[Webinar] Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 9 - Overview of Private Wealth Management Industry

[Webinar] Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 9 - Overview of Private Wealth Management Industry

概要

This course provides an overview of the rapidly evolving PWM industry, encompassing the business models adopted, the roles and responsibilities of participants, and the various needs of customers throughout their life cycles and the ways in which these may be satisfied.

宗旨

On completing this course, you should be able to:
a. Understand the main business models for private wealth managers;
b. Understand the role and responsibility of a private wealth practitioner;
c. Examine Know Your Customer (“KYC”) and suitability in fulfilling the responsibility of a private wealth practitioner;
d. Recognise the needs and preferences of HNWIs and UHNWIs;
e. Understand how stages of the HNWI wealth cycle can affect the demand for different products and services; and
f. Understand how family offices and other PWM vehicles may be used to managed investments or hold assets.

內容

1. PWM industry and business model
2. PWM customer needs and preferences
3. Meeting PWM customer needs
4. PWM process for UHNWIs

對象

It is primarily targeted to CPWP candidates who wish to take the CPWP Module 1 Paper 2 Examination. It is also relevant to those PWM practitioners who would like to enhance their knowledge and skills in wealth management.

資產財富管理業先導計劃 -專業培訓資助計劃

本課程乃提升資產財富管理業人才培訓先導計劃 - 專業培訓資助計劃所涵蓋之合資格課程 / 研討會。

合資格之金融服務業現職從業員只要圓滿修畢課程 / 研討會,便可於2016年10月1日至2023年3月31日期間申請發還80%學費,或上限每人10,000元。

申請人可申請多於一個課程 / 研討會的資助,合計上限10,000元,但每個課程 / 研討會只獲發還學費一次。

簽妥的申請表必須於完成課程 / 研討會當日起計4個月內連同五項證明文件一併送交香港證券及投資學會。詳情請參考資產財富管理業先導計劃網站

資產財富管理業先導計劃特別要求 

如有意申請專業培訓資助計劃(FIS) 資助請確保所用的電腦、手機或平版電腦設置視像功能並須在參與該次網上研討會時全程開啟方可符合申請發還學費之要求。

詳情

活動編號
TQPWM21007101
日期及時間
2021年2月10日, 星期三 (6:30下午 - 8:30下午)
地點
虛擬平台
語言
英文
級別
Introductory
課程時數
SFC:2.00, PWMA:2.00
請選擇語言
ENG