Upcoming Program

Inhouse Class Program 2024

Certified Wealth Managers' Association (CWMA) in cooperation with MCI ASIA Group (an official training provider of CWMA) will cond...

CPD Series Program 2024 - Batch 3

Program Pendidikan Berkelanjutan / Continuing Professional Development (CPD) Program 2024

CPD Series Program 2024 - Batch 4

Program Pendidikan Berkelanjutan / Continuing Professional Development (CPD) Program 2024

Public Class Batch 53

Certified Wealth Managers Association (CWMA) in cooperation with MCI ASIA Group (an official training provider) w...

Global Executive CWM®️ Program 2024

Offers a unique, comprehensive learning experience, bringing participants up to date on Strategic Investment Management and specific asset classes....

CPD Series Program 2024 - Batch 5

Program Pendidikan Berkelanjutan / Continuing Professional Development (CPD) Program 2024

WHAT IS WEALTH MANAGEMENT ?

A comprehensive and cohesive system aimed at protecting & preserving assets, growing accumulating assets, and transitioning assets.

A holistic Approach that seeks to coordinate High Net Worth Individuals’ needs over their lifetimes with the needs of their families.

It’s the ability to engage in all aspects of our client’s financial situations.

The core skills and knowledge required for success is Quality Services, Skills, Integrity, Know Your Products, Ethics, Track Record, and Attitude.

--Wealth Management Certification Program--

CORPORATE STRATEGIC PARTNERS