How do private equity managers apply for the exam?

Private Wealth Manager (PWM) professional qualification (level) examination is a professional ability examination organized by American Private Wealth Management Association according to the professional skill level of private wealth management (T/CASMES 66—2022).

Application conditions include:

-Bachelor degree or above, major in finance, economy, management and other related fields;

—— Engaged in finance, investment, wealth management, taxation and other related work for two years;

-Qualification examination for passing PWM examination.

Topics include:

-Financial market and investment analysis;

-Portfolio theory and practice;

-Asset allocation and risk management;

-estate planning and family trust;

-Tax planning and compliance;

-Customer relationship management and service marketing.