Dear Friends, Members, and Financial Executives,

Certification Program: We are planning to conduct a CWM Chartered Wealth Manager ® program in Colorado Springs, USA later this year. 

Date: We are planning to hold the course from Friday Dec 16 till Sunday Dec. 18th in Colorado USA at one of the world's best hotel resorts.

Location USA: The course would be held at the Famous Broadmoor Hotel in Colorado Springs. www.Broadmoor.com or the Cheyenne Mountain Resort.

Who Should Attend - Executives, Managers, and Wealth Management Staffs.  All attendees must have 3 or more years of financial/wealth management experience and an accredited degree to attend. 

Topic Coverage: The course will cover key areas of:  1. Estate Planning and Trusts 2. Asset Management 3. Portfolio Management 4. International Taxation 5. Retirement Law 6. Economics 7. Investments 8. Money and Banking 9. High Net Worth Consulting 10. Relationship Management, Compliance, and Ethics 11. Business Entities & Organizations 12. Risk Management and Insurance

Top Expert Professors: This wealth management course conducted by Top Wealth Managers  and Wealth Professors in the USA. 

Pricing: The Price will be $3900 dollars US per person for the CWM ® program from GAFM ®.  Price includes digital books and initial certification fees. 

Top Resort Hotels: Attendees are responsible for hotel reservations and to pay for room and board at the Famous Broadmoor Resort. Discounts available to groups and early bird registrations.  Contact us to APPLY

Discount: Group Price and Early Bird Price:  $3300 dollars per person which includes materials 

Graduation: A graduation ceremony will be held at the end of the course for all successful attendees to receive their  CWM Chartered Wealth Manager ® and/or CTEP Chartered Trust and Estate Planner ® designation.

CWM Brochure:  Here is the Course Brochure

For any groups that want a private course, we can arrange that on a different date, or your people can attend this session together.

Many Thanks and Kindest Regards, George

Counselor George Mentz, JD, MBA, CWM Chartered Wealth Manager ® 

Attorney and Counselor of Law LA/USA 

CEO GAFM Global Academy of Finance and Management ® 

www.GAFM.org   info@gafm.org 

 

** Accreditation - Our GAFM ® Certification Board is TUV Accredited and ISO 9001 Certified for Quality and ISO 29990 Certified for Educational Standards.  Approved Sanctioned by the Arab Academy for over 20 Arab Nations. In academic alliance with the ACBSP National Business Accreditation Agency for Certification Standards worldwide.  The GAFM ® Board of Standards is a founding member of the quality assurance standards memorandum of the CHEA International Quality Group.

Requirements for the CWM Chartered Wealth Manager ® and CTEP Chartered Trust and Estate Planner ® are LISTED on the FINRA website for all to review.

 Other Certifications Available from the Academy 

→   ChE Chartered Economist ® 

→   AMC Accredited Management Consultant ® 

→   CRA Certified Risk Analyst ® 

→   MFP Master Financial Planner ® 

 

Submit Your Qualifying Resume Today - Click Here 

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www.GAFM.com - 

GAFM Global Academy of Finance and Management ® 

 

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List of Trademarked Certifications:
 
CWM ® Chartered Certified Wealth Manager ® is a registered trademark USA 4553651 & International Trademark in the European Community Reg. # 010772176

CTEP ® Chartered Trust and Estate Planner ® US United States Trademark Registration Number 4596129

Board of Standards - As Seen in the TUV OE Europe, NISM India, UAE Government, Ministry of Education China, FINRA Education Guide, and U.S. Department of Labor, Employment and Training Administration

*Dates, Times, Faculty, and Location of Course Subject to change. Payments may be refunded if you cancel the course within 30 days. After that a 50% refund can be provided up until 3 days before the course starts.