CHARTERED WEALTH MANAGER (CWM®) is a globally recognized and highly reputable wealth management certification. The CWM® focuses on developing relationship management, sales, communication and core financial advisory skills to equip wealth management and private banking professionals with knowledge in wealth management, private banking, family office, and financial advisory. This certification comprehensively deals with all the aspects of wealth management like investment strategies, life cycle management, intergenerational wealth transfer, relationship management, behavioral finance, alternative products, real estate valuation and global taxation.
In the recent times, the demand for skillful and knowledgeable candidates in the field of personal financial advisory services has made it essential for a candidate to be well versed with all the aspects of wealth management and private banking. This certification enables the candidates to meet the current skill set needed by the industry and stand out of the crowd.
Mr. Jack Tsang
“I have encountered a big career change from financial controller to a wealth management professional. KORNERSTONE not only provided me with top-notch professional knowledge in Chartered Wealth Manager, but also granted me with the soft skills training which empowered my communication and trust building skills.”