Certified Wealth Management Subject Matter Expert

Issued by EDCHART INC

The Wealth Management Certification is a professional credential that validates expertise in financial planning, investment advisory, portfolio optimization, tax-aware strategies, and client relationship management. It reflects globally relevant competencies required by banks, advisory firms, and private wealth institutions. Delivered through Edchart, the certification is assessed via secure online examinations worldwide, with digital credentials issued and managed through Credly.

Type Certification
Level Advanced
Time Hours
Cost Paid

Additional Details

Skills

Accounting
Business Administration
Client Focused
Customer Relationship Management (CRM)
Decision Making
Economics
Ethical Responsibility
Financial Literacy
Financial Market
Financial Planning
Honesty
Investments
Portfolio Optimization
solution oriented
Wealth Management (WM)

Earning Criteria

The criteria for Wealth Management Certification focus on evaluating applied financial knowledge, advisory judgment, and ethical practice. Candidates are assessed on wealth planning frameworks, asset allocation, risk profiling, regulatory awareness, and client-centric solutions. Examinations emphasize practical scenarios and decision-making accuracy. Edchart conducts globally standardized online exams that ensure consistency, integrity, and relevance, confirming that certified professionals.
Participant eligibility for Wealth Management Certification includes graduates, finance professionals, relationship managers, advisors, and individuals pursuing careers in private banking or financial advisory services. Candidates from finance, economics, accounting, or business backgrounds are well suited, though motivated learners from related disciplines may also qualify. Edchart’s global online examination model enables eligible participants to pursue certification.
Educational experience recommended for Wealth Management Certification typically includes foundational study in finance, economics, business administration, or accounting. Familiarity with financial markets, investment products, and basic risk concepts supports effective learning and assessment readiness. Academic exposure combined with practical awareness strengthens performance in advanced wealth planning topics.

Standards

Wealth Management Certification

The standards to become a Wealth Management Certification holder emphasize professional competence, ethical conduct, and analytical consistency. Candidates must successfully complete all prescribed assessments and demonstrate proficiency in client advisory, portfolio strategy, and regulatory understanding.