top of page
Cover Web.jpg

Exclusive CWMA™ Grandfathering Event!

Join us for an exclusive event dedicated to fostering excellence in wealth management among today’s executive leaders. The Certified Wealth Management Advisor Grandfathering is a premier opportunity to connect, collaborate, and elevate your professional journey in the dynamic world of wealth management.
CWMA™ is a Global Wealth Management certification, a collaboration between momenta Group and the International Society of Finance Professionals to equip Wealth Management Professionals to provide world-class service to High-net-worth individuals.

 

Time: 09.00-17.00 WIB
Date: 22-23 November 2024
Place: UPH Graduate School Semanggi / UPH Main Campus Lippo Village

​

Speaker:

Bernard Soo,
CEO, Momenta Vietnam
Co-Founder, Aries Applied Tech

 Early Bird discount available until October, 31th 2024 (limited quota)! 

PROGRAM OUTLINE

​

Day 1:

1) International Wealth Management Landscape & Trends - Impact on HNWI and Advisers

  • Overview of the competitive international wealth management landscape

  • Wealth Management Major Trends & Challenges

  • Wealth Management Investment Philosophy & Risks

​

2) How to Engage Deeply with the 7 Types of Wealth

  • Understanding the mindsets of the different Wealthy clients

  • Speaking Wealth Management in the same language of the 7 types of
    HNWI

  • Engaging the different types of HNWI

​

3) Positioning Myself (Adviser) in the Wealth Management Spectrum

  • Defining my Unique Selling Proposition versus Unique Value Proposition

  • Communicating your value to HNWI

  • Creating your elevator pitch to prospect HNWI

​

​

Day 2:

1) 7 Steps to Winning High-Net-Worth Clients (Prospecting)

  • 7-Steps sales framework to track and manage sales activities

  • Generating activities in each of the 7-steps to achieve sales target

  • Sales performance management for individuals and team leaders

 

2) The Art of Consultative Selling in a Private Banking Context

  • The Consultative Adviser - Helping Clients Buy

  • Building Trust with HNW clients

  • Asking Questions Strategically - HCF Framework

 

3) HNW Investment Products & Wealth Seasons

  • Structured Products - Pros & Cons

  • Alternative Investing - Private Equity, Commodities, VC.

  • Engaging HNW with products suitable for their Wealth Seasons​​

Value Propositions

​

  • Get certified for grandfathering CWMA in 2 days (Normal 5 days)

  • Integrate capital market knowledge + technical skills + soft skills

  • Designed & delivered by former private & investment bankers who are training the top private banks and international wealth management firms

  • Upgrade the quality of wealth and investment conversations with your clients

  • Includes coffee, refreshments and lunch

  • Professional certification by International Society of Financial Professionals (offices in USA and Singapore)

  • Join a global community of 15,000+members

  • Use the CWMA designation on your business cards and correspondences

bottom of page