CWMC Certified Wealth Management Consultant Introduction
Development Background
In the 1980s and 1990s, the finance/planning and insurance industries used certification programs such as registered financial planners or financial advisors to assess the professionalism of practitioners.
Since 2000, financial institutions have tended to offer wealth management services, and the demand for wealth management from clients has been increasing significantly. Data from both Mainland China and Hong Kong shows that wealth management services have been growing at a double-digit rate annually in terms of both the amount involved and the number of cases.
In the future, the financial connectivity between Hong Kong and the mainland is bound to become increasingly frequent, and the market's demand for professional wealth management practitioners is equally strong. The "Joint Association of Financial Planning and Financial Advisors," as a leader in Hong Kong's financial academic sector, had its "Curriculum Accreditation Committee" approved by the chairman and vice-chairman in November 2022, establishing the "Registered Wealth Management Consultant" course and certification registration services.
Issuing Authority - Hong Kong Joint Association of Financial Planners and Financial Planners
The Hong Kong Joint Association of Financial Planners and Financial Planners was established on April 27, 2016, in accordance with the requirements of Section 5A(1) of Chapter 151 of the Laws of Hong Kong.
The Joint Association primarily assists the government in organizing/co-organizing/undertaking or supervising activities related to finance/insurance/family offices, academic research in higher education institutions, developing curricula, establishing industry standards, and certification as its main work.
Association Activities
CWMC is the hall where industry elites gather.
The Meaning of Titles in Hong Kong, China
- Currently, most clients recognize that Hong Kong, China, has a relatively advanced and mature development in the field of wealth management.
- The certification issued by Hong Kong, China, has relatively high acceptance and recognition.
- CWMC is a registered system in Hong Kong, China, and in the future, it will be one of the brands going overseas from China.
- The professional standards and certifications for traditional finance/insurance/family offices are established and certified by the United States. CWMC has Chinese-style standards, issued and certified by Hong Kong (the 3rd global financial center).
What benefits does successfully applying for CWMC provide to practitioners?
Benefits of Successfully Registering as a CWMC Member
- Obtain personal registration number/paper version of the registration certificate
- Upload personal registration information to the official inquiry platform
- News media report (non-personal)
- Outstanding individuals gain opportunities for media interviews
- Personal International Professional Avatar Design
- Four premium courses (240 minutes/replay available)
- Have the opportunity to attend the offline communication and learning activities held in Hong Kong / Shenzhen / Guangzhou / other mainland cities free of charge
- Have [metamorphosis + wealth creation + brilliant] core courses
- Configure exclusive customer service personnel
Obtain the exclusive registration number & paper version registration certificate
The following CWMC levels are assessed by the certification Committee based on the experience, education qualifications, professional qualifications and other relevant information filled out by the applicant
Professional Qualification
CWMC Certified Wealth Management Senior Consultant Number: SC2409520
Individual Resume
10 years of experience in finance, lawyer, member of global Life Insurance Roundtable for many consecutive years, volunteer of China Will bank, wealth inheritance manager
Sphere of Business
Family insurance planning; wealth inheritance management; the establishment of family trust
Name：Ms. Merry Lau
Senior Consultant Certificate
Uploading the personal registration information to the official inquiry platform includes:
Application avatar / name / CWMC Registration number / other professional certificates (if provided) / business scope / personal honor, etc
News media coverage (not personal)
Excellent elite to obtain the news media interview and report opportunities
Personal international professional avatar design
Have the opportunity to attend free offline exchange and learning activities held in Hong Kong, Shenzhen, Guangzhou and other regions of China
Have [Metamorphosis] + [wealth creation] + [brilliant] core courses
Let you know: reveal the real reason for their own confidence and lack of confidence
Let you know: how to get the performance burst growth in the short term
Let you learn: with entrepreneurs / rich business, communication professional skills "S & S"
Let you get: personal international professional IP image
Application requirements
The CWMC registration system, issued as a "Registration Certificate", not a "course Certificate", must have relevant professional experience, must work in the financial / fiscal / legal industry or hold professional qualifications in the three industries.
Registration and certification fee + course fee = ￥8,790 yuan
The CWMC registration fee is ￥3,800
[Wealth creation] + [brilliant] Tuition fee is ￥ 4,990
Now you can enjoy the official subsidy of the society 👉 one registration certificate + two course certificates
Complete the transformation and become an expert with a full license plate
About the inquiry
Registered wealth management consultants can check on the Greater Bay Area Approved registration platform. The following is the official website: http://www.jafpfp.com.cn
About the annual review
In the past year, no criminal regulations / cases have been violated
In the past year, there have been no established complaints
In the past year, 20 CPD continuing credits were required
The annual examination fee of the corresponding level shall be paid
