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Certification Programs

T he Wealth Management Certification Program is designed and developed in accordance with the KepMenakertrans regarding SKKNI (Standard Kompetensi Kerja Nasional Indonesia) No. 100/II/KM/2007. Financial Sector, Banking Sub Sector, Wealth Management Division, and the Regional Model Competency Standard (RMCS) these are used in United Kingdom (UK), Canada, Australia and other Commonwealth Countries.

Wealth Management Certification Program

  • 1

    Public Class & In-house Class

  • 2

    Regular Program & Executive Program

  • 3

    Continual Professional Development (CPD) Program

  • 4

    Global Executive Class Program (EUROPE)

Professional Designation

WM01 Fundamental of Wealth Management Affiliate Wealth Manager (Aff.WM)
WM02 Investment & Portfolio Management -
WM03 Risk Management & Insurance Associate Wealth Manager (AWM)
WM04 Legal Aspects, Ethics & Tax Management -
WM05 Managing Pension & Estate -
WM06 Practices in Wealth Management Qualified Wealth Manager (QWM)
WM07 International Program Certified Wealth Manager (CWM)


Using the International Competency Standard i.e Regional Model Competency Standard (RMCS) that is used in United Kingdom (UK), Canada, Australia and others Commonwealth Countries.

Acknowledged among the States Member of AFTA, APEC and WTO through MRA scheme (Mutual Recognition Agreement).

In line with Ministrial Decree of Labor and Transmigration no. 100/MEN/II/2007 pertaining Indonesia National Working Competency Standard in Financial Sector, Banking Sub Sector, Wealth Management Department.

To attain a prestigious Professional designation as :

  • Affiliate Wealth Manager (Aff. WM)
  • Associate Wealth Manager (AWM)
  • Qualified Wealth Manager (QWM)
  • Certified Wealth Manager (CWM)

Acknowledged & fully supported by the Stakeholders :

  • Regulators (Otoritas Jasa Keuangan, Bank Indonesia, Depnakertrans, BNSP)
  • Users (Perbanas, Himbara, Asbanda, Perbarindo)
  • Professional Organizations (IBI, CWMA, IAPI, ACI, IRPA)
  • Universities (LM FEB UI, FISIP UI, MM FEB UGM, MM-UI, MM-UPH, STIE Perbanas, LPPI, MCI, ST. Gallen University, Erasmus University, University of Adelaide, Greenwich University)

To possess Global Networking in Financial Services Professionals, Regulators, and other Associated Industries & Professions.

To increase the Professional Competency that can improve professional career & potential income.

To increase and gain the Customer’s Trust & Sales Productivity.

To improve the Self Confidence.

To increase the Personal Branding and selling value in working industry.

To be able to compete with the Global Financial Services Professionals (AEC, AFTA).

The International CWM designation can be used in Business Card, CV and other Professional Qualification.

To prepare for an alternative job & new source of income for retirement (Golden Years).

To attain the Certification of Competency from LSPP (Lembaga Sertifikasi Profesi Perbankan) * (if required)

Secretariat Office :
Sahid Sudirman Center 11th floor Suite A
Jl. Jend Sudirman No.86, Jakarta 10220 - Indonesia.
Ph. +6221 7331745 || Fax. +6221 73447645
Email. ||

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