Certified Private Banking Manager (CPBM®)

by AIWMI Claim Listing

The Certified Private Banking Manager (CPBM®) is a power-packed education program designed by the Association of International Wealth Management of India (AIWMI)

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Course Details

The Certified Private Banking Manager (CPBM®) certification program is an advanced credential created specifically for wealth managers who work with these clients, focusing on life cycle of wealth: accumulation, preservation & distribution.

 

A Certified Private Banking Manager (CPBM®) is expected to have expertise in:

  • Investment advisory- Traditional & Alternatives
  • Discretionary portfolio management
  • Lending
  • Wealth Protection
  • Risk Management
  • Tax Planning- Domestic & Cross-border
  • Estate and trust planning
  • Wealth structuring
  • General financial planning including charitable donations, inheritance, retirement etc
  • Bandra Branch

    Regus, Level 9, Platina, Block G, Plot C-59 , Bandra-Kurla Complex, Bandra, Mumbai

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