Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme Topic 1 – Overview of PWM Industry, Products and Services
The Enhanced Competency Framework (ECF) for Private Wealth Management (PWM) Practitioners, which was rolled out in June 2014, sets out an enhanced level of core competence and on-going professional development of PWM practitioners who undertake customer-facing roles. To qualify as a Certified Private Wealth Professional (CPWP), PWM practitioner is required to pass the CPWP Modules 1 & 2 Examinations.
HKSI Institute offers the CPWP Module 1 Refresher Programme which is designed to help candidates of the CPWP Module 1 Examinations build a strong knowledge base and practical skills on the topics to be examined by learning or refreshing the content covered in the Study Manuals. It has 14 training sessions and T1 Overview of PWM Industry, Products and Services is one of the training sessions.
Each training session is highly interactive and practical examples and exercises will be provided. The content of the training session is based on the CPWP Module 1 syllabus (please refer to CPWP Module 1 Syllabus for details) and the CPWP Module 1 Study Manuals.
The high level outline of T1 Overview of PWM Industry, Products and Services is
1. CPWP Module 1 Refresher Programme Overview and its key learning objectives
2. Topic overview including the key focus of the training session and the learning outcomes as stated in the study manual
3. Key content includes
-- Industry Outlook
-- Clients and Stakeholders
-- Wealth Management Business Models
-- Private Wealth Management Focus Areas
-- Products and Services
Who should attend
It is primarily targeted to CPWP candidates who wish to take the CPWP Module 1 Examinations. It is also relevant to those PWM practitioners who would like to enhance their knowledge and skills in wealth management products.
Financial Incentive Scheme of the WAM Pilot Programme
This is one of the eligible courses under the Financial Incentive Scheme (“The 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 HK$7,000 (whichever is the lower) upon satisfactory completion of a course or seminar over the three-year period of the Scheme.
Each individual may apply for reimbursement for more than one course / seminar.
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.
Please refer to the WAM Pilot Programme website for more details.
Alvin has extensive training experience and is one of the Certified Private Wealth Professional (CPWP) Module 1 trainer.