How You Can Show Credibility & Authority to Gain More Wealth Clients…

Certified Wealth & Investment Management Specialist (CWIMS)™ Training Course

Make It Easier for Your Clients to Choose You Over Your Competitors

Certified Wealth & Investment Management Specialist (CWIMS) digital badge

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.

View the detailed course content and the latest discount promotions:

Have a question? Email us at: [email protected] or call us at: (+852) 2376-3330

Glad I attended...The course was presented professionally and is internationally recognised as a good course.

Contract Manager-Procurement, Overseas AST Co, UAE

Imagine This…

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.

View the detailed course content and the latest discount promotions:

Have a question? Email us at: [email protected] or call us at: (+852) 2376-3330

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 a decade 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.

Ethan Hathaway is also a British Accreditation Council (BAC) accredited international Centre.

To become BAC accredited, we undergo a rigorous inspection and assessment to show our devotion and commitment to ensuring we provide YOU with a quality training result.

Not many other training providers can say they have gone through this process or commitment.

Ethan Hathaway Logo

Accredited By

BAC AccreditedEthan Hathaway is accredited by the British Accreditation Council for Independent Further and Higher Education as an International Centre.

Why Should You Get Certified?

If you’re an individual…

…this certification gives you a leg up on the competition.

Unlike any other Wealth Manager, you’ll have a certificate AND badge to prove your Wealth management expertise from a source that is trusted by global businesses – which is what REALLY counts.

More importantly, it will make you a better Wealth & Investment Professional.

So, if you want to:

  • Move up the ladder in your career (or start/change careers)
  • Have something tangible to show your dedication in your own self-development
  • Add new skills to your toolset to leave your competition behind and step up the ladder in pay grade…

…this course and certification is for you.

If you’re a Investment/Fund Manager or Managing Director…

…there’s a chance you don’t need to get certified, but…

…your team should get certified.

Why certify your team? Here’s a few good reasons:

  • Improve your reputation as an employer for being a great place to work because you invest in your staff development
  • Have peace of mind your Wealth Managers have a standardised level of skills and competency.

If you’re taking the course for yourself, there’s no obligation to get certified, you can also just take the course itself.

Either way, this training gives you value for a crucial part of your business.

  • Agenda highlights
  • Who should enroll
  • Reviews

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 information booklet for the FULL details of what’s covered.***

What You Need to Bring:


You will need to bring a laptop computer to perform all the course exercises.

Certification Assessment:

Your certification assessment will be based upon an exam and/or project-work.

View the detailed course content and the latest discount promotions:

Have a question? Email us at: [email protected] or call us at: (+852) 2376-3330

What You Get with the Live Course

Expert Coaching

You get 5-full days of expert coaching and get answers to your specific questions valued at $30,000.00

Reference Pack

Course notes, slide decks and resources for your future reference.
(value of $200.00)

Meet Your Peers

Meet other professionals from around the world in an intimate setting so you can make REAL connections unlike that of a large-scale event (value $$495.00)

Limited Seats 

Most courses pack in as many people as possible (how many have you seen actually tell you the exact number seats are available?), but ours is strictly limited to a maximum of 18 people – so you get high-level & personalised attention

Private Discussion Group

You’ll be invited to join our private members-only professional group on LinkedIn (value $479.64)

Certificate of Completion

After completing the training, you receive a gold-embossed Ethan Hathaway certificate of completion to mark your achievement.

If you successfully complete the Certification Exam, you also receive:

CWIMS digital badge

Digital CWIMS™ Badge

This digital badge designates you as a Certified Wealth & Investment Management Specialist (CWIMS)™, which you may use on business cards, resumes, LinkedIn profiles, website profiles, email signatures and more.

To continue using your badge, you must renew your membership certification each year.


In addition to the Certificate of Completion for the course in general, if you successfully pass the Certification exam, you also receive a CWIMS™ Certificate to mark your achievement.

Exclusive Membership Access

As part of your successful certification, you also receive a full year's access to an exclusive Membership library to help you keep up-to-date on industry issues.

You receive free access as long as you renew your membership fee and CWIMS™ status.​

Members Only Discounts

In order to keep your status as a CRSIA™ in good standing, you need to regularly take Continuing Professional Development courses.

You will be eligible for members only discounts for Ethan Hathaway events and courses to help keep up with your requirements.​

Total Value You Receive From This Course Is $32,284.28

Available for In-House Training

There are currently no scheduled public sessions for this training, however, it is available as an in-house training.

Request an in-house training proposal below or learn more about In-House Training

Frequently Asked Questions

Click Here for Answers to Frequently Asked Questions (FAQ)

View the detailed course content and the latest discount promotions:

Have a question? Email us at: [email protected] or call us at: (+852) 2376-3330

Scroll to Top