Wealth Management

[Webinar] Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme - Topic 6 to 9 [Package]


This is the package of Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 6 to 9. 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 6: Wealth Planning
Topic 7: Behavioural Finance
Topic 8: Customer Relationship Management
Topic 9: Overview of Private Wealth Management Industry

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 2 Examination. 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 / seminars under the Financial Incentive Scheme (“The Scheme”) of the WAM Pilot Programme.

Eligible in-service practitioners of the financial services industry could apply for a reimbursement up to 80% of the course / seminar fees, or a maximum of HK$10,000 per person throughout the period of 1 October 2016 to 31 March 2023 upon satisfactory completion.

Each individual may apply for reimbursement for more than one course / seminar subject to a maximum of HK$10,000 but each course / seminar can only be reimbursed once.

The duly signed application form together with the FIVE supporting documents must be submitted within FOUR months from the last day of the course / seminar attended. Please refer to the WAM Pilot Programme website for more details.

WAM Pilot Programme Special Requirements

If you plan to apply for reimbursement under the Financial Incentive Scheme (FIS), please ensure your device/computer has the camera feature or with webcam installed as you are required to turn on your camera throughout the webinar.


Date & Time
Thursday, 4 Feb 2021 (6:30PM - 9:00PM)
Friday, 5 Feb 2021 (6:30PM - 8:30PM)
Tuesday, 9 Feb 2021 (6:30PM - 9:00PM)
Wednesday, 10 Feb 2021 (6:30PM - 8:30PM)
Virtual Platform
SFC:9.00, PWMA:9.00

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