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  1. www.hksi.org › professional-qualifications › cpwpOverview - HKSI

    Certified Private Wealth Professional (CPWP) Module 1 Examination. A Task Force chaired by the Hong Kong Monetary Authority (HKMA) and comprises representatives from Private Wealth Management Association (PWMA), the Hong Kong Institute of Bankers (HKIB) , Hong Kong Securities and Investment Institute (HKSI Institute) and Treasury Markets ...

  2. CPWP. Relevant Practitioners will be certified by the PWMA as CPWP, when they have successfully completed the programme and examination requirements under the ECF and have the prerequisite work experience. The requirements for CPWP certification have been set forth for –.

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  4. CPWP 認證續期. 為了保持專業性及掌握最新發展,獲得「註冊私人財富管理師」名銜的相關從業員須每年完成不少於10小時的持續專業培訓 (「OPT」),以維持CPWP認證。 請參閱「CPWP 認證續期 (持續專業培訓)指引」,以了解持續專業培訓的規定。 逾期提交或無法達到OPT培訓時數需求的申請會被施加額外條件。 如有任何查詢,可與公會聯絡。 認可及豁免機制. 私人財富管理公會成立了認可及豁免委員會,負責評估及批准銀行專業資歷架構下的認可申請或豁免申請,以及CPWP認證申請。 認可及豁免委員會還制訂和更新認可和豁免準則和指引,據此評估有關認可、豁免及CPWP認證的申請。 認可及豁免委員會包括具備相關知識和經驗的外部人員,包括資深的前私人財富管理從業員、學者和其他相關專業人士。 申請表.

  5. EXAMINATION REGULATIONS OF CERTIFIED PRIVATE WEALTH PROFESSIONAL (CPWP) MODULE 1 EXAMINATION. Before attending their examinations, candidates are advised to read all the rules and regulations set out under the headings “General Rules”, “Proof of Identity”, “Use of Electronic Calculators” and “Misconduct” carefully.

  6. The Certified Private Wealth Professional (CPWP) Bridging Programme is jointly organised by the Hong Kong Securities and Investment Institute (HKSI Institute) and Hong Kong Institute of Bankers (HKIB) is designed for holders of Certified Retail Wealth Professional (CRWP) Certification to equip them with the technical and product knowledge as ...

  7. The CPWP Module 2 Examination is open for all interested parties. If applicants wish to sit the examination for CPWP Certification purpose, they are advised to check with PWMA with regard to the registration requirements before enrolment in the CPWP

  8. Application for CPWP certification should be received by PWMA not later than 3 months from the end of the validity period of the examination result. For illustrations of validity period of examination results for applying for CPWP certification, please refer to the FAQ (http://www.pwma.org.hk/index.php/Ecf/faq). PWMA.