CWM

by FPA India Edupro Pvt Ltd

Chartered Wealth Manager

₹100000

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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

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