Programme Manager
Responsible for managing the Oral Exam element of the CWMA Certification programme. Consisting of 3 written technical exams and 1 oral exam, I oversee the transition of candidates from the written exams to the final stages of their certification. Working closely with the rest of the operations team to support our clients and candidates in successfully becoming certified by ensuring all our documentation is up to date and accurate, that our processes are clearly defined, documented and shared with the relevant stakeholders and that our delivery partners clearly understand their role and are enabled to run the assessments efficiently.The Certified Wealth Management Advisor (CWMA) is a certification program that is the industry benchmark in wealth management advice to promote best practice advisory services for private clients.