Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 1 - Basic Products: Fixed Income Instruments, Equity Securities and Foreign Exchange (eCourse)

Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 1 - Basic Products: Fixed Income Instruments, Equity Securities and Foreign Exchange (eCourse)

Overview

This course focuses on fixed income instruments, equity securities, and the foreign exchange (“FX”) market. Different money market, bond instruments, and equity securities are described. Key concepts in relation to bond pricing and yield, term structures of interest rates and bond valuation are explained, as are equity security pricing and required return. The different risks of investing in bonds and interest-rate drivers are outlined, as are the risks of investing in equity securities. Various bond management strategies are introduced and different aspects of the FX market are presented.

Objective

On completing this course, you should be able to:
a. Explain the basic features of related investment products;
b. Describe the different types of related investment products;
c. Understand the factors determining the pricing of related investment products (including intrinsic characteristics of the product and external factors such as economic outlook) and their impact on the pricing;
d. Perform basic calculations related to investment product pricing (calculate a bond price given a discount rate, apply equity valuation tools, price a FX forward);
e. Understand the workings of the related market (e.g. quotation method) and relevant charges and fees and apply a transaction execution process; and
f. Assess and measure the risks associated with related investment products.

Content

Introduction
Section 1: Financial Market Fundamentals
Section 2: Money Market Instruments
Section 3: Bonds
Section 4: Equities
Section 5: Foreign Exchange
Conclusion

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.

Details

Code
TEPWM21007801
Venue
ePlatform
Language
English
Level
Introductory
Hours
SFC:2.50, PWMA:2.50
Fees
All Member: HK$1000
Staff of Corporate Member: HK$1000
Non-Member: HK$2000

If you'd like to enrol the training by Paper to enjoy a 10% discount off the standard price, please click here.

If you'd like to enrol the training and examination by Paper to enjoy a further 20% discount off the standard price, please select the month of the exam: August, September.

Please choose the language
ENG