Certification
CWMA™, Certified Wealth Management Advisor* *Accredited by the International Society of Financial Professionals.
CWMA™
FAQs :
- Certification designed for FA, IDA, Wealth Managers & Financial Services professionals
- In partnership with ISOFP
- Accredited by The Institute of Banking & Finance Singapore
Outlines :
- Identifying and acquiring target clients
- Wealth management products & service
- Asset allocation, financial marketing, financial risk and management strategies
- Tax planning methods and financial instrument
- Wealth preservation and succession planning
- Insurance policies & family trusts
