CWM
Certified Wealth Management
A globally recognized wealth management certification that develops professionals’ skills in relationship management, sales, communication, and financial advisory. It covers key areas such as investment strategies, life cycle management, intergenerational wealth transfer, behavioral finance, alternative products, real estate valuation, and global taxation.
35 Hour
In-Person Workshop
This Program is Accredited by IBF Singapore
Overview
This program is ideal for:
Finance professionals
Bankers and investment advisors
Financial and mutual fund consultants
who aspire to build or advance a career in wealth management and private banking.
The certification emphasizes relationship management, communication, financial advisory, and investment strategy, equipping participants to meet modern industry demands in areas such as:
Family offices
Private banking
Behavioral finance
Intergenerational wealth transfer
Real estate and global taxation
Available In
- Singapore
- China
- India
- Indonesia
Suitable For
Finance professionals
Bankers and investment advisors
Financial and mutual fund consultants
who aspire to build or advance a career in wealth management and private banking.
It’s Your Turn.
