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

Contact the Institutes

Fill this form

Advertisement

Professional Training Academy & DigiPro Academy Logo

img Duration

Please Enquire

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

Check out more Investment Analysis and Portfolio Management courses in India

DIPE Institute Pvt. Ltd Logo

Investment Analysis and Portfolio Management

Dipe Institute certified Investment Analysis and Portfolio Management is a two- month program specially designed for all students and professionals who wish to specialize in the stock market.

by DIPE Institute Pvt. Ltd [Claim Listing ]
Success school of Banking & Finance Logo

Wealth Management Course (Advance)

Wealth Management course is offered by Success school of Banking & Finance. We tend to Train people for the role they are taking, the role they are in and the role they want. The mission of our company is to fulfill your curiosity and inspire you. 

by Success school of Banking & Finance [Claim Listing ]
Knowise Learning Academy Logo

Equity Markets & Equity Mutual Funds

Equity Markets & Equity Mutual Funds training is offered by Knowise Learning Academy. We, at Knowise, truly believe that skill enhancement is a lifelong process and regular upgrade helps individuals and organizations excel in their field.

by Knowise Learning Academy [Claim Listing ]
FPA India Edupro Pvt Ltd Logo

CWM (Chartered Wealth Manager)

Accomplish one of the elevated designations in the wealth management profession: Become a Chartered Wealth Manager(CWM). As a CWM, you will have the proficiency and skills to flourish in the wealth management and investing industry.

by FPA India Edupro Pvt Ltd
NAHRD (National Academy of Human Resource Development) Logo

Wealth Management

Wealth Management training is offered by NAHRD (National Academy of Human Resource Development). Our organization runs on the principle of practical approach to situations.

by NAHRD (National Academy of Human Resource Development) [Claim Listing ]

© 2025 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy