Why Wealth Manager?


Asia-Pacific’s HNWI population continued its growth trajectory in 2011, becoming the largest HNWI market globally for the first time. While the world’s population of HNWIs grew just 0.8% in 2011,5 Asia-Pacific’s gained 1.6% to 3.37 million individuals, surpassing North America for the first time, after passing Europe the year before.

What do I need to apply for CWM?

CWM®


CHARTERED WEALTH MANAGER® (CWM®) is unique and the only Wealth Management certification. It 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.

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CWM® Membership


In a competitive global economy, wealth managers can’t go it alone. CWM Institute membership gives you the knowledge, skills, network and support you need to make your mark on the profession. It also provides you with access to valuable knowledge, networks and resources that help you improve and advance.

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