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Application Form

    Required documents for application

    Required documents Description Copies Download
    Accreditation application form Original / Electronic 2 Download
    Academic qualification certificate(s) Copies 2
    Proof of occupation and professional qualification certificate Copies 2
    Identification Card Copies 2
    2” inch Colour photo Blue / White background 4
    Note: “★” Compulsory documentation for submission. The applicant must also submit the electric versions.

    Fee

    Service Category Category Code Annual Fee
    Professional Wealth Manager CPWM HK$10,000
    Senior International Wealth Management CSIWM HK$20,000

    Assessment Date

    Assessment Category Code Date
    Professional Wealth Manager CPWM 4 Oct – 8 Oct
    Senior International Wealth Management CSIWM 18 Oct – 21 Oct