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Professional Wealth Management (WM)

Currently, the Ultra-high-net-worth (UHNW) population in China is being challenged by different wealth management problems, especially family inheritance. Interestingly, in the non-financial service category, around half of the UHNW population seek professional service and consultation in relation to the family inheritance. Meanwhile, according to CCB Trust and Hurun Research Institute, the “China Family Legacy Wealth Management 2019-The Era of Family Trust”, China will have 60 trillion RMB of wealth pass on from the first generation to the second generation in the next 30 years. This creates huge opportunities for the development of family trusts and wealth management, as well as related service providers.


The Professional Wealth Manager Training Certificate Course (WM01)

  • Conducted by the Academy of International Dispute Resolution and Professional Negotiation (AIDRN). The course is designed to touch on the up-to-date and practical knowledge in the field of asset and wealth management; it is also delivered by professional lecturers and international experts in wealth management in various fields.
  • More information on the course here

The Senior International Wealth Manager Training Certificate Course (WM02)

  • Conducted by the Academy of International Dispute Resolution and Professional Negotiation (AIDRN). This is the advanced course of the foundation course Professional Wealth Manager Training Certificate Course (WM01); allowing the CPWM of IPDRA to be trained and equip the necessary skill and knowledge for the “Certified Senior International Wealth Manager” (CSIWM) accreditation.
  • More information on the course here