CERTIFICATION
Internationally Recognised Certifications for Financial Professionals
Three certification tracks, each designed by industry experts and trusted by leading institutions across Asia.
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Recommended for Christian financial professionals
Private Banking and Wealth Management
For advisors serving High-Net-Worth and wealth management clients
eCWMA
Executive Certified Wealth Management Advisor
Available
IBF-FTS · 21 CPD hrs (SG)
3 stand-alone 1-day workshops equipping financial professionals to engage and advise High-Net-Worth Individuals. Covers PB industry dynamics, HNW client conversations, and investment strategies.
CWMA
Certified Wealth Management Advisor
Available
BF-FTS · 21 CPD hrs Days 1–3 (SG)
A 5-day intensive program integrating capital market knowledge, technical skills, and soft skills. Designed and delivered by former private and investment bankers training top WM firms across Asia.
CCWM™
Certified Christian Wealth Manager
Available
IBF-FTS (SG)
A faith-integrated blended learning journey built on the eCWMA™ framework — equipping Christian financial professionals to advise HNW clients with both professional excellence and biblical wisdom.
CPBA
Certified Private Banking Advisor
In development
An advanced certification for private banking professionals — mastering core competencies across advisory skills, technical knowledge, and real-life case studies.
Details to be confirmed
CPFA
Certified Personal Finance Advisor
In development
Equipping financial professionals with the knowledge, tools, and skillsets to provide sound financial advice to clients in a professional and accessible manner.
Details to be confirmed
Private Banking and Wealth Management
For advisors serving High-Net-Worth and wealth management clients
CCRA
Certified Credit Risk Analyst — a 3-tier credit risk certification (ACCRA → CCRA → SCCRA)
Available
China
You work in corporate or personal credit risk — analysing financial statements, evaluating credit, and managing risk at a commercial bank
CSLA
Certified SME Lending Analyst — a 2-tier SME lending certification (CSLA → SCSLA)
Available
China
You work in SME lending or microfinance — assessing small business creditworthiness, managing loan operations, or running a microfinance institution
Private Banking and Wealth Management
For advisors serving High-Net-Worth and wealth management clients
DFM
Digital and Fintech Manager Certification
In development
A capability framework covering digital strategy, data analytics, agile project management, design thinking, change management, and fintech regulation.
Details to be confirmed
Ready to get certified?
Register your interest in any ISOFP certification, or contact us to find the right program for your goals.