PROGRAMME AND EXAMINATION PROVIDERS

Programme and Examination Providers

Relevant Practitioners have the option to attend programmes offered by external training institutions or internal training programmes offered by PWM institutions.

External Training Institutions

Hong Kong Securities and Investment Institute (HKSI) and The Hong Kong Institute of Bankers (HKIB) will be the providers for the initial programmes and examinations for Module 1 – Technical, Industry and Product Knowledge and Module 2 – Ethics and Compliance respectively.

Please refer to the HKSI and the HKIB websites for additional information regarding the programmes and examinations.

PWM Institutions’ Internal Training Programmes

PWM institutions that provide relevant in-house training programmes with internal examinations may apply to the PWMA for accreditation of their in-house programmes and internal examinations. Relevant Practitioners who have satisfactorily completed the accredited in-house programme and passed the internal examinations may apply for CPWP certification.