Overview
CERTIFIED WEALTH MANAGER (CWM) is a globally recognized and highly reputable wealth management certification. The CWM focuses on developing relationship management, sales, communication and core financial advisory skills to equip wealth management and private banking professionals with knowledge in wealth management, private banking, family office, and financial advisory. This certification comprehensively deals with all the aspects of wealth management like investment strategies, life cycle management, intergenerational wealth transfer, relationship management, behavioral finance, alternative products, real estate valuation and global taxation.
In the recent times, the demand for skillful and knowledgeable candidates in the field of personal financial advisory services has made it essential for a candidate to be well versed with all the aspects of wealth management and private banking. This certification enables the candidates to meet the current skill set needed by the industry and stand out of the crowd.
Private in-house training
Apart from public, instructor-led classes, we also offer private in-house trainings of this program for organizations. Call us at +852 2116 3328 or email us at [email protected] for more details.
Why Choose KORNERSTONE
- Accredited, practitioner-led, expert certificate trainers to provide high quality training
- Official training material included
- Practical, scenario-based learning – focus on application, not just theory
- Excellent Passing Rate
Skills Covered
- Construct and manage diversified global investment portfolios
- Applybehavioralfinance principles to deepen client relationships
- Design wealth preservation and intergenerational transfer strategies
- Navigate international tax regimes and estate planning complexities
- Deliver integrated financial advisory services to high-net-worth clients
Target Audience
This program is designed for wealth managers, private bankers, financial advisors, and relationship managers in the financial services sector. It is ideal for professionals seeking to deepen their expertise in investment strategies, estate planning, and client relationship management for high-net-worth individuals.
Course Curriculum
- Module 1: Update on global wealth management (10%)
This module aims to provide an overview of the world with definition of wealth management and an appreciation of the latest updates, developments and trends globally, supplemented with the regulatory framework for wealth management in Hong Kong - Module 2: Global investment strategies and wealth products (30%)
This module covers a wide range of products available in the world of wealth management, including funds, fixed income, derivatives, structured products, and various alternative investments such as hedge funds and private equity, with an analysis of their respective issues, challenges and market experiences in recent years - Module 3: Global wealth and portfolio management strategies (35%)
This module covers a broad and yet in-depth discussion of the portfolio management process, ranging from understanding client’s investment well as performance measurement techniques - Module 4: Risk management and wealth planning strategies (15%)
Migration of risk and strategies deployed will be discussed concurrently with the identification of risk in this module. Tax planning, estate protection generation planning and other strategies for wealth preservation, wealth accumulation and wealth transfer will also be covered - Module 5: Client advisory and relationship management skills (10%)
This module focuses on the consultative selling methodology which helps wealth managers to move away from “selling to clients” to “helping clients buy”. Knowledge on how to define, implement and secure a premium service culture and other key interpersonal concepts in wealth management will also be covered
Dates & Locations
Exam & Certification
- Complete a minimum 30-hour education program at an Approved Training Provider (ATP) of ISOFP; and
- A member of the ISOFP; and
- Minimum 3 years related experience (for university graduates), or minimum 5 years related experience (for non-graduates)
- Pass in CWM 3-hour exam
Trainer for this course
Mr. S Lam
- Mr. Lam was the Global Chief Agency Officer at an international insurance company.
- He has over 20 years of experience in agency and staff training and development, culture transformation as well as building productive agency leaders.
- He held senior positions at various insurance companies including Sunlife and AIA.
Mr. O Leung
- Mr. Leung is a master trainer of CWM, he was the Finance Director of a MNCs, he is a highly experienced finance professional.
- Extensive global experience with exceptional track record in M&A, Wealth Management, Corporate Finance, Project Financing and Cash Management.
- With 23 years’ experience in 14 countries in Asia and 4 years in Canada/US. He held senior position at MNCs including Wharf Holdings Limited.
