概要

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. 

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.

Paper 2 examination

The examination is held every six weeks. Participants who enrol in this training and exam package MUST schedule their examination within 90 days of their enrolment date. Please refer to examination schedule for the post training examination date and Step 2 of the Scheduling Guide for detailed procedures.

If participants know in advance that they are unable to attend the examination on their scheduled date, they may reschedule to any available session within the 90-day period from their enrolment date. Rescheduling must be completed at least six full days before the originally scheduled examination session.

Note: To qualify for WAM FIS reimbursement, examination candidates must complete the training modules (as outlined above) prior to the scheduled examination date. Failure to do so will result in ineligibility for full programme fee reimbursement.

對象

It is primarily targeted to CPWP candidates who wish to take the CPWP Module 1 Paper 2 Examination.