Why one should look for CWM Certification | ApnaCourse

by | Feb 23, 2017 | Financial Management

Amidst an ocean of Certifications in the financial domain, the Chartered Wealth Manager ® Certification is the highest Global Designation in Wealth Management, Private Banking and Wealth Advisory. With this premise, below are certain important features of CWM® course:

  • Global Recognition: The Certificate would be provided by American Academy of Financial Management, US directly irrespective of the country you reside and hence there would be no territorial bias.
  • Abundant Knowledge: The course would provide good insights into various aspects of Wealth Management such as Investment strategies, Life Cycle Management, Intergenerational Wealth Transfer, Relationship Management, Behavioral Finance, Alternative Products and much more.
  • Other Skills: In additional to the knowledge in the core areas of Wealth Management, it would indirectly assist an individual in sharpening his communication skills, power to face clients and other necessary soft skills that are a prime requirement to handle a Wealth Management client.
  • Profile Building: This Certification would add immense value to an individual’s profile considering the recognition this Certification has across the globe. Employed individuals can look for better appraisals/ pay in the organizations they work for. Having this Certification would immensely help for individuals looking for job change/ job switch. Self-employed individuals can use this tag on all their promotional materials that would showcase a better brand.
  • Grow your Wealth Management Practice: Expand your practice by adopting international best practices in Wealth Management and by serving Ultra-High Networth individuals (UHNI’s) in all their wealth management requirements. This would include advising them on investments in Global markets and develop strategies for managing risk and maximizing returns.

Though there are numerous benefits of this course, I have listed the most important ones that would enable an individual to make decisions. Overall, this program is ideal for Students, Management Graduates, Finance Professionals, Bankers, Investment Advisors, Financial Advisors, Mutual Fund Advisors, Insurance Advisors who want to make a career in the Wealth Management and Private Banking arena which is one of the most respected and highest paid segments in Financial Services Industry.

What are you waiting for? Enrol for the most sought after Certification in Wealth Management space!!

Lakshminarayanan R, CA,CFP,CWM,CertIFR
A Chartered Accountant, a Certified Financial Planner (CFP) and a Chartered Wealth Manager (CWM) with 6+ years domain experience in Financial Planning and Wealth Management. He is the director at Fourth Dimension Wealth Management Services (P) Ltd. and was the proprietor at Intelliplan Investment Advisors. Read More.

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