COURSES

Professional Certificate in Wealth Management

The Professional Certificate in Wealth Management (PCWM) covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective.

The PCWM qualification requires candidates to understand the range of assets and investment products that are available in the market and find appropriate solutions to meet the investment, retirement and protection planning needs for your clients. The PCWM qualification is an ideal qualification for candidates looking to work in private banking and wealth management roles.

Features of PCWM:

• Provides a comprehensive introduction to financial planning, professional regulation, investment analysis and lifetime financial provision.
• Designed to meet the demands of the global financial market, making it ideal for professionals aiming for international career opportunities in private banking and wealth management.
• Provides in-depth understanding of a wide range of assets and investment products available in the market, ensuring readiness to navigate complex financial landscapes.

How to earn the PCWM qualification?

The PCWM qualification can be earned by successfully undergoing our course and passing a multiple-choice examination.

To know more about the PCWM qualification, please use the form below to send an enquiry to our certification team: