INTERNATIONAL CERTIFIED WEALTHMANAGER (CWM®) EXECUTIVE PROGRAMME

8-11 SEPTEMBER 2020 | DISTANCE LEARNING CLASS100% ONLINE

WEST AFRICA BUSINESS SCHOOL

PROUDLY PRESENT

In Cooperation With

Organized By

WHY THE CWM® CERTIFICATION COURSE1. As the Wealth Management industry grows, so does the need for education around Wealth Management.2. Understanding risks and advising customers are must have skills.3. Changing preferences and increasingly high expectations from customers mean Wealth Management is more

competitive than ever.

LEARNING OUTCOMES1. Increase your depth of knowledge in key areas of wealth

management.2. Understand the opportunities and risk of financial

investments.3. Gain in-depth knowledge of international wealth

management and tax planning that reflects the cross-border connections and investment of today’s wealth owners.

4. Understand sophisticated techniques to assess a client’s overall financial situation and risks.

5. Take a holistic approach to a customer’s financial and personal situation (accounts, tax, cash flow, portfolio, real estate, family etc.).

6. Learn the psychological factors influencing the customer and the advisor (behavioural finance).

INTRODUCTIONIn order to stay relevant, productive and remain competitive in today’s turbulent financial market and changing Wealth Management landscape, Certified Wealth Managers’ Association (CWMA) in cooperation with MCI Asia Group and West Africa Business School (WABS), proudly presents the Wealth Management Certification Programme for Wealth Managers, Priority Bankers, Private Bankers and Consumer Bankers in Africa through Distance Learning Class. Association (CWMA) in cooperation with MCI ASIA GROUP and organized by West Africa Business School proudly presents “The Wealth Management Program For Wealth Managers & Private Bankers in Africa 2020 (Distance Learning Class)”.High Net Worth Individual’s financial literacy has extended beyond traditional asset classes and has tapped into areas such

as funding innovative start-ups as well as trading crypto currencies. This increases the complexity of clients’ demands that in turn, forces Customer Relationship Management, pricing strategies, service offerings and channels to rapidly evolve. With HNWI seeking better digital capabilities, wider range of advisory options and more sophisticated products, innovation and collaboration are essential elements to a successful wealth management business model. The Wealth Management Certification Programme is set at post graduate level with a strong practical focus aimed at developing participants in-depth knowledge and expertise.

OBJECTIVES1. To increase the understanding, competency level and professional skills in wealth management.2. To be more effective in identifying business opportunity in order to develop funding business.

BENEFITSThis program will provide a unique variety of professional benefits to its participants, such as :1. Obtain the Certified Wealth Manager (CWM®)

designation from Certified Wealth Managers’ Association (CWMA).

2. Broaden the participants’ perspective and sharpen their capabilities in wealth management from both strategic and operational point of view.

3. Gain insights on the international best practices from Wealth Management Practitioners through discussions in classes.

4. Increase the level of competency and business productivity.

5. Improve the capacity building of the management team & executive.

6. Increase Corporate Image.7. Validates your competence in important skills &

knowledge areas.8. Increase local & International Networking in

Wealth Management Industry.9. Minimize Fraud issues.

WHO SHOULD REGISTER?Bringing together financial services professionals, the ICWM® Executive Programme is tailor-made for:

1. Member of Board of Directors and Board of Commissioners from Financial Services Industry (Banking, Insurance, Capital Market and Multi Finance).

2. Executive Directors.3. Vice President or Senior Management

from Financial Services Industry (Banking, Insurance, Capital Market and Multi Finance).

4. Vice President or Senior Management member in Wealth Management Industries.

5. Wealth Management Professionals.

6. Members of Banking Associations.7. Fund Managers, Investment Bankers.8. Priority Bankers & Private Bankers.9. Consumer Bankers, Portfolio Managers.10. Investment Advisors, Asset Managers.11. Relationship Managers, Accountants.12. Wealth and Estate Planners.13. Trust and Estate Practitioners.14. Family Offices, Lawyers.15. Regulators.

COURSE CONTENT1. Global Wealth Management.2. Wealth Protection & Preservation - Insurance Planning - Risk Tolerance in Financial Decision. 3. Wealth Growth & Accumulation - Investment and Portfolio Management - The Application of Time

Value of Money - Investment Instrument.4. Wealth Distribution & Transition - Managing Pension from Personal Saving Perspective - Annuity.5. The Challenges, Opportunities & Life Style of HNWI in Africa.6. Investment Suitability.7. How to Win HNWI’s Heart & Wallet.8. Digitalization in Wealth Management.

LEARNING MATERIALS1. The learning materials are written in English and have both practical and theoretical sections.2. Carefully designed to accompany the course, they guarantee you the best possible learning support. 3. All participant must have and use laptop computer with Chrome application.4. Internet connection including distance learning facilities such as camera, speaker, etc will be

provided by MCI ASIA.

TRAINING METHODOLOGYMultiple training methodologies are used especially expert trainer online presentations supporting each of the topics together with interactive trainer-lead discussion, case studies and practical real-world examples.

FACULTY / COURSE LEADERS

Course DirectorMaikel SAJANGBATI, SE, MSc, CWM®, CFP®, FLMI,CLU, ChFC, ACS, Dip. FP, AIAA, AIRC, ARAChief Executive Officer & Founder - MCI ASIA GROUP

Maikel is a Chartered Wealth Manager among other key professional qualification. He has over than 33 years of experience in Financial Services Industry and currently the Chief Executive Officer & Founder MCI Asia Group specializing in Private Banking and Wealth Management Consulting since 2001.

Deputy Course DirectorRudy FANG, CWM®Chief Marketing Officer - MaeSa International Pte. Ltd

Course CoordinatorObasi NGWUTA, B.Sc., MBA, AMNIM, MBPMI, ACISIDG/CEO, West Africa Business School and Founder & Chairman, Africa Bancassurance Academy Ltd.

Mr. Ngwuta has more than 23-years’ experience in the financial services industry having worked in consulting, stock broking, insurance and banking. He was at various times Head of Bancassurance and Relationship Manager SME Banking at Standard Chartered Bank Ltd; Group Head, Business Solutions Development at UBA Insurance Limited; Head, Products, Branding & Marketing Support at UBA Metropolitan Insurance Limited; Head, Corporate Planning & Risk Management at Sovereign Trust Insurance Plc; and General Manager, Operations at Intellbank Consulting Ltd.

TRAINING LOGISTICSThe Online Class is scheduled to take place as follow: Date: 8, 9, 10 & 11 September, 2020 (Duration: 4 Days)Time: Starting 09:00am (West and Central Africa Time) – Ending 4:00pm (West and Central Africa Time).Venue: 100% Virtual training.

COURSE FEEThe course fee is structured in a way to make it affordable to all participants as follow:1. Africa and Asian Countries / Foreign Participants: • Single Price – US$1,000 per person (Book & Pay Before 30th July 2020) • Group Price – US$800 per person for 2 persons from one company / organisation (Book & Pay Before 30th July 2020). • Bonus Price – US$600 per person (pay for 3 persons from one company/organisation and get bonus for 4th person to join free. (Book & Pay Before 30th July 2020).

2. Euro Countries / Foreign Participants: • Single Price – US$1,000 per person (Book & Pay Before 30th July 2020) • Group Price – US$800 per person for 2 persons from one company / organisation (Book & Pay Before 30th July 2020). • Bonus Price – US$600 per person (pay for 3 persons from one company/organisation and get bonus for 4th person to join free. (Book & Pay Before 30th July 2020).

The course fee covers the following: • Four full days’ quality training, • PDF course notes covering all topics, • Certificate of attendance issued by Certified Wealth Managers’ Association (CWMA).

HOW TO MAKE PAYMENT OF COURSE FEE:The course fee is structured in a way to make it affordable to all participants as follow:1. Africa and Asian Participants should make payment of course fee by swift transfer to this account details: • Beneficiary: West Africa Business School • USD Account Number: 5070520959 • Bank Name: Zenith Bank Plc • Swift Code: ZEIBNGLA • Bank Address: Plot 84 Ajose Adeogun Street, Victoria Island - Lagos

2. European Countries Participants should make payment of course fee by swift transfer through the following bank account details: • Beneficiary: West Africa Business School • USD Account Number: 5080132168 • Bank Name: Zenith Bank Plc • Swift Code: ZEIBNGLA • Bank Address: Plot 84 Ajose Adeogun Street, Victoria Island - Lagos

ABOUT MCI ASIA GROUPMaeSa Consulting Indonesia (MCI Asia Group) consisting of MaeSa Consulting Indonesia, MaeSa Creation Indonesia and MaeSa International Pte Ltd, is a consulting firm that specializes in providing solution to strategic and operational issues in private banking and wealth management industry across Asia Pacific.

ABOUT CWMAFounded and established on March 16, 2005 by the Bankers Club Indonesia (BCI), now known as Ikatan Bankir Indonesia (IBI). 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 through education, research, product development, and local and International Networking.

ABOUT WEST AFRICA BUSINESS SCHOOLThe West Africa Business School (WABS) was established in response to the need for a high quality professional development, corporate training and executive education institute to address the needs of working professionals who have the desire to continue professional and academic training while remaining in the workforce. Following the strategic vision of the Founder/Proprietor (Mr. Obasi Ngwuta), the school was formerly registered on 7th May 2002 with the Nigeria Corporate Affairs Commission (CAC) as a private regional training institution. In the beginning, West Africa Business School started with organizing corporate seminars, workshops and soft business short courses. In January 2010, the school launched specialized strategic business conferences, leadership programme and management training courses across Africa focusing mainly on the financial services industry. Today, West Africa Business School (WABS) has become a house-hold name and a global brand, well known in Africa for delivery of world-class Corporate Training, Government Human Capital Development, Professional Education, Executive Education, Business Intelligence and Research Services.

HOW TO REGISTER FOR THE COURSEComplete the online registration form or send names of your participants by email to:wabs.edu@gmail.com and copy info@westafricabusinessschool.com You can also call and talk to the Programme Manager on Tel: +2348027922649, +2348143002943 by 9am – 4pm Monday - Friday.

PROGRAMME ORGANIZERS

TERMS AND CONDITIONS1. Payment of course fees should be made by e- transfer or swift bank transfer in favour of West Africa Business

School before conference commencement date.2. The course fee is payable without deduction of bank charges, withholding tax or any other tax thereof against

the organizers.3. The participants information sent is only for the purposes of nomination to participate in the course. West

Africa Business School (WABS) and its partners/personnel will protect any personal data entrusted to us in a way that respects the privacy of individuals or entities providing such information.

4. Cancellation and Substitutions Policy. For any reason whatsoever, participants who have registered for the course, may decide to cancel their registration. Cancellations must be submitted in writing by email to: wabs.edu@gmail.com.

5. All cancellations received on or before 30 July, 2020 are entitled to a refund of 50% of the summit fee paid. No refunds or credits will be given to registrants who cancel after 30 July, 2020 or who fail to attend the online summit. Substitutions for paid registrants may be made at any time up to 5 September, 2020. No changes will be accepted after this date.

INFORMATION & REGISTRATIONFurther enquiry in respect of this course should be addressed to any of the below addresses:

NIGERIAWest Africa Business School2nd Floor Suite B201 Trinity Mall, #81 Obafemi Awolowo Way, Ikeja, Lagos - NigeriaPhone : +2348027922649, WhatsApp : +2348143002943E-mail : wabs.edu@gmail.com; info@westafricabusinessschool.comWebsite : www.westafricabusinessschool.com

INDONESIAPT. MaeSa Consulting Indonesia (MCI ASIA GROUP) Jl. Barata Karya Raya Kav.284, Karang Tengah, Tangerang - Indonesia. Phone : +6221.7333115 / +62 815-8767-402 (Desi)Email : maesa@maesaconsulting.co.id / desi@maesaconsulting.co.idWebsite : https://www.maesaconsulting.co.id/

Certified Wealth Managers’ Association (CWMA) Secretariat Office : Sahid Sudirman Center 11th floor Suite A Jl. Jend Sudirman No.86, Jakarta 10220 - Indonesia. Phone : +6221 7331745 || Fax. +6221 73447645 Email : secretariat@cwma.or.id | cwma.secretariat@gmail.com