Master faith-integrated wealth management through momenta’s IBF-funded CCWM program. Equip yourself for excellence and Kingdom impact today.
Certified Christian Wealth Manager
Industry Dynamics
Conversations
Master HNW rapport and add value through strategic frameworks and professional engagement skills.
Investment Strategies
Elevate Your Wealth Management with Biblical Wisdom
The Gap
The Solution
Introduce the Certified Christian Wealth Manager (CCWM™)—a blended learning program recognized under the IBF-FTS
Program Overview
eLearning
23 March – 12 April
Workshop 1
eCWMA – 13 April
Workshop 2
eCWMA – 14 April
Workshop 3
eCWMA – 14 April
JOG Session
Optional
CAPSTONE PROJECT — Personal Wealth Advisory Approach
Program Journey
A blended learning path from biblical foundations to professional excellence.
1
eLearning (3 Weeks):
Self-paced study (1-1.5 hours/day) focusing on the “Gospel & the Grip of Money” and “Biblical Financial Wisdom”.
2
Executive Workshops (3 Days):
Intensive, in-person sessions covering Private Banking, HNW rapport, and tailored investment strategies.
3
Capstone & Certification:
Final portfolio proposal to earn your CCWM™ and eCWMATM certifications.
3-Day eCWMA Workshop
in-person, 9am – 6am
Including CAPSTONE PROJECT — 2 parts:
A professional presentation on “How I give wealth management advice & why I’m doing it this way”
A Personal Wealth Advisory Approach based on biblical principles.
A Portfolio Proposal Pitch Deck
For a client profile.
Workshop 1
Monday, 13 Apr 2026
Private Banking & Wealth Management
Industry Dynamics
Workshop 2
Tuesday, 14 Apr 2026
Private Banking & Wealth Management
Conversation
Workshop 3
Tuesday, 15 Apr 2026
Private Banking & Wealth Management
Investment Strategies
1-Day JOG
Journey of Generosity
(in-person, 9 am – 6 pm)
In partnership with:
IBF–FTS Funding Criteria:
FTS Funding Quantum
- Singapore Citizens & Singapore Permanent Residents above 21 years old will be eligible for 30% co-funding of direct training costs (capped at S$500 per trainee per course).
- Singapore Citizens aged 40 years old and above will be eligible for 70% co-funding of direct training costs (capped at S$500 per trainee per course).
Eligible Individuals
- Individuals must be Company – Sponsored (require a Letter-of-Support from the company);
- Singapore Citizens or Singapore Permanent Residents, physically based in Singapore; and
- Successfully completed FTS recognized course (including passing all relevant assessments
where applicable).
Eligible Companies to submit claims for eligible individuals
- Singapore-based Financial Institutions regulated by MAS (licensed or exempt from licensing
by MAS). - FinTech firms certified by Singapore FinTech Association (SFA).
Program Fees & Funding Details:
Based on
- IBF–Accredited 21 CPD hours
- ISOFP Certification for eCWMA
-
ISOFP Certification for CCWM
- ISOFP Membership (1-year)
IBF–FTS Funding
Program Fees
Total Fees
(including GST)
SGD 2,509