This course is organized by the Academy of International Dispute Resolution and Professional Negotiation (AIDRN)
Detail of the course shall refer to Here at AIDRN
The Professional Wealth Manager Training Certificate Course at the Academy of International Dispute Resolution and Professional Negotiation (AIDRN) introduces the fundamental knowledge and characteristics of the ultra-high-net-worth (UHNW) population in Hong Kong and Mainland China. We will explore the necessity and demand for family wealth management, the perception and expectation of family trusts, and the development prospects of family trusts. Delivered by professional lecturers and international experts in wealth management, risk management, dispute resolution, and legal professional industries, the course builds up comprehensive knowledge in various aspects that are highly relevant to wealth and asset management. Through interactive learning models, case studies, theory applications, and practical analysis, participants are expected to gradually gain knowledge and concepts in wealth management and equip with practical abilities.
This course is suitable for entrepreneurs, corporate holders, family business owners, and successors, consultants for family businesses, bankers, asset managers, insurance and investment consultants, legal professionals, and individuals interested in asset management and family business management. Not only does the course provide practical knowledge, but it is also designed to prepare participants to develop and advance professional careers in wealth and asset management. By the end of the lectures and practice exercises in the course, participants would have been equipped with the adequate knowledge and skills to take part in the course-included professional qualification accreditation for the Certified Professional Wealth Manager (CPWM) organized by the International Professional Advocate Association (IPAA). There they begin the journey in professional wealth management and explore the high-end markets with the support of the institute.