Chartered Wealth Manager

CWM®

KORNERSTONE is the exclusive training provider of CWM® in Hong Kong

Overview

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.

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About the Certification

  • CWM® is jointly awarded by the CWM® Institute (CWMI®) and the well-established American Academy of Financial Management (AAFM®). Currently AAFM has over 60,000+ members spanning over 150 countries
  • The CWM® Institute maintains a Board of Standards exclusively for building competency standards for wealth managers
  • This certification program is ideal for finance professionals, bankers, investment advisors, financial advisors and mutual fund advisors who wish to establish a career in the wealth management and private banking arena
  • More about the Certification: http://www.cwminstitute.org

Training Outlines

  • Module 1: Update on global wealth management
    This module aims to provide an overview of the world with definition of wealth management and an appreciation of the latest updates, developments and trends globally, supplemented with the regulatory framework for wealth management in Hong Kong

  • Module 2: Global investment strategies and wealth products
    This module covers a wide range of products available in the world of wealth management, including funds, fixed income, derivatives, structured products, and various alternative investments such as hedge funds and private equity, with an analysis of their respective issues, challenges and market experiences in recent years

  • Module 3: Global wealth and portfolio management strategies
    This module covers a broad and yet in-depth discussion of the portfolio management process, ranging from understanding client’s investment behaviors, due diligence procedures and appropriate asset allocation, as well as performance measurement techniques

  • Module 4: Risk management and wealth planning strategies
    Migration of risk and strategies deployed will be discussed concurrently with the identification of risk in this module. Tax planning, estate protection generation planning and other strategies for wealth preservation, wealth accumulation and wealth transfer will also be covered

Training Highlights

  • 30-hour of instructor-led training
  • By attending the CWM® program, participants will:

    – Learn about the opportunities of wealth management with specific relevance to Asia
    – Have an overview of the latest innovations in financial products in wealth management
    – Learn the global best practices in wealth management
    – Develop skills in building wealth management solutions for clients
    – Be able to create strategies to build effective relationship with clients
    – Create and increase the capability to think strategically by using a structured process

  • Free re-sitting of class if exam fails for students with at least 80% of attendance

Chartered Requirements

  • Complete a minimum 30-hour education program at an Approved Training Provider (ATP) of CWM®Institute; and
  • A member of the CWM® Institute; and
  • Minimum 3 years related experience (for university graduates), or minimum 5 years related experience (for non-graduates)
    *Graduate without sufficient experience, will be awarded Associate Chartered Wealth Manager, ACWM
  • Pass in CWM 3-hour exam

Trainers

Mr. Jack Tsang
Master Trainer

  • Jack Tsang is a seasoned senior risk and compliance expert who has held senior management positions in various multinational corporations, including an asset management company, major commercial banking groups, financial regulatory bodies and the big 4 accounting firms. He holds the following professional qualifications: CWM®, CFA®, CFPCM , CPA, FRM® and so forth, and has conducted official CWM classes in the past 10 years

What Our Clients Say

“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.”

Alan Hong

Sun Hung Kai Wealth Management