Certified Wealth Managers' Association (CWMA®) in cooperation with MCI ASIA Group (an official training provider of CWMA®) will ...
Upcoming Program
16 Apr 2025
FREE for Members | CWMA® Webinar 2025
Dear CWMA members,
Please join FREE CWMA® exclusive webinar for members with topic Navigating Indonesia’s Economic C...
07 May 2025
Public Class Batch 53
Certified Wealth Managers Association (CWMA®️) in cooperation with MCI ASIA Group (an official training provider)
18 Jun 2025
Global Executive Education Program 2025 - BATAM
Unlock Your Competitive Edge in the Era of AI!
Are you ready to future-proof your career and business in the rapidly evolving world of Arti...
08 Jul 2025
Continuing Professional Development (CPD) Series Program 2025
Elevate Your Expertise with Advanced Learning!
Calling all CWMA members! Take your wealth management skills to the next level with our
WHAT IS WEALTH MANAGEMENT ?
A comprehensive and cohesive system aimed at protecting & preserving assets, growing accumulating assets, and transitioning assets.
A holistic Approach that seeks to coordinate High Net Worth Individuals’ needs over their lifetimes with the needs of their families.
It’s the ability to engage in all aspects of our client’s financial situations.
The core skills and knowledge required for success is Quality Services, Skills, Integrity, Know Your Products, Ethics, Track Record, and Attitude.--Wealth Management Certification Program--
