Calling all CWMA® members! Take your wealth management skills to the next level with our CPD Program: Advance Learning in Wealth Management. This program is designed to help you stay ahead in the ever-evolving Wealth Management while earning 18 CPD points to maintain your professional credentials.
Don’t Miss This Opportunity to Advance Your Career!
Secure your spot today and stay at the forefront of wealth management.
PROGRAM DETAILS BATCH 1:
- Duration: 6 August – 29 October 2025
- Format: Fully online – learn at your convenience!
- CPD Points: Earn 18 CPD points upon completion.
*Enroll Now and Earn Your CPD Points!*
SESSION:
Session 1: Navigating Inflation: “Strategies for Protecting and Growing Client’s Wealth.”
Session 2: Fixed Income Investing in a High-Rate Environment: “Strategies for Fixed Income Investors in a High-Rate Environment.”
Session 3: Equity Markets in an Inflationary Environment: “Growth vs Value Stocks: Navigating Rising Rates.”
Session 4: The Role of Alternative Investments in Inflationary Periods: “Alternative Investments for Inflation Protection.”
Session 5: Real Assets and Inflation Hedging in Sharia Wealth Management: “Gold and Precious Metals in Sharia-Compliant Investing.”
Session 6: Tax Implications of Inflation and Rising Rates: “Impact of Rising Rates on Tax-Efficient Investments.”
Session 7: Impact on Managing Retirement Portfolios: “Inflation and Rising Rates: Challenges for Retirement Portfolios.”
Session 8: Long-Term Wealth Preservation Strategies: “Building Inflation-Resilient Portfolios for Generational Wealth.”
Session 9: Subject to confirmation