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Certified Christian Wealth Manager

Certified Christian Wealth Manager

CCWM

A blended learning journey that builds on the eCWMA™ certification — enriched with biblical principles to equip Christian financial professionals with a faith-integrated approach to wealth management and HNW client advisory.
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3 weeks Async eLearning

3 days In-person workshop

1 day journey of Generosity

48 hrs Total program

PROGRAM OVERVIEW

Biblically rooted. Marketplace relevant.

The Certified Christian Wealth Manager (CCWM™) is a transformative certification empowering Christian financial professionals to advise High-Net-Worth clients with excellence — integrating advanced wealth strategies with biblical principles of stewardship, generosity, and eternal purpose.

Built on the eCWMA™ framework and enriched with theological depth, the CCWM equips participants not just to manage wealth — but to help clients steward it for the next generation and for Kingdom impact. This course has been validated by Dr. Carl Thong, a marketplace theologian, ministry leader, and professor at Singapore Management University.

WHO IS THIS FOR?

Christian private bankers and wealth managers advising HNW clients

Independent financial advisors and external asset managers of faith

Tied insurance agents seeking a faith-integrated advisory framework

Financial professionals who want to align their practice with Christian values

Those seeking to have deeper, purpose-driven conversations with HNW clients

WHAT MAKES CCWM UNIQUE

Faith-integrated curriculum

Every topic is taught through both a professional and biblical lens — not as separate modules, but woven together throughout the program.

Journey of Generosity

A unique 1-day experience exploring biblical generosity — helping participants discover how to live and give with eternal purpose.

Capstone project

A two-part capstone including a personal wealth advisory approach and a portfolio proposal pitch — both grounded in biblical principles.

Validated by a marketplace theologian

The CCWM curriculum has been validated by Dr. Carl Thong — ensuring it remains faithful to Scripture while fully relevant to real-world wealth management practice.

LEARNING JOURNEY

A blended, three-part learning experience

The CCWM is structured as a blended journey — combining self-paced online learning, immersive in-person workshops, and a transformative day of generosity.

Day 1

3 weeks · ~6 hrs/week · async

eLearning — Foundations of Faith & Finance

Self-paced asynchronous learning exploring the intersection of biblical wisdom and wealth management practice. Approx. 6 hours per week.

  • Faith-driven investing — what it is and how it differs
  • Biblical principles of stewardship, generosity, and financial responsibility
  • Integrating faith and finance in advisory practice
  • Investment strategies from a Christian perspective
  • Economic systems through a biblical lens
  • Navigating market volatility with faith and wisdom

Day 2

3 days · 9am–6pm · in-person

eCWMA™ Workshops — Faith-Integrated

Three intensive in-person workshop days built on the eCWMA™ framework — each topic taught through both professional excellence and biblical stewardship.

  • Day 1 — WM Industry Dynamics (faith-integrated)
  • Day 2 — HNW Client Conversations (faith-integrated)
  • Day 3 — Investment Strategies (faith-integrated)
    Capstone Project — 2-part advisory presentation

Day 3

1 day · 9am–6pm · in-person

Journey of Generosity

A transformative one-day experience designed to help participants explore biblical generosity — and how to live and give with eternal purpose.

  • Exploring biblical generosity in the context of wealth
  • Living and giving with eternal purpose
  • Helping HNW clients discover their generosity journey
  • Legacy, stewardship, and Kingdom impact

WORKSHOP CURRICULUM

Three workshop days — professional excellence meets biblical wisdom

Each workshop day integrates eCWMA™ content with biblical principles — teaching participants to serve HNW clients with both technical mastery and faith-centred purpose.

Private Banking & WM Industry Dynamics

Learning objective: Clarify your God-given Personal Value Proposition and learn how to position it wisely and purposefully in prospect and client conversations

Gain insight into current Private Banking trends and how they shape client expectations — so you can serve with foresight, integrity, and relevance as a Kingdom-minded professional.

WM Ecosystem

  • Private Banking, Family Offices & EAMs — understanding where modern stewards operate
  • Analyse, Synthesize & Present (ASP) — sharpening discernment in decision-making

Exploring the marketplace through the lens of biblical stewardship

WM Trends

Current trends in WM — reading the times, acting with wisdom Macroeconomics & house view — interpreting the financial landscape with prudence
1 Chronicles 12:32 — understanding the times

Personal Value Proposition

  • Clarifying your calling & distinct role as a Kingdom-minded professional
  • Top-Down & Bottom-Up approaches — faithful with little, faithful with much
Luke 16:10 — faithful in little, faithful in much

Private Banking & WM Conversations

Learning objective: Engage HNW clients with confidence, humility, and integrity — reflecting Christ-centred relational wisdom
Bridge financial goals with faith-centred legacy planning through values-based, purpose-driven wealth conversations — uncovering deeper client needs with discernment and care.
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Client Conversations

  • 3 types: Transactional → Problem-centric → Strategic (from transaction to transformation)
  • 7 steps to prospect HNWIs with intentionality and integrity
  • Building trust — faithfulness earns trust
Colossians 4:5-6 — pursuing relationships with wisdom

Strategic Questioning

  • qLoop — listening and asking with wisdom
  • HCF framework — Home, Career & Financial stewardship
  • Listening for clues & cues — be quick to listen
Proverbs 20:5 · James 1:19 — listening with wisdom

Life & Wealth Seasons

  • Creation → Growth → Accumulation → Preservation → Transfer
  • 7 types of wealthy clients — meeting them with grace and relevance
  • Generational legacy & Kingdom impact

Proverbs 13:22 — leaving an inheritance

Private Banking & WM Investment Strategies

Learning objective: Steward financial wisdom and technical excellence — applying biblical principles to design investment strategies with wisdom and purpose
Become a trustworthy advisor who helps clients steward wealth for impact — not just returns — with eternal significance. Communicate advice with clarity, courage, and grace.

Behavioural Finance & Stewardship

  • Cognitive biases & stewardship biases in investment decisions
  • Guiding clients wisely — trusting in the Lord with understanding

Proverbs 3:5-6 — trust in the Lord

Asset Classes & Impact Investing

  • Cash, Bonds, Equities, Alternatives — managing resources prudently
  • Social Impact Investing — aligning portfolios with faith and values
  • Core-Satellite strategy with a stewardship mindset

Ecclesiastes 11:2 — wisdom of diversification

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Objections & Advisory Pitch

  • 4Es framework — Equip, Empathize, Explore, Encourage
  • Responding to client concerns with clarity and care
  • Values-based portfolio advisory pitch role-play

1 Timothy 6:17-19 — richness in good deeds

CAPSTONE PROJECT

Apply your learning — with purpose and conviction

The CCWM Capstone Project is a two-part professional assessment that challenges participants to articulate and demonstrate their faith-integrated approach to wealth advisory.

CCWM™ Capstone Project

Completed during the 3-day in-person workshop — each part is grounded in biblical principles and evaluated on professional excellence and faith integration.

Part 1 — Personal Wealth Advisory Approach
A professional presentation on “How I give wealth management advice & why I’m doing it this way” — a personal wealth advisory approach grounded in biblical principles and professional competency.
Part 2 — Portfolio Proposal Pitch Deck
A portfolio proposal for a given client profile — demonstrating the ability to construct, present, and justify a faith-aligned investment strategy with technical excellence.

THEOLOGICAL VALIDATION

Validated by a marketplace theologian

The CCWM curriculum has been reviewed and validated by Dr. Carl Thong — ensuring every aspect remains faithful to Scripture while being fully relevant to today’s wealth management profession.

CCWM THEOLOGICAL VALIDATOR | ISOFP GLOBAL ADVISORY CHIRMAN

Dr. Carl Thong Chia Lin

Dr. Carl Thong is a marketplace theologian, ministry leader, and professor at Singapore Management University’s MSc in Wealth Management program. He serves on the Theological Education Board of the Anglican Diocese of Singapore and is the Dean of the School of Marketplace & Society at St. Peter’s Hall.

He serves as Chairman of TrustBridge Global — a Christian donor-advised fund headquartered in Switzerland — and Co-Chair of Generosity Path, a global ministry advancing biblical generosity. He is the Priest Warden at All Saints English Congregation.

  • Doctorate, Strategic Leadership — Corban University, Oregon, USA
  • Master of Arts, Theological Studies — University of Northwestern–St. Paul, Minnesota, USA

KEY LEARNING OUTCOMES

What you will walk away with

The CCWM equips you to advise HNW clients at the intersection of professional excellence and biblical wisdom — with tools, frameworks, and a purpose that goes beyond returns.

Faith-integrated advisory framework

A complete framework for advising HNW clients that integrates biblical stewardship, generosity, and eternal purpose into every conversation.
God-given Personal Value Proposition
A clearly defined PVP that articulates your unique calling and role as a Kingdom-minded wealth professional.

Purpose-driven client conversations

Skills to move client conversations from transactional to transformational — addressing legacy, stewardship, and Kingdom impact.
Values-aligned investment strategies

Ability to construct and present portfolios that reflect a client’s faith, values, and impact goals — not just their risk profile.

A generous life & legacy mindset
Through the Journey of Generosity, a personal discovery of biblical generosity and how to help clients steward wealth for the next generation.
ISOFP CCWM™ credential
Internationally recognised certification from ISOFP — validated by a marketplace theologian and trusted by leading financial institutions across Asia.
REAL STORIES

What CCWM graduates say

The capstone project pushed me to articulate my entire advisory philosophy in writing — grounded in both professional excellence and biblical principles. It was challenging but deeply rewarding. I now have a clear framework I share with every new client.
SK Samuel Koh External Asset Manager, Singapore CCWM certified
As a Christian in financial services, I always felt a tension between my faith and my work. The CCWM resolved that completely. I now see my advisory role as a calling — and my clients sense that authenticity in every meeting.
RO Rachel Ong Insurance Agent, Singapore CCWM certified
I have done many wealth management programs but none that addressed the why behind what I do. The CCWM helped me articulate my God-given purpose as an advisor — and my clients can feel the difference in every conversation.
DT David Tan Wealth Manager, Singapore CCWM certified
The Journey of Generosity day was unlike anything I have experienced in professional training. It helped me understand my own relationship with wealth — and gave me a completely new way to approach legacy conversations with clients.
GL Grace Lim Private Banker, Singapore CCWM certified
The CCWM was transformative — professionally and personally. It helped me integrate my faith authentically into my advisory practice. My conversations with HNW clients now go well beyond portfolios into legacy and stewardship.
JC Jonathan Cheah Independent Financial Advisor, Kuala Lumpur, Malaysia CCWM certified

Ready to steward wealth with excellence and eternal purpose?

Join the CCWM and become a Christian wealth manager who serves HNW clients with both professional mastery and Kingdom-minded purpose.
Register Now
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Questions? Contact Jessica at jessica.kosasih@isofp.org or +65 8860 2870