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.
Public Class & In-house Class
Regular Program & Executive Program
Continual Professional Development (CPD) Program
Global Executive Class Program (EUROPE)
|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 :
Acknowledged & fully supported by the Stakeholders :
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)