CEWM – Certified Expert Wealth Management Counsellor IfFP

 
Audience

Experts: Financial advisors with at least five years of experience in the financial industry whereof three years as a financial advisor or wealth manager, typically serving wealthy entrepreneurial clients
 
Entry level

  • Knowledge: Level Two or CFP or equivalent

  • Experience: five years of practical experience in the financial sector, whereof three years as a financial advisor or wealth manager


Achievements

  • Knowledge of financial planning and wealth management on expert level

  • Empowered to manage the financial affairs of self-employed individuals and entrepreneurs, in China and abroad

  • Empowered to pursue a career as an entrepreneurial wealth manager in China and abroad


PART (1):  Expertise in Wealth Management (14 days)
 
Law

  • Law pertaining to companies (corporate law) and to M&A transactions

  • Law pertaining to private wealth planning

  • … t.b.d.


Taxation

  • Income and asset taxes for self-employed individuals

  • Profit and capital taxes for companies

  • New individual income tax

  • CRS / AIE

  • … t.b.d.

 
Financing

  • Credit standing / credit worthiness

  • Business Valuation

  • leveraged vs. unleveraged / debt, mezzanine, equity

  • Getting money from a bank (debt)

  • Getting money from investors (equity)

  • … t.b.d.

 
M & A (Mergers and Acquisitions)

  • Law / Legal Practice and Business Thinking in M&A

  • Types of M&A

  • Investors

  • M&A process

  • Due diligence

  • … t.b.d.


Family Governance

  • Presentation of Family Governance, role and purpose

  • The role of ownership and its implications on family governance

  • Family governance in the face of generational transition

  • Outline of investment guidelines and structure of an investment governance in a family office

  • … t.b.d.

 
Mediation and Conflict Management

  • Negotiation and conflict situations within companies and families

  • Characteristics of conflicts and human interaction

  • Negotiation and communication techniques

  • Solving conflicts by mediation

  • … t.b.d.

 
Financial and Wealth Planning for Entrepreneurs

  • Integration module: practical case studies covering typical situations of

entrepreneurs, e.g.Business expansion

  • Going abroad

  • Succession planning and generation transfer

  • … t.b.d.

 
Fees
59000 RMB 
 
Certification
Part (1)  Certification by IfFP Switzerland
CEWM – Certified Expert Wealth Management Counsellor IfFP
 
PART (2): SCWP-I Swiss Certified Wealth Planner (International)™ (10 days)
 
Module A   Swiss Private Banking and Wealth Management
Module B   Family Enterprise Wealth Management / Family Office Services
Module C   Global Wealth and Asset Management
Module D   Alternative Investments
 
Fees
79000 RMB
 
Certification
Part (2)  Certification by Swiss Financial Planners Organization
SCWP Swiss Certified Wealth Planner (International)


Registration Consultation

活动总结