Chartered Wealth Manager

by Professional Training Academy & DigiPro Academy Claim Listing

This certification comprehensively deals with all the aspects of wealth management like Investment Strategies, Life Cycle Management, Inter-generational Wealth Transfer, Relationship Management, Behavioral Finance, Alternative Products, Real Estate Valuation and International Taxation.

₹29500

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Course Details

Chartered Wealth Manager (CWM) is unique and a premier certification in Wealth Management in India. This certification comprehensively deals with all the aspects of wealth management like Investment Strategies, Life Cycle Management, Inter-generational Wealth Transfer, Relationship Management, Behavioral Finance, Alternative Products, Real Estate Valuation and International Taxation.

 

Course Curriculum:

  • Level 1 Cwm
    • Unit I Concept Of Wealth Management
    • Unit Ii Indian And Global Financial System
    • Unit Iii Measuring Investment Returns
    • Unit Iv Managing Investment Risk
    • Unit V Investment Vehicles
    • Unit Vi Role Of Wealth Management In Banking
    • Unit Vii Legalities In Wealth Management
    • Unit Viii Tax Laws
    • Unit Ix Life Cycle Management
    • Unit X Inter Generational Wealth Transfer & Tax Planning
  • Level 2 CWM
    • Unit I Equity Analysis
    • Unit Ii Alternative Products
    • Unit Iii Real Estate Valuation And Analysis
    • Unit Iv Behavioral Finance
    • Unit V Relationship Management By A Wealth Manager
    • Unit Vi Loan & Debt Management
    • Unit Vii Portfolio Management Strategies
    • Unit Viii International Taxation And Trust Planning
    • Unit Ix Wealth Management Planning
    • Unit X Advanced Wealth Management
  • Jaipur Branch

    Opp Bank of Baroda, New Sanganer Road,Sodala, Jaipur
  • Teacher's Name
  • Rohan
  • Teacher's Experience
  • Qualification: (ACS, CFP, CMT Coach and SEBI – Registered Research Analyst, Investment Advisor) Specialization: Technical Analyst, Financial Planning, Option Strategy Analyst, Portfolio Management. Experience: 11 Years . He is Successfully running Training Academy in the Field of Financial Markets from last 11 years . Also get specialization in Equity, Commodity, Currency, Derivatives, Option strategies, Portfolio management Services & about the working in broking houses and also ascertain the requirement of corporate broking houses from their employees. He has promoted the Professional Training Academy to create a strong knowledge platform for individuals who are inclined towards getting an in-depth knowledge & start career in Capital Market. Now he becomes resource person of NSE, FPSB India, and Morgan International & IIBF. He also becomes member of analyst panel of Zee Business & CNBC TV Awaaz.
  • Gender
  • Male
  • Teacher's Nationality
  • N/A

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