About the WMA- Executive Certification

This Executive Certification Programme run in conjunction with the Wealth Managers Academy is targeted for senior practitioners and client leaders within your organisation and will assist them to understand key trends, emerging best practices and tactical responses that the industry should take to maximize revenues in the business.

The interdisciplinary curriculum for the Chartered Wealth Management programme is geared entirely towards wealth management professionals and those managing High-Net-Worth clients and portfolios. A core group of specialty topics focuses on the major functional issues of high net-worth consulting, ranging from finance to needs-based profiling, portfolio optimization and integrated wealth management practice.  One of the  most challenging aspect in managing your WM clients which will be addressed in this programme is establishing strong relationships through effective interpersonal skills that is imperative in building your WM business. The CWM course objectives also deal with general management issues of wealth management, such as marketing, leadership, strategy and the role of technology in the relationship cycle.

This highly interactive and intensive 4- day programme is brought to you by The Banking Academy affiliated with The Asian Banker, the region’s foremost intelligence company servicing the financial services industry. The program is designed and certified by the American Academy of Financial Management, and offers the professional post-nominal designation Chartered Wealth Manager™.

Benefits & skilled to be developed

The highly interactive training format makes the Wealth Management Training Academy 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.

•	Understand the key fundamentals that is crucial for setting and building your Wealth Management business
•	Explore the importance of relationships in WM
•	Understand the various portfolio selection techniques and the importance of balance in a portfolio
•	Develop technical communication skills through supervised Deep Dive Brainstorming sessions

Who should attend

This 4-day programme is designed and structured for senior level managers, heads of departments, Presidents and VPs of:

•	Private Banking
•	Wealth Management and Strategic Planning
•	Priority Banking
•	Premier Sales and Marketing
•	Operations with specific needs of a mass affluent or Private Client Business
•	Treasury, Product Development and Client Support Functions.
•	Business Development in RFS
•	Private Equity Fund Managers
•	Asset Management Team Leaders
•	Risk Managers, Retail WM Divisions
•	Structured Product Managers

Officially sanctioned by the Global Board of Standards of the American Academy of Financial Management:

The American Academy of Financial Management™ is one of the world’s fastest growing professional association with close to 50,000 members in over 145 countries hosting and organizing certification training worldwide and offering exclusive board certification designations to candidates who meet the highest professional standards and assessment criteria.

The AAFM was chosen in 2006 by Dubai Financial Market (DFM) to conduct the 7-week professional training component of the Kafa’at Program for graduates entering the brokerage and trading industry. AAFM also has alliances with The Asian Banker, DIFX Academy, the Bahrain Institute of Banking and Finance, Dubai Institute of Human Resource Development, Dubai Quality Group, and many more.

With liaison offices in Dubai, Hong Kong, Kuwait, Jeddah, Singapore, San Francisco, Monterey, New Orleans, Melbourne, Beijing, Shanghai, the Caribbean, Greece, Cyprus, India and throughout the EU, AAFM is fast becoming the world’s leading professional association for financial practitioners. The AAFM Executive Designation Programmes also provide the assurance that the holder has met the suggested criteria for graduate credentials set out in the Ibanez US Supreme Court Decision, and are recognized on both the NASD and US Department of Labor websites.

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