The Hong Kong Society of Wealth Management (HKSWM) is dedicated to providing professional examination-assisted training programs to banking and financial practitioners, preparing them for the attainment of professional qualifications from recognized bodies in Hong Kong, Macau, and overseas. In addition, HKSWM offers a comprehensive range of professional services, including Continuing Professional Development (CPD) training programs, consultancy services, and project and event management.

Our mission is to contribute to the professional development of banking and financial practitioners and executives, fostering the growth of the financial industry in the region. To achieve this, HKSWM collaborates with industry professionals and experts from private wealth management, fund management, universities, leading business schools, and other professional bodies..

Our Team of Subject Experts include:

• Experienced trainers and speakers who understand professional examination and assessment requirements and can troubleshoot challenges;
• Skilled tutors who provide techniques to enhance question-answering abilities;
• • Industry experts who offer insights, market updates, regulatory requirements, and best practices.