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Continuous Professional Training Courses Topic 11 – Portfolio Management-Theories and Practices Overview The Enhanced Competency Framework (ECF) for Private Wealth Management (PWM) Practitioners, which was rolled out in June 2014, sets out an enhanced level of core competence and on-going professional development of PWM practitioners who undertake customer-facing roles. To qualify as a Certified Private Wealth Professional (CPWP), PWM practitioner is required to pass the CPWP Modules 1 2 Examinations. HKSI Institute offers the CPWP Module 1 Refresher Programme which is designed to help candidates of the CPWP Module 1 Examinations build a strong knowledge base and practical skills on the topics to be examined by learning or refreshing the content covered in the Study Manuals. It has 14 training sessions and T11 Portfolio Management-Theories and Practices is one of the training sessions. Learning Objectives Although each training session has its own syllabus which is defined by the ECF for PWM Practitioners, the overall learning objectives of each training session will be the same. By the end of the training session, the participants will: Be able to tell the learning outcome and content coverage of each topic to be examined Have the key concepts and/or practical skills of each topic refreshed Be able to identify areas that they should focus when they prepare for the examination Content Each training session is highly interactive and practical examples and exercises will be provided. The content of the training session is based on the CPWP Module 1 syllabus (please refer to CPWP Module 1 Syllabus for details) and the CPWP Module 1 Study Manuals. The high level outline of T11 Portfolio Management-Theories and Practices is HONG KONG SECURITIES AND INVESTMENT INSTITUTE 5/F, Wing On Centre, 111 Connaught Road, Central, Hong Kong Professional Education and Train