Certified Wealth Management Associate (CWMA)

May 28, 2026 – August 26, 2026

90 days – Online

Study at your own pace

Costs:

$ 1.395 – Non‑Members (Get $200 off with code TFI200)

$ 1.195 – FIBA Members

$ 995 – Government

The Certified Wealth Management Associate Certification is designed to build a solid foundation in international wealth management for professionals who work directly with clients or in support roles. It helps participants understand wealth management products and services, the associated risks, and the operational and regulatory requirements needed to serve clients effectively.

Online CWMA Certification

The online course is an interactive option for participants who wish to complete the certification at their own pace. Through open forums and discussions, participants will be able to actively engage with the instructor and classmates while they review reading materials, narrated PowerPoint presentations, practice quizzes, and the final certification exam over a 90‑day period.

For who is this training?

Participants who successfully complete the program will be able to:

• Know the business – identify and analyze wealth management products and services.

• Understand the process – recognize key operational requirements and the role of the wealth management team in meeting client needs.

• Follow the rules – understand the regulatory framework governing the business and the responsibilities of each wealth management professional to ensure full compliance.

Instructor

Isabelle Wheeler, CFA, AMLCA, has more than 30 years of experience working for and with financial institutions to help them manage clients, products, services, and the related risks. Her career began in wealth management at leading global institutions such as Citibank, Chase Manhattan Bank, Banco Santander, and BNP Paribas, progressing from relationship manager for South and Central American clients to investment advisor, Director of Products and Services, and Director of Marketing and Sales.

Since 2014 she has consulted for financial institutions on BSA/AML and OFAC compliance, fiduciary risk, and professional training, and she currently serves as Director of Anti‑Money Laundering (AML) Compliance at Foodman CPAs and Advisors, a firm specializing in forensic accounting, financial services compliance, and tax consulting. She is a FIBA instructor for Wealth Management and for BSA/AML and OFAC Compliance, holds a BA with Distinction in Latin American Studies from the University of Virginia, the Chartered Financial Analyst (CFA) designation, and FIBA’s AMLCA certification, and is an active FIBA Board Member and Chair of the Membership Committee.

Certification exam

The final certification exam consists of 100 multiple‑choice questions to be completed in 1 hour and 45 minutes. Participants must achieve a score of 75% or higher to earn the FIBA CWMA Certification.