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The Certified Wealth Manager CWM® is core education programme intended for all client advisors in the areas of Investment advisory, Financial planning and Wealth management.
The examinations are open to anyone working in the domain of financial analysis, portfolio management, private banking, wealth management, financial planning investment advice and investment in general.
The AIWM may decide candidacy requirements according to local conditions, which may include the candidate having a local professional or other membership status in good standing and professional work experience.
The education programme is delivered internationally in partnership with approved local training providers. Where there in no training partner students can study directly through AIWM.
Yes, you are allowed to use the CWM® title as in the following example:
John Doe, CWM®
Features of the training programme include:
- Comprehensive course manuals, supporting readings and texts
As a student of the CWM® you will automatically become a student member of AIWM and will therefore have all of the benefits of membership, such as
- Invitations to various AIWM events