πŸ“š How to Use This Platform

A comprehensive guide to using our CPT training platform for financial professionals.

πŸ“‹ Table of Contents

⚠️ Before You Start

READ THIS FIRST: We are NOT an authorized CPT provider. Please read our About Us page to understand what we can and cannot do. Consult your employer's compliance officer before using our courses for CPT purposes.

1. Getting Started

Step 1: Create an Account

  1. Click "Register" on the homepage
  2. Provide your:
    • Full name (as it should appear on certificates)
    • Email address (for login)
    • Secure password
  3. Click "Create Account"
  4. You'll be automatically logged in

Step 2: Choose Your Language

Use the language switcher (EN / 繁) in the top navigation to select:

  • EN - English interface
  • 繁 - Traditional Chinese (繁體中文) interface

Note: Language selection affects the interface only, NOT course availability. Both English and Chinese courses appear on both language settings.

2. Your Dashboard

After logging in, you'll see your personal dashboard with:

πŸ“Š Progress Statistics

  • Completed Courses: Number of courses you've passed
  • CPT Hours Earned: Total hours accumulated (based on course durations)
  • Certificates: Number of certificates issued

πŸ“š Available Courses

All courses are displayed with:

  • Topic: Subject category (e.g., Compliance, Risk Management)
  • Title: Course name
  • Description: Brief overview
  • Duration: Estimated quiz time in minutes
  • Passing Score: Minimum percentage required (usually 70%)
  • CPT Hours: Hours awarded upon completion

πŸ“œ My Certificates

View all certificates you've earned with:

  • Course title and topic
  • Your score percentage
  • CPT hours awarded
  • Completion date
  • Verification code
  • "View Certificate" button to download

3. Taking Courses

Course Structure

Each course consists of two parts:

  1. Study Materials - Learning content (if available)
  2. Quiz - Assessment to test your knowledge

Starting a Course

  1. From your dashboard, click "Start Course" on any course
  2. You'll be taken to the study materials page (or directly to quiz if no materials exist)

4. Study Materials

πŸ“– What Are Study Materials?

Study materials are educational content pages with text, images, videos, and interactive elements. Some courses have multiple pages that you must complete before taking the quiz.

Navigating Study Materials

  • Multiple Pages: Many courses have several pages of content
    • Use "Next Page" and "Previous Page" buttons to navigate
    • Page dots at the bottom show your progress (gold = completed, blue = current)
    • Click any dot to jump to that page
  • Progress Tracking: The platform tracks which pages you've viewed
  • Study Timer: Minimum study time countdown (e.g., 60 minutes)

Requirements to Proceed

Before you can take the quiz, you must:

  1. βœ… View ALL pages of study materials
  2. βœ… Spend minimum study time (usually 60 minutes)

⏱️ Study Time Requirement

The platform tracks your active study time. You must keep the page open and active. The "Proceed to Quiz" button will remain disabled until both requirements are met.

Study Progress Indicator

At the top of the study page, you'll see:

  • Study Time Remaining: Countdown timer
  • Pages Completed: X / Y (e.g., 5 / 8)
  • Progress Bar: Visual indicator of completion

5. Taking Quizzes

Quiz Format

  • Question Type: Multiple choice (A, B, C, D)
  • Number of Questions: Randomly selected from question pool (typically 10-20)
  • Time Limit: Based on course duration (e.g., 60 minutes)
  • Navigation: Move between questions using Previous/Next buttons

Taking the Quiz

  1. Read each question carefully
  2. Select one answer (A, B, C, or D) by clicking the radio button
  3. Review unanswered questions - they're highlighted at the bottom
  4. Watch the timer - it counts down in real-time
  5. Submit when ready - click "Submit Quiz" button

πŸ’‘ Quiz Tips

  • Answer all questions - no penalty for wrong answers
  • The platform shows which questions are unanswered
  • You can navigate back and forth between questions
  • Time remaining is displayed at the top

After Submission

Once you submit, you'll see:

  • Your Score: Percentage and pass/fail status
  • Detailed Results: Each question with:
    • Your answer
    • Correct answer
    • βœ… or ❌ indicator
    • Explanation (if provided by instructor)
  • Time Taken: How long you spent
  • Certificate Button: If you passed (score β‰₯ passing score)

Pass vs. Fail

βœ… If You Pass

  • Congratulations message displayed
  • CPT hours awarded
  • Certificate generated (if study materials also completed)
  • "View Certificate" button appears
  • Course marked as completed on dashboard

❌ If You Don't Pass

  • Review your incorrect answers and explanations
  • Study the materials again
  • Retake the quiz (unlimited attempts)
  • Each attempt presents different randomly selected questions

6. Certificates

Certificate Generation

A certificate is issued when you:

  1. βœ… Complete all study materials (if course has materials)
  2. βœ… Pass the quiz with required score (usually 70%)

⚠️ Important About Certificates

Our certificates include a prominent disclaimer stating:

  • Issued by Paradox Management Limited (private platform)
  • NOT an authorized CPT provider
  • NOT approved by AAAC or SFC
  • NO affiliation with regulatory bodies
  • Proof of completion on our platform only

Consult your employer before relying on these certificates for CPT compliance.

Certificate Contents

Each certificate includes:

  • Your full name
  • Course title and topic
  • Your score percentage
  • CPT hours awarded
  • Completion date
  • Unique verification code
  • QR code for verification
  • Legal disclaimer

Downloading Certificates

  1. Click "View Certificate" from dashboard or results page
  2. Certificate displays in your browser
  3. Click "Download Certificate (PDF)" button
  4. PDF downloads with landscape A4 format
  5. Or click "Print Certificate" to print directly

Verification

Each certificate has a unique verification code and QR code that links back to our platform for authenticity verification.

7. CPT Requirements Reference

πŸ“˜ SFC CPT Requirements (For Reference)

Licensed Representatives (LR) / Relevant Individuals (ReI):

  • Minimum 10 CPT hours per calendar year
  • At least 5 hours on topics directly relevant to regulated activities
  • At least 2 hours on ethics or compliance per year

Responsible Officers (RO) / Executive Officers (EO):

  • Minimum 12 CPT hours per calendar year
  • Additional 2 hours on regulatory compliance

Relevant Topics (per SFC Guidelines):

  • Regulatory compliance and legislative standards
  • Business conduct and ethical standards
  • Market developments and new products
  • Risk management systems
  • AML/CTF, ESG, Fintech, Cybersecurity

⚠️ Remember

These are general SFC requirements. You are responsible for ensuring your CPT activities meet regulatory requirements. Our platform provides education but cannot guarantee CPT compliance.

8. Tips for Success

πŸ“– Study Effectively

  • Read all study materials carefully - don't just skim
  • Take notes on important concepts
  • Review examples and case studies
  • Watch embedded videos fully
  • Don't rush through minimum study time - use it to learn

✍️ Quiz Strategy

  • Read questions carefully before answering
  • Eliminate obviously wrong answers first
  • If unsure, make your best guess (no penalty for wrong answers)
  • Use all available time - review answers before submitting
  • Learn from explanations if you don't pass

πŸ“Š Track Your Progress

  • Check your dashboard regularly
  • Plan which courses to take based on your CPT needs
  • Keep records of completed courses and certificates
  • Download and save all certificates immediately

βœ… CPT Compliance

  • Consult your employer's compliance officer first
  • Understand your specific CPT requirements
  • Keep copies of all certificates for at least 3 years
  • Consider supplementing with AAAC-approved institution courses

9. Troubleshooting

❓ Common Issues

Problem: "Proceed to Quiz" button is disabled

Solution:

  • Ensure you've viewed ALL study material pages (check page counter)
  • Wait until minimum study time is complete (check timer)
  • Keep the page active (don't switch tabs for long periods)

Problem: No certificate after passing quiz

Solution:

  • Check if course has study materials - you must complete them first
  • Go back to study materials and complete all requirements
  • If no study materials exist, certificate should generate immediately

Problem: Timer ran out during quiz

Solution:

  • Quiz auto-submits when time expires
  • You'll be scored on answered questions
  • If you don't pass, retake the quiz

Problem: Can't see Chinese characters in PDF

Solution:

  • This should be fixed - certificates use html2canvas for proper rendering
  • Try downloading again
  • Ensure your PDF viewer supports UTF-8 encoding

Problem: Language change doesn't show expected courses

Solution:

  • Language toggle affects UI only, NOT course filtering
  • Both English and Chinese courses show in both language modes
  • This is intentional - all users see all courses

πŸ”„ Page Not Loading?

  • Refresh your browser (F5 or Ctrl+R)
  • Clear browser cache and cookies
  • Try a different browser (Chrome, Firefox, Edge)
  • Check your internet connection

πŸ” Login Issues?

  • Ensure you're using the correct email address
  • Passwords are case-sensitive
  • Try logging out completely and logging back in

Need More Help?

For additional questions:

  • Review our About Us page for detailed information
  • Check the SFC website for official CPT guidelines
  • Consult your employer's compliance officer for CPT acceptance
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