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CERTIFIED WEALTH

MANAGEMENT ADVISOR (CWMA™)

is a global wealth management certification developed in partnership between Momenta Indonesia and the International Society of Finance Professionals (ISOFP), aimed at delivering world-class services to High-Net-Worth Individuals.

What You will Get:

01.

Globally Recognized Certification

Earn a prestigious credential from the International Society of Financial Professionals (ISOFP), with offices in the USA and Singapore

02.

Exclusive Global Network

Connect with 15,000+ financial professionals worldwide and expand your career opportunities

03.

Learn from Industry Titans

Train with former private and investment bankers who coach top global wealth management firms

05.

Comprehensive Skill Mastery

Gain expertise in capital markets, technical strategies, and essential soft skills for high-net-worth advisory

06.

Elevate Your Professional Identity

Use the prestigious CWMA designation on business cards and correspondence to stand out in the industry

07.

Intensive 5-day Certification Training

Fast-track your expertise with an immersive, high-impact learning experience

04.

Transform Client Conversations

Elevate your ability to lead high-value discussions on wealth and investment strategies

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Invest In Excellence

Your future in wealth management starts here!

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12, 26 April & 3, 10, 17 May 2025

09.00 - 17.00 WIB

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UPH Lippo Village

Jl. M.H. Thamrin Boulevard 1100
Lippo Karawaci, Tangerang, 15811

IDR 25.000.000

IDR 22.500.000*

*exclude Tax

Limited to 15 participants!

Trusted by Leaders

from various industries

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Memiliki Background sebagai accounting selama 30 tahun. Saya selalu berkutat dengan angka , sehingga pelatihan CWMA ini memberikan perspektif baru serta ilmu baru untuk industri financial dibandingkan 20 atau 30 tahun lalu.

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Grace Juliana, CWMA

Direktur Keuangan ACPI

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Menurut Saya Program CWMA ini tidak hanya theoretical, tapi juga secara technical yang akan sangat berguna untuk para 
front-line dalam menghadapi High-end clients. CWMA juga membuka networking baru dari industri finansial.

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Hengky Djojosantoso, CWMA

Presiden Direktur Ciputra Life

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Program CWMA menurut Saya memberikan pelatihan yang bisa berdampak positif untuk industri financial. Ada satu materi yang mengajarkan kita untuk melakukan pendekatan dan memperhatikan kebutuhan High-end clients.

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Brata Wibawa Djojo, CWMA

Bancassurance Division Head SII Sompo Insurance

Register Here

Thank you for register!

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Secure Your

Spot

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