CPWP® / CPWPA® Information and Sharing Session

We are pleased to invite you to a CPWP® / CPWPA® Information and Sharing Session, featuring several of our CPWP Ambassadors who will share their personal career journeys and experiences as certified private wealth professionals.

Whether you are considering pursuing the Certified Private Wealth Professional Associate (CPWPA®) or Certified Private Wealth Professional (CPWP®) certification yourself, or know colleagues who may be interested, this session offers an excellent opportunity to learn more about these industry-recognised qualifications and the professional community behind them.

The session will feature experienced industry practitioners and CPWP® certificate holders, who will share their career journeys and reflect on how the CPWPA® and CPWP® certifications have supported their professional development, expanded their networks, and contributed to their career progression within the private wealth management industry.

Participants will gain insights into:

  • What the CPWPA® and CPWP® certifications represent and their significance within the private wealth management industry
  • The value of becoming part of a growing network of certified professionals and industry peers
  • Personal stories from CPWP® certificate holders and how certification has supported their professional development, credibility, and career progression
  • Eligibility requirements, application procedures, and practical guidance on obtaining the certifications
  • Continuing Professional Training (OPT/CPT) requirements and how to maintain CPWPA® / CPWP® certification status

Whether you are considering professional certification, seeking to further develop your expertise, or looking to connect with a growing community of certified professionals, this session provides a valuable opportunity to learn directly from experienced practitioners and gain a deeper understanding of the CPWP® / CPWPA® pathway.

We would also encourage you to share this invitation with colleagues who may be interested in learning more about these industry-recognised qualifications.

Event Details

TopicFrom Industry Experience to Professional Certification: CPWP® / CPWPA® Sharing Session
Date28 July 2026 (Tuesday)
Time4:00pm – 4:30pm Registration and Networking
4:30pm – 5:30pm Fireside Chat and Discussion
VenueCentral District
Venue details will be provided in the confirmation email upon successful registration.
LanguageEnglish
OPT / CPT1 OPT / CPT Hour

Interested members please contact us at pwmaevent@pwma.org.hk.

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