Overview

To help candidates to prepare for the Certified Private Wealth Professional (CPWP) Module 1 Examination Paper 2 - Wealth
Management, the HKSI Institute has launched the eStudy Guide. With effect from 7 January 2026, examination questions of the CPWP Module 1 Examinations will be based on this manual.

Terms and Conditions:
1. Users can download this eStudy Guide via the "CPT/Non-CPT Activity" page under “UPCOMING ACTIVITY” tab on the Online Portal within 90 days after purchase. After 90 days, you are required to order again if you want to access the same eStudy Guide.
2. Purchased eStudy Guide(s) cannot be returned, refunded or exchanged once an order made and paid the fee successfully. If you experience difficulties downloading your purchased eStudy Guide(s), please email to [email protected].
3. This eStudy Guide will be available for free download via the "Examination" page under the “UPCOMING ACTIVITY” tab on the Online Portal or "Downloads" tab in the "Menu" of the HKSI Institute Mobile if you have enrolled the CPWP Module 1 Examination Paper 2.
4. Amendments and updates of the eStudy Guides are made periodically or when deemed necessary to reflect changes in applicable laws, rules, regulations, codes and market practices in Hong Kong. Individual have to pay attention to the version or edition of the eStudy Guides with their corresponding examinations.

Content

Topic 6: Wealth Planning
Topic 7: Behavioural Finance
Topic 8: Customer Relationship Management
Topic 9: Overview of Private Wealth Management Industry
Topic 10: Overview of Private Wealth Management Markets: Hong Kong, Mainland China and Asia-Pacific

Who should attend

Any interested person or those who would like to study before enrolling for the CPWP Module 1 Examination.