Competent advisory in private banking/wealth management is based on a holistic long term approach. It presupposes a comprehensive understanding of the client’s situation, combined with a solid knowledge about the financial market and the applicable legal framework. Due to the rapidly changing markets and financial products, in particular the regulatory requirements, the advisors constantly need to update and complete their knowledge.
The Associate Wealth Manager (AWM®) is a core programme intended for all client advisors in the areas of Investment advisory, Financial planning and Wealth management.
The qualification is awarded by the Association of International Wealth Management (AIWM), a non-profit association established to promote and strengthen global education in the private banking industry as well as to set globally recognised standards for the qualification of wealth management professionals.
The AWM® program is structured as a self learning program, enabling students to follow their own study rhythm. It can be started any time after subscription. The platform contains all the documents required for optimal examination preparation, in particular the manuals specifically developed for the training program and the online tools with the possibility to create test examinations for specific topics and simulate examinations.
AIWM works with providers in various countries.
Contact AIWM for further details of providers.