Benefits

Being a CWM™ says a lot about who you are. The credential gives you the backing, the education, the colleagues, the networking system, and the power to face your clients, your partners, your employers and your competitors.

With CWM™, you’ll be part of a globally recognized family of wealth management professionals. You’ll have access to our full spectrum of resources, industry events and networking opportunities. You could also form alliance with other CWM™ from different areas to serve your international clients.