Certified Wealth Practitioner
Issued by
Moody's
This badge confirms the individual successfully completed the Certified Wealth Practitioner (CWP) course and passed the proctored exam. This certification focuses on building the requisite competencies and expertise for delivering wealth management services to high net-worth-individuals, families or businesses. The programme defines and positions wealth practitioners services following a principles-based approach which treats the customer with professional integrity.
- Type Certification
- Level Foundational
- Time Months
- Cost Paid
Skills
Earning Criteria
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To become certified, participants must complete the listed courses and then pass the final proctored exam: