By attending the Chartered Wealth Advisors® program, you will be trained in the following:

• Discover the techniques to attract and retain wealthy
  clients for life
• Plan and manage wealth challenges specific to High-NetWorth (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

What Makes the CWA® Program Unique?

• Completion of the program leads to awarding of the Chartered
  Wealth Advisor (CWA®) designation, a globally recognized
  qualification in wealth management industry.
• CWA® holders enjoy regular online continuing professional
  development and refresher courses for free.
• CWA® holders also entitled to regular invitation to
  networking and social opportunities and master classes