Wealth Management Certification Programme

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		Officially sanctioned by the Global Board of Standards of the AAFM

What is The Wealth Managers Executive Certification Programme

The Wealth Managers Executive Certification Programme is customised and designed for senior executives within your organisation. The four-day programme is designed to help practitioners and leaders understand key trends, emerging best practices and tactical responses that the industry should take to maximise revenues in the business.

The programme is brought to you by The Asian Banker, the region's foremost intelligence company servicing the financial services industry, and is constructed from industry consultation with the American Academy of Financial Management to represent industry best practice in multiple fields associated with servicing the requirements of high net worth individuals in Asia.

Programme Overview

The interdisciplinary curriculum for the Wealth Managers Executive Certification is geared entirely towards wealth management. A core group of specialty graduate topics focuses on the major functional issues of high net-worth consulting, ranging from finance to law and integrative wealth management practice. Another critical aspect of advising the super wealthy individual or entity addresses the interpersonal skills so crucial to this business. The last part of the CWM course objectives deals with general management issues of wealth management, such as marketing, leadership, strategy and technology.

	Qualifications & Certification
	Completion of these courses entitles the executive to receive an academic designation of Chartered Wealth Manager™ or CWM™. This formal qualification from the American Academy of Financial Management is recognised in more than 101 countries and by more than 800 universities globally.

	Course Duration
	4-Day programme

Benefits of the Programme

The highly interactive training format makes the Wealth Managers Academy Executive Certification Programme an ideal opportunity to survey the state of competition within the sector and develop more robust business strategies that are suitable for both the mature and emerging economies found across the Asia Pacific region. Some of the other benefits are:

•	Understanding the key fundamentals that are crucial for setting up and building your Wealth Management business
•	Managing the portfolio planning, implementation and review process
•	Effectively analysing the companies within your organisations’ portfolio
•	The ability to streamlining real-market data and integrating analytics with research
•	Equipping your key talents with the skills, ideas, latest insights and best practices in wealth management to be able to compete in this highly challenging environment
•	Building and developing your internal talent and fully utilising their capabilities

Attendee profile of those within your organisation

The 4-day programme is designed and structured for the following members within your organisation and are an incumbent with following responsibilities:

•	All senior executives tasked with setting up, building or improving your bank’s private banking or wealth management business
•	Heads and senior executives of wealth management and high net worth client business
•	Senior executives with management responsibilities over private client relationship managers and sales and marketing responsibilities
•	Heads of operations with responsibilities to support the specific needs of the mass affluent or private client business
•	Heads and senior executives in treasury, product development and client support functions
•	Senior marketing managers and product developers for retail banking business
•	Private equity fund managers
•	Asset management team leaders
•	Risk managers for retail wealth management divisions
•	Structured product managers

Key deliverables of the programme
•	Case Studies from the American Academy of Financial Management will be used for workshops in the programme.
•	Participants will be given accreditation towards CWM certification with AAFM