The Enhanced Competency Framework (ECF) for Private Wealth Management (PWM) Practitioners, which was rolled out in June 2014, sets out an enhanced level of core competence and on-going professional development of PWM practitioners who undertake customer-facing roles. To qualify as a Certified Private Wealth Professional (CPWP), PWM practitioner is required to pass the CPWP Modules 1 & 2 Examinations.
HKSI Institute offers the CPWP Module 1 Refresher Programme which is designed to help candidates of the CPWP Module 1 Examinations build a strong knowledge base and practical skills on the topics to be examined by learning or refreshing the content covered in the Study Manuals. It has 14 training sessions and T10 Wealth Planning is one of the training sessions.
Each training session is highly interactive and practical examples and exercises will be provided. The content of the training session is based on the CPWP Module 1 syllabus (please refer to CPWP Module 1 Syllabus for details) and the CPWP Module 1 Study Manuals.
The high level outline of T10 Wealth Planning is
1. CPWP Module 1 Refresher Programme Overview and its key learning objectives
2. Topic overview including the key focus of the training session and the learning outcomes as stated in the study manual
3. Key content includes
- Overview of Wealth Planning Services
-- Trust Solutions
-- Foundation Solutions
-- Insurance Solutions
Who Should Attend
It is primarily targeted to CPWP candidates who wish to take the CPWP Module 1 Examinations. It is also relevant to those PWM practitioners who would like to enhance their knowledge and skills in wealth management products.
Instructor / Speaker
Thelma Kwan is a Barrister specializing in family and trust law in Hong Kong. She has previously spent 24 years in the private banking industry, in the trust and wealth planning segment of various private banks. Her last role, before returning to legal practice, was Head of Wealth Advisory for Asia Pacific for a large UK Bank running a team of wealth advisers in the Asia region. While her mandates were various, Thelma’s interest and focus had been serving clients in their wealth planning needs with a holistic approach; taking into regard issues including family succession planning, asset protection, business succession, and cross border tax issues.
Friday, 23 Feb 2018 (18:30 - 21:30)
HKSI Institute Training Centre