CCWM
Certified Christian Wealth Manager
The Certified Christian Wealth Manager (CCWM™) program builds on the Executive Certified Wealth Management Advisor (eCWMA™) certification by integrating biblical principles. This blended learning journey is designed to equip wealth managers with a faith-integrated approach to advising high-net-worth (HNW) clients, fostering both professional excellence and “Kingdom impact”.
3 Weeks 4 Days | 48 Hours
Asynchronous and
In-Person Workshop
This program is recognized by IBF Singapore under the Financial Training Scheme (FTS)
Overview
The Certified Christian Wealth Manager (CCWM™) is a certification designed for Christian financial professionals. This blended learning program combines the Executive Certified Wealth Management Advisor (eCWMA™) certification with biblical principles, offering a faith-integrated approach to wealth management and advising high-net-worth (HNW) clients.
The program focuses on helping financial professionals achieve professional excellence while also making a “Kingdom impact”. It is rooted in biblical wisdom and guided by faith, with the goal of helping clients steward wealth for the next generation.
Program Structure
3-Weeks of eLearning
This asynchronous online portion of the course takes approximately 6 hours per week. It covers topics like faith-driven investing, biblical principles of wealth management, and how to align financial practices with Christian values.
3-Day In-Person Workshop
Held from 9 a.m. to 6 p.m., this workshop is broken down into three days, each focusing on a different aspect of wealth management:
Day 1: Focuses on private banking and wealth management industry dynamics, including current trends and how to position your personal value proposition.
Day 2: Covers conversations with HNW clients, teaching you how to build rapport and add value through strategic frameworks and client engagement skills.
Day 3: Focuses on private banking and wealth management investment strategies, helping you offer tailored plans to HNW clients based on their unique needs.
1-Day In-Person Journey of Generosity
This one-day experience, also from 9 a.m. to 6 p.m., is designed to help participants explore biblical generosity and how to live and give with an eternal purpose.
Available In
- Singapore
- China
- India
- Indonesia
Suitable For
- Individual Financial professionals (IFAs)
It’s Your Turn.
