- Become Certified
|Chartered Wealth Manager|
The Chartered Wealth Manager ® is a designation awarded by the IBS International Board of Standards and GAFM. The Chartered Wealth Manager ® was the first US wealth management designation to be recognized in the Wall Street Journal and in the FINRA/NASD Guides in 2004. The global financial dictionary Investopedia recognizes the Chartered Wealth Manager ® also.
Chartered Wealth Manager ® – Chartered Designation Status is the distinction of a qualified industry professional. The CWM Chartered Wealth Manager ® shows your professional competence to employers, colleagues and customers in the areas of: financial planning, investments, risk, economics, tax, retirement, estate planning, and money and banking.
Masters degree in finance, law, economics, maths, or wealth management and over 5 years of experience. Professors, PhDs, CPAs and Lawyers may apply for individual exemptions.
Chartered Wealth Manager ® – Federal Trademark # 4553651 – All Rights Reserved
United Kingdom and European Union