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. |
|
USA - Asia - Russia - India - EU - West Indies - China - Indonesia - Latin America - Arabia - Africa
Best Online University - Online Nursing Degrees
Home Home ACBSP About AABFS CFM Chartered Financial Manager Requirements Certifications Board Course Certifications Benefits Online Certification Convert Courses To Certification Recognition Qualifying Degrees Training Providers How To Use CEO Message Register Accreditations IAF CERT EU Accreditation Handbook Mission Contact Us News Certified Data Analyst Wealth Management Sample Test Quiz PSA ERM Article Application Apply Global Advisors instructions AAMBFS Old Online Certification FINTECH CAIFP Certified Artificial Intelligence in Finance Professional ™ CHFM CHARTERED FINANCIAL MANAGER Dubai UAE INFORMA Training 2019 Events In House Training Speakers About Old Chartered Wealth Manager News Sri Lanka & The Maldives Ethics CWM Training Program Magazine of Wall Street CWM Chartered Wealth Manager Cert Brazil UBT AMA Reg. Payments Registration NewMembers IP payment Corporate Discount payments HomeCoPY Paper Award Home George Mentz Colorado Springs CEO GAFM - Global Academy of Finance & Management charteredwealthmanager Ghana AFAPayment AFAPPC GetCertifiedPPC GetCertifiedPPC2 Stock Markets Training Calendar FINRA MFP Financial Planner AFA Chartered Certified Economist Certified Financial Analyst FINRA SEC Chartered Wealth Manager Training Verify Member indonesia malaysia Guides Informa GAFM Guides Jamaica Membership Governmental Recognition Links Financial Planner Program Chartered Economist CCO Higher Institute IP List Be a Training Provider Management Consulting Jobs Project Management Certifications CWM Chartered Wealth Manager Terms Deans Letter AFA Approved Masters Degrees Economics Certification Economics Degrees Management Degrees Finance Degrees Accounting Degrees Exams Renew Certification Continuing Ed Awards Letter Renew 2014 Sample Honor Society Trademarks Careers Government Jobs Complaint pics Mentz George Mentz Lawyer Mentz George Colorado USA Speaker Consultant AFA ® Accredited Financial Analyst Certification ChFM Chartered Financial Manager ® Accredited CTEP ® Trust and Estate Certification CIPM ® Certified International Project Manager CWM ® Chartered Wealth Manager ® AMA ® Management Accountant Certification AMC ® Management Consulting Certification MMC ® Management Consulting Certification Book Chartered Fraud Investigator
Reference to FINRA Certification Guide & Standards
FINRA EDUCATION CWM Chartered Wealth Manager ® Chartered Financial Manager ® AFA Accredited Certified Financial Analyst ® AMA Accredited Certified Management Accountant ® CAM Chartered Asset Manager CTEP Chartered Trust and Estate Planner ® RFS Registered Financial Specialist CMA Chartered Market Analyst FAD Financial Analyst Designate CPM Chartered Portfolio Manager - IACSB
* Chartered Financial Manager FINRA * Certified Risk Analyst FINRA * MFP Master Financial Planner ® - Aspen Commission