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. If you enrol in this package, you will enjoy a 30% discount off the standard price of the training programme.

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 details of each topic, please refer to its respective course page.

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.

Please note that the examination fees of HKD 1,500 are not eligible for reimbursement under the Financial Incentive Scheme of the WAM Pilot Programme.