Chartered Wealth Manager


Chartered Wealth Manager™

Course Overview
This program is designed to enhance your career. It is a must for all banking, insurance and financial professionals. It is light on theory, heavy on results, practical and pragmatic – a true practitioner’s knowledge series.

Course Objective
Chartered Wealth Manager™ (CWM™) has been designed especially for Wealth Managers, the person that is directly responsible for advising the High Net Worth Individuals (HNWI) client. The CWM™ must have the ability to assimilate complex financial concepts in a dynamic global environment in order to funnel these into sound and sustainable wealth management advice to the HNWI client.

Course Structure
5-day fast track course, flexible number of participants, trainer led lectures, break-out discussions, real life case studies, role play, experiential learning activity, quizzes, end of course examination/assessment.