搜尋結果
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.
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.
- 390KB
- 12
其他人也問了
Is cpwp Module 1 syllabus updated?
Who is responsible for Module 1 of cpwp?
What is cpwp Module 2 refresher programme?
Is cpwp Module 2 exam open?
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.
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。
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.
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:
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.