[WM01] Professional Wealth Manager Training Certificate Course

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Course Description

The Professional Wealth Manager Training Certificate Course at the Academy of International Dispute Resolution and Professional Negotiation (AIDRN) introduces the fundamental knowledge and characteristics of the ultra-high-net-worth (UHNW) population in Hong Kong and Mainland China. We will explore the necessity and demand for family wealth management, the perception and expectation of family trusts, and the development prospects of family trusts. Delivered by professional lecturers and international experts in wealth management, risk management, dispute resolution, and legal professional industries, the course builds up comprehensive knowledge in various aspects that are highly relevant to wealth and asset management. Through interactive learning models, case studies, theory applications, and practical analysis, participants are expected to gradually gain knowledge and concepts in wealth management and equip with practical abilities.

This course is suitable for entrepreneurs, corporate holders, family business owners, and successors, consultants for family businesses, bankers, asset managers, insurance and investment consultants, legal professionals, and individuals interested in asset management and family business management. Not only does the course provide practical knowledge, but it is also designed to prepare participants to develop and advance professional careers in wealth and asset management. By the end of the lectures and practice exercises in the course, participants would have been equipped with the adequate knowledge and skills to take part in the course-included professional qualification accreditation for the Certified Professional Wealth Manager (CPWM) organized by the International Professional Advocate Association (IPAA). There they begin the journey in professional wealth management and explore the high-end markets with the support of the institute.

International Professional  Advocate Association (IPAA)

International Professional Advocate Association - Asset management and family wealth management office (IPAA – AMFWMO) provides professional consulting services for high-net-worth individuals (HNWI) and ultra-high-net-worth individuals (UHNWI). We offer top-notch and quality-assured services including asset allocation portfolios and long-term investment consulting services, family inheritance services, family trusts, insurance allocations, tax planning, marriage planning, legal consultation, and family business management.

Headquartered based in Hong Kong and with branches in major domestic cities in the Mainland China, IPAA gathers professional talents in trust, insurance, finance and taxation, lawyers, banks, securities, investment and other fields, who are committed to providing customized and exclusive solutions for HNWI and UHNWI with one-stop solution service.

Target participants

• Entrepreneurs, corporate holders, family business owners and successors, consultants for family businesses, bankers
• Asset management professionals, insurance and investment consultants, legal professionals and
• individuals interested in asset management and family business management.

Introduction of the course

• Course Name: Professional Wealth Manager Training Certificate Course (Course WM01)
• Duration: Lecture hours – 30 hours, Self-study hours – 10 hours
• Fee: HK$15,500 Included: [Course fee: Discounted = HKD$14,000 (Original: HKD$18,000) & HKD$1,500 (International Accreditation Assessment fee)]
• Course Medium: Mandarin, Cantonese, and English
• Course Mode: Lectures, group discussions, case sharing, and role-play exercises

Benefits of this course

1. The course is taught by celebrated experts from the wealth and asset management industry, allowing participants to obtain both theoretical knowledge and practical experience in wealth management. Our course exercises are designed to enhance your understanding and skillsets required to serve your clients, lifting the relationship between;
2. Value the importance of case studies, our series of role-play exercises are designed to offer unique practical experience for our participants to cater adequately different needs of clients
3. The participant who fulfills the criteria for certification is eligible for the accreditation for Certified Professional Wealth Manager (CPWM) at the IPAA
4. The CPWM is awarded to individuals who are competent for professional wealth and asset management services. It is the credential that shows advanced skills, knowledge and professional conduct to clients.
5. The IPAA offers a specific professional profile of our CPWM in the archive and the website. Our client can efficiently contact and seek service from our IPAA’s CPWM.

Certification

• The “Certificate of Completion” will be awarded to participants who attain 100% attendance in the course, and pass the end-of-course assessment.
• Participants who obtained the “Certificate of Complete” of this course are eligible for the “Accreditation for Certified Professional Wealth Manager (CPWM)” at the IPAA. Upon successfully passing the accreditation, participants are qualified to be enlisted at the IPAA panel of Certified Professional Wealth Manager (CPWM). They have the opportunity to up-taking the asset management and family wealth management cases in Hong Kong, Mainland China and oversea referred by the International Professional Advocate Association - Asset management and family wealth management office (IPAA – AMFWMO).

Download for detailed course information

Terms and Conditions

A. Registration must be made by returning the completed online application form via google link and sending the crossed-cheque or copy of the bank-in slip to Room 506, 5/F, West Wing Justice Place, 11 Ice House Street, Central, Hong Kong on of before the day of deadline. Confirmation will be notified by email upon successful application within TWO working days. No Refund will be arranged in all circumstances after the confirmation notification is issued.

B. If you do not receive an email confirmation from the Secretariat after TWO working days, your name will be wait-listed. Your submitted cheque will be voided subsequently by the Secretariat if you have not been assigned a place in the captioned course or If your course fee was made by bank transfer, a cheque will be issued to you as the payment refund.

C. Participants must sign in and sign out. Participants who are late for more than 20 minutes or leave earlier in each session will not be qualified for the completion of IPAA’s & MHJMC’s & HKMC’s CPD Points in respective sessions.

D. Upon the official confirmation sent from the AIDRN, under no circumstance replacement course/ session would be arranged for any absentee in the class, nor does any refunds.

E. If typhoon signal no. 8 or above or black rainstorm warning signals is hoisted and not lowered by 2 hours before the lesson start, the lesson will be postponed or cancelled. Rescheduled date/ time/ venue will be announced in due course.

F. In case of any disputes, the Academy of International Dispute Resolution & Professional Negotiation reserves the right to make final decisions.

G. The course is subject to change at any time without liability.