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Certified WealthManagement Advisor(CWMA)The leading global wealth management certification delivered with a business focussed approach
www.fitchlearning.com | August 2018
Why the CWMA
The SAQ Certified Wealth Management Advisor (CWMA) is a certification program establishing the industry benchmark in wealth management advice to promote best practice advisory services for private clients.
It has the following features:
Independence and relevanceThe CWMA is accredited by the independent Swiss Association for Quality (SAQ). The syllabus is set by the Normative Committee, comprised of representatives from the banking community, ensuring candidates for the CWMA focus on contemporary and practical aspects of wealth management advice.
Holistic ApproachThe CWMA certification covers technical knowledge and product insight through technical exams and also behavioural and application skills through unique client advisory simulations that measure candidates real world effectiveness.
Industry acceptanceThe CWMA is used by and recognised by the largest global private banks operating in Europe, Asia and the Middle East.
Regulatory and compliance efficiencyWith a broad syllabus the CWMA can act as a foundation for regulatory compliance with increasing recognition by regulatory authorities globally.
www.fitchlearning.com
The CWMA journeywith Fitch Learning
Technical LearningSee next page for
the leading learning tools that we provide
candidates
Technical Learning
Technical Learning
Client ReportingWe provide detailed and summary reporting
through the candidate journey to our clients so that they can track progress of candidates
Client ServiceWe have a dedicated multi-lingual team of client
service managers and faculty supporting both candidates and clients with the administrative
and technical aspects of the certification
SAQ ReportingWe manage all aspects of the relationship
with SAQ including exam results reporting and attempt and absence handling.
NominationWe handle all aspects of candidate enrolment including eligibility management and communications
Technical Exam 1Asset Classes, Financial Markets, Economics, FX, Derivatives, Portfolio Management, Behavioural Finance
Technical Exam 2Investment Funds, Investment Solutions, Structured Products, Lending Solutions, WealthManagement Advisor
Technical Exam 3Basic Products, Mortgages Wealth Planning, Risk Legal & Compliance
Candidate Oral PreparationOnline resources and optional face to face courses to help candidates prepare for the oral assessment
Oral AssessmentA face to face client roleplay designed to test a candidate’s advisory skills
Certificate IssuanceWe liaise with SAQ to arrange delivery of the final CWMA certificate
RecertificationWe have a range of solutions to support the recertification of candidates on an ongoing basis
www.fitchlearning.com
Certified Wealth Management Advisor (CWMA)
Languages
We offer the CWMA solution in English, German, French, Italian and Spanish.
Innovative learning techniques
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.
Study NotesDownloadable, printable and detailed study notes cover the entire syllabus of technical content and focus on efficient presentation of the complete knowledge to candidates.
Diagnostic Practice QuestionsHundreds of practice questions per topic drive detailed diagnostics that guide candidates towards weak areas.
Learning VideosKey concepts are explained in learning videos presented by subject matter experts.
Mock ExamsBefore booking the real exam candidates are required to take a mock exam simulation that tests their readiness for the exam.
Deep support
Unique to Fitch Learning is the scale of support we offer candidates and clients as they make their journey through their certification. Each candidate receives individual communications via e-mail and has access to a dedicated support team speaking their local language to support with operational and technical issues. Our focus is on making the candidate journey as efficient as possible for client advisors who may be new to the certification.
www.fitchlearning.com
Certified Wealth Management Advisor (CWMA)
Why Fitch Learning?
Fitch Learning provides the most advanced and candidate friendly solution for CWMA preparation and examination.
Innovative learning techniques
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.
Flexibility
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 assessments. 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.
Candidate lifecycle management, focus and scale
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.
Enterprise ready
We have nearly 20 years of experience of working with the world’s largest global banks and provide flexible solutions that work at scale.
www.fitchlearning.com [email protected]
Certified Wealth Management Advisor (CWMA)
Where are we?
Fitch Group and Fitch Learning offices
More questions?
Rob ThakurManaging Director, [email protected]
Kevin PoultonManaging Director, [email protected]
Our Global offices are:
LondonClient Services
+44 (0)845 072 7620
DubaiClient Services
+971 800 72489
New YorkClient Services
+1 800 974 0394
Hong Kong Client Services+65 6327 1581
ChicagoClient Services
+1 800 974 0394
SingaporeClient Services+65 6327 1581
In addition to the locations above, we can offer technical and oral exams in over 45 other countries.
