American Academy of Financial Management  
1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
> Overview
> Certificates
> Benefits
> Requirements
International Finance and Management Academy

IFMA Board Certificates - Certificate of Wealth Managerial Professional CWMP 


Certified Wealth Manager Logo

Certificate of Wealth Managemerial Professional (CWMP)

Prerequisites/Experience required candidate has three or more years of wealth management experience.

Educational Requirements: Eligible candidates must successfully complete at least one of the following:

1. IFMA -approved Masters Degree in finance, tax, accounting, financial
  services, law, or CPA, MBA, MS, PhD or JD from an accredited school or organization.
2. 5 or more approved and related courses from an AACSB ; ACBSP , Equis or
  ABA accredited business school, law school, or IFMATM sanctioned program.

IFMATM  Executive Wealth Management Certification Course: Online Approved Law Training to email a detail of your credentials, degrees, experience or qualifications:so that we can make a review and determination

The CWMP shows that you have completed graduate financial and wealth management education and/or you have substantial experience in relationship management with high net worth customers and entities. IWM Certified - International Wealth Manager