FIBA Certified Wealth Management Associate (CWMA) Program

Financial & International Business Association (FIBA) CWMA certification is designed for wealth management professionals – in client-facing or supporting roles – who need a deeper understanding of the business. The course provides an introduction and overview of the business of international wealth management, as well as an in-depth review of financial markets and instruments, wealth management products, operational and regulatory requirements, and the concepts of wealth planning.

As the wealth management business continues to grow, its professionals must demonstrate an increase in their skills in a wide variety of disciplines. After attending the course, professionals from financial institutions will better understand both the financial markets and the products and services they offer. Program is available in English or Spanish language.

Program includes:

• Qualified Instructors – learn from world-class instructors with Wealth Management experience.
• Ongoing Support – connect and interact with your instructor and other professionals.
• Modules and Multimedia – improve understanding with easy-to-follow case studies, videos and activities.
• Practice Tests – assess comprehension to successfully prepare for the final exam.
• Final Exam – conveniently administered through the actual course on the FIU Online platform
• Professional Accreditation – offered in association with Florida International University (FIU)
• Access to a Global Network – connect with professionals from various sectors.

Learning Objectives

Participants who successfully complete the program, will:

• Know the business - Identify and analyze wealth management products and services.
• Understand the process - Analyze and understand the main operational requirements of the business and the work of management and staff to meet the needs of customers.
• Follow the rules - Understand the regulatory framework that regulates the business and the role played by each wealth management professional, ensuring full compliance.

Who Should Attend?

• Relationship Managers
• Customer Service Operators
• Support staff
• Compliance and documentation personnel

General Information/Custom Programs: FIU Business Executive Education can create custom training programs specific to the needs of your organization. Please connect with us by submitting the inquiry form below or contact us 305.348.4217 or fiuExecEd@fiu.edu.