Wealth Management

Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme - Topic 6 to 9 eCourse [Package]

概要

This is the package of Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 6 to 9. 

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 those taking the examination, you will receive a special discount to enrol in this package, which includes Topic 10: Overview of PWM Markets: Hong Kong, Mainland China and Asia-Pacific as part of the enrollment.

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.

詳情

活動編號
TEPWM21007201
日期及時間
2021年2月11日, 星期四 (12:00上午 - 2:00上午)
2021年7月19日, 星期一 (12:00上午 - 1:30上午)
2021年7月27日, 星期二 (12:00上午 - 2:00上午)
地點
網上平台
語言
英文
課程時數
SFC:7.00, PWMA:7.00
費用
所有會員: HK$2100
機構會員員工: HK$2100
非會員: HK$4200