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

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特许财富管理师 (CWM®) 是全球公认并享有很高声誉的财富管理认证。 CWM® 重点发展关系管理,销售,沟通和核心财务顾问的技能,装备财富管理和私人银行业务的专业人才,包括财富管理,私人银行,家庭办公室和财务顾问。 该认证全面涉及财富管理的投资策略,生命周期管理,财富转移,关系管理,行为金融学,另类产品,房地产估价和全球税收的各个方面。

近年在财富管理和私人银行业务各个方面,均对专业人才非常渴求。 而 CWM® 的持有人能够满足行业需求更能独当一面地站出来。

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关于 CWM®

  • CWM® 是由 CWM® Institute (CWMI®) 与美国金融管理学会 (AAFM®) 共同颁发,而当中美国金融管理学会 (AAFM®) 拥有超过 50,000 会员,遍布全球 150 多个国家
  • CWM® Institute (CWMI®) 保持财富管理标准
  • 此专业认证是非常合适金融专业人士,银行家,投资顾问,财务顾问和互惠基金顾问,建立财富管理和私人银行业务的舞台生涯
  • 更多关于 CWM®: http://www.cwminstitute.org

培训课程内容

  • 单元1:全球财富管理和地方管理框架 (10%)
    该单元的目的是提供一个概述世界和财富管理的定义和全球最新的信息和发展趋势,并辅以香港财富管理的规管架构

  • 单元2:理财产品 (30%)
    该单元涵盖了广泛的财富管理,包括基金,固定收益,衍生产品,结构性产品,以及各种另类投资如对冲基金和私募股权产品,分析各个理财产品,挑战及分析近年产品走势

  • 单元3:投资组织者策略 (35%)
    该单元涵盖了主板,但深入的投资组织者过程中的技巧,从了解客户的投资行为,尽职调查程序,适当的资产配置,以及测量风险技术

  • 单元4:风险管理和财富规划技能 (15%)
    风险和策略部署,税务规划,遗产保护及其他财富保值战略,此外,财富积累和财富转移也将被涵盖

  • 单元5:客户咨询和关系管理技能 (10%)
    本单元的重点是顾问式销售方法,从 “出售给客户” 到 “帮助客户买”。 如何定义,实现和保障财富管理优质的服务文化和其他重要人际关系的概念也将被覆盖

培训课程重点

  • 40 小时导师培训
  • 出席 CWM® 课程,您将会:

    – 了解财富管理相关的机会特别于亚洲地区
    – 拥有最新的创新金融产品,财富管理概览
    – 了解财富管理的全球最佳实践
    – 开发技能,为客户积累财富管理解决方案
    – 能够创建策略,与客户建立有效的关系
    – 创建和提高战略性思考

  • 3 小时工作坊 (CPD/CPT),工作坊主题包括个人品牌与专业形象,销售与 NLP 教练,九型人格或有效的电子邮件通信
  • 免费重考 (适用于出席率达 80% 或以上的学员)

认证要求

  • 完成至少 35 小时的培训课程
  • CWM® Institute 的会员
  • 大学毕业生需拥有 3 年以上相关工作经验,非大学毕业生需要 5 年以上相关工作经验
    *大学毕业生需拥有 3 年以上相关工作经验,非大学毕业生需要 5 年以上相关工作经验

导师

Mr. Jack Tsang
Master Trainer

Jack Tsang is a senior financial seasoned expert who has held senior management positions in various multinational corporations, including asset management company, major commercial banking groups, financial regulatory bodies and big 4 accounting firm. He is holding the following professional qualifications: CWM®, CFA®, CFPTM , CPA, FRM® and so forth, and has conducted a number of CWM® classes in the past 6 years

Mr. Alan Hong
Trainer

With over 20 years experience in wealth management and CPA, Alan is the Senior Vice President of the Sun Hung Kai Financial. He was an award winner in the 41st Distinguished Salesperson Award Programme (DSA) in 2009, which is a well-known international project intended to bring public recognition to outstanding sales personnel. Alan is also a Fitness coach and co-author of popular NLP book《生命的蛻變因NLP而起>>. He is an active trainer and speaker in topics related to wealth management, HNW client communications as well as stress management for various organizations including HKICPA.

Mr. Paul Arundell
Trainer

Paul Arundell is a highly experienced and energetic training professional with over 25 years experience in banking, insurance and wealth management. He has held senior roles in leading financial institutions including Westpac Banking Corporation (Australia), UBS AG and Barclays Bank Plc. At both UBS and Barclays, Paul was responsible for establishing and managing the UBS Wealth Management Academy and the Barclays Wealth Sales & Advisory institute. Since leaving Australia in 2006, Paul has gained extensive global banking exposure through his work in Zurich, London, Hong Kong, Singapore, Japan and India

客户感谢词

“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


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