Training Calendar

CPWP Module 1 Refresher Programme: Topic 10 – Wealth Planning (TQPWM17001003)

Overview

CPWP Module 1 Refresher Programme (“Programme”) is designed to help

• candidates of the CPWP Module 1 Examinations refresh and/or build a strong knowledge base and practical skills on the topics to be examined by learning or refreshing the topics of the syllabus of the CPWP Module 1 Examination

• in-service practitioners of the financial services industry to acquire the knowledge and skills required for entering the private wealth management field

The Programme has 14 topics and each training session covers one topic. Topic 10 Wealth Planning is a 3-hour training session.

Key Learning Objectives

• Appreciate what the objectives of wealth planning are;

• Understand the importance of attending to the customer’s needs;

• Know why the customer should plan, and what happens in the case of intestacy;

• Understand the duties of a trustee;

• Know the various types of trust;

• Appreciate the motivation, advantages and disadvantages of a trust;

• Have learnt what a foundation is;

• Aware the advantages and disadvantages of a foundation;

• Understand some general principles of tax planning;

• Understand the roles and purposes of a family office;

• Know what family governance is; and

• Appreciate how family governance interacts with wealth planning structures

Content

• Overview of Wealth Planning Services

• Trust Solutions

• Foundation Solutions

• Insurance Solutions

Instructor

All classes are taught by highly qualified individuals who are subject matter experts with an excellent understanding of the knowledge area. Instructor has an extensive knowledge of the topic and relevant work experiences.

Who Should Attend

1. CPWP candidates who wish to take the CPWP Module 1 Paper 1 Examination

2. In-service practitioners of the financial services industry who would like to acquire the core knowledge and skills for entering the private wealth management field.

Financial Incentive for Professional Training

Effective 1 October, 2016, “Certified Private Wealth Professional (CPWP) Module 1 - Technical, Industry and Product Knowledge” is one of the eligible courses/programmes under the financial incentive scheme of the WAM Pilot Programme.

In-service practitioners of the financial services industry will be eligible for the Scheme. They will be reimbursed 80% of the course fees, subject to a maximum of $7,000 (whichever is the lower) upon satisfactory completion of a course or seminar under the selected programmes of the Scheme. Each individual may apply for fee reimbursement for more than one course / seminar, up to a ceiling of $7,000 per person over the three-year period of the Scheme.

Application to reimburse the course fees, together with the required documents, must be submitted within four months from the last day of the course attended. For Certified Private Wealth Professional (CPWP) Module 1 - Technical, Industry and Product Knowledge Programme, eligible individual can apply for course reimbursement upon satisfactory completion of each module.

Please refer to the WAM Pilot Programme website (Financial Incentive Scheme) for application details.

Administrative Details
Course Code : TQPWM17001003
Date & Time :
  • 28/09/2017 (6:30pm - 9:30pm)
Venue :

5th Floor, Wing On Centre, 111 Connaught Road Central, Hong Kong

Language : English
Level : Introductory
Course Hours :
  • 3 CPT hour recognized by SFC
Course Fees :

1. * HKSI Institute Members / Staff of HKSI Institute Corporate Members: HK$600;
Package Fee: HK$3,420 (enroll in Topic 1 and Topic 10 - Topic 14)

2. Non-members : HK$930; Package Fee: HK$4,050 (enroll in Topic 1 and Topic 10 - Topic 14)

* Package enrolment is not applicable to online booking. If done so, NO Refund will be made.