The Financial and International Business Association (FIBA) announces the launch of a new certification program for wealth management professionals. As the wealth management business continues to grow, its professionals must demonstrate high-level skills in a wide variety of disciplines.
This two-level certification is designed to provide professionals from financial institutions with a strong foundation in financial markets and the products and services they offer.
Funds Society readers will be able to include the promotional code FS200 and receive a $200 discount.
The Certified Wealth Management Associate (CWMA) online course provides an introduction and overview of the business of international wealth management, as well as an in-depth review of financial markets and instruments, wealth management products, operational and regulatory requirements and the concepts of wealth planning.
This course is ideal for new entrants to the business, such as junior relationship managers, as well as customer service staff, compliance, operations and audit professionals, and industry regulators.
The Certified Weatlh Management Professional (CWMP) is designed as a hybrid course, with online instruction in portfolio construction, quantitative analysis of risk and return, economics and economic indicators, as well as live seminars providing hands-on learning. As a key component of the course, participants will prepare an investment proposal based on a complex case study and current market conditions. This course is geared toward senior relationship managers and investment advisory or portfolio management staff.
It is also an opportunity for specialized operations, compliance and audit staff to gain a deeper understanding of the investment advisory process.
The CWMA is available for enrollment in January 26, 2023, and the CWMP will launch its first session in March 2023. The course was developed by a multi-disciplinary team of professionals, led by the instructor, Isabelle Wheeler, CFA.
For more information, please visit the following link.
For Gabriela Huerta
For Fórmate a Fondo