Certified Wealth Managers' Association (CWMA®) in cooperation with MCI ASIA Group (an official training provider of CWMA®) will conduct a Wealth Management Certification Program for the prestigious professional title of Certified Wealth Manager (CWM®), Qualified Wealth Manager (QWM®), Associate Wealth Manager (AWM®), and Affiliate Wealth Manager (Aff. WM®) to improve employee competence and knowledge in the field of Wealth Management.
- EventIn-House Class Program 2025
- Date02 Feb 2024
- Registration date01 Feb 2024 - 31 Dec 2025
Detail Program
Benefits:
To obtain the professional title "CWM®, QWM®, AWM®, Aff. WM®" from the Certified Wealth Managers' Association (CWMA)
To increase sales productivity and fee-based income (FBI)
To increase awareness in facing competition in the ASEAN Economic Community era with other competitors at the international level
To Increase the customer’s trust, satisfaction and loyalty by providing an excellent service through high quality employees
To Increase the productivity, confidence & competency level as well as the professionalism of the employees in serving high net worth customers?
Wealth Management Certification Program is especially designed for employees in Financial Services industry such as: Life & Health Insurance, General Insurance,Retail & Consumer Banking, Corporate Banking, Commercial Banking, Treasury, Wealth Management, Firms, Product Gate Keepers, Multifinance, Securities, Asset Management, Pension Fund and Consulting Firms, etc.