Certified Private Wealth Professional (CPWP) Module 1 Examination

Study Manuals Update

Amendments and updates of the CPWP Module 1 Study Manuals are made when deemed necessary to reflect changes in applicable laws, rules, regulations, codes and market practices in Hong Kong. Once an update is released, an announcement will be made on the HKSI Institute website. The latest version or edition of the relevant Study Manuals will be available for sale at the HKSI Institute counter.

Lists of major updates made to the last version are available to download below for candidates’ reference:

Major Updates Published in Version
Paper 1: Financial Instruments August 2018 1.1
Paper 2: Wealth Management August 2018 1.1

 

However, candidates should be aware that the latest regulatory and market information may not be immediately incorporated in the study manuals due to the rapid changes in the private wealth management industry. Candidates are therefore reminded to keep abreast of any updates or amendments of the relevant laws, regulations and requirements by making reference to such updates or amendments published by the relevant authorities from time to time.

For the purpose of the examination, however, unless updates on the relevant part of the study manuals are provided by the HKSI Institute, questions will only be based on materials in the study manuals that are still current.

Qualification