Certified Wealth Practitioner

This Wealth Management Certification Programme focuses on teaching the essential understanding and competencies for providing wealth management services to affluent and high-net-worth customers. The CWP programme defines and positions wealth management services following a principles-based approach which treats the customer with professional integrity. The candidate will achieve the high standards of competency in client-centric wealth management.

Modules

  1. Business Ethics and Compliance
  2. Relationship Management
  3. Wealth Management

Learning Outcomes and gained competencies:

Upon completion of this programme, candidates will be able to:

  • Identify an appropriate ethical model for client-centric wealth management. 
  • Define what compliance is, explain its role, and function in retail banks, including risk mitigation of money laundering and financing terrorism.
  • Explain how business ethics encourage trust hence improves financial performance.
  • Describe the elements of client relationship management (CRM) as a process and analyse the expectations of relationship customers.
  • Apply a critical understanding of the role of capital markets in generating wealth over the long term.
  • Identify which lending, insurance and investment products are required in the client’s wealth accumulation phase.
  • Subjectively determine the client’s degree of risk aversion through a suitable questionnaire.
  • Recommend a diversified product portfolio that includes diversification methods, strategic asset allocation, and measures of portfolio performance.
  • Compare and contrast the possible risks (market risk, equity risk and currency risk) and explain their main role in investment decisions.
  • Describe the concept of WealthTech and recognize key sub-areas.
  • Evaluate leading trends in Personal Financial Management (PFM).
  • Analyze the financial needs of affluent Millennials.

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