Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme - Topic 6 to 10 and CPWP Module 1 Paper 2 Examination - August 2021 [Package]
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. If you enrol in this package, you will enjoy a 30% discount off the standard price of the training programme.
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
For details of each unit, please refer to its respective course page.
For CPWP Module 1 Paper 2 Examination details, please refer to www.hksi.org/en/qualification/professional-qualifications/cpwp/overview/
The examination is on 26 August 2021 from 2:05pm to 3:45pm at HKSI Institute CBE Centre
It is primarily targeted to CPWP candidates who wish to take the CPWP Module 1 Paper 2 Examination.