概要
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.
對象
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.