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CERTIFIED – CHARTERED WEALTH MANAGER
» Executives & Portfolio Managers
» Wealth Managers and Analysts
» Retail Branch Managers
» Corporate Account Managers
» Family O�ce professionals
» Brokerage and Market Analysts
» Investment Advisors and Financial Planners
» Investment Managers and Analysts
» Stock Market Professionals
» Portfolio and Asset Managers
» Financial Marketing Professionals
» Heads of Financial Accounts
» Financial Controllers
» Operation and Planning Managers
» Research O�cers and Media Professionals
Who should attend?
ACCESS BUSINESS MANAGEMENT CONFERENCING INTERNATIONAL LTD
A.B.M.C INTERNATIONAL LTDLEADERS IN BUSINESS TRAINING
Head Office: Nairobi, KenyaReliance Center, 3rd floor , Left Wing,
Tel No.:+254 020 51 40 700Office Cell No.:+254 737222003
Email: [email protected]
GAFM ® CWMTM ® Course OverviewCWM™ ® Core Curriculum – General Information
The Chartered Wealth Manager ® is a designation awarded by the IBS International Board of Standards and GAFM. The Chartered Wealth Manager ® was the first US wealth management designation to be recognized in the Wall Street Journal and in the FINRA/NASD Guides in 2004. The global financial dictionary Investopedia recognizes the Chartered Wealth Manager ® also.Chartered Wealth Manager ® – Chartered Designation Status is the distinction of a qualified industry professional. The CWM Chartered Wealth Manager ® shows your professional competence to employers, colleagues and customers in the areas of: financial planning, investments, risk, economics, tax, retirement, estate planning, and money and banking.
ABMC International is an Accredited Training Provider for:- Global Academy of Finance Management - GAFM
- HR Certification Institute - HRCI - American Academy of Project Management - AAPM
- National Industrial Training Authority - NITAwww.intl-abmc.com
The seminar offers Private Banking & Wealth Management professionals, with knowledge and experience, the opportunity to participate in a 5 days program designed to compare,discuss,consult and coach with the seminar director, the different strategies available for business growth, portfolio construction and asset allocation styles that will build long term and lasting relationships with clients in the Private Banking sector.
Investors' preferences, attitudes , and needs have become more demanding and their perception of the value received from advisers, bankers, and wealth managers has dropped significantly.
DATE:22ND - 26TH MAY 2017
VENUE: PARKINN RADISSON BLU HOTEL NAIROBI, KENYA
Achieving he role of a trusted advisor has become essential in the business growth and client satisfaction strategy of any Private Bank or Wealth Management unit.
The seminar cases, discussions, and experience sharing will provide the assisting professionals with a different set of criteria aimed at achieving business goals, clients investment objectives , and manage investment risk efficiently.
The GAFM ® Board is the 1st Graduate Certification Body to Become Accredited and
Certified for: ISO 9001 Quality and ISO 29990 Training in the World.
GAFM ® owns the former AAFM ® Certifications and Programs American Academy of
Finance Management ® (AAFM ®) Recognized in over 150+ countries via 1000 Training
providers, Universities, Colleges and Business schools.
GAFM ® CWMTM ®
THE FIRST 5 DELEGATES TO BOOK & PAY WILL
GET A FREE TABLET PC REGISTER NOW !
ACCESS BUSINESS MANAGEMENT CONFERENCING INTERNATIONAL LTD
A.B.M.C INTERNATIONAL LTDLEADERS IN BUSINESS TRAINING
Access Business Management International ABMC International
Head Office: Nairobi, KenyaReliance Center, 3rd floor , Left Wing,
Tel No.:+254 020 51 40 700Office Cell No.:+254 772 22 2004 / 2005/ 2007
Email: [email protected]
CWM™ CERTIFIED CHARTERED WEALTH MANAGER
TM
GAFM ® CWM ® Course Overview:The seminar offers Private Banking & Wealth Management professionals, with knowledge and experience, the opportunity to participate in a 5 days program designed to compare,discuss,consult and coach with the seminar director, the different strategies available for business growth, portfolio construction and asset allocation styles that will build long term and lasting relationships with clients in the Private Banking sector
Increasing liquidity and customer knowledge of the financial services industry has led to a rise in demand for qualified and charteredwealth management professionals. High Net Worth clients demand a level of support and industry expertise that can no longer be metby the general banking community.
Achieving he role of a trusted advisor has become essential in the business growth and client satisfaction strategy of any Private Bank or Wealth Management unit.
This important executive education program has been extensively remodeled and is designed to equip you with the skill andexpertise to take your wealth management activities to the next level of professionalism.
Key bene�ts of attending this course
Designation RecognitionThe Chartered Wealth Manager ® is a designation awarded by the IBS International Board of Standards and GAFM.
The Chartered Wealth Manager ® was the first US wealth management designation to be recognized in the Wall Street Journal and in the FINRA/NASD Guides in 2004. The global financial dictionary Investopedia recognizes the Chartered Wealth Manager ®
also.
Chartered Wealth Manager ® – Chartered Designation Status is the distinction of a qualified industry professional. The CWM Chartered Wealth Manager ® shows your professional competence to employers, colleagues and customers in the areas of: financial planning, investments, risk, economics, tax, retirement, estate planning, and money and banking.
CWM® CHARTERED WEALTH MANAGER
Designation - Course Pre-Requisites
Graduates with recognized degrees/diplomas in Finance, Accounting, Economics or Business,etc.and a Minimum 1 years work experience in a finance-related field to avail of waiver.CFA students are encouraged to pursue the program with automatic qualification from Level 1.
Individuals working within the �nancial services sector will be familiar withthe base terms and theories used in course work. Those without �nancial services experience will be required to do both pre-reading and additional study during the course to ensure a successful passing grade. Professional Finance / Accounting or degree generally required.
TM
The CWM ® Training StyleThis program is delivered using “blended learning”. This involves classroom lecturing, highly intensive case study/role playing reviews, classroom interaction and feedback, and one-on- one coaching from the facilitator.
Be able to explain the key regulatory drivers and their impact
Understand the various portfolio selection techniques and theimportance of balance in a portfolio
Enhance your understanding of wealth management products
Be part of Large Members Network of 50,000+
Understand the financial markets and the forces of change.
Use of Board Certified Designations after your name on your Business Card and on your Promotional Materials
Global Certification in true sense and no territorial examination required
The CWM certification is an Industry Integrated program syncing with the existent industry business model of Financial Advisory Services including Retail as well HNI client wealth management services.
GAFM ®
ABOUT THE GLOBAL ACADEMY OF FINANCE MANAGEMENT ® INTERNATIONAL BOARD OF STANDARDS
The GAFM ® Global Academy of Finance & Management ® is accredited by the TUV OE for ISO Certifications for Quality 9001 and ISO 29990 Certified for Training. The GAFM International Board of Standards is world recognized - independent Board of Standards and Accreditation Council for professionals with members in 150+ countries offering exclusive certifications to candidates who meet the highest standards and assessment. IBS GAFM ® is a global self-regulatory organization and in alliance with the top 800 accredited business school programs globally. The GAFM ® International Board of Standards is a member of the ACBSP, AACSB, ICE, ANSI, NOCA, AABFS and is referenced by The United Nations, FINRA, US Department of Labor, Investopedia Forbes Dictionary. GAFM ® Certifications are recognized by the Arab Academy, India Academy, Latin Consortium, and the African Economist Association.
Read More using this links: www.GAFM.com
MEET OUR EXPERT INTERNATIONAL FACILITATOR
Dr.Carlo Chalhoub - Founder & CEO of Chalhoub Consutancy
Dr.Carlo Chalhoub vision in creating a boutique consultancy firm that offers ethical and sound solutions to clients in a partnership type of a relationship where clients financial capabilities are taken into consideration without compromising on the services offered was formed through a long and challenging decade of being in the financial sector, mainly in the private banking, of major banking and financial institutions.The slew in ethics by financial institutions reflected by their staff unethical behavior was one of the early signs to push for a change, his prediction on the non-compliance approach to regulations and ethics in the financial sector was confirmed in the 2008 crisis which made him determined to create Chalhoub consultancy.
Pushing his educational status to the highest level by committing to a 5 years intensive PhD program at Claremont Graduate University in Los Angeles where is acquired a PhD in Economics and in Political Science paved the way for the vision to materialize in Chalhoub Consultancy.
Dr.Chalhoub has since 2011 expended and shared his vision all over the planet, from the USA, to Europe, to Africa, to Australia, to the MEA region, to South East Asia, Chalhoub consultancy has see a growing clientele base and its consultancy projects impact on several sectors is well felt specially in Africa his market of choice due to his studies, research and dissertation entitled “Compliance in the African Financial Institutions” a first of a kind research done in 2012 where compliance was not only an under-researched topic but very few scholars and professionals have seen its paramount value in reshaping world economies.
More About CHARTERED WEALTH
Chartered Wealth Manager ® – The First Global Wealth Management Credential from the USA – Since 1996 Posted November 19th, 2015 In 2004, Robert Frank of the Wall Street Journal published an expose of the top Wealth Management educational programs and certifications including the Academy of Financial Management ® , Wharton School of Business and New York University. Since then many other graduate finance and accounting programs have integrated a wealth management curriculum worldwide. While major organizations have offered financial planning certificates for years, the top wealth management designations today are the CWM Chartered Wealth Manager ® from the GAFM, and others form the from the IMCA, the College for Financial Planning, and the Cannon Inst. While Wharton and NYU offer courses, diploma – certificates, or degrees with a focus on wealth management , they do not offer the actual board certification or charter designation. This is where a certification body comes into play. Today, the Chartered Wealth Manager ® is conferred by the Academy which is TUV Accredited and ISO 9001 Certified for Quality and the first certification body in the world to earn ISO 29990 Accreditation as Certified for Global Training Educational Standards. Further the CWM is the first wealth credential to be Approved & Sanctioned by India Government’s NISM and also the the Arab Leagues Arab Academy for over 20 Arab Nations. The GAFM’s CWM Chartered Wealth Manager ® Board Certification requires knowledge in 12 key areas: and is referenced in the Global Designation Directory and on the FINRA US Government Regulatory Website and the Wall Street Journal. The primary required skill sets of a CWM Chartered Wealth Manager ® would include: 1. Estate Planning and Trusts 2. Asset Management 3. Portfolio Management 4. International Taxation 5. Retirement Law 6. Economics 7. Investments 8. Money and Banking 9. High Net Worth Consulting 10. Relationship Management, Compliance, and Ethics 11. Business Entities & Organizations 12. Risk Management and Insurance. The CWM Chartered Wealth Manager ® Program also sanctions an actual graduate law degree courses that can be taken as a path to certification.
Role-Plays and Exercises:
The teaching in the course is amplified using role plays and ‘Breaking news’ exercises:
Role Plays ■ The role plays are designed to cement the concepts
discussed in the course. The participants aredivided into groups and within each group someonewill take the role as RM and someone as client.
■ Each team will be given different scenarios
■ Each role play will take 10 minutes and will beconducted as a ‘fish bowl’ in front of the class
■ Each role play will be discussed to bring out whatworked and what could be improved in order tobetter engage the customer.
CLASS SET UP■ During these exercises the participants are given a
newspaper article that covers an event in financialmarkets that is relevant to the topic just discussed,eg. ‘Junk Bond prices drop sharply’. They are thenasked to simulate a discussion with a customer toexplain what this means technically and then howit relates to their customer’s own portfolio.
■ This is designed to get the RMs thinking aboutfinancial news and its impact and how to relate thisinformation to their different customer types.
GAFM™ Chartered Wealth Manager
Program Outline
Course Timings: Registration will be at 08:30 AM on Day One with the
program commencing promptly at 09:00 AM each day. There will be two short breaks each day and the
sessions will conclude at 04:30 PM.
Day One Introduction to Wealth Management ■ Defining premier retail banking, wealth management
and private banking – why they are different? Whycustomers are different and where they sit?
■ The relationship component – why it’s so important inHNWI banking today
■ The global picture on WM growth and differentiation
Modern Portfolio Theory ■ Advanced Portfolio Theory■ Risk and Diversification■ Managing Risk
The Future of Private Banking and Your Differentiation ■ How Customer Behaviour is changing■ How banks will have to adapt, and differentiate■ Unique Selling Proposition - general
Getting to know your client ■ Getting the meeting■ Understanding the needs of your prospect■ Building a unique value proposition - personal■ Establishing Rapport■ Building the foundations of trust
ROLE PLAY- The prospect
LANDLINE: +254 20 5140700 Email: [email protected]
MOBILE +254 721656620 Website www.intl-abmc.com
T E W
Day Two DISC Profiling model ■ What profile are you?■ Recognising your dominant personality type■ How does it help or hinder when dealing with clients?
Interpersonal Styles and the Psychology of HNWI clients ■ The Psychology of Clients■ Primary Interpersonal Styles and Personality Types■ Decision Making, Communication and Social Drivers■ Task versus People-Directed Behaviour, Reserved and
Outgoing styles■ Anticipating client behaviour based on personality
types
Core Asset Classes, Asset Allocation and Financial Planning Principals ■ Financial planning concepts and Principals■ Asset Classes, Model Portfolios and Yields■ Asset allocation and portfolio management
Wealth Management – Core Investment Products ■ Protection versus Wealth Accumulation■ Core Investment products■ Mutual funds, unit trusts■ Bonds and Sukuk instruments■ Term life, Takaful, annuity and other life products■ Structured savings plans including funds, equities and
bonds
Day Three Solutions Stage ■ Developing a solution for the customer■ Explaining and gaining buy-in■ Objection handling■ Tactical versus Strategic Selling Skills■ Needs-Based Selling versus Product or Risk based
- Core Behavioural Segmentation Models for yourmarket - Simple Investors - Sophisticated Investors
ROLE PLAY- The Solution
Advanced WM Products ■ Introduction to other product structures including:■ Private Equity, IPOs, M&A■ Alternative Investments■ Derivatives■ Hedge Funds■ Commodities■ ETF’S■ Islamic
Strategic Relationship Management ■ Targeting the top customers■ Deepening relationships over time
■ Strategic Selling Skills■ Customer Targeting and Gap Analysis
Day Four Review Stage ■ Managing expectations on performance■ Deepening the relationship■ Getting referrals
ROLE PLAY- The Review
Corporate Finance and the operation of Capital Markets ■ Corporate Finance Principals■ Capital Markets Operations■ Debt versus Equity
Day Five Wealth Planning ■ Why plan?■ Establishing the need for planning■ Trust Structures
Group Presentation Each group will present their solution/needs-based selling plan (with core benefits proposition) for the two segments they have chosen to specialize on.
Final Examination And Assessment The examination will be a one and half hour paper, divided into both multiple choice and short-answer questions. A pass mark of 70% is required for certification.
Course assessment by participants
By attending this course, the added benefits you will receive include:
■ The ability to use the designation CWM™ on yourbusiness card and resume
■ Free GAFM membership is included with coursefees for up to 18 months
■ Membership renewal is due after 12 months.New members automatically receive 18 monthsmembership plus any additional months leading upto the next renewal date
■ Access to the GAFM risk management networkand body of information on-line
■ Experience of a leading finance expert from theAmerican Academy of Financial Management
■ Membership to the only professional bodyrecognized by the AACSB, the world’s leadingcollection of business schools
■ Preferred link to education centres in USA, UK,Europe, Africa, Asia, Middle-East and Latin America
■ Access to the GAFM international journal published on-line
■ Gold Embossed CWM™ Certificate with your nameand designation as a CWM (Member of theAmerican Academy of Financial Management)
■ Full accreditation fees included in the course fees.
MOBILE +254 721656620 Website www.intl-abmc.com
LANDLINE: +254 20 5140700 Email: [email protected]
CONTRACT REGISTRATION FORMThank you for your interest in the conference;
To register, please provide the following information and Send this form to EMAIL: [email protected] or CALL US ON: +254 (020) 51 40 700 OR OFFICE CELL: +254 721656620
1. Dr. /Mr. /Mrs. /Miss: Cell:
Department:
Position: Email:
2. Dr. /Mr. /Mrs. /Miss: Cell:
Department:
Position: Email:
3. Dr. /Mr. /Mrs. /Miss: Cell:
Department:
Position: Email:
1. ONE DELEGATE = USD 2,890 2. TWO DELEGATES @ EACH = USD 2,690
3. THREE DELEGATES @ EACH = USD 2,490
Signatory must be authorized to sign on behalf of contracting organization, any cancellation should be done in writing 30 days before the
training dates there after 100% course fee will be charged, a substitute will be accepted
This booking is invalid without a signature.
Name: Cell / D – Line:
Job Title: Email:
Organization:
VAT No.:
Telephone: Facsimile:
Physical Address:
Postal Address:
SIGNATURE: REGISTRATION DATE:
Terms & Condition for this Service Level Agreement
1. Signatory must be authorized to sign on behalf of contracting organization.
2. Any cancellation should be done in writing 30 days before the training dates there after 100% course fee will be charged , however a substitute will be accepted .
3. This booking is invalid without a signature.
4.This contract booking is final, there will be no refunds for any cancellations, partial or in full, made by the client after 30 days, no show is considered a cancellation and no refund will be
made .
5. If the client decides to cancel, the full invoice remains payable after 30 days to the event.
6. Written cancellation before 30days to the event, entitles the client to a credit voucher to attend a future event with ABMC International less service charge.
7. ABMC International reserves the right to modify the content, timing, speakers or venue of the conference should circumstances dictate. The event may be postponed or cancelled due to
acts of terrorism, war, extreme weather conditions, industrial action, force majeure or any event beyond the control of ABMC International.
8. Clients who wish to make payment closer to the event dates or at the event are required to fill in ABMC International payment guarantee otherwise full payment is required within 5
working days.
9. Any dispute related to attendance and payments of this sales will be resolved under the Kenya Law in a court of Law in Kenya as per terms and condition of this service level agreement
contract and all the legal fees involved shall be billed to the client.
10. A Purchase Order is acceptable as form of payment, however payable within 15 days after the event.
CWM™ CERTIFIED – CHARTERED WEALTH MANAGER22ND - 27TH MAY 2017
VENUE: PARKINN RADISSON BLU HOTEL NAIROBI, KENYA
EARLY BIRD BOOKING DISCOUNT
AUTHORIZATION
ALL COURSE FEE EXCLUDING VAT WHERE APPLICABLE PER DELEGATE
