Last update: 09-04-2013
CFMPTM Examinations are designed to assess the professional knowledge and skills in banking products and financial planning services. The achievement of CFMPTM is preferred for future career advancement in the wealth management industry.
To assist members to better prepare the CFMPTM examinations, HKIB provides flexible examination preparatory public programmes and in-house programmes.
- Tuition Programmes (Stage 2)
Examination Preparatory Programmes consist of TEN 3-hour lectures for each subject. Assessment test will be taken at the end of each programme.
- Self Learning Programmes (Stage 1 & Stage 2)
Alternatively, members may also study independently for the examination according to their own pace and schedule. A Self-Study Pack and one tutorial session are complimentarily provided to the members upon enrollment of the examinations.
HKIB and CUSCS (School of Continuing and Professional Studies, The Chinese Univesity of Hong Kong) have jointly collaborated to organize the qualifing programme of Stage 1 for CFMPTM. For further details, please visit www.scs.cuhk.edu.hk/business.
Schedule & Enrollment
The CFMPTM Examinations will be conducted twice a year in Hong Kong. Please click HERE for the programme outline and schedule.