Chartered Wealth Manager® (CWM®) Vs. Certified Financial Planner®(CFP®) … So Wealth Management is more comprehensive, more detailed and better rewarded by Clients. Moreover Wealth Management is an established profession with most Banks in India and Globally also having thriving Wealth Management Divisions.
Also to know is, how do I become a Certified Wealth Advisor?
Candidate must meet all of the following:
- Bachelor’s degree from an accredited college or university or one of the following designations or licenses: CIMA, CIMC, CFA, CFP, ChFC or CPA license.
- A satisfactory record of ethical conduct, as determined by IMCA’s Admissions Committee.
Simply so, is the CFP worth it? Yes, CFPs are worth the investment — a fact I can attest to because I use one — but not just any one. If he were to retire, finding a replacement would be hard because, in finances, as well as in life, it’s all about relationships: The right CFP literally has to be the right person.