TRAINING ROADMAP

ROADMAP TO BECOME A CWP CERTIFIED WEALTH PLANNER “CERTIFIED WEALTH MANAGEMENT EXPERT”

Level 1: AFP

AFP – Level 1 member
Associate Member 1 Expertise
“Financial planning”
Associate Financial Planner
Wealth Intelligence

Financial Freedom and Investment Asset Management

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Level 2: AWP

AWP –  Level 2 member
Associate member 2 Expertise
“Investment analysis & planning
Associate Wealth Planner
MAI – Macroeconomoics Analysis for Investment

Applied macroeconomic analysis in investment.

CGBA – Certified Global business Analyst

Global financial and business analysis

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Level 3: CWP

CWP – Official member
Full Member – Expert “Certified Wealth Planner Certified
Wealth Manager”
My Portfolio 

Portfolio management

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Level 1: Associate Financial Planner (AFP)

AFP “Associate Financial Planner” is a level 1 reserve member (Associate Member 1), specializing in “Financial Planning – Associate Financial Planner”, a foundation level granted by the Vietnam Wealth Advisors Community (Vietnam Wealth Advisors). ) – VWA) set up and recognized. Wealth Intelligence, Level 1 (AFP) includes 3 main parts:

  • Roadmap and methods to achieve financial freedom
  • Personal financial planning
  • Strategy and portfolio management

To achieve AFP status, participants must:

  • Participate and complete the first module “Wealth Intelligence”: Personal Finance and Investment Asset Management”
  • Completed a University/College program at home or abroad
  • Complete the Financial Advisor Ethics and Practice Standards competency exam (Online, 30 multiple-choice questions)
  • Complete the joining application, pay the joining fee and pay the membership fee .
  • Testing fee: Free
  • Joining fee: 550,000 VND
  • Membership fee and information posting for year one: 1,100,000 VND
  • Cooperate with AFA Capital to develop customer financial planning and investment portfolio management.
  • Get 1-1 support from AFA Capital’s financial advisors in the process of Planning and Managing your investment portfolio for yourself and AFP’s clients.
  • Receive professional training support from AFA Capital’s financial advisors and professional financial institutions: Dragon Capital Fund Management Company, VinaCapital Fund Management Company, PVCB Capital Fund Management Company, …
REGISTER FOR WEALTH INTELLIGENCE

Level 2: Associate Wealth Planner (AWP)

The Investment Analysis and Planning Program (Level 2 – AWP) is an advanced level established and recognized by the Vietnam Wealth Advisors Community (Vietnam Wealth Advisors – VWA). AWP “Associate Wealth Planner” is a level 2 reserve member of VWA. The program is also known in English as Wealth Advance.

  • Completed a University/College program at home or abroad
  • Participate and complete Level 1 (AFP) which includes the Wealth Intelligence program – Personal Finance and Investment Wealth Management
  • Participate and complete Level 2 (AWP) including 2 programs: MAI – Macroeconomics Analysis for Investment and CGBA – Certified Global Business Analyst (Financial and economic analysis). global business)
  • Complete the joining application, pay the joining fee and membership fee
  • Testing fee: Free
  • Joining fee: 550,000 VND
  • Membership fee and information posting for one year: 1,100,000 VND
  • Note: Membership and listing fees for AFP and AWP are paid together, no additional fees are charged.
  • Cooperate with AFA Capital to develop customer financial planning and investment portfolio management.
  • Get 1-1 support from AFA Capital’s financial advisors in the process of Planning and Managing your investment portfolio for yourself and AFP’s clients.
  • Receive professional training support from AFA Capital’s financial advisors and professional financial institutions: Dragon Capital Fund Management Company, VinaCapital Fund Management Company, PVCB Capital Fund Management Company, …
Wealth Advance, Level 2 (AWP) includes 2 modules:

1. Macroeconomic analysis applied in investment – ​​MAI

Macroeconomics Analysis for Investment (MAI) is a Level 2 program according to international standards for investment planning to become an Asset Management Expert. Associate Wealth Planner (AWP).

MAI is a program that follows the analytical standards of major investment funds and investment banks in the world, with a special combination of macroeconomic theory and quantitative analysis of the impact of factors. macro to financial markets to help students be equipped with comprehensive analytical methods when evaluating the financial market or a class of investment assets.

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Sign up for MAI

2. Global Business and Financial Analysis – CGBA

Certified Global Business Analyst (CGBA) is one of two official programs according to international standards of the Australian Institute of Chartered Management Accountants (CMA Australia).

CGBA is a program that follows the analytical standards of major investment funds in the world, with a special combination of financial analysis and strategic business analysis to help students be equipped with comprehensive analysis methods. when evaluating a business and an industry.

Students will focus on building an investment plan including two key issues:

Macroeconomic analysis:

Evaluate the impact of fiscal and monetary policy implementation to be able to forecast growth trends of financial markets with comprehensive statistical and data analysis tools from real-world Vietnamese and world economies, economic sectors.

Business analysis:

Comprehensive analysis when evaluating a company listed on the Vietnamese stock market and analyzing business diversity in the context of the Vietnamese market.

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Register for CBA

Level 3: Certified Wealth Planner (CWP)

The highest level Portfolio Management Program – My Portfolio (Level 3 – CWP) established and recognized by the Vietnam Wealth Advisors Community (Vietnam Wealth Advisors – VWA).

  1. Build investment strategy
  2. Methods for building investment portfolios and selecting stocks
  3. Investment portfolio management methods
  4. Measure performance and manage portfolio risk
  5. Review and advise on participants’ current investment portfolio (Optional)
  • Participants will be able to build their own investment strategy, select stocks and build an optimal investment portfolio, manage risks and restructure investment portfolios in the market context. fluctuations.
  • In particular, with “My Portfolio”, participants will have the opportunity to review their own actual investment portfolio, access financial products and investments from Financial Advisors and Investment Funds. Formal and professional.

After completing the program, learners are registered to become CWP – Full Member – “Certified Wealth Planner” expert and have their information published in the directory. VWA financial advisor.

To achieve CWP status, participants need to:

  • Completed a University/College program at home or abroad
  • Participate and complete Level 1 (AFP) which includes the Wealth Intelligence program – Personal Finance and Investment Wealth Management
  • Participate and complete Level 2 (AWP) including 2 programs: MAI – Macroeconomics Analysis for Investment and CGBA – Certified Global Business Analyst (Financial and economic analysis). global business)
  • Complete the joining application, pay the joining fee and membership fee
  • Cooperate with AFA Capital Development for customers in financial planning and investment portfolio management.
  • Get 1-1 support from AFA Capital’s financial advisors in the process of Planning and Managing your investment portfolio for yourself and AFP’s clients.
  • Receive professional training support from AFA Capital’s financial advisors and professional financial institutions: Dragon Capital Fund Management Company, VinaCapital Fund Management Company, PVCB Capital Fund Management Company, …
Sign up for MY PORTFOLIO