THE BAHAMAS INSTITUTEOF FINANCIAL SERVICES

Master the Art of Wealth Management with This Internationally Accredited Qualification

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Step into one of the fastest-growing sectors in global financial services: Wealth Management. This prestigious course is designed to empower wealth managers and advisors with the expertise to navigate the full spectrum of assets and investment products across both local and international markets.

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A Comprehensive Approach to Financial Mastery

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Wealth management goes beyond mere investment advice—it’s a holistic strategy that encompasses every aspect of a client’s financial life. High-net-worth and ultra-high-net-worth individuals benefit from a coordinated approach where a single manager oversees all aspects of their financial planning, investment management, and legacy building.

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Become the Trusted Advisor Your Clients Need

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This course prepares you to serve as the central figure in your client's financial journey. You'll develop the skills to deliver seamless, personalized services that integrate diverse financial needs—from wealth preservation and growth to future-proofing family legacies.

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Why Choose This Course?

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• International Accreditation: Recognized globally, this qualification sets you apart as a leading professional in wealth management.

• Comprehensive Curriculum: Gain deep insights into a wide range of financial instruments, tailored for diverse markets and client profiles.

• Holistic Focus: Master the art of managing not just investments, but your clients’ entire financial landscape.

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Who Should Enroll?

This course is ideal for aspiring and experienced wealth managers, financial advisors, and investment professionals looking to elevate their careers and deliver exceptional value to their clients.

Transform into a Holistic Wealth Manager Today
Take the first step toward becoming the go-to expert for high-net-worth clients seeking integrated, future-ready financial solutions.

 

Assessment

Candidates in this programme will be certified after completing a 2,000-word assignment and a 90-minute multiple-choice exam. The candidate will then be issued a Certificate In Wealth Management (CIWM).

 

Program Prerequisites

Candidates for the Certified International Wealth Manager Programme must fulfil the following requirements:

 

• Candidates must have knowledge of 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.

• Tuition: $4,995 plus a $65 registration fee. CIFP Holders: $2,995 plus a $65 Registration Fee. Payment plans are available

• Duration: 6 months | Learning Platform: ZOOM

• Days: Saturdays