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 and is conducted in paper-based format.

• Upcoming Sessions:
  • 21 October 2025 (Tuesday) at 10:35 AM
  • 2 December 2025 (Tuesday) at 10:30 AM

Participants who enrol in the training and examination package on or before 16 October 2025 will be scheduled for the October 2025 examination session.

Those who enrol from 17 October 2025 onwards will be scheduled for the December 2025 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.