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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.
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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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 ...
要獲得註冊私人財富管理師資格(CPWP),從業者必須通過私人財富管理師單元1及2的考試。 香港證券投資學會提供CPWP單元1各課題的溫習計劃。 課程的設計旨在幫助CPWP考生強化基本知識及實務技巧或重溫學習手冊所包涵的內容。
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.
網上申請CPWP及CPWPA認證. 本網站所載的資料僅供閣下參考之用。. 私人財富管理公會在編製本網站時已力求審慎,盡可能使所載資料正確無誤及最新;惟本會並不保證網站內全部或其任何部分的資料在各方面均絕對正確。. 如有疑問,閣下應自行查核網站所載的 ...
Private Wealth Management Association, the Hong Kong Institute of Bankers, Hong Kong Securities and Investment Institute (HKSI Institute) and Treasury Markets Association developed the Enhanced Competency Framework (ECF) for private wealth management (PWM) practitioners to ensure