Overview
This revision course is designed to help participants familiarise with the Certified Private Wealth Professional (CPWP) examination through practice test. Useful recap of important concepts of Topic 2-9 covered in the syllabus of CPWP Module 1 (Technical, Industry and Product Knowledge) Paper 1 will be provided.
Content Highlight
Part 1
- one hour practice test
Part 2
- two-hour revision session which includes review of test questions in detail, recap of the key concepts and highlights the examination preparation techniques
Who Should Attend
CPWP Module 1 examination candidates who would like to test their understanding and get some hands-on experiences.
Instructor / Speaker
JAMES Todd Howard
Mr. James has over 20 years of international banking experience, which includes risk management, debt capital markets, derivatives trading and investments. He began his career as a derivative risk analyst with a Canadian Bank in Toronto before moving to London, focusing on debt capital markets and derivatives, working for several large international banks as Director of European Derivatives Marketing.
Following 8 years in the UK, he moved to Asia in 1991, working for a large international investment bank and later became the Head of Investment Advisory Group of their Private Bank in Hong Kong. Most recently, he was the Head of Investment Services, Advisory and Discretionary for two boutique Swiss private banks.
Mr. James obtained an Honors business degree from Wilfrid Laurier University, Waterloo Canada, and an MBA from the University of Toronto, Toronto Canada
Following 8 years in the UK, he moved to Asia in 1991, working for a large international investment bank and later became the Head of Investment Advisory Group of their Private Bank in Hong Kong. Most recently, he was the Head of Investment Services, Advisory and Discretionary for two boutique Swiss private banks.
Mr. James obtained an Honors business degree from Wilfrid Laurier University, Waterloo Canada, and an MBA from the University of Toronto, Toronto Canada
Administrative Details
Code
TQPWM17001501
Date & Time
Thursday, 26 Oct 2017 (06:30 PM - 09:30 PM)
Venue
HKSI Institute Training Centre
Language
English
Hours
SFC:3.0, PWMA:3.0
Fees