Application Form for Certified Retail Wealth Professional (CRWP) Certification

Thank you for applying for certification of the Enhanced Competency Framework on Associate Retail Wealth Professional (ECF-ARWP). Please read below Important Notes before filling in the application form. It requires approximately 20 minutes to complete the whole application. Please ensure you have sufficient time before starting.

Important Notes:

The application is for the Relevant Practitioner engaged by an Authorized Institution (AI) at the time of application ONLY.
Read carefully the Guidelines of Certification Application for Certified Retail Wealth Professional (CRWP) BEFORE completing this application form.
Only completed application form with all valid supporting documents, including the HR Verification Annex form, will be processed.

Document Checklist *

Annex of Key Roles / Responsibilities verified by the HR department of your organisation
Copy of your HKID / Passport
Copies of qualification: Passed examination result of Module 7 and / or Professional Certificate for ECF on Retail Wealth Management (RWM) within 3 months after issuance

To facilitate the application process, please check the above items and have them be ready for upload before submission to the Institute. Thank you.

Read and agree to start *

I have read and understand the Important Notes and confirm that I am ready to proceed with the application.

Current Membership No. ( If applicable )

Salutation *

Surname *

e.g. CHAN (as shown on identity document)

Given Name *

e.g. Tai Man (as shown on identity document)

Preferred Name

e.g. John, Peter, Mary

Name in Chinese

(as shown on identity document)

HKID / Passport No. *

Please enter A1234567 if HKID is A123456(7)

Date of Birth *

Mobile No. *

Office No.

Primary Email *

All HKIB Training Confirmation, Examination Attendance and related communication will be sent to this email

Secondary Email

Correspondence Address *

University / Tertiary Institution *

Please state your highest RELEVANT academic qualification only.

Qualification Awarded *

Qualification Obtained

e.g. Bachelor of Arts (Hons) in Accounting

Awarded / Graduation Year *

e.g. 2012

Other Professional Qualifications

Issuing Authority

Name of Current Employer *

Employed since

Job Title *

Department

Total number of years in RWM: *

No of Year(s)

Plus: total number of months in RWM Function Position

No of Month(s)

Eligibility of CRWP Certification

Applicants fulfill relevant criteria may apply CRWP certification of ECF on RWM. Years of Experience required: At least 2 years relevant work experience accumulated within 4 years immediately prior to the date of application.

I fulfill below relevant criteria *

I confirm I fulfill below relevant criteria :

1. Completed the training modules and passed the examination for the Core and Professional Levels (Modules 1 – 7 of ECF on Retail Wealth Management); and

2. Possessing at least 2 years of relevant work experience accumulated within 4 years immediately prior to the date of application, but does not need to be continuous; and

3. Employed by an AI at the time of application.

Relevant Employment History

List all relevant employment history in Retail Wealth Management function in reverse chronological order . Work experience does not need to be continuous. Each position listed requires a separate HR Verification Annex form.

How many relevant employment history will be listed ? *

e.g. Enter 2 to show two employment historys

Payment

Non-refundable Certification Fee for CRWP ( valid until 31 December 2023 ) *

Not currently a HKIB Member – $ 1,730.00
Current and valid HKIB Ordinary Member – $ 600.00
Current and valid HKIB Professional Member (Waived) – $ 0.00
Current and valid Senior Member (Members aged 60 or above regardless of Membership Class) – $ 1,530.00
HKIB Default Member* – $ 3,730.00

* HKD2,000 reinstatement fee + HKD1,730 certification fee

I would like to pay by: *

Total Fee Paid

$ 0.00

Documents Upload

Click or drag files to this area to upload. You can upload up to 10 files.

Please provide your HKID copy, academic proof, work experience proof, HR verification annex, etc. Maximum upload capacity: 10MB, if the files exceed the limit, please contact HKIB’s Professional Assessment & Certification Department for further arrangement, email: cert.gf@hkib.org or (852) 2153 7865.

Declaration

Declaration related to Disciplinary Actions, Investigations for Non-compliance and Financial Status

If you have answered “YES” to any of the questions below, please provide details by attaching all relevant documents relating to the matter(s).

1. Have you ever been reprimanded, censured, disciplined by any professional or regulatory authority? *

Yes
No

2. Have you ever had a record of non-compliance with any non-statutory codes, or been censured, disciplined or disqualified by any professional or regulatory body in relation to your profession? *

Yes
No

3. Have you ever been investigated about offences involving fraud or dishonesty or adjudged by a court to be criminally or civilly liable for fraud, dishonesty or misfeasance? *

Yes
No

4. Have you ever been refused or restricted from the right to carry on any profession for which a specific license, registration or other authorization is required by law? *

Yes
No

5. Have you ever been adjudged bankrupt, or served with a bankruptcy petition? *

Yes
No

Terms and Condition

Read and agreed with the Privacy Policy Statement *

I have read and agreed with the Privacy Policy Statement.

Read and agreed with the Acknowledgement and Declaration *

I have read and agreed with the Acknowledgement and Declaration .

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Please enter your FULL NAME to confirm the application *