Wealth Management

[Webinar] Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme - Topic 6 to 9 and CPWP Module 1 Paper 2 Examination [Package]


This is the package of Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 6 to 9 and CPWP Module 1 Paper 2 examination. If you enrol in this package, you will enjoy a 30% discount off the standard price of the training programme.

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 CPWP Module 1 Paper 2 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 2 Examination.

Financial Incentive Scheme of the WAM Pilot Programme

This is one of the eligible courses / seminars under the Financial Incentive Scheme (“The Scheme”) of the WAM Pilot Programme.

Eligible in-service practitioners of the financial services industry could apply for a reimbursement up to 80% of the course / seminar fees, or a maximum of HK$10,000 per person throughout the period of 1 October 2016 to 31 March 2023 upon satisfactory completion.

Each individual may apply for reimbursement for more than one course / seminar subject to a maximum of HK$10,000 but each course / seminar can only be reimbursed once.

The duly signed application form together with the FIVE supporting documents must be submitted within FOUR months from the last day of the course / seminar attended. Please refer to the WAM Pilot Programme website for more details.

WAM Pilot Programme Special Requirements

If you plan to apply for reimbursement under the Financial Incentive Scheme (FIS), please ensure your device/computer has the camera feature or with webcam installed as you are required to turn on your camera throughout the webinar.


Date & Time
Thursday, 4 Feb 2021 (6:30PM - 9:00PM)
Friday, 5 Feb 2021 (6:30PM - 8:30PM)
Tuesday, 9 Feb 2021 (6:30PM - 9:00PM)
Wednesday, 10 Feb 2021 (6:30PM - 8:30PM)
Friday, 26 Feb 2021 (12:20PM - 2:00PM)
Virtual Platform
CBE Centre, Room 510, Wing On Centre, 111 Connaught Road Central, HK
SFC:9.00, PWMA:9.00

Please note that the examination fees of HKD 2,500 are not eligible for reimbursement under the Financial Incentive Scheme of the WAM Pilot Programme.