Wealth Management (WM)


Wealth Management Certification Program, consist of 7 modules, as follows:

Module 01: Fundamentals of Wealth Management
Module 02: Investment and Portfolio Management
Module 03: Risk Management and Insurance
Module 04: Legal Aspect, Ethics and Tax Management
Module 05: Managing Pensions and Ethics
Module 06: Practices in Wealth Management
Module 07: International Program


After completion of the program, the aparticipants will:

  1. Earn the knowledge and fundamental skills in wealth management that will enhance the career development
  2. Have an increasing productivity, self confidence and selling value
  3. Be able to compete with the other local and foreign financial service professionals
  4. Attain a professional designation i.e. Aff. WM, AWM, QWM and CWM, as specialist banker in wealth management awarded by CWMA
  5. Attain an accredited certificate and credit earning for continuing study in Master of Management Program, Universitas Gadjah Mada
  6. Have an opportunity to gain a professional certificate as wealth manager from LSPP (Lembaga Sertifikasi Profesi Perbankan)

Who Can Attend

  1. Bankers or professional in financial services industry who want to earn the knowledge and skills in wealth management
  2. Priority banking officers who serve the high net worth customers
  3. Bankers that have been positioned in the line management or policy formulation in the area of wealth management
  4. Young professionals or anyone who are interested to pursue career in the area of wealth management
  5. High net worth individual who want to understand and practice the wealth management skills
  6. The fresh graduates who want to equip themselves with knowledge and skills in wealth management

YOGYAKARTA: Jl. Teknika Utara, Yogyakarta, Indonesia 55281 | Telepon: (62) (274) 556912, 515536, 562222, 589384, 511036 | Faksimile: (62) (274) 564388 | Hotline: 0813-288-26-888
JAKARTA: Jl. Dr. Saharjo No. 83 Tebet Jakarta Selatan | Telepon: (62) (21) 83700333, 83700339, 83700340 | Faksimile: (62) (21) 83700372 | Hotline: 0813-1844-9088