Certified Private Wealth Professional (CPWP)

Introduction

A Task Force chaired by the Hong Kong Monetary Authority (HKMA) and comprises representatives from Private Wealth Management Association (PWMA), the Hong Kong Institute of Bankers (HKIB) , Hong Kong Securities and Investment Institute (HKSI Institute) and Treasury Markets Association (TMA) developed the Enhanced Competency Framework (ECF) for private wealth management (PWM) practitioners to ensure individuals engaged in providing services to PWM customers have an enhanced level of competency in the technical and ethics and compliance areas.

Under the ECF, two competency-related modules, Module 1 on Technical, Industry and Product Knowledge and Module 2 on Ethics and Compliance, are developed to set the standard for PWM practitioners. The HKSI Institute had launched the examinations for Module 1.

Relevant Practitioners will be certified by the PWMA as Certified Private Wealth Professional (CPWP), when they have successfully completed the programme and examination requirements under the ECF and have the prerequisite work experience.

Examination Schedule

Enrolment applications will be accepted around two months in advance. Please refer to the Exam Timetable for the available dates, time and enrolment deadlines.

Membership

CPWP holders with 3 years relevant industry experience may apply for Ordinary Membership of the HKSI Institute.

For details of the CPWP Module 1 Examination, please download the CPWP Module 1 Examination - Examination Handbook.

Please click here for more information of the CPWP Module 1 Refresher Course.