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Chartered Wealth Manager™ (CWM™) |
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Wealth Management encompasses private banking, estate planning, asset management, legal service resources, trust management, investment management, taxation advice, and portfolio management. Professionalism in the above areas can help high net worth customers to get a clear understanding of their risk capabilities, providing them with advisory service and customized investment portfolios.
With the emergence of wealth management as a career opportunity as well as a professional service under high demand, Chartered Wealth Manager™ (CWM™) credential is a comprehensive and unique program designed for any financial service provider who aspires to take a managerial role in the business of serving affluent customers. After successfully completing this program, you should be able to upgrade both the "hardware" and "software" of your wealth management skill sets.
For more details about the CWM™ certification, please visit IAFM's website
Highlights of the Accredited Body:
International Academy of Financial Management (IAFM)
- A global professional association with more than 200,000 members, associates and affiliates in 145 countries
- Maintaining more than 20 designations in the finance arena
- Qualifications awarded by IAFM are highly recognized globally, especially by the China Bankers Association, the Monetary Authority of Singapore, the Dubai Stock Exchange, the Kuwait Institute of Banking Studies and numerous other professional and trade associations
Course Outline:
- Tipping point of wealth management
- Client profiling and psychology
- Product profiling and innovation
- Investment planning skills
- Portfolio theory and asset allocation
- Security analysis and investment management
- Risk management techniques
- Wealth management compliance
- Selling techniques empowered by Neuro-Linguistic Programming (NLP)
- Servicing as coaching
Chartered Requirements:
- Degree holders : Minimum 4 years of full time working experience with 2 years in finance sector
- Non-degree holders : Minimum 8 years of full time working experience with 4 years in finance sector
- Experience may be gained up to 5 years after completion of the CWM™ Examination
- Completion of a minimum 30-hour education program at an Approved Training Provider of IAFM before sitting for the examination
- A member of IAFM
- A pass in the CWM™ examination
Highlights of Training:
- 40 hours of instructor-led training
- Additional soft skills training
- Guaranteed pass policy (free retake of the training and the exam)
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CWM