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International Professional and Practice License Authentication Alliance |
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IPPLAA Board Certificates
- Certificate of Wealth Managerial Professional CWMP
Certificate of Wealth Managemerial Professional (CWMP)
Prerequisites/Experience required
candidate has three or more years of wealth management
experience.
Educational Requirements: Eligible candidates must
successfully complete at least one of the following:
1. |
IPPLAA -approved Masters Degree in
finance, tax, accounting, financial |
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services, law, or CPA, MBA, MS, PhD or JD from an accredited school or organization. |
2. |
5 or more approved and related courses from an AACSB ;
ACBSP , Equis or |
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ABA accredited business school, law school, or IPPLAATM sanctioned
program. |
IPPLAATM Executive Wealth Management Certification Course: Online Approved
Law Training to email president@ipplaa-global.org a detail of your credentials, degrees, experience or
qualifications:so that we can make a review and
determination
The CWMP
shows that you have completed graduate financial and
wealth management education and/or you have substantial
experience in relationship management with high net
worth customers and entities. IWM Certified -
International Wealth Manager
.
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