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.
DurationAccomplish 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.
CWM Accreditation By NISM:
The Chartered Wealth Manager (CWM) Certification is the only Certification to be Accredited by the National Institute wants Securities Market (NISM) under Investment Advisers Regulations 2013 of Securities Exchange Board of India (SEBI) to date.
More than 50,000 Chartered Wealth Managers globally are scatter in more than scattered tries. CWM was laid the first stone in 1996 by AAFM, the American the Academy of Financial Management.
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
Level 2: Advanced Level-: It has 9 Units.
Benefits of pursuing CWM:
FPA INDIA is a National Level Education Institute that provides in-depth knowledge and training on a specific area of finance, such as Financial Planning, Financial Analysis, Wealth Management, Investment Banking, Corporate Accounting, and many other certifications from Financial Markets.
Our courses are taught by experienced professionals who are experts in their field. We believe that everyone should have access to high-quality financial education, regardless of their background or experience. That's why we offer our courses at an affordable price.
Our mission is to help people achieve their financial goals by providing them with the knowledge and skills they need to succeed in the financial industry. We believe that financial education is the key to financial freedom, and we are committed to providing our students with the best possible education.
Our Courses
We offer a wide range of courses on a variety of topics, including:
Our courses are designed to be comprehensive and practical. We cover all the essential concepts and skills that you need to succeed in the financial industry. We also provide you with the opportunity to practice your skills through hands-on exercises and projects.
Our faculty
Our faculty are experienced professionals who are experts in their field & Internationally Certified in Respective Courses. They have worked in the financial industry for many years and have a deep understanding of the concepts and skills that you need to succeed. They are passionate about teaching and are committed to helping you learn and grow.
Our Commitment to Quality
We are committed to providing our students with the best possible education. That's why we regularly update our courses to keep them up-to-date with the latest industry trends. We also offer a satisfaction guarantee, so you can be sure that you are getting the quality education you deserve.
Join Us Today
If you are interested in learning more about finance, we encourage you to join us today. We offer a variety of courses to fit your needs and budget. We also offer a variety of resources to help you succeed, such as online forums, student support, and career counselling.
We look forward to helping you achieve your financial goals!
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.
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.
Investment analysis and portfolio management is the field that covers different investment decisions and management of a pool of different suitable investments in the form of portfolio. There are a number of different investment alternatives and each one has its own features.
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.
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.
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