CWM Chartered Wealth Manager ® Certification Skills Course
What you'll learn
- Wealth Management including: Investing, Economics, Taxation, Estate Planning, Banking, Financial Planning and Retirement
- Those who complete the course will be eligible for Certification if Pre-Qualified with Qualifying PhD or Masters Degree
- This is a SKILLS course and does not replace the Certification Program for CWM. This is a skills course and counts for annual CE Continuing Education for CWM Ho
- Students will learn about Investments, Economics, Risk, Insurance, Taxation, and Retirement. This course has a US focus on Tax Estates & Retirement
Requirements
- College Degree or College Diploma - Qualifying Masters Degree to acquire Certification
- Qualifying Masters Degree to acquire CWM Certification
Description
Wealth Management Certification Program – Course Description (This course is about 20-25 hours of reading and advanced learning)
This course is an introduction to Introduction to Financial Planning & Wealth. Topics in this class include wealth management strategy, money management, risk, credit, asset management and protection, economics, financial institutions, financial and SEC law, ethics, regulations, and professionalism. The course examines the basics of investments, markets, risk, retirement, federal taxation, asset management and estates while it analyzes theories and techniques of developing investment policies and strategies. The course also outlines the processes in wealth management and global financial planning that will be expanded upon in other courses in the curriculum.
After Completing this Course, You may apply for Certification if you have a Masters Degree or Law License. However this is a skill course that may count for continuing education for various professional bodies.
Our certification programs are ESQ Accredited and ISO 21001 Certified and our professional certifications are conferred by the GAFM Global Academy of Finance and Management.
About the Professor
Counselor Mentz has been teaching Wealth Management online for ABA recognized law schools for over a decade under the supervision of Prof. Byrnes. Presently, Mentz is a Commissioner for the US Presidential Scholars Program which is operated by the US Dept of Education and the White House. Mentz is a licensed attorney and holds a Doctor of Jurisprudence/JD, an MBA, and a CILS Graduate Certificate of International Legal Studies. Commissioner Mentz is a former investment banker and tax lawyer who also passed the Series 7, 63 and 65 licensing exams from NASD/FINRA in the late 1990s. Mentz has authored over 60 books and audio books and was recently ranked #2 in the world as a Wealth Management Influencer online.
Publishing: George Mentz has authored over 60 books and audio books on wealth management, financial planning, metaphysics, and success and serves as an tax/financial economist and “Finance Insider” team for NewsMax along with other luminaries such as: Mohamed El-Erian, Stephen Moore, & the Hon. Larry Kudlow.
Mentz is an active law professor in the areas of: Wealth Management, Finanical Planning and Finanical Innovations at a top ranked law school USA.
** Terms - Mentz and the GAFM offer certification to eligible students and graduates. (Mentz and GAFM and the Board of Standards) can not provide any free certificate and we do not confer diplomas to students. If students seek a designation or board certification, please go to the website of GAFM.
Who this course is for:
- Bankers, Insurance Professionals, Risk Managers, Stock Brokers, and Investment Bankers
- This is a skills course and counts for annual CE Continuing Education for CWM Holders
Instructor
- 3.2 Instructor Rating
- 60 Reviews
- 672 Students
- 1 Course
George Mentz JD MBA CILS is a CWM Chartered Wealth Manager ®, global speaker - educator, tax-economist, international lawyer and CEO of the GAFM Global Academy of Finance & Management ®. The GAFM is a ESQ accredited graduate body that trains and certifies professionals in 150+ nations under ISO 21001 standards. Mentz is also an award winning author and graduate law professor of wealth management in the USA.
Mentz has been recognized in 2020 as a Top 10 Wealth Management Influencer in the World on Social Media.
Mentz is 1st in the world to be credentialed as a: Doctor of Jurisprudence, MBA, investment advisor, financial planner, US federal courts attorney, international law certification, & management consultant, and he is a two-time award winning professor teaching 250+ law, business, and ethics courses. Mentz was an economic advisor for the Trump Campaign CO, has published 60+ books and audio books who has written for the US Dept of Labor, O-Books UK, eFinancialCareers, & National Underwriter.
Mentz is one of the few law professors in the world to have ever passed the Series 7, 63 and 65 Investment Advisor Exams and practiced as a High Net Worth Wealth Management Advisor for a Wall Street Firm. Counselor Mentz's book "Wealth Management Intelligent Investor Notes & Summary" was named one of the best Wealth Management books of all time by BookAuthority!
Mentz has served boards or advised The Global Finance Forum, World eCommerce Forum, top banks such as HSBC and Bank of China, UN, Arab Academy of Banking, African Economists Association & has even been accepted as an expert in securities arbitration & mediation. Mentz and his companies have been featured or quoted in Forbes, Reuters, Wall St. Journal, The Hindu National, El Norte Latin America, the Financial Times, NYSSA, The China Daily, & The Arab Times. Mentz enjoys tennis, travel, raising 3 children, and serving as the titular Seigneur of the Fief Blondel which is one of the oldest legally recognized fiefdoms in the UK Crown Dependencies.
Mentz has served as a US Presidential Scholars Commissioner for the President of the United States helping young people from around the country in reaching their dreams.