Global Certification Scheme | World Partners in Asset Management

Overview of the Global Certification Scheme

Having your knowledge, skills and experience in asset management recognised against a global standard offers numerous and extensive benefits along your professional asset management journey.

Three Designation Levels

Certified Senior Principal in Asset Management (CSAM)

This certification is applicable to practitioners (or expert advisors thereto) responsible for the establishment, updating and management oversight of the application of a holistic and integrated AMF across a significant area of the organisation’s business, informed by the organisation’s strategic objectives.

To read the specifications on the CSAM designation, click the button below.

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Certified Practitioner in Asset Management (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.

To read the specifications on the CPAM designation, click the button below

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Certified Technical Specialist in Asset Management (CTAM)

This certification is applicable to persons that are Proficient in the application of specific and essential activities within a relevant Domain of AM required to deliver against the AM objectives of the organization.

To read the specifications on the CTAM designation, click the button below

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In keeping with its vision of “Globally recognized Asset Management credentials” the World Partners in Asset Management (WPiAM) has developed 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.

The scheme will provide a laddered career path in asset management for individuals who are looking to advance their skills and improve their ability to contribute to the success of the organizations they serve. This competency-based scheme will allow organizations 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.

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.

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

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.