CWM Chartered Wealth Manager ®
The program concentrates on the practical application of financial and capital markets theory, investment and portfolio management and principles at the operational level within a financial services organization, thus providing momentum for continuing professional and personal development.
$2,390.00
Location: Live Virtual
Course Overview
The program concentrates on the practical application of financial and capital markets theory, investment and portfolio management and principles at the operational level within a financial services organization, thus providing momentum for continuing professional and personal development.
Benefits of Attending
• Explore the latest advances in wealth management strategy and law.
• Expand your wealth management skills by adopting international best practices.
• Develop a checklist of key applied techniques in wealth management that will remain with you throughout your career
• Become an expert in evaluation, diagnosis and planning in working with Super High Net Worth Clients
• Integrate optimum products and services in your wealth management development strategies
• Maximize the impact of your client communications and reporting
• Appreciate the complexities of investing in global markets and develop strategies for managing risk and maximizing returnsWho Should Attend
• Wealth Managers
• Private Bankers
• Relationship Managers
• Insurance Brokers
• Retail Branch Managers
• Corporate Account Managers
• Family Office professionals
• Brokerage and Market Analysts
• Investment Advisors and Financial Planners
• Investment Managers and Analysts
• Stock Market Professionals
• Portfolio and Asset Managers
• Financial Marketing Professionals
• Heads of Financial Accounts
• Financial Controllers
• Operation and Planning ManagersPlus, anyone who is responsible for Wealth Management, Private Banking and Relationship Management.
Certification Body
The GAFM was founded in 1996 by the original founders of the Graduate Leadership Society. The Founders of our Standards Board are CEOs, Executives, Professors, and industry experts from around the globe. We desire to raise education standards and ethics in the business and management industries. The Standards Policy Board awards specialized board certifications, designations, and charters in the fields of: finance, accounting, management, and consulting fields to qualified professionals who have completed internationally recognized or accredited exams & education, government recognized degrees and documented management credentials and experience. Since 1996, the Academy has been promoting accredited graduate standards for certification in business, management, law, and finance. Since the inception with the founding of the Graduate Institute of Leadership in 1996, the Academy has been focused on quality assurance with accredited education, exams, assessment, education, ethics, and continuing education. Further, applicants must also have the necessary experience in practice, research or publications in their respective areas of expertise.
