Course Overview

The interdisciplinary curriculum for the Wealth Management Executive Certification is geared entirely towards the focus on wealth management. A core group of specialty graduate topics focuses on the major functional issues of high net-worth consulting, ranging from finance to law and integrative wealth management practice. Another critical aspect of advising the super wealthy individual or entity, addresses the interpersonal skills so crucial to this business. The last part of the CWMT course objectives deals with general management issues of wealth management, such as marketing, leadership, strategy and technology.

International Recognition

This professional course has been specially developed for all wealth managers who are looking for a better understanding to achieve success for their organisation, to increase their knowledge and to provide a designation for their career progression.

Completion of this courses entitles the executive to receive the academic designation of Chartered Wealth ManagerT or CWMT. This formal qualification from the American Academy of Financial Management is recognised in more than 70 countries and by 435 universities globally.

Unlike many other financial planning organizations, AAFM require a college education from all applicants and traditional study of financial theory, investments, economics, and ethics. Moreover, with an accredited college degree comes testing, research, and study in diverse areas of finance. The AAFM Constitution and By-Laws are regulated by a Board of Standards including several doctorate level professionals, deans, professors, and executives. AAFM is working with 560 colleges around the world to improve and harmonize financial education and training.

AAFM has membership that includes top finance professors from colleges around the world such as Stanford , New York University, AGSM, University of London , Princeton, Universite de Bourgogne Dijon Cedex, Thunderbird Grad. School, Stockholm School of Economics, Tulane, Boston University , ITESM Egade, Loyola, and others.

Wealth Management Designation

Upon completion of the Wealth Management Certificate and signing of a code of ethics declaration, you will have earned continuing education credits or hours and the right to use the designation Wealth Management Specialist ( WMS ) on professional correspondence, including business cards and letterhead. Students that succesfully complete this program also meet all other AAFM requirements are also eligible to recieve the Chartered Wealth Manager (CWM) Certification by the AAFM .

Programme Structure

ALG is proud to present the American Academy Of Financial Management's Chartered Wealth ManagerT (CWMT). This five day intensive accredited programme provides you with the opportunity to learn how to successfully manage wealth through a core group of specialty graduate topics, focused on the issues of HNW consulting.

Through interactive sessions, sharing ideas and exchanging views amongst fellow professionals, we look forward to a lively and comprehensive course for the benefit of your business and your career

Benefits of attending this certification course

• Obtain a professional grounding in wealth management
• Build sustainable customer loyalty for high net-worth individuals
• Harness the Internet revolution to service your client's needs
• Gain knowledge from top AAFM faculty
• Generate your own performance improvement
• Improve your professional profile and salary potential
• Add AAFM membership and certification to your resume
• Be published on the AAFM site as a certified member

Pre-Requisites
Delegates must satisfy one of the following pre-requisites:

• Have successfully completed a recognised degree course with a Finance, Accounting, Economics, or Financial Services Focus
• Hold membership of a professional body such as CPA, CFP, CFA, or similar
• Have 5 years management experience in a Financial Service related body Qualifications, Certification

Kindly call us at 6887 4190 or email enquiry@aventisgroup.com.sg to check the next course date.

Certified by the American Academy of Financial Management the leading financial certification body in USA

CRA: The Professional Standard

The Certified Risk Analyst represents the pinnacle of risk management knowledge, prestige, and achievement .The CRA designation is visible confirmation of your professionalism. It demonstrates that you are knowledgeable in all areas of managing risks, hazards, and exposures. That you have a commitment to continuing excellence. And that you have what it takes to scale one of the risk management industry's most demanding heights.

The CRA accreditation offers professionals with in-depth knowledge about today's highest priorities - identifying, analyzing, controlling, financing, and administering operational risks - as well as political risks, catastrophic loss exposures, third-party exposures, fiduciary exposures, employee injury exposures, juridical risks, legal risks, and more - whether insurable or not. The skills you learn will make you more proactive and valuable to your organization in discovering how risks can interrupt the flow of earnings and how to protect against it.  

The CRA T Overview

This 5 days intensive programme will be structured to be approximately one-third presentation, one-third practical exercises and one-third highly interactive group sessions.

CRA T certification will be received by the delegates approximately one month following the close of the course and all fees associated with certification are included in the delegate fees of attendance.

About the Certification:

No matter what size your company is - at some stage or another - it will be exposed to risk! Are you qualified and ready to deal with the various risk exposures that may emerge due to economic or political situations? Risk analysis has been used for many years to attain a forward view. Various previous techniques have had mixed reviews However it is now recognized that it is a certifiable discipline. This certified CRA course addresses new approaches that have proved highly successful to global organisations.

This 5 days intensive programme will be structured to be approximately one-third presentation, one-third practical exercises and one-third highly interactive group sessions.

Who should attend

This highly practical course has been specifically designed for:

Corporate Treasury Managers in Banks and Corporations

• Risk Managers/Analysts
• Finance Directors
• Financial Controllers
• Finance Managers
• Accountants
• Dealers
• Market Risk Staff
• Brokers
• Internal Auditors

Plus anyone who is responsible for analysing company financial risk and dealing with the various risk exposures that may affect their organization

By attending Certified Risk Analyst, you will:

• Understand risk analysis
• Have an integrated methodology for the identification, prioritisation and mitigation of risk
• Use risk analysis as a primary business driver
• Satisfy all major risk management standards
• Successfully identify the pitfalls in risk analysis and know how to avoid them
• Gain the necessary tool-support or know where to get it!
• Become a Certified Risk AnalystT
• The ability to use the designation CRA T on your business card and resume
• 2-years membership to the AAFM professional body
• Access to the AAFM risk management network and body of information online
• Being taught by a leading finance expert from the American Academy
• Membership to the only professional body recognised by the AACSB, the world's leading group of business schools
• Qualification for entry into the AAFM Master Financial Professional programme
• Gold Embossed CRA T Certificate with your name and designation
• The CRA T shows that you have completed graduate financial and risk management education

Kindly call us at 6887 4190 or email enquiry@aventisgroup.com.sg to check the next course date.

The reforms process initiated in the early nineties had far reaching implications for capital markets too. The abolition of CCI, free pricing of securities and the entry of private sector and foreign mutual funds has instilled competition and market orientation in the capital markets. Global fund management giants like Merrill Lynch, Templeton, Morgan Stanley, Alliance , Threadneedle and Jardine Fleming, among others have set up mutual fund operations in India . Other developments like permitting mutual funds to participate in the call markets and GDR market as well as the introduction of index funds, factor funds and sector funds mean that the Indian mutual fund segment has come of age. And if the above developments are rapid enough, the emergence of internet trading is likely to drastically change existing portfolio management paradigms.

Rapid changes in the global economic scenario calls for incisive analytical skills and an ability to take swift portfolio management decisions. With an increase in the number of high net worth investors, the opportunities for private equity fund management has also proliferated. In an emerging information age the role of an investment consultant who can adeptly interpret economic and corporate developments is likely to be at a premium. With imminent deregulation of the insurance and pension sector, huge investable surpluses are likely to come into the capital markets. This is likely to open up new vistas for investment analysts and portfolio managers.

In light of these dynamic developments, American Academy of Financial Management (AAFM) has developed a unique Professional Certification Program in Portfolio Management for the benefit of students and professionals/working executives engaged or interested in the area of portfolio management and investment analysis. Successful completion of the CPM Program leads to professional membership as a Chartered Portfolio Management (CPM) and the members of are entitled to use the designation of "Chartered Portfolio Manager" in full and "CPM" in short.

The CPM Approch

The CPM Program follows five distinctive but inter-related approaches:

Theoretical Studies aimed at improving candidates' understanding of certain fundamental phenomena and relationships underlying the changing world.

Case Studies linking the theoretical studies to the practical problems faced by portfolio managers.

Practical Exposure to industry practices takes place through a variety of activities like management development programs, seminars, conventions, etc.

Global Perspective to business by encouraging the candidates to appreciate and get exposed to the international business environment and practices.

Ethical Focus aimed at inculcating in the candidates an ethical approach in their professional interactions and a sense of personal, corporate, and social responsibilities.

The Body of Knowledge

CPMR visualizes the body of knowledge of the CPM Program as covering three interrelated areas:

The Core body of knowledge : Specialized fields and skills which are essential to business and its orderly functioning. Key focus includes

• Investment Strategy
• Equity and Securities Valuation
• Global Investment Strategy
• Financial Statement and Security Analysis
• Derivatives and Risk Management

The evolving concepts, techniques and strategies : Debated and tested by researchers and practitioners but not yet understood well enough to be included in the core areas.

The frontiers : The newest ideas, speculative and often controversial, but offering the promise of practical insights into the process of analysis, and decision-making. Ideas enter the realm of knowledge at the frontiers and gradually as they are tested and refined, move towards the core body of knowledge

For Whom

Keeping in mind the avenues open to candidates who take up the CPM Program, this course would be useful for:

• Finance and Accounting Professionals like CFAs, CAs, CWAs, CSs, MBAs who seek careers in portfolio management and mutual funds.
• Professionals employed in the investment and treasury departments of banks and financial institutions.
• Professionals working in the investment departments of corporates.
• Entrepreneurs and managers engaged in equity research and portfolio management.
• Candidates pursuing professional courses like CFA , CA , CWA, CS, CAIIB, CTM, CIB etc.
• Candidates pursuing full-time postgraduate programs in commerce, economics, mathematics, statistics and management.
• Other individuals associated with financial markets

Skills to Succeed

The surge of activity in portfolio management requires constant monitoring and managing. To succeed in these areas, candidates should possess the following skills:

• Analytical dexterity
• Lateral thinking and quick decision-making
• Ability to withstand pressure

Kindly call us at 6887 4190 or email enquiry@aventisgroup.com.sg to check the next course date.