Overview

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. 

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.

Paper 2 examination

The examination is held every six weeks and is conducted in paper-based format.

• Upcoming Sessions:
  • 21 October 2025 (Tuesday) at 10:35 AM
  • 2 December 2025 (Tuesday) at 10:30 AM

Participants who enrol in the training and examination package on or before 16 October 2025 will be scheduled for the October 2025 examination session.

Those who enrol from 17 October 2025 onwards will be scheduled for the December 2025 examination session.

Note: To qualify for WAM FIS reimbursement, examination candidates must complete the training modules (as outlined above) prior to the scheduled examination date. Failure to do so will result in ineligibility for full programme fee reimbursement.

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 course has already been approved as an eligible course of the Financial Incentive Scheme for Professional Training (“the Scheme”) under the Pilot Programme to Enhance Talent Training for the Asset and Wealth Management Sector (“the Pilot Programme”). The Scheme aims to enhance the competency and professionalism of in-service practitioners within the asset and wealth management sector and to assist other practitioners within the financial services industry in acquiring the knowledge and skills required for entering the sector. Eligible applicants will be subsidised 80% of the course fees by the HKSAR Government upon satisfactory completion of the courses approved by Hong Kong Securities and Investment Institute, subject to a ceiling of HK$15,000. Hong Kong Securities and Investment Institute is appointed as the implementation agent of the Pilot Programme. Regarding the details of eligible criteria and application procedures, please refer to the dedicated web-site of the Pilot Programme (https://www.wamtalent.org.hk/).