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International Board of Standards - Professional Designations -  Accredited Education.  Creating the World's Leaders in Management ™


CWM ™ Chartered Wealth Manager ® (CWM ™ is exclusively awarded from the USA Board of Standards)

Course Overview

The program concentrates on the practical application of financial and capital markets theory, investment and portfolio management and principles at the operational level within a financial services organization, thus providing momentum for continuing professional and personal development.

By Completing and Attending this Program you will:

• Enhance your understanding of capital markets globally and regionally

• Assess the value of listed companies and reported performance through financial statement analysis

• Understand the balance of risk / return and time horizon in portfolio management

• Understand client needs, asset allocation and client retention strategies

• Market your finance products and services more effectively

• Identify market opportunities in the advanced regions and worldwide


Who Will Benefit From This CWM ™ Course

• Private Bankers

• Wealth Managers

• Retail Branch Managers

• Corporate Account Managers

• Family Office professionals

• Brokerage and Market Analysts

• Investment Advisors and Financial Planners

• Investment Managers and Analysts

• Stock Market Professionals

• Portfolio and Asset Managers

• Financial Marketing Professionals

• Heads of Financial Accounts

• Financial Controllers

• Operation and Planning Managers


Key Benefits of Attending this course

• Explore the latest advances in wealth management strategy and law.

• Expand your wealth management skills by adopting international best practices.

• Develop a checklist of key applied techniques in wealth management that will remain with you throughout your career

• Become an expert in evaluation, diagnosis and planning in working with Super High Net Worth Clients

• Integrate optimum products and services in your wealth management  development strategies

• Maximize the impact of your client communications and reporting

• Appreciate the complexities of investing in global markets and develop strategies for managing risk and maximizing returns


Course Pre-Requisites

Accredited or Government Recognized College Education because the terminology used and learning assumes a working knowledge of finance at the graduate level as a minimum. Individuals working within the financial services sector will be familiar with the base terms and theories used in coursework. Those without financial services experience will be required to do both pre-reading and additional study during the course to ensure a successful passing grade.


Progression And Exemptions

The American Academy of Financial Management and the Royal Society of Fellows have formally agreed Progression and Exemption opportunities for candidates who seek the International Certification qualification


Course Agenda

Chartered Wealth Manager™


CWM Module One –


Introduction To Wealth Management

• Defining premier retail banking, wealth management and private banking – why they are different

• The relationship component – why it’s so important

• The psychology of High Net Worth (HNW) investors – what’s important, what’s not

Corporate Finance And The Operation Of Capital Markets

• Corporate finance principals

• Capital markets operations

• Debt versus equity


CWM Module Two

Advanced Relationship Selling Techniques

• Advanced sales and marketing concepts

- Tactical sales skills

• Lead generation

• New client acquisition

• Handling client meetings

- Needs-based selling versus product or risk based


• Strategic relationship management

- Targeting the top customers

- Deepening relationships over time

- Strategic selling skills

- Customer targeting and gap analysis


Financial Marketing And Advanced Communication Tools

• Marketing banking products

- Changing consumer behavior

- Developing new products and services for banks

- Promotion and communication

• Use of web, email, and new communication channels with your customers


CWM Module Three

Asset Classes And Financial Planning Principals

• Financial planning concepts and principals

• Asset classes, model portfolios and yields

• Asset allocation and portfolio management


Wealth Management – Core Investment Products

• Protection versus wealth accumulation

• Core investment products

- Mutual funds, unit trusts

- Bonds and Sukuk instruments

- Term life, Takaful, annuity and other life products

- Structured savings plans including funds, equities and bonds


CWM Module Four

Advanced Wealth Management Products

• Detailed product structures including:

- Private equity, IPOs, M&As

- Alternative investments

• Derivatives

• Hedge funds

• Commodities

• ForEx

• Islamic

- Trusts and family office


CWM Module Five

Modern Portfolio Theory

• Advanced portfolio theory

• Risk and diversification

• Managing risk

Sophisticated Portfolio Management

• Structured products

• Managing and constructing large-scale portfolios

• Managing inherited wealth


Breakout Session Preparation


Each group will present their solution/needs-based selling plan to the two segments they have chosen to specialize in.


Final Examination And Assessment.

About GAFM


The GAFM International Board of Standards is TUV Accredited and ISO Certified for Quality and ISO 21001 Certified for Training Standards


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