• A comprehensive and cohesive system aimed at protecting and preserving assets, growing and accumulating assets, and transitioning assets.
• A holistic approach that seeks to coordinate High Net Worth Individuals; needs over their lifetimes with the needs of their families.
• It is the ability to engage in all aspects of our client’s financial situations.

B. Program Provider

• MMFEB-UGM

MMFEB-UGM is the one of finest business schools and leading of management education in Indonesia. The program delivers learning and development process tailored to needs of business. MMFEB-UGM has the resources and capacity to deliver value added education solution for business. Being one of the best business school in Indonesia that always accredited A (very good), MMUGM under the Faculty of Economics and Business Universitas Gadjah Mada (FEB UGM) now get recognition of its qualification through AACSB International Membership. FEB UGM is the only Faculty of Economics in Indonesia that has the AACSB membership. This membership strengthens FEB UGM’s which already have international network in NIBES (Network of International Business and Economics School) and AUN (ASEAN University Network) to compete more globally and to produce qualified graduates.

MMFEB-UGM offers comprehensive selection of master degree program in business (MBA, MSc, MScBA, MFM, MIS, MMgt) conducted within the program or in collaboration with its partner universities as well as non degree program ranging from short courses specially designed for middle to high-level managers, applied research and management consulting. This is delivered via a diverse, but integrated number of activities; a range of structure postgraduate course conducted within the program or in collaboration with business partners, executive development programs that are customized to corporate development needs, series of academic seminars and topical business discussion forums.

• ECFT ERASMUS UNIVERSITY ROTTERDAM

The Erasmus Center for Financial Training (ECFT)  was established in 1998 and is related to Department of finance of The Economic Faculty of the Erasmus University Rotterdam, ECFT offers top-level training courses to finance professionals and specialist e.g. treasurer, banker, investors and financial managers. In addition to organizing management training programs, ECFT Courses are known for its contribution to bridging the gap between theory and practice in the field of finance. ECFT course are characterized by: an optimal blend of theoretical principles and application; proven teaching methods including problem solving session in working groups; effective Interaction with participants from major Dutch, other European and overseas financial institution.

• CERTIFIED WEALTH MANAGERS’ ASSOCIATION

CWMA was established and founded in 16 March 2005 by the Bankers Club Indonesia (BCI), now is known as Ikatan Bankir Indonesia (IBI). The Certified Wealth Managers’ Association (CWMA) is a non-profit, independent association whose purpose is to protect the customers’ interests and to support the wealth management profession with education, research, product development, and networking both globally and locally.

CWMA’s effort to make strong relationship with members and regulators will help us develop new wealth management techniques and innovative products. Our education and training programs are geared to wealth management professionals at every stage of their careers.

With the support of our members, CWMA will develop a leading-edge wealth management products, services and studies.

C. Competency Based Curriculum

The wealth management certification Program is designed and developed in accordance with KepMenakertrans regarding SKKNI (Standard Kompetensi Kerja Nasional Indonesia) No: 100/II/KM/2007. Sektor Keuangan Sub Sektor Perbankan Bidang Wealth Management and the Regional Model Competency Standard (RMCS) that are used in United Kingdom (UK), Canada, Australia and other Commonwealth Countries.

D. Number of Classes

E. Executive & Acceleration Class WMCP (Certified Wealth Manager/CWM)