CWM Chartered Wealth Manager Certification Skills Course

Wealth Management Certification Program - Course Description (This course is about 20-25 hours of reading and advanced learning)This course is an introduction to Introduction to Financial Planning & Wealth. Topics in this class include wealth management strategy, money management, risk, credit, asset management and protection, economics, financial institutions, financial and SEC law, ethics, regulations, and professionalism. The course examines the basics of investments, markets, risk, retirement, federal taxation, asset management and estates while it analyzes theories and techniques of developing investment policies and strategies.

The course also outlines the processes in wealth management and global financial planning that will be expanded upon in other courses in the curriculum. After Completing this Course, You may apply for Certification if you have a Masters Degree or Law License. However this is a skill course that may count for continuing education for various professional bodies.

Our certification programs are ESQ Accredited and ISO 21001 Certified and our professional certifications are conferred by the GAFM Global Academy of Finance and Management. About the ProfessorCounselor Mentz has been teaching Wealth Management online for ABA recognized law schools for over a decade under the supervision of Prof. Byrnes.

Presently, Mentz is a Commissioner for the US Presidential Scholars Program which is operated by the US Dept of Education and the White House. Mentz is a licensed attorney and holds a Doctor of Jurisprudence/JD, an MBA, and a CILS Graduate Certificate of International Legal Studies. Commissioner Mentz is a former investment banker and tax lawyer who also passed the Series 7, 63 and 65 licensing exams from NASD/FINRA in the late 1990s.