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Certification

CWMA™, Certified Wealth Management Advisor* *Accredited by the International Society of Financial Professionals.

It's easy to work with us

It's easy to work with us

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

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