CWMAⓇ was established and founded in 16 March 2005 in Indonesia by the Bankers Club Indonesia (BCI), now is known as Ikatan Bankir Indonesia (IBI). The 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 with education, research, product development, and networking both globally and locally.

VISION
    To be the most reliable organization in serving wealth management industry through educating and developing its members.

MISSION
    To support the wealth management profession by setting the highest quality, code of ethics and the professional excellence.

VALUE
    Excellence, Integrity, Strength of community & Cooperation

CWMAⓇ

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