Certifications

The Certified Wealth Management Advisor CWMA certification is a 5-day (40-hr) program which creatively combines “knowledge learning” and “transformative learning” to provide an in-depth knowledge of domestic and international wealth management. The program begins with an overview of global wealth management market and transition to the domestic wealth management market.

The CWMA program allows participants to:

• Learn key concepts in identifying target customers, market segmentation, customer acquisition, retention and value management.
• Learn and understand different wealth management products and services and be able to recommend the right investment mix based on the client’s needs.
• Understand the core principles of asset allocation, financial marketing, financial risk and management strategies.
• Be equipped with knowledge about tax planning methods and learn to effectively use financial instruments.
• Understand the legal arrangements with private wealth management, specifically preservation and succession.
• Understand and be able to explain concepts of insurance policies as well as core functions and business operations of family trusts.

Now available in virtual (Zoom) format.

The Certified Private Banking Advisor CPBA certification is an 8-week asynchronous online program which focuses on mastering core competencies required of wealth managers, including both advisory skills and technical knowledge. Applying the latest in learning methodology by using the case study methodology subscribed by Harvard Business School, CPBA focuses on real-life case studies with intentional integration of technical skills, advisory skills and both product and market knowledge over an 8-week period. Our program instructors are wealth management practitioners with 25+ years of experience in the wealth management industry, emphasizing application of knowledge to real-life case situations (Ex. UBS, Credit Suisse, Morgan Stanley, Goldman Sachs, Merrill Lynch).

The CPBA program enables participants to:

• Learn by actively participating in online discussions (peer-to-peer and participant-to-facilitator) which gives them an in-depth understanding of relevant topics covering various investment products, client needs and situations in changing market conditions.
• Know, understand and apply the essentials in finance, wealth management products and services, and advisory skills.
• Be equipped with the sense of responsibility, ethics and professionalism to build the trust and bonds with clients to really address key issues and their personal, family and business needs.

The Executive Certified Wealth Management Advisor (eCWMA) Certification Program is a series of three meticulously curated 1-day Workshops, designed to be significantly applicable to your career. This Learning Journey creatively combines “knowledge learning” and “transformative learning” to provide an in-depth knowledge of domestic and international wealth management. The program begins with an overview of global wealth management market and transition to the domestic wealth management market.

The eCWMA Learning Journey (3 Workshops):

Private Banking & Wealth Management Industry Dynamics (1 day)
What is the Private Banking Industry All About? What is my Market Niche in Wealth Management Industry?

Private Banking & Wealth Management Conversations (1 day)
How Do I Find & Get High-Net-Worth Clients?

Private Banking & Wealth Management Investment Strategies (1 day)
How Can I Provide Investment & Wealth Advice to High-Net-Worth Clients? What are the Different Investment Strategies to Discuss?

The Certified Personal Finance Advisor CPFA certification program equips financial professionals with the knowledge, tools and skillsets to provide sound financial advice and solutions to clients in a professional and easy-to-understand manner.

The CPFA program enables participants to:

• Attract clients to willingly meet you for the advisory insights and value you bring to them.
• Provide sound personal financial advice in a professional manner that earns the trust and respect of clients.
• Communicate advisory models to clients effectively to help them understand and plan their personal finances wisely.
• Execute influence-based questioning to discover clients’ financial situations accurately and provide financial advice accordingly.
• Establish strong trust and relationships with clients who would readily refer more clients to you.

The Certified Credit Risk Analyst CCRA certification is a 10-day (80-hr) program which focuses on improving the knowledge and skills of credit professionals by knowing and understanding bank’s credit operation methods, effectively avoid credit risks, and help banks establish a sound credit culture and internationally leading credit operation processes, both in the personal and corporate credit departments.

The CCRA program allows participants to:

• Interpret and analyze of financial statements and credit evaluation.
• Be equipped with tools in identifying risks, credit marketing and customer relationship management.
• Understand and apply the skills required to evaluate and make recommendations about credit opportunities.
• Learn about credit management professional ethics and legal regulations.

The second level to this certification is Senior Certified Credit Risk Analyst SCCRA.

Now available in virtual (Zoom) format.

The Certified SME Lending Analyst CSLA certification is an 8-day (60-hr) program which focuses on developing the skills needed to evaluate the credit standing of small and medium-sized enterprises.

The CSLA program enables the participants to:

• Understand and analyze financial statements and the credit business to be able to assess the credit-worthiness of an SME.
• Learn how to understand and analyze the SME business model to better understand the business needs.
• Learn soft skills (e.g. communication skills) and technical skills (e.g. analysis of financial statements) necessary to assess, develop and serve target market.
• Be familiar with the professional ethics and policies of microfinance.

The second level to this certification program is the Senior Certified SME Lending Analyst SCSLA.

Now available in virtual (Zoom) format.

The Certified Personal Risk Specialist CPRS is a 5-day (40-hr) program which equips financial professionals with the skills in delivering financial analysis and service to consumers. The program introduces the basics of life insurance, product design and pricing, and delves into the various types of life, annuity and disability insurance products.

The CPRS program enables participants to:

• Understand and assist in processing information related to the insurance industry while ensuring quality customer service.
• Learn and understand key concepts of life, annuity and disability insurance products, and be able to explain and recommend the appropriate product(s) based on the customer’s needs.
• Be equipped with the knowledge about ethical and effective marketing.
• Learn, understand and explain to consumers about regulations and compliance.
• Learn and effectively apply the tools and procedures required to effectively counsel and serve clients.
• Be professionally and ethically responsible to gain customer’s trust.

The Certified Corporate Risk Specialist CCRS is a 10-day (80-hr) program which is designed specifically for financial professionals who are accountable and responsible for effectively identifying and managing risks and opportunities to make the best possible decisions for the organization.

The CCRS enables participants to:

• Understand and analyze enterprise risk management fundamentals.
• Identify and quantify any risk that affects the company’s business strategy, strategic objectives and strategy execution.
• Identify the organizational uncertainties and develop effective risk strategy approach.
• Define organization’s value chain and risk competency and establish the risk governance framework and culture applicable to the organization.

The Certified Intellectual Property Risk Analyst CIPRA is a 5-day (40-hr) program which addresses the increasing need to protect the technological intellectual property of financial institutions with the development of innovation model of the financial technology industry. The CIPRA is focused on educating financial professionals on how to strategically understand and analyze the importance of risks and opportunities of the intangible assets, particularly in relation to fintech innovations.

The program aims to equip financial professionals with the understanding of IP risks, as well as the ability to face and control IP risks in the fintech industry.

The CIPRA program allows participants to:

• Be familiar with basics of Intellectual Property
• Identify the why and how of protecting FinTech innovations
• Identify, understand and manage/control potential IP risks in the current financial industry management system
• Strategically transform IP risk into an opportunity