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AI-Powered Finance & Digital Growth Mastery Module 2: From SEO to GEO: The Generative Marketing Engine for Hong Kong Financial Sales

Institute of Professional Education And Knowledge (PEAK)
Institute of Professional Education And Knowledge (PEAK)
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Programme Code
PE4200981
Subject Area
Product Knowledge, Insurance, Marketing and Business Development
Programme Type
Short Course
Offering Institution
Institute of Professional Education And Knowledge (PEAK)
Contact Hours
3
CPD / CPT Hours
IA: 3 CPD hours
MPFA: 3 Non-core CPD hours
SFC: 3 CPT hours
HKMA ECF: 3 CPD hours
Programme Fee
HKD$330.00
Class Code Commencement Date Class Location Medium of Instruction Apply Online Class Remarks Class Status
PE4200981(10JUL2026) 2026.07.10 Institute of Professional Education and Knowledge (PEAK)
Cantonese supplemented with English
Date: 10.7.2026
Time: 7:00pm-10:00pm
Duration:3 hours
Venue: 9/F, VTC Tower, 27 Wood Road, WanChai

Course Objectives

This course is designed to help financial sales professionals in Hong Kong move from traditional SEO (Search Engine Optimization) to the new generation of GEO (Generative Engine Optimization). You will learn how to build an effective and compliant digital system to attract customers, convert them, and turn online traffic into high-value clients.

 

Content

  1. Market understanding – Analyze the opportunities and challenges in Hong Kong's financial sales market, understand the target customer profile, and recognize why digital transformation is necessary.
  2. Master traditional SEO basics – Learn core skills such as keyword research, content creation, link building, and performance tracking.
  3. Apply new GEO strategies – Use methods like source optimization, structured content, and question-scenario libraries to help your brand get quoted first in AI-generated answers.
  4. Build a high-conversion digital sales funnel – Design a process that turns online traffic into signed deals, connecting both online and offline efforts smoothly.
  5. Stay compliant with Hong Kong regulations – Understand the key rules for digital marketing in finance, including guidelines from the SFC, HKMA, and Privacy Ordinance, so you can avoid compliance risks.

 


Entry Requirements

18 years old or above


Remarks

.

Enrollment
Please use the attached enrollment form and follow the “Notes for Applicants” in the form to apply for courses.
All places are allocated on a first-come-first-served basis. Incomplete forms and forms received without payment will be regarded as unsuccessful applications.

 

Deadline for Application
7 working days (Exclusive of Saturdays) prior to class commencement date.

Notification of Class Commencement
Successful applicants will be notified of the class information by the contact method specified on the enrollment form at least 3 working days before class commencement. PEAK will not be responsible for the loss of class notification sent by mail. Please contact us if you do not receive the notification before the class commencement (Tel.: 2836 1892).

Course Fees/Receipt
For a course commencing within 7 working days at the time of enrollment, trainees are required to settle the course fee by cash.

Course fees paid are also non-refundable, except for cases of unsuccessful applications and course cancellation or rescheduling. Fees paid and places enrolled are also not transferable, and request for course swapping will not be entertained.
Trainees will sign and collect the receipt at the first lesson. Fees paid after the enrollment deadline may result in delay in receipt issuing. For those who have not collected the receipts at the first lesson, our staff will contact them for picking up / mailing arrangement. PEAK will not be responsible for any loss in mailing. Trainees will be required to pay an administrative charge of HK$100 for their request for each additional receipt copy. Please send crossed cheque payable to “Vocational Training Council” with a written application attention to “The Course Team” of the Institute. (Inquiry: 2836 1862)

 

Enrollment Form for Programme Application

Please download here

28361922

Online Email Enquiry


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