Our Program

The Wealth Management Certification Program is designed and developed in accordance with the KEMENAKER regarding SKKNI (Standard Kompetensi Kerja Nasional Indonesia) No. 17 Tahun 2018 Tanggal 19 Februari 2018 Tentang PENETAPAN STANDAR KOMPETENSI KERJA NASIONAL INDONESIA KATEGORI AKTIVITAS KEUANGAN DAN ASURANSI GOLONGAN POKOK AKTIVITAS PENUNJANG JASA KEUANGAN, ASURANSI DAN DANA PENSIUN BIDANG WEALTH MANAGEMENT

Inhouse Class

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Professional Designation

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

12 Benefits of Wealth Management Certification Program

  • 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).
  • The decision of the Minister of Labor of the Republic of Indonesia KEPMENAKER No.17 Year 2018 on the determination of the standard of competence of the national job category Finance and Insurance Activities the principal activities of the institution, Financial Services, Insurance and Funds Retirement areas of Wealth Management.
  • 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 (Bank Indonesia, Otoritas Jasa Keuangan, Kemnaker, BNSP)
    - Users (Perbanas, Himbara, Asbanda, Perbarindo)
    - Professional Organizations (IBI, CWMA, IAPI, BARA)
    - Universities (LMFEB-UI, MMFEB-UGM, LPPI)
  • To posses a global networking among Financial Services Professionals, Regulator, and other associated Industries & Professions.
  • To increase the professional competency that can improve Career & Income.
  • To increase and gain the Customer’s Trust.
  • To increase productivity and self confidence in dealing with the customer.
  • To increase professional and selling value in Working Industry.
  • To be able to compete with the other Global Financial Services Professionals.
  • To prepare for an Alternative Job & new source of Income during Retirement.