概要

This is the package of Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 6 to 9. If you enrol in this package, you will enjoy a 10% discount off the standard price.

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
Topic 10: Overview of PWM Markets: Hong Kong, Mainland China and Asia-Pacific

* You will be enrolled in Topic 10 within one week after enrolling in the examination.

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

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 products.