chartered wealth manager accredited financial analyst financial planner ISO 9001 Accredited Certification Body Training
International Board of Standards - Professional Designations -  Accredited Education.  Creating the World's Leaders in Management ™

 

 

 

Become CWM Chartered Wealth Manager ®

USA Accredited Certification Training Program  -  TUV Accredited & ISO Certified 9001

Dear Friends, Members, and Financial Executives,

Certification Program: We are planning to conduct a CWM Chartered Wealth Manager ® program in Colorado Springs, USA later this year. 

Date: We are planning to hold the course from Friday Dec 16 till Sunday Dec. 18th in Colorado USA at one of the world's best hotel resorts.

Location USA: The course would be held at the Famous Broadmoor Hotel in Colorado Springs. www.Broadmoor.com or the Cheyenne Mountain Resort.

Who Should Attend - Executives, Managers, and Wealth Management Staffs.  All attendees must have 3 or more years of financial/wealth management experience and an accredited degree to attend. 

Topic Coverage: The course will cover key areas of:  1. Estate Planning and Trusts 2. Asset Management 3. Portfolio Management 4. International Taxation 5. Retirement Law 6. Economics 7. Investments 8. Money and Banking 9. High Net Worth Consulting 10. Relationship Management, Compliance, and Ethics 11. Business Entities & Organizations 12. Risk Management and Insurance

Top Expert Professors: This wealth management course conducted by Top Wealth Managers  and Wealth Professors in the USA. 

Pricing: The Price will be $3900 dollars US per person for the CWM ® program from GAFM ®.  Price includes digital books and initial certification fees. 

Top Resort Hotels: Attendees are responsible for hotel reservations and to pay for room and board at the Famous Broadmoor Resort. Discounts available to groups and early bird registrations.  Contact us to APPLY

Discount: Group Price and Early Bird Price:  $3300 dollars per person which includes materials 

Graduation: A graduation ceremony will be held at the end of the course for all successful attendees to receive their  CWM Chartered Wealth Manager ® and/or CTEP Chartered Trust and Estate Planner ® designation.

CWM Brochure:  Here is the Course Brochure

For any groups that want a private course, we can arrange that on a different date, or your people can attend this session together.

Many Thanks and Kindest Regards, George

Counselor George Mentz, JD, MBA, CWM Chartered Wealth Manager ® 
Attorney and Counselor of Law LA/USA 
CEO GAFM Global Academy of Finance and Management ® 
www.GAFM.org   info@gafm.org 
 
Contact Information 
 
GAFM Global Academy of Finance and Management ® 1670-F East Cheyenne Mtn. Blvd, Suite 293 Colorado Springs, CO 80906 Fax: 419-828-4923 CWM@gafm.org & http://gafm.org/contact.html 

** Accreditation - Our GAFM ® Certification Board is TUV Accredited and ISO 9001 Certified for Quality and ISO 29990 Certified for Educational Standards.  Approved Sanctioned by the Arab Academy for over 20 Arab Nations. In academic alliance with the ACBSP National Business Accreditation Agency for Certification Standards worldwide.  The GAFM ® Board of Standards is a founding member of the quality assurance standards memorandum of the CHEA International Quality Group.

Requirements for the CWM Chartered Wealth Manager ® and CTEP Chartered Trust and Estate Planner ® are LISTED on the FINRA website for all to review.

 Other Certifications Available from the Academy 
 
→   AMA Accredited Financial Analyst ® 
 
→   ChE Chartered Economist ® 
 
→   AMC Accredited Management Consultant ® 
 
→   CRA Certified Risk Analyst ® 
 
→   MFP Master Financial Planner ® 
 
→   AMA Accredited Management Accountant ® 
 
→  CIPM Certified International Project Manager ® 
 
→  CWM Chartered Wealth Manager ®  
 
↔↔↔↔↔↔↔ 
 
↔↔↔↔↔↔↔ 
 
 
 
 
 
List of Trademarked Certifications:
 
CWM ® Chartered Certified Wealth Manager ® is a registered trademark USA 4553651 & International Trademark in the European Community Reg. # 010772176

CTEP ® Chartered Trust and Estate Planner ® US United States Trademark Registration Number 4596129

Board of Standards - As Seen in the TUV OE Europe, NISM India, UAE Government, Ministry of Education China, FINRA Education Guide, and U.S. Department of Labor, Employment and Training Administration
 
If you have a masters degree and over 5 years of experience, email us with your resume and we will review your application. Thanks, The Board of Standards
 
Send your resume TODAY and we can review your credentials for certification approval within 72 hours. Email to resume@gafm.org or Click Contact
 
 
*Dates, Times, Faculty, and Location of Course Subject to change. Payments may be refunded if you cancel the course within 30 days. After that a 50% refund can be provided up until 3 days before the course starts.
 

Chartered Wealth Manager ® - Federal Trademark # 4553651 - All Rights Reserved

Chartered Wealth Manager

About GAFM ®

  The GAFM International Board of Standards is TUV Accredited and ISO Certified for Quality and ISO 29990 Certified for Training Standards

 

 

Validate and Verify Member Here

 
 TUV Accredited

 



 

Join our Linkedin Group

LinkedIn.com

 



 Accredited Certified Financial Analyst Chartered Accountant

The GAFM ® Board is the 1st Graduate Certification Body to Become Accredited  and Certified for: ISO 9001 Quality and ISO 29990 Training in the World. GAFM ® owns the former AAFM ® Certifications and Programs

 

 

 

Certified Management Consultant 

Home Certifications Board Recognition Requirements Providers About Contact Us Contact Apply AFAPPC GetCertifiedPPC Benefits Chartered Wealth Manager News How To Use Stock Markets Training Calendar FINRA Application Reg. Payments About Old Events CWM Training Program News UBT University Business Technology Saudi Arabia Saudi Arabia - Certification Training Programs 2017 - University Business & Technology CEO Message Chartered Certified Economist Certified Financial Analyst FINRA SEC Chartered Wealth Manager Training Indonesia Malaysia Guides Informa GAFM Guides Jamaica Qualifying Degrees Global Advisors Membership Mission Ethics Governmental Recognition Links Handbook mfm Financial Planner Program Chartered Economist CCO Higher Institute IP List Become Provider Management Consulting Jobs TUV Accreditation CWM Chartered Wealth Manager Terms Financial Analyst Certification Copy of Certification Economics Certification Economics Degrees Management Degrees Finance Degrees Accounting Degrees Exams Renew Certification Awards Sample Honor Society Trademarks Careers Complaint Site Map Mentz George Mentz Lawyer Mentz George Colorado USA Speaker Consultant AFA ® Accredited Financial Analyst Certification CTEP ® Trust and Estate Certification CIPM ® Certified International Project Manager CWM ® Chartered Wealth Manager ® AMA ® Management Accountant Certification AMC ® Management Consulting Certification MMC ® Management Consulting Certification Book

Google Plus 

All Rights Reserved 1996-2017 -  GAFM Global Academy of Finance and Management   & Association for Finance and Management
 Mentzinger Media LLC   Board of Standards - Accreditation and  Certification - Global Certified  Accountants Financial Analysts Institute 
Association of International Financial Accounting  Foregin Relations Public Policy Council  Chartered Wealth Manager
Accredited Financial Analyst Certified Chartered Management Accountant   - Association Institute Academy 
US Department of Labor  - George Mentz
Join us on LinkedIn  - Financial Analyst Training - Chartered Wealth Manager ® - ChE Chartered Economist ®
 
www.GAFM.us * www.GAFM.org
In alliance with the Unincorported Non-Profit Association of Finance and Management USA
 
A financial analyst  securities analyst, research analyst, equity analyst, or investment analyst is a person who performs financial analysis for external or internal clients as a core part of the job. Financial analysis (also referred to as financial statement analysis or accounting analysis or Analysis of finance) refers to an assessment of the viability, stability and profitability of a business, sub-business or project. It is performed by professionals who prepare reports using ratios that make use of information taken from financial statements and other reports. These reports are usually presented to top management as one of their bases in making business decisions. Certification as a financial analyst requires accredited education in finance
 
Management consulting is the practice of helping organizations to improve their performance, primarily through the analysis of existing organizational problems and development of plans for improvement. Organizations may draw upon the services of management consultants for a number of reasons, including gaining external (and presumably objective) advice and access to the consultants' specialized expertise. Becoming certified in management consulting requires proper education experience and credentials.
 
Management accounting or managerial accounting is concerned with the provisions and use of accounting information to managers within organizations, to provide them with the basis to make informed business decisions that will allow them to be better equipped in their management and control functions. Cost accounting is a process of collecting, analyzing, summarizing and evaluating various alternative courses of action. Its goal is to advise the management on the most appropriate course of action based on the cost efficiency and capability. Cost accounting provides the detailed cost information that management needs to control current operations and plan for the future. Certification in management or cost accounting requires education and expertise in accounting.
 
IP/Rights Global