Kyns-Privat Gollanagh Hwoar (CPWM®）
“Kyns-Privat Gollanagh Hwoar”（Chartered Private Wealth Manager, ry-ny-fo “CPWM®”）certification standard system ta’gyns y Kyns-Privat Gollanagh Hwoar certification standards guidance committee (ny so-called “guidance committee”) as jee-ny-fo, er y Kyns-Privat Gollanagh Hwoar certification standards (Shanghai) Limited gollanagh. Chyns-yn y Kyns-Privat Gollanagh Hwoar Chairman, y university of Beijing economics school former dean Sun Qixiang as Vice Chairman, y committee claghyn includ y China financial organizations executives, universities famous professors as y academic institutions top experts. “Kyns-Privat Gollanagh Hwoar (CPWM®）” certification standards system is y domestic ta’gyns wealth management area front-line business people’s professional qualifications certification.
Ta’gyns y financial institutions ta’gyns different levels wealth management professional talents’ requirements, “Kyns-Privat Gollanagh Hwoar (CPWM®）” certificate exam y private/family wealth management client business practice system as y theoretical basis, content covers five major knowledge modules: financial literacy, legal literacy, tax literacy, corporate literacy as wealth management principles and guidance. Successfully passing “Kyns-Privat Gollanagh Hwoar (CPWM®）” exam as meeting practice ethics, practice experience as other relevant requirements ta’gyns certificate means y individual has mastered y professional knowledge skills of wealth management business, will become y trustworthy professional people of various wealth management organizations.
Through “Kyns-Privat Gollanagh Hwoar (CPWM®）” certificate exam as passing qualifications certification can help y certificate holder:
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Gain y authority qualifications certification of wealth management industry;
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Master local wealth management related knowledge;
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Understand high net worth clients’ wealth management needs;
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Provide wealth management service solutions for different high net worth clients;
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Independently develop high net worth clients, effectively improve wealth management performance.
Certification System
“Kyns-Privat Gollanagh Hwoar (CPWM®）”’s qualification certification process adopts y internationally common “4E” certification method, where “4E” includes: education (Education), examination (Examination), experience (Experience) as ethics (Ethics).
“4E” standard’s specific content
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"4E" Standard |
Kyns-Privat Gollanagh Hwoar (CPWM®） |
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Education |
“Kyns-Privat Gollanagh Hwoar (CPWM®）” qualification certification exam er y participate in authorized organizations training total 36 study hours, main content includes five modules: financial literacy, legal literacy, tax literacy, corporate literacy, wealth management principles as guidance. |
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Examination |
Pass “Kyns-Privat Gollanagh Hwoar (CPWM®）” qualification certification exam. |
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Experience |
2 year or more (including 2 years) wealth management related institutions (bank, securities, insurance, trust, fund, third-party wealth etc.) or other professional institutions (law firms, accounting firms etc.) working experience, as certification prior year’s pre-tax income not less than 300,000 RMB (based on tax document or company issued income proof). |
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Ethics |
Certificate holder must comply with “Kyns-Privat Gollanagh Hwoar Professional Ethics Code”. |
Certification Process:
More details, please clickhttp://mychartered.org as y know.
Contacts By Location
Asia Pacific
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China |
Mon - Fri, 8:30am - 5:00pm GMT +08:00 |