Why the CWMA
The Certified Wealth Management Advisor (CWMA) is a certification program that is the industry benchmark in wealth management advice to promote best practice advisory services for private clients.
The CWMA is accredited by the independent Swiss Association for Quality (SAQ). The syllabus is set by representatives from the banking community, ensuring candidates for the CWMA focus on contemporary and practical aspects of wealth management advice.
Changes in the regulatory landscape require better developed advisors to meet client needs.
One of the key measures used to demonstrate knowledge and competence is through proof of learning, which the CWMA provides.
As such, there is a requirement to up-skill relationship managers so that they can provide broader advice, recognize and accommodate client complexity and meet evolving client needs.
With the demands of clients increasing and the financial markets becoming more open, advisors need to be equipped to deal with increasing complexity in the relationships they manage.
In addition, we see the emergence of wealth managers driving the behavior and conduct required to successfully navigate a complex regulatory landscape.
Learn about the CWMA Certified Program
Our CWMA Certified Program training courses
The CWMA journey with Fitch Learning
Fitch Learning provides adaptive and flexible online learning and exam solutions to complete the technical exams required for the CWMA qualification. Our online learning solution provides candidates with a complete experience through the preparation, learning and examination phases of the study journey.
There are four assessments, including three technical exams and an oral assessment to achieve the SAQ accreditation.
- Technical Exam 1 - Financial Markets, Products and Portfolio Management (Asset Classes, Financial Markets, Economics, FX, Derivatives, Portfolio Management, Behavioural Finance)
- Technical Exam 2 - Client Investment Solutions (Investment Funds, Investment Solutions, Structured Products, Lending Solutions, Wealth Management Advisor)
- Technical Exam 3 - Regulatory and Wealth Planning Framework (Basic Products, Mortgages, Wealth Planning, Risk Legal & Compliance)
- Oral Assessment - A face to face client role play designed to test a candidates advisory skills
The SAQ CWMA Body of Knowledge is arranged into four distinct exams:
Why choose Fitch Learning
With over 18 years' experience managing exam programs for our clients, we can deliver the CWMA to the highest industry standards. Our practitioner faculty develop candidates through the required skill sets to ensure they are fully prepared for success in the practical client role play.
We can support the smooth running and tracking of the CWMA, including the process of managing the administration, exam process and other logistical consideration.
Flexible, online learning and exam solution to complete the technical CWMA exams
With our advanced online offering comprising of interconnected study notes, learning videos and practice questions we focus on efficiency of study as our key philosophy. We use data analytics to guide candidates towards their weakest areas and provide them deep learning resources to close down gaps. Appreciative of the time demands on high performing client advisors, we focus on minimising unnecessary time away from clients.
Flexible skills development workshop & online learning support for the CWMA Oral Assessment
Fitch Learning provides practical skills development workshops, support by focused online learning tools to prepare candidates for the Oral Assessment. Our practitioner faculty coach candidates through the required skill sets to ensure they are fully prepared for success in the practical client role play.
Flexible study for your learners
The portal is flexible to:
Learning style - it includes a variety of learning tools, including study notes, videos, appraisal questions and mock exams
Level of prior knowledge - a self diagnostic assessment allows you to determine the most efficient study programme, reflecting experience and knowledge
Lifestyle - study when and where suits you via the online study portal
Preferred language - the content is available to study in English, German, French and Italian
Exam availability - the technical exam can be scheduled at a time and location to suit your calendar
We deliver our solutions globally and at scale using the Pearson Vue network of computer based centres for technical exams, and we publish a wide global schedule of client advisory simulation assessment. Candidates can choose times, locations and dates of their exams that suit them and their diary, and can proceed through the certification at a pace that suits them.
Accessible, convenient, effective and trackable corporate learning
With a dedicated, multi-lingual, CWMA candidate service team, we pride ourselves on our candidate service. We will manage candidates through their entire journey with us from nomination by an employer through to liaising with SAQ to issue the final certificate.
Book your candidates onto the course with ease, through our centrally managed booking engine. Improve pass rates and training ROI, through easy-to-access performance reports. Accessible to staff regardless of language and location - course materials and exam are available in English, French, German and Italian.
Find out more
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