(CBBFHNWI) Banking for High Net Worth Individuals Exam
Education
The Banking for High Net Worth Individuals (HNWI) Exam assesses knowledge and skills required to provide banking services to affluent clients. It covers topics such as wealth management, investment strategies, estate planning, and tax optimization. Candidates will demonstrate their ability to manage complex financial portfolios and offer bespoke financial services tailored to the unique needs of high-net-worth individuals. Successful completion of the exam ensures that candidates are equipped to provide strategic financial guidance to affluent clients.