Overview

This is the package of Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 6 to 9. 

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.

For those taking the examination, you will receive a special discount to enrol in this package, which includes Topic 10: Overview of PWM Markets: Hong Kong, Mainland China and Asia-Pacific as part of the enrollment.

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.

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