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Certified Wealth Management Professional (CWMP)
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PROGRAM OVERVIEW

This certification will provide financial institutions with the assurance that their wealth management professionals are fully qualified for the job by providing key components. The course covers the fundamentals of financial markets, wealth management products and operational requirements.


Program Summary

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

Program Benefits

  • Know your clients - Understand the discernment process of the clients' investment objectives and alternatives in order to become their trusted financial advisor
  • Apply knowledge - Demonstrate the ability to create comprehensive investment plans for clients

WHO SHOULD ENROLL

  • Relationship managers of intermediate and / or higher level with a solid knowledge of the business of heritage management and a minimum of 3 years of experience in a customer-oriented position (representative)