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1. www.hkib.org › pdf › 1709690323_Flyer_CPWP_M2_Apr_2024(CPWP) Module 2 Ethics and Compliance Refresher Programme - HKIB

   www.hkib.org › pdf › 1709690323_Flyer_CPWP_M2_Apr_2024

   Target Audience. By the end of programme, the participant will be able to: PWM Industry Practitioners. Engaged by PWM institutions who are involved in. Demonstrate an adequate understanding and customer-facing roles making personalized or practical application of legal and regulatory customized solicitations or recommendations to requirements ...

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

   www.hkib.org › page › 82

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   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.

3. 其他人也問了

   What is cpwp Module 2 refresher programme?

   • 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. Candidates have the flexibility to select the topics based on their learning needs.

   Private Wealth Management - HKIB

   www.hkib.org/page/82

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   Who is responsible for Module 1 of cpwp?

   • The HKSI Institute is responsible for Module 1 of the Certified Private Wealth Professional (CPWP) including both training programme and examination. - Refer to Admission Form, accessible three working days prior to the examination on the Online Portal.

   Overview - HKSI

   www.hksi.org/en/qualification/professional-qualifications/cpwp/overview/

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   What is the cpwp bridging programme?

   • The CPWP Bridging Programme aims to bridge the gap between the syllabus of traditional CPWP Module 1 (Paper 1) and Module 2 and ECF-RWM by providing a trimmed down version of training with an assessment that avoids content duplication.

   What is the difference between the CPWP Bridging Programme and the …

   www.pwma.org.hk/en/ecf_faqs/what-is-the-difference-between-the-cpwp-bridging-programme-and-the-traditional-ecf-for-cpwp-module-1-and-2-how-do-i-apply-for-cpwp-certification/

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   Where can I view the cpwp Module 1 training?

   • The training is available for candidates to view via the "My eCourses" tab of the "Menu" of the HKSI Institute Mobile to assist candidates in their preparing for the CPWP Module 1 Examination. Both the e-Seminar and sharing session will be accessible from the day after enrolment for up to 90 days.

   Overview - HKSI

   www.hksi.org/en/qualification/professional-qualifications/cpwp/overview/

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   What is cpwp Module 1 E-seminar & sharing session?

   • to assist candidates in their preparing for the CPWP Module 1 Examination. Both the e-Seminar and sharing session will be accessible from the day after enrolment for up to 90 days. to help candidates enhance their understanding of important knowledge base and practical skills on the topics to be examined.

   Overview - HKSI

   www.hksi.org/en/qualification/professional-qualifications/cpwp/overview/

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   How long is the cpwp exam result valid for?

   • The result of each examination paper for both Module 1 and Module 2 is only valid for five years (counting from the date of the examination) for the purpose of applying for CPWP certification. For details of the requirement for CPWP Certification, please refer to the

   Overview - HKSI

   www.hksi.org/en/qualification/professional-qualifications/cpwp/overview/

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

   www.hksi.org › professional-qualifications › cpwp

   • 網頁紀錄

   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 › en › ecf_faqsWhat is the difference between the CPWP Bridging Programme ...

   www.pwma.org.hk › en › ecf_faqs

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   The CPWP Bridging Programme aims to bridge the gap between the syllabus of traditional CPWP Module 1 (Paper 1) and Module 2 and ECF-RWM by providing a trimmed down version of training with an assessment that avoids content duplication.

6. www.moebius.asia › courseMoebius | Certified Private Wealth Professionals (CPWP) ...

   www.moebius.asia › course

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   By the end of programme, the participant will be able to: • Demonstrate an adequate understanding and practical application of legal and regulatory requirements, and ethics relevant for practitioners

7. www.pwma.org.hk › en › ecf_faqsWhat are the criteria for applying for CPWP certification ...

   www.pwma.org.hk › en › ecf_faqs

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   2015年4月1日 · There are two conditions that must be met before applying for CPWP certification: (a) Minimum 3 years’ experience as a Relevant Practitioner within private wealth management institution (s) out of the most recent 5 years; and. (b) Passed all examination papers for both Module 1 and Module 2 of ECF.

8. oes.hksi.org › enrol › activityDetailHKSI Institute – Enrol Activity

   oes.hksi.org › enrol › activityDetail

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   This programme aims to bridge the curriculums between CPWP (Module 1 Paper 1 and Module 2) and the Enhanced Competency Framework on Retail Wealth Management (ECF-RWM) by filling the gap in those unmapped syllabi between the mentioned curriculums. It provides a trimmed version for individuals who completed ECF-RWM Modules 1 to 7 or grandfathered ...