Preparatory Courses

CPWP Module 1 Examination Paper 2 eStudy Manual (Version 1.1)


To assist candidates to prepare for the Certified Private Wealth Professional (CPWP) Module 1 Examination Paper 2 - Wealth Management, the HKSI Institute has launched the eStudy Manual. With effect from 1 November 2018 to 31 January 2021, examination questions of the CPWP Module 1 Examinations will be based on this manual.

1. Users can download this eStudy Manual via the “Upcoming Activity” > "CPT/Non-CPT Activity" page of the Online Portal within 30 days after purchase. After 30 days, you are required to order again if you want to access the same eStudy Manual.
2. Purchased eStudy Manual(s) cannot be returned, refunded or exchanged once an order made and paid the fee successfully. If you experience difficulties downloading your purchased eStudy Manual(s), please call our Hotline on (852) 3120 6100 or email to [email protected].
3. Amendments and updates of the eStudy Manuals are made periodically or when deemed necessary to reflect changes in applicable laws, rules, regulations, codes and market practices in Hong Kong. Individual have to pay attention to the version or edition of the eStudy Manuals with their corresponding examinations.


Topic 1: Overview of PWM Industry, Products and Services
Topic 10: Wealth Planning
Topic 11: Portfolio Management – Theories and Practices
Topic 12: Behavioural Finance
Topic 13: Mainland China and Asia-Pacific Financial and PWM Markets
Topic 14: Customer Relationship Management

Who should attend

Any interested person, those who would like to study before enrolling for the examination or candidates of CPWP Module 1 Examination.