Why Attend CWA

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

Program Schedule

4th Chartered Wealth Advisor Program
July 6 - August 10, 2019
Crowne Plaza Galleria,
Ortigas Center, Pasig City