Wealth Management

Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme - Topic 6 to 10 eCourse [Package]

Overview

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
Topic 10: Overview of PWM Markets: Hong Kong, Mainland China and Asia-Pacific

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.

Details

Code
TEPWM21007201
Venue
ePlatform
Language
English
Level
Introductory
Hours
SFC:9.00, PWMA:9.00
Fees
All Member: HK$2100
Staff of Corporate Member: HK$2100
Non-Member: HK$4200

If you'd like to enrol the training and examination by Paper, please click here.