Wealth management is one of the fastest growing areas within the global 
financial services industry. This internationally accredited qualification ensures that wealth managers and advisors understand the range of assets and investment products available in the local and international market.

Wealth management is more than just investment advice, as it can encompass all parts of a person’s financial life. The idea is that rather than trying to integrate pieces of advice and various products from a series of professionals, high net worth or ultra-high net worth individuals benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own or their family's current and future needs. This course is intended to create such a manager.


This programme is a more advanced professional certification to the Certified Financial Planner course which provides an introduction to financial planning and wealth management.


Candidates in this programme will be certified after passing an internationally accredited three hour comprehensive qualifying exam. The candidate will then be issued a Certificate In Wealth Management (CIWM). 


Final Qualifying Exam 
The three hour exam will consist of comprehensive cases that the candidate will be asked to analyse, draw conclusions and make recommendations in the form of an integrated financial plan. The exam will require that the analysis and the plan be presented in written form for evaluation. All Exams are prepared and marked by The Chartered Banker.

Program Prerequisites 
Candidates to the Certified Wealth Manager Programme must fulfill the 
following requirements: 

  • Candidates must have knowledge in accounting, college mathematics, economics, banking & finance and computer skills.

  • Candidates must have a minimum of a college degree and/or 10 years plus job experience in financial services.


This programme is Accredited by the Chartered Banker, UK 


  • Commences: January 30th 2017

  • Duration: 10 months

  • Days: Saturdays & Tuesdays

  • Tuition: $4,995 + $150 reg fee 

  • Books & International Exam 



Internationally Accredited by the Chartered Institute of Bankers in Scotland