Certified Chartered Wealth Manager (CWM)

Certified Chartered Wealth Manager (CWM)

The Chartered Wealth Manager (CWM) focuses on developing relationship management, sales, communication and core financial planning skills to equip Wealth Management Professionals with graduate education.

Job Roles

Wealth Manager Assistant, Wealth Management Advisor, Investment Advisors , Financial Planners, Welath Management Associate


Candidates must have two of the following:1. An ABA AACSB, ACBSP or Equis Accredited Financial, Investment, Accounting, Tax or Economics degree2. Three years of professional experience3. A government recognized degree: licenses, de




1 year

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