CWM

by FPA India Edupro Pvt Ltd

Chartered Wealth Manager

₹100000

Contact the Institutes

Fill this form

Advertisement

FPA India Edupro Pvt Ltd Logo

img Duration

160 Hours

Course Details

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. Nothing can be better than this program to strengthen the faith of your career.

The Chartered Wealth Management certification is awarded directly by AAFM(American Academy of Financial Management), US which makes the CWM certification is truly transnational and accepted globally. The candidates do not have to undergo any additional certification/exam certification/examination for their career in any other jurisdiction.

Job roles are asset manager, wealth manager, broker, market analyst, financial controller, head of finance, private banker, Relationship Manager, Business Development Manager and many further.

Curriculum:

Level 1: Foundation Level-:It has 9 Units

  • Unit 1-Overview of Global Financial System
  • Unit 2-Concept of Wealth Management
  • Unit 3-Life Cycle Management
  • Unit 4-Investment Vehicles of Wealth
  • Unit 5-Measuring Investment Returns
  • Unit 6 -Managing Investment Risk
  • Unit 7-Role of Wealth Management in Banking
  • Unit 8-Loan & Debt Management
  • Unit 9-Intergenerational Wealth Transfer

Level 2: Advanced Level-: It has 9 Units.

  • Unit 10-Equity Analysis
  • Unit 11-Use of Alternative Products in Wealth Management
  • Unit 12-Use of Behavioural Finance in Wealth Management
  • Unit 13-Real Estate Valuation and Analysis
  • Unit 14-Relationship Management by a Wealth Manager
  • Unit 15-International Taxation
  • Unit 16-Portfolio Management Strategies
  • Unit 17-Wealth Management Planning
  • Unit 18-Advanced Wealth Management 

Benefits of pursuing CWM:

1. Awarded directly by American Academy of Financial Management US.

2. Global Certification in the credible sense and no territorial examination required

3. Build Credibility by Reaping the Charter Designation

4. Endorsed by leading Corporates of India, Be a recruiters’ Choice

5. Only Certification with an Exhaustive & revamped curriculum in the industry

6. Get formally equipped on concepts learnt through experience

Special Message

Clear only 2 exams in 6 to 7 month and get placed
  • Gomti Nagar Branch

    4/338 Vivek Khand 4, Gomti Nagar, Lucknow
  • Teacher's Name
  • Rajeev Vikram Singh
  • Teacher's Experience
  • 20 Years
  • Gender
  • Male
  • Teacher's Nationality
  • India

Check out more Investment Analysis and Portfolio Management courses in India

Skill Rulz Logo

Investment & Trading Strategies

Investments are common across all investors from the individuals to the fund managers and institutions. However, analysis and investments based on such analysis is carried out by trained managers and informed investors.

by Skill Rulz [Claim Listing ]
Modi Institute of Management & Technology Logo

Instrument Of Portfolio Management

Instrument of Portfolio Management course is offered by Modi Institute of Management & Technology. MIMT is known for its academic excellence, accomplished faculty and leading edge technology development for the future. MIMT prepares its students for career success.

by Modi Institute of Management & Technology [Claim Listing ]
Kredent Academy Logo

Certification In Financial Planning & Wealth Management

This programme aims to help the students to respond to the challenges posed by the changing nature of the financial products landscape. Students here will be exposed not only to the theoretical concepts but also their practical applications for becoming wealthy.

by Kredent Academy [Claim Listing ]
NIWS (National Institute of Wall Street) Logo

Investment Analysis & Portfolio Management

NIWS certified Investment Analysis and Portfolio Management program is a 2 months course with dual certification, scholars will get accredit from NIWS and prepare themselves for NSE NCFM Investment Analysis and Portfolio Management module.

by NIWS (National Institute of Wall Street)
  • Price
  • Start Date
  • Duration
Encarta Labs Pvt Ltd Logo

Wealth Management

Wealth Management course is offered by Encarta Labs Pvt Ltd. Each topic is covered from a practical perspective to help you improve in your work environment.

by Encarta Labs Pvt Ltd [Claim Listing ]

© 2024 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy