CERTIFICATION
Internationally Recognised Certifications for 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 (SG) — 21 CPD hrs
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
IBF-FTS (SG) — 40 CPD hrs
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™
Available
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.
CWM
Certified Wealth Manager
Available
Available in Hong Kong. ISOFP’s professional certification for experienced wealth management professionals, covering investment products, portfolio strategy, wealth planning and client advisory through one comprehensive curriculum.
CPBA
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
Details to be confirmed
Private Banking and Wealth Management
For advisors serving High-Net-Worth and wealth management clients
CCRA
Available
China
CSLA
Available
China
Private Banking and Wealth Management
For advisors serving High-Net-Worth and wealth management clients
DFM
Details to be confirmed