The CWM® Program helps you capitalize on your passion & strengths. As a globally recognized credential in the wealth management profession, the CWM® Program enhances your knowledge and work experience. Earn 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.
Achieve one of 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. The CWM® charter gives you expertise and real-world skills in wealth management and investment advisory. Join more than 300,000+ professionals who have been recognized globally for their technical skills, commitment to ethics, and professionalism.