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  1. www.hkib.org › page › 82Private Wealth Management - HKIB

    The Certified Private Wealth Professional (CPWP) Module 2 Refresher Programme Series helps candidates to review and refresh knowledge covered in CPWP Module 2 Examination syllabus. This series consists of 4 sessions.

  2. www.hkib.org › pdf › 1629949152_EXAM-G-049 CPWP M2 ExaminationCertified Private Wealth Professional (CPWP) Module 2 Ethics ...

    Module 2 is a compulsory module for the CPWP Certification. Coordinated with PWMA, HKIB is the initial provider for the Module 2 training programmes and examinations in Hong Kong.

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  4. 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 Certified Private Wealth Professional (CPWP) including both training programme and examination.

  5. www.pwma.org.hk › tc › 優化專業能力架構註冊私人財富管理師(CPWP) - Private Wealth Management Association

    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，負責評估及批准優化專業能力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。

  6. www.pwma.org.hk › en › ecfCPWP - Private Wealth Management Association

    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.

  7. www.pwma.org.hk › en › ecfSyllabus and Examinations - Private Wealth Management Association

    Please note that updated syllabus for the CPWP Module 1 Examination has been released in December 2020 for Paper 1 and February 2021 for Paper 2. The topics reflecting changes in the revised syllabus for Paper 1 & 2 in comparison with the previous version are summarized in the below table:

  8. www.hksi.org › qualification › professional-qualificationsCPWP Bridging Programme Post-training Examination - HKSI

    Upon completion, the CPWP Bridging Programme participants are equivalent to passing the existing CPWP Examinations of Module 1 (Paper 1) and Module 2. They only need to pass the CPWP Module 1 (Paper 2) Examination to fulfil the examination.

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