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CWMA
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Certified Wealth Management Associate

 

Summary:
CWMA is the internationally recognized credential for wealth management professionals seeking highly comprehensive knowledge and proficiency in functions of financial markets, the characteristics of wealth management products and the day-to-day management of wealth management clients. Ultimately, it will provide financial institutions with the confidence that their wealth management staff members are fully prepared for their jobs.

 

Who Should Attend:
Entry-level relationship managers and other support staff that need to understand the business of wealth management (such as customer service representatives, operations, compliance and documentation staff). Participants should be employed in the financial services industry.

 

Learning Objectives:
Upon completion of the certification, you will be able to identify and review the products and services of the business of wealth management, review and understand the principal operational requirements of the business, and the role of wealth management personnel in meeting the needs of the clients, and understand the regulatory framework governing the business and the role of each wealth management professional in ensuring full compliance.

 

Language: English & Spanish
Delivery Method: In person