Chartered Wealth Manager™
11 - 15 May 2008 • Dusit Thani Hotel • Dubai
Event Overview
| Key Benefits Of Attending This Important Course: |
| • | Be able to explain the key regulatory drivers in your market and their impact on the wealth manager |
| • | Explore the importance of relationships in wealth management |
| • | Understand the various portfolio selection techniques and the importance of balance in a portfolio |
| • | Enhance your understanding of wealth management products and the most effective way to market them |
| • | Share in the knowledge of world leading training consultants from the AAFM |
| • | Develop your technical communication skills through supervised Deep Dive Brainstorming sessions |
Increasing liquidity and customer knowledge of the financial services industry has led to a rise in demand for qualified and certified wealth management professionals. High Net Worth clients demand a level of support and industry expertise that can no longer be met by the general banking community.
To help meet this need IIR, The Royal Society Of Fellows (RSOF) and the American Academy of Financial Management (AAFM) have developed the Chartered Wealth Manager™ programme. This important executive education programme has been extensively remodeled for 2008 and is designed to equip you with the skill and expertise to take your wealth management activities to the next level of professionalism and carries an official certification recognised by over 500 business schools and leading universities. On satisfactory completion of this programme you will be entitled to use the post-nominal designation CWM™ on your business cards and resume.
In addition, if you are seeking a further qualification as a financial services professional you may chose to take two additional financial services training courses over the next two years and receive an International Diploma In Financial Services. Please see the website for more details on this special opportunity.
This Chartered Wealth Manager programme is delivered by expert trainers selected from the American Academy of Financial Management’s most experienced teaching staff. Each of them has many years experience in financial services and as professional development trainers and coaches. They will ensure that you receive the maximum possible benefits from this course through a mixture of one on one coaching, group delivery, supervised break-out sessions and practical case studies.
Secure your future as a Chartered Wealth Manager™ now – see the back page for five easy ways to register and the amazing offers available for early bird booking. You could save hundreds of dollars!
This course has been extensively revised from previous years and is suitable for all those with a finance background who wish to move into wealth management or existing wealth management practitioners who want to cement their knowledge and achieve a professionally recognised certification.