Detail Program

What's in it for you?
This program will provide a unique variety of professional benefits to its participants, such as: 

1. Obtain a Associate Wealth Manager (CWM®️) designation from CWMA®️
2. Broaden the participants' perspective and sharpen their capabilities in wealth management from both strategic and operational point of view
3. Gain insights on the international best practices from wealth management practitioners through discussion in classes
4. Increase the level of competency and business productivity
5. Improve the capacity building of the management team & executive
6. Increase Corporate Image
7. Validates your competence in important skills & knowledge areas
8. Increase local & international networking in wealth management industry
9. Minimize fraud issues
10. Potential business opportunities within CWMA's community
     

Who should participate?

• Board of Director
• Senior Management & Executive Level
• Division Head of Wealth Management
• Head of Sales & Marketing
• Head of Product Development
• Millennials
• Entrepreneurs

Syllabus

• WM 01 : Fundamentals of Wealth Management
• WM 02 : Investment & Portfolio Management
• WM 03 : Risk Management & Insurance 
• WM 04 : Legal Aspects, Ethics and Tax Management
• WM 05 : Managing Pension & Estate
• WM 06 : International Best Practices in Wealth Management
• WM 07 : Practices in Wealth Management

Link Previous Program:
https://youtu.be/ESIhAYtHK5s?si=KYwG57DwVw6LFA9e

https://youtu.be/vXuMx-Y3RaI?si=-JaMXr0QjDr7Pg7P

https://youtu.be/dAUttnjCiwI?si=FiZ_l18Oy66RmuMw

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