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Certified Wealth Management Associate (CWMA)
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PROGRAM OVERVIEW

As the wealth management business continues to grow, its professionals must demonstrate an increase in their skills in a wide variety of disciplines. After attending the course, professionals from financial institutions will better understand both the financial markets and the products and services they offer.


Program Summary

Event Features Description
Available Online No
Languages ENG & SPN
Duration 2 Days In-Person
Hours of Study 16 Hours

Program Benefits

  • Know the business - Identify and analyze the products and services of the Heritage Management business
  • Understand the process - Analyze and understand the main operational requirements of the business and the work of the Management staff to meet the needs of customers
  • Follow the rules - Understand the regulatory framework that regulates the business and the role played by each wealth management professional, ensuring full compliance

WHO SHOULD ENROLL

  • Relationship Managers
  • Customer Service Representatives
  • Operators
  • Support staff who need to understand the Heritage Management business
  • Compliance and documentation personnel