Wealth Management
Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme - Topic 1 to 5 and CPWP Module 1 Paper 1 Examination [Package]
Overview
This is the package of Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 1 to 5 and CPWP Module 1 Paper 1 examination.
The CPWP Training Programme consists of the following topics:
Topic 1: Basic Products: Fixed Income Instruments, Equity Securities and Foreign Exchange
Topic 2: Derivatives and Structured Products
Topic 3: Investment Funds and Alternative Investments
Topic 4: Portfolio Management: Theories and Practices
Topic 5: Lending and Leverage
For CPWP Module 1 Paper 1 Examination details, please refer to www.hksi.org/en/qualification/professional-qualifications/cpwp/overview/
Who should attend
It is primarily targeted to CPWP candidates who wish to take the CPWP Module 1 Paper 1 Examination.
Details
Code
TEPWM25006501
Venue
ePlatform
Relevant Subject
Type 1 - Dealing in securities
Type 4 - Advising on securities
Type 9 - Asset management
Tags
New
Language
English
Level
Introductory
Hours
SFC:10.00, PWMA:10.00
Fees
All (Member & Non-Member): HK$5750