Wealth Management

[Webinar] Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme - Topic 6 to 9 and CPWP Module 1 Paper 2 Examination [Package]

Overview

This is the package of Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 6 to 9 and CPWP Module 1 Paper 2 examination. If you enrol in this package, you will enjoy a 30% discount off the standard price of the training programme.

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 CPWP Module 1 Paper 2 Examination details, please refer to www.hksi.org/en/qualification/professional-qualifications/cpwp/overview/

Who Should Attend

It is primarily targeted to CPWP candidates who wish to take the CPWP Module 1 Paper 2 Examination.

Administrative Details

Code
TQPWM21007302
Date & Time
Tuesday, 27 Apr 2021 (06:30 PM - 09:00 PM) (Virtual Platform)
Friday, 30 Apr 2021 (06:30 PM - 08:30 PM) (Virtual Platform)
Monday, 3 May 2021 (06:30 PM - 09:00 PM) (Virtual Platform)
Wednesday, 5 May 2021 (06:30 PM - 08:30 PM) (Virtual Platform)
Wednesday, 26 May 2021 (04:20 PM - 06:00 PM) (CBE Centre, Room 510, Wing On Centre, 111 Connaught Road Central, HK)
Wednesday, 26 May 2021 (04:20 PM - 06:00 PM) (HKSI Institute, Room 510, Wing On Centre, 111 Connaught Road Central, HK)
Language
English
Hours
SFC:9.00, PWMA:9.00
Fees