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.
DurationChartered 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:
Professional Training Academy & DigiPro Academy introduced a unique concept where student develop their skills and sector knowledge in their area of expertise through our industry experts and practical mode of imparting training in the field of Banking, Finance & Digital Marketing.
We are providing training for Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) & Chartered Market Technician (CMT), Stock Market Courses like Technical Analysis, Derivative, Fundamental Analysis and NISM Certification & more.
In this course you will learn to Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
Social Return On Investment course is offered by AETOS. Our training facilities with state-of-the-art equipment; experienced and qualified pool of trainers and consultants help to deliver unmatched services to clients.
Fundamentals of investment advisory, steps in the advisory process, making and implementation of financial plan etc. Learn more about Income tax, Wealth tax and legalities of Estate planning in personal finance and more.
By the end of the course, you'll have the skills to select and manage a mutual fund portfolio that aligns with your investment objectives and risk appetite.
Wealth Management course is offered by CQS Academy. Our mission is to make students industry ready and professionally efficient by bridging the skill gap between Industry and the students.
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