Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 9 – Overview of Private Wealth Management Industry (eCourse)

Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 9 – Overview of Private Wealth Management Industry (eCourse)

Overview

This course consists of two modules. It provides an overview of the rapidly evolving PWM industry, encompassing the business models adopted, the roles and responsibilities of participants, and the various needs of customers throughout their life cycles and the ways in which these may be satisfied.

Objective

On completing this course, you should be able to:
a. Understand the main business models for private wealth managers;
b. Understand the role and responsibility of a private wealth practitioner;
c. Examine Know Your Customer (“KYC”) and suitability in fulfilling the responsibility of a private wealth practitioner;
d. Recognise the needs and preferences of HNWIs and UHNWIs;
e. Understand how stages of the HNWI wealth cycle can affect the demand for different products and services; and
f. Understand how family offices and other PWM vehicles may be used to managed investments or hold assets.

Content

Module 1 - PWM Institutions and Private Wealth Managers
- Challenges of Private Wealth Management Institutions
- PWM Business Models
- The Roles and Responsibilities of the Private Wealth Manager

Module 2 - Needs and Preferences of PWM Customers and PWM Solutions
- PWM Customers
- Matching PWM Products and Services to Customer Needs
- Family Offices and other PWM Vehicles for UHNWIS

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
TEPWM21009501
Venue
ePlatform
Language
English
Level
Introductory
Hours
SFC:1.50, PWMA:1.50
Fees
All Member: HK$600
Staff of Corporate Member: HK$600
Non-Member: HK$1200

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