This is the package of Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 1 to 5.
The CPWP Programme consists of the following topics:
Topic 1: Basic Products: Fixed Income Instruments, Equity Securities and Foreign Exchange
Topic 2: Derivatives and Structured Products
Topic 3: Investment Funds and Alternative Investments
Topic 4: Portfolio Management: Theories and Practices
Topic 5: Lending and Leverage
For details of each unit, please refer to its respective course page.
Who Should Attend
It is primarily targeted to CPWP candidates who wish to take the CPWP Module 1 Paper 1 Examination. It is also relevant to those PWM practitioners who would like to enhance their knowledge and skills in wealth management products.