Overview
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 T13 Mainland China and Asia-Pacific Financial and PWM Markets is one of the training sessions.
Content Highlight
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 T13 Mainland China and Asia-Pacific Financial and PWM Markets 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 Risk Management
Who Should Attend
This course is relevant to CPWP candidates who wish to take the CPWP Module 1 Paper 1 Examination and those PWM practitioners who would like to enhance their knowledge and skills in wealth management products.
Instructor / Speaker
Alvin MA
Alvin has extensive training experience and is one of the Certified Private Wealth Professional (CPWP) Module 1 trainer.