HIGHEST GLOBAL DESIGNATION IN WEALTH MANAGEMENT FROM AAFM USA
Chartered Wealth Manager®
Over 3,00,000 Certification Holders in 150+ Countries.
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Connect Your Career with the World...
CWM Charter Holders Earn Astounding 54% more than their Peers
CWM Certification is directly awarded from AAFM USA and is valid in more than 150 Countries.
CWM Certification Presents Opportunities Worldwide.
Top Global Banks Employ CWM Charter holders.
CWM Certification is approved under SEBI RIA Regulations 2013.
100+ Top Banks, Mutual Fund,Insurance Company Promote CWM Certificants
What you learn?
Level1 - Foundation Level
Overview of Indian and Global Financial SystemConcept of Wealth ManagementLife Cycle ManagementMeasuring Investment Returns in Wealth ManagementInvestment Vehicles of Wealth ManagementManaging Investment Risk in Wealth ManagementIndian Tax LawsLegalities in Wealth ManagementRole of Wealth Management in Banking
Level2 - Advanced Level
Equity AnalysisUse of Alternative Products in Wealth ManagementUse of Behavioral Finance in Wealth ManagementReal Estate Valuation and AnalysisLoan & Debt ManagementPortfolio Management StrategiesRelationship Management by a Wealth ManagerInternational Taxation and Trust PlanningWealth Management PlanningAdvanced Wealth Management