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Professional Wealth Manager Training Certificate Course


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


Course Description

The Professional Wealth Manager Training Certificate Course (WM01) is conducted by the Academy of International Dispute Resolution and Professional Negotiation (AIDRN). The course is designed to touch on the up-to-date and practical knowledge in the field of asset and wealth management; it is also delivered by professional lecturers and international experts in wealth management in various fields.

The course introduces the fundamental knowledge and characteristics of the ultra-high-net-worth (UHNW) population in China. We explore the necessity and demand for family wealth management, the perception and expectation of family trusts, and the development prospects of domestic family trusts. You will also master the knowledge of family heritage and inheritance planning. This course helps those who are interested in professional development in wealth and asset management, it also prepares you in professional career development as "Professional Wealth Managers" at the internationally recognized institution. This allows the participant with a new career or additional professional to carry out comprehensive wealth planning for clients and their families. Throughout the course, participants will master the preservation of wealth planning and family inheritance with the assistance of our experts, and interactive case learning and analysis. Each participant will gradually gain knowledge and concepts in wealth management and equipping themselves with practical ability. By the end of the course, the participant would have equipped the adequate knowledge and skills to the participant for the professional qualification accreditation for the Professional Wealth Manager given by the International Dispute Resolution Advocate Association (IPDRAA). There they begin the journey in professional wealth management and explore the high-end markets with the support of the institute.

International Professional Dispute Resolution Advocate Association (IPDRA)

International Professional Dispute Resolution Advocate Association - Asset management and family wealth management office (IPDRAA – AMFWMO) provides professional consulting services for high-net-worth individuals (HNWI) and ultra-high-net-worth individuals (UHNWI). We offer top-notch and quality-assured services including asset allocation portfolios and long-term investment consulting services, family inheritance services, family trusts, insurance allocations, tax planning, marriage planning, legal consultation, and family business management.

Headquartered based in Hong Kong and with branches in major domestic cities in the Mainland China, IPDRAA gathers professional talents in trust, insurance, finance and taxation, lawyers, banks, securities, investment and other fields, who are committed to providing customized and exclusive solutions for HNWI and UHNWI with one-stop solution service.

Target participants

  • Entrepreneurs, corporate holder, family business owner and successors, consultants for family businesses, bankers
  • Asset management professionals, insurance and investment consultants, legal professionals and
  • individuals interested in asset management and family business management.

Introduction of the course

  • Course Name: Professional Wealth Manager Training Certificate Course (Course WM01)
  • Duration: Lecture hours – 30 hours, Self-study hours – 10 hours
  • Fee: HK$15,500 Included: [HKD$14,000 (Discounted; original: HKD$18,000) & HKD$1,500 (International Accreditation Assessment fee)]
  • Course Medium: Mandarin, Cantonese, and English
  • Course Mode: Lectures, group discussions, case sharing, and role-play exercises

Benefits of this course

  1. The course is taught by celebrated experts from the wealth and asset management industry, allowing participants to obtain both theoretical knowledge and practical experience in wealth management. Our course exercises are designed to enhance your understanding and skillsets required to serve your clients, lifting the relationship in between;
  2. Value the importance of case studies, our series of role-play exercises are designed to offer unique practical experience for our participant to cater adequately different needs of clients
  3. The participant who fulfills the criteria for certification is eligible for the accreditation for Certified Professional Wealth Manager (CPWM) at the IPDRAA
  4. The CPWM is awarded to individuals who are competent for professional wealth and asset management service. It is the credential that shows advanced skills, knowledge and professional conduct to clients.
  5. The IPDRA offers a specific professional profile of our CPWM in the archive and the website. Our client can efficiently contact and seek service from our IPDRA’s CPWM.

Certification

  • The “Certificate of Completion” will be awarded to participants who attain 100% attendance in the course, and pass the end-of-course assessment.
  • Participants who obtained the “Certificate of Complete” of this course are eligible for the “Accreditation for Certified Professional Wealth Manager (CPWM)” at the IPDRAA. Upon successfully passed the accreditation, participants are qualified to be enlisted at the IPDRAA panel of Certified Professional Wealth Manager (CPWM). They have the opportunity for up-taking the asset management and family wealth management cases in Hong Kong, Mainland China and oversea referred by the International Professional Dispute Resolution Advocate Association - Asset management and family wealth management office (IPDRAA – AMFWMO).

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