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Achieve the highest distinctions in the wealth management profession: Become a Chartered Wealth Manager® (CWM®).

As a CWM® charter holder, you will have the knowledge and the skills to thrive in the competitive wealth management & investing industry.

Gain a designation that will tell the world you have the skills to thrive in today’s complex and evolving wealth & investment management industry.

The CWM® charter is the gold standard for wealth managers, investment advisors and research analysts, and others in investment decision-making roles.

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