Real Wealth Manager Certificate: Helping you reach for the heights

How do you rise above the disruption of technology and realign your value proposition with the values of your prospective new clients and the demands of your current book?

The most proactive way to do so is to be the first to embrace change with deep knowledge and cutting edge best practices. For that reason, you will want to re amongst the first to earn the new RWM™ certification marks. Click here to register and take advantage of the special early bird until May 15!

The Real Wealth Manager practices with a pre-eminent standard: a strategic, holistic and multi-stakeholder approach to family wealth management. The RWM™ certification will help you position yourself as the Primary Advisor of a multi-stakeholder team of professionals and family members. The program is designed to empower you to offer a multi-stakeholder approach to family wealth management, so you can help your clients to make the best financial decisions to meet their long-term financial goals, particularly in the areas of tax, finance, estate and end-of-life planning.  Here are some more details of what you will learn.

Who is the Real Wealth Manager?

The Real Wealth Manager is a professional who has earned the right to the RWM™ designation through comprehensive training in goal-based, client-centric wealth management solutions.
The Real Wealth Manager leads a multi-stakeholder team (comprising other financial services professionals and family members) in a holistic and long-term approach to family wealth planning focused on four elements of Real Wealth Management: the accumulation, growth, preservation and transition of wealth with sustainability—after taxes and fees.

What will you achieve?

Advisors authorized to use the RWM designation have a deep and broad understanding of both the behavioral and technical financial skills required to manage family wealth over multiple generations. Clients are presented with an unparalleled opportunity to work with a primary advisor who assembles a trusted team of specialists to guide financial decision-making throughout various family lifecycles.

The Real Wealth Manager, in collaboration with the family, develops a strategy and process to manage wealth on an after-tax, after-cost, intergenerational basis, thereby setting the standard for decision-making related to tax, investment, retirement, succession and estate planning activities. The underlying focus of the team of specialists engaged, as needed, is the creation, growth and stewardship of sustainable family wealth that has purchasing power when required.
How long is the course?

The RWM certification is earned with the completion of an 11-module program. Then, ongoing use of the designation requires 30 hours of continuing professional development over two years. Best of all, the RWM complements other financial industry designations, requiring the graduate to practice with the highest standards of conduct.

Click here to register today!

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