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.
Complete the CWA® Program
Pass the CWA® Examination
Fulfil the experience requirement of at least two years relevant work experience
Agree to abide by the Wealth Management Institute professional code of ethics
Wealth Managers
Private Bankers
Financial Advisers and Financial Planners
And other professionals directly responsible for advising HNWI clients
