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CPWP Bridging Programme Post-training Examination

          

The Certified Private Wealth Professional (CPWP) Bridging Programme is jointly organised by the Hong Kong Securities and Investment Institute (HKSI Institute) and Hong Kong Institute of Bankers (HKIB) is designed for holders of Certified Retail Wealth Professional (CRWP) Certification to equip them with the technical and product knowledge as well as ethics and compliance aspect in the context of private wealth management. 

Upon completion, the CPWP Bridging Programme participants are equivalent to passing the existing CPWP Examinations of Module 1 (Paper 1) and Module 2. They only need to pass the CPWP Module 1 (Paper 2) Examination to fulfil the examination requirement prior to applying for the CPWP / CPWP Associate (CPWPA) Certification. 

The CPWP Bridging programme consisting of two mandatory training modules followed by a post-training examination. Candidates must attend all the units of each Module 1 and Module 2 training course in order to be eligible to sit for the examination. 

The CPWP Bridging Programme is an eligible training programme under the Financial Incentive Scheme of the Pilot Programme to Enhance Talent Training for the Asset and Wealth Management Sector (“WAM Pilot Programme”), available until 31 March 2026. Participants eligible under the WAM Pilot Programme can apply for reimbursement of 80% of the programme fee upon passing the post-training examination. Participants eligible under the WAM Pilot Programme can apply for reimbursement of 80% of the programme fee upon successful completion of the training and passing the post-training examination.

Examination Details

Syllabus: Click here
Prerequisite: Completed all 2 modules at least five working days before the scheduled examination date (note 1)
Format: Multiple Choice Questions (MCQs)
Examination Question Language: English
Number of Question: 20 MCQs from Module 1 and 20 MCQs from Module 2
Duration: 1 hour
Pass Mark: 70% 
Mode: Computer-based Examination (CBE)
Examination System and Interface Language: Examination System Simulator; English
Examination Venue: Hong Kong Examination Centre (Examination Day Flow)
Frequency: Twice a year (note 2)

Notes:

  1. Applicants cannot sit the examination if they are unable to meet the enrolment prerequisites for the examination*. All fees paid are non-transferable and non-refundable.
  2. The next examination is scheduled for 12 September 2025 at 16:30, for detailed application deadlines, please click here. Please note that enrolment is on a first-come-first-served basis.
    The retake examination is scheduled for 9 October 2025, approximately one month after the initial examination. Enrolment for the retake will be open the day after the initial examination.

* Please refer to its website for details of the Policies and Procedures for CPT Training Courses and Events.

Study Support
  • The CPWP Bridging Programme Post-training Examination will be based on the course materials from the latest CPWP Bridging Programme training course.
  • Candidates are advised to keep a copy of the course materials for their own records, if necessary. No course materials will be provided to candidates who only re-enrol for the CPWP Bridging Programme Post-training Examination.
Certificate
  • Upon completing the CPWP Bridging Programme (i.e. completing the training modules and passing the post-training examination), candidates will obtain a certificate.
  • A certificate of completion for the CPWP Bridging Programme will be jointly awarded by the HKSI Institute and HKIB to the programme participants who completed the two training modules and passed the post-training examination. The certificate holder is equivalent to passing the existing CPWP Examinations of Module 1 (Paper 1) and Module 2.
  • The Certificate will be available in the Online Portal approximately eight working days after the examination date. 
Examination Retake
Prerequisites

The CPWP Bridging Programme participants are eligible to re-enrol for the post-training examination within three years from the date of his/her first examination, if they have:

  • not passed the examination; and
  • completed all Module 1 and Module 2 of CPWP Bridging Programme.

If candidates fail the examination on their first attempt and wish to apply for WAM reimbursement, they must retake and pass the examination within one month.  For details of reimbursement, please refer to the FAQs section.

Enrolment and Fee

Examination fee: HKD2,400 per attempt

Click here for details and the steps to enrol for a retake examination.

Policies

Before registering or enrolling for the examination, you must read and understand all the policies set by the HKSI Institute. During the registration or enrolment process, all candidates are required to agree to abide by these policies, which are updated periodically.

Frequently Asked Questions

You can find frequently asked questions about the examination below. Click here to know more about the CPWP Bridging Programme, or click here for other questions.

    1. Why I can only choose the examination session within the two weeks being shown in ProScheduler?
    2. Who should I contact if I encounter issues while scheduling an examination session through the "ProScheduler" platform?
    3. I have not completed two modules of the CPWP Bridging Programme, but studied all materials. Can I still take the examination?
    4. What are the key points to keep in mind on the examination date?
    5. On the examination day, if I am unable to attend, can I request a reschedule or seek a refund?

 

 

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