Print Page | Report Abuse | Sign In | Register
Wealth Management Programs
Share |
AML Compliance

As the wealth management business continues to grow, its professionals must demonstrate an increase in their skills in a wide variety of disciplines. In addition, financial institutions need to ensure that their representatives have a strong understanding of both the financial markets and the products and services they offer.


Certified Wealth Management Associate (CWMA)

This certification is designed for relationship managers and their support staff who manage several functions in the financial market. The course is tailored to teach about the characteristics necessary to sell several products and how to successfully manage other services of Wealth Management clients.

Certified Wealth Management Professional (CWMP)

This professional certification is designed for relationship managers who are familiar with and have a knowledgebase of the structure of Wealth Management. The course is intended to build upon their competencies to apply investment principles and sales practices to their daily routines.