CWM (Chartered Wealth Manager)

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.

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

• 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. Accredited By NISM under RIA Regulations by SEBI
• 6. Only Certification with an Exhaustive & revamped curriculum in the industry
• 7. Get formally equipped on concepts learnt through experience