Chartered Wealth Manager® (CWM®) – Compulsory Pathway




CWM® (Chartered Wealth Management®)

CWM® course imparts essential skills for Wealth Managers, Private Bankers, and Wealth Advisors, covering basic to advanced tasks.

The course covers topics such as:

  • Wealth Creation
  • Wealth Enhancement
  • Wealth Preservation/li>
  • Wealth Transfer
  • Investment Vehicles
  • Investment Risk Management
  • Tax Laws


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