CWA Program

cwa program

Penetrating into the High Net Worth Segment and Be An Effective Chartered Wealth Advisor®

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.

What You Will Learn:

  • Discover the techniques to attract and retain wealthy clients for life
  • Plan and manage wealth challenges specific to High-Net-Worth (HNW) clients.
  • Measure and manage portfolio and alternative investments
  • Apply asset-protection strategies and risk management
  • Specialize client-focused strategies for Family Wealth Preservation, Executives and Closely-held Business Owners

Who Should Attend?

  • Wealth Managers
  • Private Bankers
  • Financial Advisers and Financial Planners
  • And other professionals directly responsible for advising HNWI clients.

What they say about the CWA Program

"The 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."

Joshua Emmanuel Bayabo
Executive Financial Advisor

"This 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."

Janette G. Colada
Financial Advisor

"The 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."

Ray Justin Reyes
Home Health Care

"The 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"

David Isaiah E. Angway
Winlongterm Financial Consultancy

"After attending the Chartered Wealth Advisor Program, I feel that I have a better grasp of the motivations and behavior of high net worth individuals."

Rheg Lagman
Sun Life