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BE GLOBALLY RECOGNIZED AS
CHARTERED WEALTH ADVISOR®
The Chartered Wealth Advisor(CWA®) Program credential is certification created specifically for financial advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution.
ABOUT CWA CONTACT US
DEVELOP YOUR WEALTH MANAGEMENT STRATEGY FOR AFFLUENT CLIENTS
Candidates who achieved Chartered Wealth Advisor® certification learn to identify and address challenges facing high-net worth clients and develop specific strategies tailored to meet client goals.
WHY ATTEND CWA? Join Now!
LEARN HOW TO ATTRACT AND RETAIN WEALTHY CLIENTS FOR LIFE
Join the Chartered Wealth Advisor® Program today and you will discover different techniques and strategies to attract and retain wealthy client for life.
What Makes CWA So Unique Join Now!

ABOUT CWA

The Chartered Wealth Advisor (CWA®) Program credential is certification created specifically for financial advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who achieved this certification learn to identify and address challenges facing high-net worth clients and develop specific strategies tailored to meet client goals.

 

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The CWA® certification offers a graduate level education program focused on wealth management topics, including: tax planning strategies, portfolio management for executives and closely held business owners, risk management and asset protection, family dynamics and legacy planning. The CWA® credential is awarded by International Federation of Professional Managers (IFPM) UK in partnership with Wealth Management Institute.

Why Attend CWA® Program?
By attending the Chartered Wealth Advisors® program, you will be trained in the following: Estate planning and the transfer of wealth, Succession planning and the other needs of business owners, Retirement planning, Portfolio evaluation and Asset allocation strategies, Risk management and insurance strategies and Charitable gifting strategies.

Penetrating into the High Net Worth Segment and Be An Effective Chartered Wealth Advisor®

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WHAT MAKES CWA® SO UNIQUE?

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Globally Recognized

Completion of the program leads to awarding of the Chartered Wealth Advisor (CWA®) designation, a globally recognized qualification in wealth management industry.

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CPD and Refresher Courses

Through partnership with AFMA, CWA® holders enjoy regular online continuing professional development and refresher courses for free.

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Discounts for CWA® Holders

Chartered Wealth Advisor® holders enjoy 50% discount to all AFMA conferences and professional forums.

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Regular Invites CWA® Holders

Chartered Wealth Advisor® holders also entitled to regular invitation to networking and social opportunities and master classes.

CONTACT US

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