What is WPiAM GCS or Global Certification Scheme?

GCS or Global Certification Scheme is a framework developed by the World Partners in Asset Management (WPiAM) in keeping with its vision of “Globally recognised Asset Management credentials”.

如果您在资产管理方面的知识、技能和经验能够得到全球标准的认可,那么您在专业资产管理的道路上将会得到广泛的利益。

GCS is a framework for alignment of professional credentials in Asset Management to which professional bodies, post-secondary and training institutions around the world can align over time.

With the introduction of this framework, the members of the WPiAM are seeking to align worldwide efforts to develop, assess and recognize competence in Asset Management and to establish a system of assurance of quality while respecting the needs for variation of application according to the history and culture of each region in the development of this evolving professional field.

The process for recognizing the equivalence of specific credentials will be administered by the WPiAM. The process to recognize individuals’ accreditation to any of the WPiAM’s framework credentials will be administered by the organisation that owns the certification scheme that has been approved. Each credential will require demonstration of education as well as evidence of competence in practical application. Further details will be announced as they evolve.

The 全球认证计划 provides a three-level designation framework that has been shaped around the key Asset Management roles.

Level 1: Certified Senior Principal in Asset Management (CSAM)
Level 2: Certified Practitioner in Asset Management (CPAM)
Level 3: Certified Technical Specialist in Asset Management (CTAM)

资产管理首席专家(CSAM)

本认证适用于在组织战略目标的指引下,负责在组织业务的重要领域建立、更新和管理监督全面综合的资产管理框架应用的从业人员(或其专家顾问)。

资产管理执业专家(CPAM)

This certification is applicable to practitioners (or advisors thereto) responsible for the establishment, updating, and management oversight of the application of a Domain of AM that is significant to the organisation’s AMF across a significant area of business.
Importantly, this framework must inform, and be informed by, the organization’s strategic objectives.

资产管理技术专家(CTAM)

该认证适用于精通资产管理相关领域内特定和基本活动的人员,这些活动是实现组织资产管理目标所必需的。

The GCS or Global Certification Scheme provides a laddered career path for asset management professionals who are looking to advance their skills and improve their ability to contribute to the success of the organisations they serve.

This competency-based scheme will provide a common base for organisations to ensure that the individuals they hire anywhere in the world have the knowledge, skills and experience to apply asset management principles in various contexts.

Certifying organisations

These member organisations have achieved recognition by World Partners in Asset Management as authorised to provide certification that is aligned to the Global Certification Scheme.

Any questions on how you or your organisation can get involved, please contact our Association Manager at info@wpiam.com.