4 Mar 2006 – 4 Discussion Sessions with
Corporate and Fellow Members held
28 Nov 2006 – Briefing Sessions recording of CPD units &
delivery of CPD Guidance Notes
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Who should take CPD?
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Corporate Members (M.H.K.I.H.)
Fellow Members (F.H.K.I.H)
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Why should I take CPD?
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Keep yourself updated with latest information and knowledge to adapt to
changing working environment
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Convince employer that you are first rank professional despite changes in
the property industry
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Enhance professional status
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Promote public image
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Benchmark with other professional bodies
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Activities count as CPD
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Life long Education & Training activities to acquire new skills
/ techniques or knowledge.
Proactively seek more exposure in your job duties to fulfill
Professional Practice requirements.
Non-housing related activities such as HRM, environmental
protection, public health, IT, technical knowledge, etc. help for
Personal Development
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Activities count as CPD
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Any activities enable you to maintain and enhance your
professional competence and thus, you are in the best position
to decide.
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The HKIH offers you a simple self-assessment mechanism.
Ask yourself whether the activities will:
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enhance yourself?
enable you to practice more competently?
keep you aware of the changing needs in the profession?
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Activities which count as CPD
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CPD program of other professional bodies can be
counted as CPD of the HKIH simultaneously.
The HKIH does not validate courses or events to be
counted for valid CPD unit (s).
The cut-off date for CPD reporting is set on 30th Nov
each year.
Calculation of CPD units of a year for is illustrated on
the following table:
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Illustration of CPD calculation
for a year
Periods of Valid CPD Events
Valid For Period of Membership
1 January 2006 – 30 November 2006
1 January 2007 – 31 December 2007
1 December 2006 – 30 November 2007
1 January 2008 – 31 December 2008
1 December 2007 – 30 November 2008
1 January 2009 – 31 December 2009
……
……
……
……
1 December Year(N) – 30 November Year (N+1)
1 January Year(N+2) – 31 December Year (N+2)
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Plan your CPD and compile
the record
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Identify your personal need and objectives annually
by listing out your CDP plan:
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1. Main duties and responsibilities of your present job, e.g.
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(a) Day -to-day management of 3 residential properties with around 900
apartments and 20 detached houses
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(b) Handling management fee accounts and arrears
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(c) Supervising cleansing contractors in executing their work
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Plan your CPD and compile
the record
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2. Particular areas of skills/knowledge you would like to
develop over the period
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(a) To learn inter-personal skills so that you would communicate better with
your clients, boss and subordinate
(b) To update your knowledge on the BMO so that you can be more
confidence in dealing with OCs
(c) To learn the application of spreadsheet so that you can manage the
accounts better
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Plan your CPD and compile
the record
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3. Forthcoming events which could help you to achieve your
aims
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(a) 2-day course on ‘Communication Skills’ by PQR Training Institute held
once every 2 months
(b) Workshop on the ‘Building Management Ordinance’ to be held in Feb
2006
(c) One-day training course on Excel, by ABC Computer Training School
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Plan your CPD and compile
the record
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4. Special circumstances that might affect your CPD,
like a career break, etc.
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5. Your long term goals in undertaking a CPD
program.
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Plan your CPD and compile
the record
You have to maintain a master record of all your CPD
activities (the CPD record) every year
 CPD activities can be divided into 3 main categories:
(i) Education & Training
(ii) Professional Practice
(iii) Personal Development
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Plan your CPD and compile
the record
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Education & Training – a formal activity or structured
programme of learning/training
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Professional Practice –activity involves the use of
housing management practice skills
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Personal Development –activity develops your
personal skills or knowledge
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Plan your CPD and compile
the record
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Education & Training Category
Date
Organised by Activity
Duration
(no. of units)
13 Jan
05
PQR Training
Institute
Two-day course on
‘Communication Skills”
14 hours
(5 units)
6 Jun 05
STU Training
Institute
One-day course on ‘How to
deal with Difficult Clients’
8 hours
(5 units)
20 Oct
05
HK Institute of
Human
Resources
(IHRM)
Annual Conference of Human
Resource Management
3 hours (only
attend the pm
session)
(3 units)
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Plan your CPD and compile
the record
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Professional Practice Category
Date
Organised by Activity
2 Feb 05
PM
The HKIH
Workshop on ‘Building Management
Ordinance’
4 hours
(3 units)
3 Mar 05
PM
The HKIH
Visit to ABC Shopping Mall
2 hours
(2 units)
2 Oct 05
AM
XYZ Property
Services Co.
Seminar on ‘Mediation of Contract
Disputes’
4 hours
(3 units)
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Duration
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Plan your CPD and compile
the record
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Personal Development Category
Date
Organised by Activity
Duration
(no. of units)
2 Aug 05
XXX Institute
Advanced Level Excel Course
6 hours
(5 Units)
6 Sep 05
PM
YYY Training
Development
Institute
Half day workshop on
‘Leadership Skill’
3.5 hour
(3 Units)
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Plan your CPD and compile
the record
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Have to fulfill the minimum number of units
designated to each category but there is no upper limit.
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Activities that can help members to improve their job
skills or knowledge will also be counted.
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Plan your CPD and compile
the record
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The CPD Record should be reported by honour
system to HKIH via the official website at
www.housing.org.hk.
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No need to submit evidence/proof of attendance for
the activities. In case of doubt, evidence of attendance
may be required by the Institute.
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Plan your CPD and compile
the record
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Review your personal CPD plan regularly.
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Revise or update the CPD plan due to changes in
career and personal pursuits.
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Minimum CPD units required per annum are 20
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Assessment of CPD Units
Category
Example Activities
Education &
Training
Training
(minimum score per
annum:
5 units)
courses
Seminars
Conferences
Workshops
Briefing sessions
Publication and papers
Full or part-time study
Distance learning
Contribution to original research activities
 Study tours/visits
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Assessment of CPD Units
Category
Example Activities
Professional Practice
Presentations
Committee
(minimum score per
annum: 5 units)
work in connection with professional
knowledge and experience
Institute meetings (AGM, EGM or ad-hoc meetings) on
discussion of professional issues
PER supervisor
Project supervisor
External Examiner/moderator/facilitators/teacher
Professional interviews
Attachment/job exchange
Course validation
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Assessment of CPD Units (Cont’d)
Category
Example Activities
Professional
Practice
Delivering
(minimum score per
annum: 5 units)
career talks/talks on professional practice
Tasks being performed for the first time
Technical tours/visits
Annual Dinner of the Institute
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Assessment of CPD Units
Category
Example Activities
Personal
Development
Structured
(minimum score per
annum: 5 units)
reading
Private study on specific topics
Research for papers
Development new skills, e.g. information technology,
management, etc.
Development of Personal Relationship within the industry
(e.g. social function organised by HKIH)
Training courses/Seminars/Conferences
Workshop/Briefing sessions for other disciplines
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Assessment of CPD Units
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CPD Activities are counted in terms of ‘units’.
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One CPD unit is equivalent to one hour of
study/learning/participation of an activity intended.
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Assessment of CPD Units
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Activities/events organized by The HKIH will be
accredited with CPD units for participating members
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The number of units allocated to each event is subject
to the absolute discretion of the Education Committee
of The HKIH.
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The Format of CPD Record
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You should use the CPD Record function provided on
The HKIH website
www.housing.org.hk for recording activities.
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You can use the hard copies provided in Annexes 4, 5
and 6 for planning purpose.
(Samples of the Annexes can be pasted)
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CPD Information on Web
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CPD Information on Web
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CPD Information on Web
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CPD Information on Web
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CPD Information on Web
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The Format of CPD Record
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Annex 4
Record Sheet – Personal CPD Plan
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To facilitate me to identify my personal needs and objectives for the
specified period, I need to consider the following:
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1.
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2. Particular areas of skill / knowledge I would like to develop over the
period
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3.
Main duties and responsibilities of my present job
Forthcoming events which could help me to achieve my aims
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The Format of CPD Record
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Annex 5
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Record Sheet – Activity Files
For the period: _______________________ to
______________________
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EDUCATION & TRAINING CATEGORY
Date
Organised By
Activity (with brief
description)
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Duration (no. of units)
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The Format of CPD Record
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Annex 6
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Record Sheet – Annual Evaluation
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For the period: _______________________ to ______________________
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Please comment on your professional development and personal achievement over the period covered. You
are encouraged to make reference to your Personal CPD Plan completed at the beginning of the period
covered. (Please refer to paragraph 3.12 of the CPD notes.)
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The Format of CPD Record
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The HKIH website www.housing.org.hk contains all
information, including personal CPD Record for you
to fill in.
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As the CPD plan is purely your personal plan, you
can create your own plan to suit individual needs.
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Submission of CPD
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Fellows/Members shall apply for renewal of the
membership on or before 30 Nov each year
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Submit an Application Form – For Renewal of
Membership in which a declaration of fulfillment of
CPD requirement for the immediate past 12 months
was embedded.
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Submission of CPD
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Newly admitted Members are not required to fulfill
the mandatory CPD requirement for the year that
he/she is admitted.
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Member upgraded to Fellow of The HKIH in any
time of a year is still required to comply with the
mandatory CPD by the end of that year.
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Submission of CPD
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Members are required to submit their CPD Records to
The HKIH for record and verification through the
CPD Record Function of The HKIH website.
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Send in a self-certified record via The HKIH website
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Submission of CPD
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The HKIH adopts an honor system for members to
report their CPD records.
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The HKIH will maintain control over the validity of
those submissions by means of a random call, or an
interview of CPD records from members.
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If I cannot complete my CPD
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Make an application to The HKIH for an extension of
the CPD submission.
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Complete an Application Form – Extension of CPD
Submission Date
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Period of extension is not more than three months
after the ordinary cut-off date for CPD submission.
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If I cannot complete my CPD
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All CPD units earned during the extended period
shall be counted under the CPD units for the previous
membership year.
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The member concerned is still required to fulfill the
CPD requirements on or before 30 Nov of the current
membership year.
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If I cannot complete my CPD
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If still fail to complete the CPD within the extended
period, the Membership Committee shall report to the
General Council of the HKIH for resolution of
suspension or termination of the membership.
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If I cannot complete my CPD
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All CPD units earned during the extended period
shall only be counted for the previous membership
year.
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Regardless the approval of extension, you are still
required to fulfilled the CPD requirements on or
before 30 Nov of the current membership year.
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Q&A
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