The CPWP Bridging Programme aims to bridge the curriculums between CPWP (Module 1 Paper 1 and Module 2) and the Enhanced Competency Framework on Retail Wealth Management ("ECF-RWM") by filling the gap in those unmapped syllabi between the mentioned curriculums.

It provides a trimmed version for individuals who completed ECF-RWM Modules 1 to 7 or grandfathered as Certified Retail Wealth Professional to learn about technical and product knowledge as well as ethics and compliance aspect in the context of private wealth management.

Enrolment of this cohort starts on 2 March 2026.

The CPWP Bridging Programme Post-training Examination of this cohort will be held on 15 June 2026 (Monday), 4:00 pm. All computer-based exam candidates MUST schedule their examination via the HKSI Institute Online Portal. Please consult Step 2 of the Scheduling Guide for detailed procedures on scheduling the examination.

*Rescheduling services are not applicable to the CPWP Bridging Post-training Examination.

Note: Examination candidates are required to complete Module 1 before 8 June 2026 (Monday), 23:59, otherwise they might not be allowed to sit for the examination on 15 June 2026.

The Programme consists of the following 2 parts:

Module 1 – Technical and Product Knowledge (7-hour eCourses offered by the Hong Kong Securities and Investment Institute (HKSI Institute))

• Topic 1: Basic Products
• Topic 2: Derivatives and Structured Products
• Topic 3: Investment Funds and Alternative Investments
• Topic 4: Portfolio Management
• Topic 5: Lending and Leverage

Please read the User Guide for instructions of launching Module 1 via the HKSI Institute Online Portal.

Module 2 – Compliance and Ethics (6-hour classroom/webinar lectures offered by The Hong Kong Institute of Bankers (HKIB))

• Chapter 1: Banking Regulations in Hong Kong
• Chapter 2: Securities and Selling Activities related Regulations in Hong Kong
• Chapter 3: Laws & Regulations Relating to Client Engagement and What Happens When Things Go Wrong
• Chapter 4: Beyond Regulatory Prescriptions - Fiduciary Duties, Ethical Values And Professional Conduct

Please note that Module 2 is a live in-person training. For the course date and time, please refer to the "Details" below.

Module 2 Study Materials are available for download via HKSI Institute Online Portal upon successful enrolment.

Note: As the CPT hours of Module 2 will be awarded by HKIB, only attendance record of Module 1 can be downloaded from HKSI Institute Online Portal.

The CPWP Bridging Programme is primarily for CRWP holders or individuals who have completed all modules of the ECF-RWM programme and are interested in obtaining the CPWP qualification.

By submitting your enrolment to the CPWP Bridging Programme, you authorise the HKSI Institute to share any information provided on your enrolment with HKIB to verify your eligibility and organise training sessions under this programme.

​Withdrawal will be arranged for enrolee who DO NOT fulfil any of the above prerequisites. A withdrawal administration fee of HKD500 will be charged.