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Certified Wealth Management Professional


CWMP is the internationally recognized credential for wealth management professionals to understand both financial markets and the products and services that they sell. This two-day professional certification is designed for relationship managers who are proficient in the wealth management body of knowledge, but who require training in the application of investment principles and sales practices.


Who Should Attend:
Mid-level and senior relationship managers with a solid understanding of the wealth management business, and a minimum of 3 years of experience in a client-facing position. Participants should be employed in the financial services industry.


Learning Objectives:
Upon completion of the certification, you will be able to demonstrate proficiency in the major areas of specialization that comprise the wealth management body of knowledge, including financial markets and products, portfolio management, wealth planning, wealth management regulations and techniques for developing their business. Participants will also be able to demonstrate the ability to apply the concepts to client situations.


Language: English & Spanish
Delivery Method: In person