Certified Wealth Managers' Association (CWMA®) in cooperation with MCI ASIA Group (an official training provider of CWMA®) will conduct a Trainin...
Upcoming Program
02 Feb 2024
Inhouse Class Program 2024
Certified Wealth Managers' Association (CWMA) in cooperation with MCI ASIA Group (an official training provider of CWMA) will cond...
15 Jan 2025
Public Class Batch 53
Certified Wealth Managers Association (CWMA) in cooperation with MCI ASIA Group (an official training provider) w...
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--
