Hong Kong Society of Wealth Management

is equipped with qualified and profound trainers who have good experience in the financial industry particularly in retail banking and private banking, wealth and asset management, risk and compliance, and treasury realm who will deliver quality training. They will facilitate learners to attain various Professional Qualifications, i.e. ECF on Private Wealth Management, Retail Wealth Management (RWM), AML/CFT, Cybersecurity, Credit Risk and Treasury Management; CFA, FRM, CFP and Certified Banker (CB), etc.

ECF - Following the announcement of the launch of the ECF in 2014, The Hong Kong Monetary Authority (HKMA) encourage banks to plan ahead and to monitor the progress of their staff members in meeting the ECF benchmark.

The ECF covers 6 Professional Business Streams of Banking:

• Retail Wealth Management (RWM)
• Anti-Money Laundering and Counter-Terrorist Financing (AML/CFT)
• Cyber-security
• Credit Risk Management
• Risk Management, Compliance and Internal Controls
• Treasury Managemet

HKSWM offers intensive training in way of approaching questions and answering techniques. Our professional trainer will also focus on special training in overview of common mistakes in the examinations, examples of misinterpreting questions, etc. The training courses will consist four parts with 6 hours training with a mock examination for each part.

HKSWM offers tailor-made group lessons for candidates who has not yet completed the examination successfully. We will provide consulting to candidates by referring to their examination result. The trainer will confirm the level of understanding in the learning concepts and to identify the reasons for not passing examination. Candidates will receive good care based on the individual potential. Personal attention will be paid to the areas of doubt or weakness. Mock examination in each topic will be prepared based on syllabus and professional experience of consultants. Our consultants / trainers will also assess and evaluate the mock examination results and to strengthen the areas with poor performance.

HKSWM provides in-house training courses relating to private wealth management industry, retail wealth management, corporate banking, AML and compliance, investment, treasury, risk management, cybersecurity, and FinTech etc. We will also provide tailor-made training for financial institutions in Hong Kong, Macau and mainland China to cater for their unique staff development need.

Our team have excellent experience in industry and professional event management particularly the partnering with regulatory bodies. We will provide a comprehensive range of event, industry award, conference and seminar management services. We are flexible in our approach and can tailor our services to organizations’ requirements to ensure they achieve goal.

Below are examples of services we will provide:

• Allocation of a dedicated Event Manager – your single point of contact for everything related to your event
• Sourcing of the venue – we can undertake a thorough venue search on your behalf and present you with venues suitable to your events requirements
• Preparation and distribution of all registration and promotional materials
• Liaison with the venue on all venue related matters:  initial contract negotiation and review, coordination of food and beverage requirements, access for exhibitors, conference deliveries and collections; special dietary requirements.
• Sourcing and coordination of conference satchels, name badges, function tickets, delegate lists, conference programmes, local maps, tourist information and entertainment as required.
• Sourcing of MCs, Speakers, and Entertainment.
• Be present on site at all times throughout your event to ensure it runs smoothly on the day.

HKSWM offers a range of training and business solutions to organizations. Our training consultancy services include development of a flexible training plan relevant to organization’s or employees' needs and developing accredited and client contextualized training and assessment. We are able to provide partnership arrangements to organizations to enhance competency by developing accredited qualifications. Partnerships with HKSWM allow organizations to build comprehensive training and qualifications framework to their employees or industry practitioners to meet industry requirements and being recognized by industry. Our experts have extensive experience in assisting organization to apply accreditation which will be up to Level 6 (Master’s degree) qualification programmes under Hong Kong Qualifications Framework.

Our experts have also involved in the government projects of writing the Specification of Competency Standards (SCS) manual and Vocational Qualification Pathway (VQP) for retail banking .