CIWM Final Exam Intensive Course

Partnered with the Association of International Wealth Management (AIWM), HKSI introduced the Certified International Wealth Manager (CIWM) in 2011 and provided CIWM training as the sole provider in Hong Kong. In 2013-2014, HKSI is pleased to offer an intensive course to candidates of the CIWM Final Examination in Hong Kong. The intensive course will cover the key areas of the CIWM Final Exam curriculum. Candidates are required to spend sufficient hours of self study in addition to the classroom training before sitting for the examinations.

Three modules will be offered:

Course ModuleCorresponding Exam PaperCourse DurationCourse Date / Time

Module 1

  • Wealth Management
CIWM Final Exam Paper 1 15 hours

12 & 19 July 2014

9:00am-12:30pm & 1:30pm-5:30pm

Module 2

  • Relationship Management
  • Real Estate Valuation and Analysis
  • Behavioural Finance
CIWM Final Exam Paper 2 15 hours

2 & 9 August 2014

9:00am-12:30pm & 1:30pm-5:30pm

Module 3

  • Advanced Certificate in International and Domestic Wealth Planning

ACIDWP Examination*
(previously CIWM Final Exam Paper 3)

6 hours

31 May 2014

9:30am-12:30pm & 2:00pm-5:00pm

 

*ACIDWP Examination refers to “The Advanced Certificate in International and Domestic Wealth Planning Examination” which is accredited by AIWM as being equivalent to CIWM Final Exam Paper 3.

Medium of Instruction

The Medium of Instruction for the intensive course will be in English.

Who Should Attend

CIWM candidates who wish to take the CIWM Final Examination (September 2014) and ACIDWP Examination (June 2014), investment advisors, consultants, accountants, lawyers, academics, compliance officers, and other interested parties.

Pre-requisite

Applicants who like to enrol for a particular module of the intensive course must enrol for the corresponding examination paper of the CIWM Final Examination in the same examination session simultaneously:

Course ModuleCorresponding Examination Paper
Module 1 CIWM Final Exam Paper 1
Module 2 CIWM Final Exam Paper 2
Module 3 ACIDWP Examination (previously CIWM Final Exam Paper 3)

Please check the Entry Requirements for the CIWM Final Examination before enrolling for the intensive course.

Mathematical Self-Test

Please note that the CIWM programme assumes a certain proficiency in mathematics. Potential candidates may want to have a look at the mathematical self-test,
http://www.aiwm.org/files/TEST_MATH_E_2009_AIWM.pdf
and its solution,
http://www.aiwm.org/files/TEST_MATH_SOL_E_2009_AIWM.pdf.

Course Fee*

Course ModuleMember Fee**Non-Member Fee
Module 1 HK$ 8,000 HK$ 9,500
Module 2 HK$ 8,000 HK$ 9,500
Module 3 HK$ 8,000 HK$ 9,500

* The course fee does not include the CIWM Final Examination fees and SPOT course materials, and is subject to change without prior notice.
** for HKSI Individual Members and staff of HKSI Corporate Members.

Course Enrolment Deadlines

  • Module 1: 2 July 2014
  • Module 2: 23 July 2014
  • Module 3: 19 May 2014

Click here to download the brochure of the CIWM Final Examination Intensive Course. For other details of CIWM Final Examination, click here.