Certified Wealth Management Associate (CWMA) - Spanish

Costs:

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

$ 1.195 – FIBA Members

$ 995 – Government

Tax and banking-charge notice: FIBA does not assume responsibility for any taxes, fees, contributions, levies, or charges imposed by participating countries other than the United States; these are the sole responsibility of the participant or paying entity. FIBA also does not cover bank charges, transfer fees, or associated costs. The full registration amount must be received by FIBA in its entirety, without deductions of any kind.

Over this program

This certification is designed for relationship managers and their support staff who handle various functions in the financial market. The course is built to discuss, analyze, and understand the characteristics needed to sell various products and how to successfully manage other services for Wealth Management clients. As the wealth management business continues to grow, its professionals must demonstrate increased skills across a wide variety of disciplines. After completing the course, financial-institution professionals will better understand both the financial markets and the products and services they offer.

Modality: Online, self-pased

Duration: 90 days

Level: Intermediate

Languages: Spanish

Credits: FIBA CWMA certification.

Benefits Participants who successfully complete the program will be able to:

• Know the business: identify and analyze the products and services of the Wealth Management business.

• Understand the process: analyze and understand the company's main operational requirements and the work of management staff in meeting client needs.

• Follow the rules: understand the regulatory framework governing the business and the role played by each wealth management professional, ensuring full compliance.

The program includes:

• Qualified instructors – learn from world-class instructors with wealth management experience.

• Ongoing support – connect and interact with your instructor and other professionals.

• Modules and multimedia – improve understanding with practical case studies and activities.

• Practice tests – assess comprehension to successfully prepare for the final exam.

• Final exam – conveniently administered through the course on the FIU Online platform.

• Professional accreditation – offered in association with Florida International University (FIU), a nationally accredited university ranked #6 in International Business across the country.

• Access to a global network – connect with professionals from various sectors.

Who should enroll:

• Relationship managers

• Customer service representatives

• Operations staff

• Professionals who want to understand the Wealth Management business

• Employees working in compliance and documentation

Certification exam

The final certification exam consists of 100 multiple-choice questions to be completed within a maximum of 1 hour and 45 minutes. Participants must pass with a score of 75% or higher to earn the FIBA CWMA certification.

Instructor

Isabelle Wheeler, CFA, has been a leader in private banking for more than 30 years, working across all areas of wealth management at globally recognized institutions such as Citibank, Chase Manhattan Bank, Banco Santander, and BNP Paribas. Her roles have included Relationship Manager, Director of Financial Products and Services, and Director of Marketing and Sales, overseeing the commercial team's compliance.

In 2014, she founded Wheeler Consulting, LLC to provide training and consulting on wealth management and compliance in regulatory and anti-money-laundering areas. She has led several audits of financial institutions to assess the quality of their AML programs.

Isabelle completed her university education at the University of Virginia, graduating with honors. She holds the Chartered Financial Analyst (CFA) designation, maintains FINRA Series 4, 7, and 24 licenses, and earned FIBA's AMLCA anti-money-laundering certification. She has served as a FIBA Board Member and as President and Board Member of CFA Miami.