Overview
This is the package of Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 6 to 9.
The CPWP Programme consists of the following topics:
Topic 6: Wealth Planning
Topic 7: Behavioural Finance
Topic 8: Customer Relationship Management
Topic 9: Overview of Private Wealth Management Industry
For details of each unit, please refer to its respective course page.
For those taking the examination, you will receive a special discount to enrol in this package, which includes Topic 10: Overview of PWM Markets: Hong Kong, Mainland China and Asia-Pacific as part of the enrollment.
Who Should Attend
It is primarily targeted to CPWP candidates who wish to take the CPWP Module 1 Paper 2 Examination. It is also relevant to those PWM practitioners who would like to enhance their knowledge and skills in wealth management products.
Administrative Details
Monday, 19 Jul 2021 (12:00 AM - 01:30 AM)
Tuesday, 27 Jul 2021 (12:00 AM - 02:00 AM)
Non-Member: HK$4,200
Staff of Corporate Member: HK$2,100