Certified Wealth Managers' Association (CWMA) in cooperation with MCI ASIA Group (an official training provider of CWMA) will cond...
Upcoming Program
24 Apr 2024
The 6th International Wealth Management Conference 2024
The 6th International Wealth Management Conference 2024 with the theme "Crafting Resilient Portfolios and Scaling Advis...
15 May 2024
Public Class Batch 53
Certified Wealth Managers Association (CWMA) in cooperation with MCI ASIA Group (an official training provider) w...
06 Jun 2024
Global Executive CWM®️ Program 2024
Wealth Management 2024: Re-Imagining Engagement
In recent years, Wealth Management continues to grow and show a signif...
WHAT IS WEALTH MANAGEMENT ?
A comprehensive and cohesive system aimed at protecting & preserving assets, growing accumulating assets, and transitioning assets.
A holistic Approach that seeks to coordinate High Net Worth Individuals’ needs over their lifetimes with the needs of their families.
It’s the ability to engage in all aspects of our client’s financial situations.
The core skills and knowledge required for success is Quality Services, Skills, Integrity, Know Your Products, Ethics, Track Record, and Attitude.--Wealth Management Certification Program--
