Chartered Wealth Manager

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