Enrich Your Career In Wealth Management
Join a community dedicated to empowering wealth management and advisory professionals. Becoming a member means you’ll access invaluable resources, networking opportunities, and industry insights.
Membership Benefits
Networking Opportunities
Professional Development And Training
Greater Financial Rewards From Selling Products
Access To Exclusive Resources & Products
Membership Qualification And Training Requirements
Prerequisites:
Candidates must meet both of the following prerequisites:
1) One of the following:
- Qualifying accredited degree in the relevant area of expertise from an accredited university or institution, such as New York Institute of Finance recognized program; or
- Completion of ACWM-NYIF approved accredited training program; or
- Licensed Investment Advisors, licensed CPA, Accountants, Lawyers, Bankers, Trustees, Insurance Agents/Brokers, Funds Managers, Family Office Managers, CFA, CFP, licensed Estate Agents, MBA, MS, PhD, DBA or JD from an accredited school or organization; and
2) Three years of related work experience.
Continuing Education: 15 CPD hours over 2 years
Designation Essentials
Issuing Organisation
- The Association of Chartered Wealth Managers
- Room 708, 7/F, New East Ocean Centre, No.9, Science Museum Road, Tsim Sha Tsui, Kowloon, Hong Kong.
Credential Description
- Chartered Wealth Manager
- Independent Financial Advisor
Credential Title
- ChWM
- IFA
Certificate
Membership Enrollment Form
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