Why Attend CWA Program?
"Discover the techniques to attract and retain wealthy
clients for life"
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