• Awarded by The International Academy of Financial Management (IAFM)
• Established in 1995, IAFM is a global professional body maintaining over 20 designations in the finance arena, with over 60,000 members in more than 150 countries.
• CWM™ differentiates from other finance qualifications with its emphasis not only on the core wealth management expertise but also on the advanced knowledge of customer relationship management and the psychology of selling.
• Clients trained by IAFM Certification Training Partners Include:
• China Construction Bank, Bank of China, Bank of Communication, China Merchant’s Bank, The China Bankers Association, Deutsche Bank, Citibank, Xerox, HSBC, Shangri La Hotels, Securities and Exchange Commission of the United States of American, 3M Asia Pacific (The Department of Interior), Hewlett Packard Singapore, Indian Overseas Bank and so forth.
• Official website: http://www.theiafm.org 

• Module 1: Unique Selling Proposition (USP) of Wealth Management
• Module 2: Client Profiling and Financial Psychology
• Module 3: Product Profiling and Structuring
• Module 4: Advanced Financial Planning Skills
• Module 5: Portfolio Theory and Asset Allocation
• Module 6: Security Analysis and Investment Management
• Module 7: Risk Management Techniques
• Module 8: Anti-Money Laundering (AML) and Sales Compliance
• Module 9: Selling Techniques Empowered by Neuro-Linguistic Programming (NLP)
• Module 10: Servicing as Coaching

• 40 hours of instructor-led training
• Examination review
• Highly practical – the wealth management knowledge can be readily apply on daily work for a positive business impact
• Additional soft skills training of professional selling empowered by Neuro-Linguistic Programming (NLP) and financial coaching
• Free re-sitting for those who fail the exam and have 80% of attendance or above
• Eligible for Continuing Education Fund (CEF)

• Complete a 30-hour education program at an Approved Training Provider of IAFM before sitting for the examination
• A passing score on the CWM examination
• A member of IAFM (Annual membership fee: US$100 or HK$780)

• Education requirement:

1. Degree holders : 4 years of full time work experience with 2
   years in finance sector

2. Non-degree holders : 8 years of full time work experience with 4 years in finance sector

For those who do not have sufficient work experience, they may take the same CWM exam and 5 years will then be allotted to accumulate the required experience after passing the examination.

• Public Examination will be held at KORNERSTONE, which is the only authorized education provider in Hong Kong
• Examination registration fee: US$250 (HK$1950)
• Chartered holders are required to earn and report 10 Continuous Development Units per year

Mr. Jack Tsang

Qualifications:

• President, IAFM HK Chapter
• Master of Laws in Corporate and Financial Law
• Master of Science in Finance
• Bachelor of Social Sciences in Economics
• Chartered Wealth Manager (CWM^TM)
• Chartered Financial Analyst (CFA )
• CERTIFIED FINANCIAL PLANNER^CM (CFP^CM)
• Certified Public Accountants (CPA)
• Financial Risk Manager, FRM^®
• Registered Corporate Coach (RCC)
• NLP Master Practitioner

Working profile:

“I have encountered a big career change from financial controller to a wealth management professional a couple of years ago. KORNERSTONE not only provided me with top-notch professional knowledge in Chartered Wealth Manager, but also granted me with the soft skills training which empowered my communication and trust building skills.”

Alan Hong, Vice President
Sun Hung Kai Wealth Management
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