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Hybrid Fund Specialist Program

Unlock the power of hybrid mutual funds and elevate your advisory skills with “Mastering Hybrid Mutual Funds,” a comprehensive 1-hour training session designed exclusively for Mutual Fund Distributors. This engaging and practical course is crafted to provide you with the critical knowledge and tools to confidently guide your clients through the diverse landscape of hybrid mutual funds, ensuring tailored investment solutions that meet their unique financial goals.

Chartered Wealth Manager (CWM®) Level 1 Preliminary Exam

Welcome to the inaugural CWM® Preliminary Examination, exclusively tailored for candidates from ICICI AMC. This comprehensive exam is meticulously crafted to evaluate your understanding and proficiency across ten fundamental units of the Chartered Wealth Manager CWM® level 1 curriculum.

It serves as a pivotal assessment of your knowledge and learning, providing valuable insights into your grasp of essential concepts in wealth management.

Prepare to demonstrate your expertise and excel in this prestigious examination, paving the way for your continued success in the financial industry

Chartered Wealth Manager (CWM®)- 1st Internal Exam

Welcome to the inaugural CWM® Internal Examination, exclusively tailored for candidates from ICICI AMC. This comprehensive exam is meticulously crafted to evaluate your understanding and proficiency across five fundamental units of the Certified Wealth Manager (CWM®) curriculum.

It serves as a pivotal assessment of your knowledge and learning, providing valuable insights into your grasp of essential concepts in wealth management.

Prepare to demonstrate your expertise and excel in this prestigious examination, paving the way for your continued success in the financial industry

NISM Series XXI – A Portfolio Management (PMS) – Mock Test

NISM Series VIII – Equity Derivatives

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CWM International Level 1

Achieve the highest distinctions in the wealth management profession: Become a Chartered Wealth Manager® (CWM®).

As a CWM® charter holder, you will have the knowledge and the skills to thrive in the competitive wealth management & investing industry.

Gain a designation that will tell the world you have the skills to thrive in today’s complex and evolving wealth & investment management industry.

The CWM® charter is the gold standard for wealth managers, investment advisors and research analysts, and others in investment decision-making roles.

NISM Series V-A Mutual Fund Distributors Mock Test

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CHARTERED WEALTH MANAGER® (CWM®) LEVEL 1

Achieve the highest distinctions in the wealth management profession: Become a Chartered Wealth Manager® (CWM®).

As a CWM® charter holder, you will have the knowledge and the skills to thrive in the competitive wealth management & investing industry.

Gain a designation that will tell the world you have the skills to thrive in today’s complex and evolving wealth & investment management industry.

The CWM® charter is the gold standard for wealth managers, investment advisors and research analysts, and others in investment decision-making roles.

NISM Securities Operations and Risk Management

CWM® Exam Readiness Module – May 2023 Reappear

CWM® Exam Readiness Module – April 2023 Reappear

CWM® Exam Readiness Module – March 2023 Reappear

CWM® Exam Readiness Module – Batch 2 Reappear

CWM® Exam Readiness Module – Batch 1 Reappear

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