Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 6 – Wealth Planning (eCourse)

Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 6 – Wealth Planning (eCourse)

Overview

This eCourse consists of three modules on wealth planning. Module 1 covers the primary aims of wealth planning and individuals' needs in different stages of the wealth planning cycle. It also covers the key areas of wealth planning and elements of a wealth plan that a private wealth manager should consider.

Module 2 covers various wealth planning products and solutions. It examines the nature, features, parties involved, the benefits and limitation of each wealth planning products and solutions.

Module 3 focuses on family businesses and their governance where it examines the concept of a family office, the meaning of family governance and how it interacts with wealth planning services for private wealth customers.

Objective

On completing this course, you should be able to:
a. Understand the key features and essentials of wealth planning (including the stages of wealth management, principles of tax planning, succession and estate planning, the case of intestacy, etc.);
b. Understand and explain the types, features, benefits and limitation of wealth planning solutions (including trust, foundation, private investment companies); and
c. Understand and describe the roles and purposes of a family office, and how family governance interacts with wealth planning structures

Content

Module 1 - Key Features and Essentials of Wealth Planning
- Wealth Planning Stages
- Wealth Planning Process
- Wealth Planning Elements

Module 2 - Wealth Planning Solutions
- Legal vs Beneficial Ownerships
- Bank Account Management
- Trusts
- Insurance Solutions
- Private label Funds
- Foundations

Module 3 - Family Governance and Wealth Planning
- The Nature of Family Businesses
- Family Business Challenges and Family Governance
- Family Business Succession
- Private Wealth Management Opportunities
- Family Office

Final Assessment

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.

Details

Code
TEPWM21009201
Venue
ePlatform
Language
English
Level
Introductory
Hours
SFC:2.00, PWMA:2.00
Fees
All Member: HK$800
Staff of Corporate Member: HK$800
Non-Member: HK$1600

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 click here.

Please choose the language
ENG