Enrich your career to become IFA (Independent Financial Advisors)
Join a community dedicated to empowering professionals in the wealth management and advisory sectors. By becoming a member, you’ll gain access to invaluable resources, networking opportunities, and industry insights.
Membership Benefits
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, Hong Kong
Credential Description
- Chartered Wealth Manager
Credential Title
- ChWM
Membership Enrollment Form
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