Be A CWA Consultant
1. What are the basic requirements to become a CWA Consultant?
Investment Planning
- Minimum 21 years of age.
- You must possess the minimum qualification of Grade 3 SPM and obtain credit either in Bahasa Malaysia, English or Mandarin and Mathematics OR diploma/degree from any recognised college or university.
- Be enrolled by CWA agency supervisor, manager or group agency manager.
- You must pass in the FIMM (Federation of Inverstment Managers Malaysia) examination.
Protection Planning
- Minimum qualification of Grade 3 SPM and obtain credit either in Bahasa Malaysia, English or Mandarin and Mathematics OR diploma/degree from any recognised college or university.
- You must be an active CWA Consultants.
- You must pass the PCEIA (Pre contract Examination for Insurance Agents) examination conducted by MII (Malaysia Insurance Institute).
Islamic Estate Planing (IEP)
- You must be and active CWA Consultant.
- You must pass and obtain the Islamic Estate Planning (IEP) Certification from As-Salihin Trustee Berhad.
