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

    Under the ECF, two competency-related modules, Module 1 on Technical, Industry and Product Knowledge and Module 2 on Ethics and Compliance, are developed to set the standard for PWM practitioners. The HKSI Institute is responsible for Module 1 of the

  2. Under the ECF, two competency-related modules, Module 1 on Technical, Industry and Product Knowledge and Module 2 on Ethics and Compliance, are developed to set the standard for PWM practitioners. The HKSI Institute is responsible for Module 1 of the

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  4. Certified Private Wealth Professional (CPWP) Module 1. Programme Details. Paper 1 and 2 eLearning are now open for enrolment for CPWP examination candidates. Please refer to the links below for course details. * Provided by PWMA as the unique study support of this topic.

  5. PWM practitioners with less than 10 years of relevant work experience are required to pass the examinations for both Module 1 and Module 2. Please refer to “Guidelines for CPWP Certification” for details on CPWP certification eligibility criteria and requirements.

  6. 銀行專業資歷架構. 註冊私人財富管理師 (CPWP) 當公會會員機構的相關從業員順利完成銀行專業資歷架構規定的相關課程與達致所規定的考試成績,並擁有所需的工作經驗,私人財富管理公會將把「註冊私人財富管理師」的稱號 (CPWP) 授予相關從業員。 銀行專業資歷架構已列明下列人士的認證要求: 於2014年12月31日或之前,具備至少10年相關工作經驗的相關從業員可獲豁免遵守新規定;及. 於2014年12月31日或之前,具備不足10年相關工作經驗的相關從業員不符合資格豁免遵守新規定。 請參閱「註冊私人財富管理師的認證途徑」,了解詳情。 1. 具備至少10年相關工作經驗的私人財富管理從業員. 銀行專業資歷架構將視乎從業員的工作經驗,提供一次性豁免。

  7. 分别为即Module 1Module 2,其中Module 1 有两个科目,即Paper1 和Paper 2,其中Paper 1 是针对技术、行业以及产品知识的内容,比较具体,内容较多,有计算题,涵盖了金融市场常见的投资产品; Paper 2 则相对偏重金融市场的概念,例如金融市场的特点、投资策略以及 ...

  8. To assist candidates to prepare for the Certified Private Wealth Professional (CPWP) Module 1 Examination Paper 1 - Financial Instruments, the HKSI Institute has launched the eStudy Manual. With effect from 1 November 2018 to 30 November 2020, examination questions of the CPWP Module 1 Examinations will be based on this manual.

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