Chartered Wealth Manager (CWM)

by PVS Institute Claim Listing

The Chartered Wealth Manager®(CWM®) credential is held by over 50,000 professionals around the world. The CWM® Charter gives a strong understanding of advanced Wealth Management Strategies and real-world High Net-Worth Client Management skills.

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Course Details

The Chartered Wealth Manager®(CWM®) credential is held by over 50,000 professionals around the world. The CWM® Charter gives a strong understanding of advanced Wealth Management Strategies and real-world High Net-Worth Client Management skills.

The CWM® Program is a self-study program supported by our Proprietary E-Learning System USA-ACER divided into two levels of exams. Passing these exams along with the assigned projects is one step to becoming a CWM® charter holder.

 

Structure:

  • Level – 1 : Combined exam of 10 Subjects
  • Project
  • Level – 2 : Combined exam of 10 subjects of Level – 2 + 10 subjects of Level – 1
  • Project
  • Ahmedabad Branch

    4th Floor, Office No. 5, A wing Akshar Arcade, Above Dinner Bell Opposite Memnagar Fire Station, Navrangpura, Ahmedabad

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