Wealth Management

[Webinar] Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme - Topic 1 to 5 [Package]


This is the package of Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 1 to 5. If you enrol in this package, you will enjoy a 10% discount off the standard price.

The CPWP Programme consists of the following topics:
Topic 1: Basic Products: Fixed Income Instruments, Equity Securities and Foreign Exchange
Topic 2: Derivatives and Structured Products
Topic 3: Investment Funds and Alternative Investments
Topic 4: Portfolio Management: Theories and Practices
Topic 5: Lending and Leverage

For details of each unit, please refer to its respective course page.

Who should attend

It is primarily targeted to CPWP candidates who wish to take the CPWP Module 1 Paper 1 Examination. It is also relevant to those PWM practitioners who would like to enhance their knowledge and skills in wealth management products.


Date & Time
Thursday, 19 Nov 2020 (6:30PM - 9:00PM)
Friday, 20 Nov 2020 (6:30PM - 9:00PM)
Thursday, 26 Nov 2020 (6:30PM - 8:30PM)
Monday, 30 Nov 2020 (6:30PM - 8:30PM)
Friday, 4 Dec 2020 (6:30PM - 8:30PM)
Virtual Platform
SFC:11.00, PWMA:11.00

If you'd like to enrol the training and examination by Paper to enjoy a further 20% discount off the standard price, please click here.