Brief introduction of chartered financial manager CWM
Chartered Financial Manager CWM-one of the four certificates (CPA, CFA, CFP, CWM) of American "Wealth Management" training and certification. According to a real survey data, among the employees of Bank of America, the people who hold the CWM certificate of chartered wealth manager are the most. It has a great influence on American financial industry and has great advantages for personal career development. The entry threshold is also high. In addition to having at least a college degree, there are also requirements for working years. Bachelor degree, 2 years working experience in financial industry/related field; If you only have a college degree, you need 5 years of work experience. In addition, there are higher requirements for English ability. In recent years, there is a big gap in the country's high-end financial talents. Having a CWM certificate as a chartered wealth manager is equivalent to seizing more opportunities for future development!
What does the chartered financial manager CWM do?
1. The chartered wealth manager CWM should have strong and extensive professional knowledge and ability.
2.CWM is a chartered wealth manager and should be very familiar with financial products related to personal finance.
3. Have the ability to help customers make all-round financial planning, which can be flexibly adjusted with the actual financial environment and market changes.
4. The licensed wealth manager CWM can engage in investment planning, financial planning, asset management and financial management.
5. Chartered wealth manager CWM can consider management positions in banking, insurance, accounting, trust, fund, wealth management and other fields, and can also focus on related positions in enterprises and government agencies.
6.CWM, a chartered wealth manager, mainly provides professional financial services and colorful extended value-added services.
7. Chartered wealth manager CWM focuses on the financial needs of individuals, families, enterprises and institutions, aiming to help customers realize wealth appreciation.
8. The financial services of CWM, a chartered wealth management company, include cash, credit, portfolio and insurance.
9. In order to reduce financial risks for customers, CWM, the chartered wealth manager, must make reasonable adjustments and management around customers' assets, liabilities and liquidity.
10, CWM, a chartered wealth manager, takes customers as the center and realizes reasonable and comprehensive financial planning.
Licensed wealth manager CWM holders have advantages in employment and career development, which will make your career path wider and wider!