The professional who advises individuals and families in undertaking this process is the “Wealth Manager”. It must be appreciated here that wealth management is not a target or destination, nor is it one or more products rather it is a process or we may say a way of thinking and acting on a person's financial matters to fulfil his financial goals which in turn facilitate the attainment of one’s life goals. The process of Wealth Management can actually start before the birth of an individual and can carry on even after his or her demise.
The Master Wealth Manager ™ (MWM) is a professional gold-standard certification for individuals with financial knowledge and experience in wealth management, which includes wealth planning, wealth accumulation, investment planning, retirement planning, and return on investment.
It forms the basis of the assessment that individuals must pass to gain the certified Master Wealth Manager status and inclusion in the Register of The GAFM Academy of Finance and Management ® Directory of Certified Professionals.
Stand out above the rest with the Certified Master Wealth Manager certification and get noticed by top recruiters.
Details
- Publication Date
- Aug 4, 2022
- Language
- English
- ISBN
- 9781387775491
- Category
- Reference
- Copyright
- All Rights Reserved - Standard Copyright License
- Contributors
- By (author): Dr. Zulk Shamsuddin
Specifications
- Format
- EPUB