How You Can Show Credibility & Authority to Gain More Wealth Clients…
Make It Easier for Your Clients to Choose You Over Your Competitors
Are you getting tired of competing for clients?
Are you finding it hard to distinguish yourselves from the other Wealth Management fims?
Do you struggle to answer the question “Why should I choose you over another firm?”
What Do Clients Look for In a Wealth Manager?
Just imagine it’s your hard earned money, would you let just anyone manage your money and investments?
You would want the BEST money can buy, you would want managers who are exceptionally savvy and understand financial products to the greatest detail.
You would want a manager who clearly has your best interests at heart and displays the credibility and authority in wealth and investment management.
You have clients coming to you instead of you prospecting for clients.
Clients are coming to you because they feel you are the ones equipped with the expertise they’re looking for to manage their money.
That’s what the Certified Wealth & Investment Specialist (CWIMS) designation gives you.
Certified Wealth & Investment Management Specialist Course Highlights
- What makes a good Private Banker / Wealth Manager?
- Private Banking & Wealth Management Today
- Understanding Your Clients
- Mapping Client Needs to Your Products & Services
- Financial Products & Asset Classes
- Asset Allocation & Portfolio Construction
- Legal Concepts, Regulation and Business Ethics
- Relationship Management
Download the Course booklet for More Detailed Syllabus.
Who Will Benefit
- Financial Advisors
- Wealth Managers
- Relationship Managers
- Single & Multi Asset Portfolio Managers
- Hedge Fund Managers
- Family Office Investment Managers
- Investment Managers
- Private Bankers
What Clients Say About Us
“Very open interaction & discussion. Materials very relevant for my work. Many cases which help to put things into perspective.
Very good speaker as he used to be bank’s structurer, so plenty of practical knowledge. Speaker explained very well & easy to understand.” – M.J., Standard Chartered Bank
About the instructor: “He was excellent in teaching and always keen to answer all our questions. I like how he link up theory and real life application.” – C. W.J., Commerzbank
“The course was excellent and exceeded my expectation.” – A.A., Saudi Aramco, Saudi Arabia
“The speaker has a very good knowledge and she explain the main concept very clear, very straight forward.” – C.A., Treasury, Royal Bank of Scotland (RBS), Hong Kong
“What I liked most about this training was the Trainer and her professional approach…I am pleased with the course and all the arrangements.” – S.R.N., Finance Manager, Oman Oil Company, Oman
“Excellent! Nice class and participants…What I liked most about this training course was the many exercises and case studies so I can understand more clearly day by day.” – I., Bank Rakyat Indonesia, Indonesia
“Excellent…Trainer well organized and thoroughly walk thru the materials from basic to more challenging topic.” – C.J., Standard Chartered Bank, Thailand
Available for In-House Training
There are currently no scheduled sessions for this training, however, it is available as an in-house training (*Available for online/virtual delivery.
In-person delivery only when COVID protocols allow).
Request an in-house training proposal below or learn more about In-House Training
What You Get
If you successfully complete the Certification Exam, you also receive:
Why Ethan Hathaway
There are LOTS of training providers in the market, so why choose Ethan Hathaway?
Ethan Hathaway has established itself as a reputable training partner for over 18+ years to top companies all over the world.
Our philosophy is to make YOU as valuable as can be both in your career and your employer.