Certified Wealth Advisor: Join CWA Philippines
ABOUT CWA
The Chartered Wealth Advisor (CWA®) Program credential is certification created specifically for financial advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution.
CERTIFICATION
The CWA® certification offers a graduate level education program focused on wealth management topics, including: tax planning strategies, portfolio management for executives and closely held business owners
MEMBERSHIP
CWA sources its members from the various wealth managers. Membership is also available to anyone interested in their own professional development or the development of management practice as a profession.
Live Webinar: Asset Allocation Strategies that Work
Friday, September 30, 2022 / 2:00 PM
ATTEND THE CWA® PROGRAM
UPGRADE YOUR PROFESSIONAL CREDENTIAL TODAY. BECOME AN EFFECTIVE WEALTH ADVISOR. JOIN THE CHARTERED WEALTH ADVISOR (CWA®) PROGRAM
January 4 - March 1, 2025
Live Online Training
LEVEL UP YOUR CAREER. ATTEND CWA® PROGRAM.
BENEFITS OF ATTENDING CWA PROGRAM
Completion of the program leads to awarding of the Certified Wealth Advisor (CWA®) designation, a globally recognized qualification in wealth management industry.
Through partnership with IFPM UK, CWA® holders enjoy regular online continuing professional development and refresher courses for free.
Chartered Wealth Advisor® holders also entitled to regular invitation to networking and social opportunities and master classes.
TESTIMONIALS
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Joshua Emmanuel Bayabo
Executive Financial AdvisorThe course really helped me on how to handle my existing and future high network clients. One part to focus on is behavioral finance for the affluent.
Janette G. Colada
Financial AdvisorThis program helps me to understand and approach the high network market. As a financial advisor, I gained a lot of knowledge in guiding and suggesting to my possible big clients.
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Joshua Emmanuel Bayabo
Executive Financial AdvisorThe course really helped me on how to handle my existing and future high network clients. One part to focus on is behavioral finance for the affluent.
Janette G. Colada
Financial AdvisorThis program helps me to understand and approach the high network market. As a financial advisor, I gained a lot of knowledge in guiding and suggesting to my possible big clients.
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Ray Justin Reyes
Home Health CareThe program equips the participant a practical knowledge on how to handle or attend to affluent clients. The module 1 and 4 peaked my interest. Chartered Wealth Advisor Program was worth attending.
David Isaiah E. Angway
Winlongterm Financial ConsultancyThe program gave me a wide skills to reach out high net worth clients and provide a better service to my existing client. The professors were all excellent in their field and they push us to build more relationship to HNW's
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Rheg Lagman
Sun LifeAfter attending the Chartered Wealth Advisor Program, I feel that I have a better grasp of the motivations and behavior of high net worth individuals.
Evangeline R. Mercado
Financial AdvisorThe program gave me an insight that managing the wealth of affluent individuals is a specialized skill that require focus and knowledge of varied affluent family situation in order to properly address and cover their presentation needs, succession plan, wealth accumulation plan through products offered by various financial institutions.
FIND A CHARTERED WEALTH ADVISOR (CWA®)
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