Along with Karl’s Certified Financial Planner qualification, Karl has also qualified to become a Chartered Wealth Manager.
The Chartered Wealth Manager Qualification is a postgraduate level specialist qualification, which encompasses the breadth of knowledge needed to provide a highest quality service to clients. It is a progressive qualification comprised of three units - Financial Markets, Portfolio Construction Theory and Applied Wealth Management. It provides a sound grounding in economics and interpretation of economic statistics, financial statements, investment analysis, portfolio construction and applied wealth management.
The Chartered Wealth Manager Qualification is regarded as the best qualification for roles in wealth management.