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  1. 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. 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.

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  4. This section aims to assist candidates in preparing for the CPWP Module 1 Examination offered by the HKSI Institute. It explains the features of examination questions and provides some examination strategies and techniques that will be useful to candidates in their examination preparation.

  5. 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.

  6. 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 ...

  7. CPWP全稱為“香港註冊私人財富管理師”(Certified Private Wealth Professional),就是針對香港私人財富管理師的考試。. 該考試為香港金管局(the Hong Kong Monetary Authority (“HKMA”))、香港財富管理公會(Private Wealth Management Association (“PWMA”))、香港銀行學會(the Hong ...

  8. The HKSI Institute has developed the Sample Practice Test (the “Test”) to assist candidates of the CPWP Module 1 Examination (the “Examination”) in preparing themselves for the Examination. The Test is offered in both online and paper-based formats with