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Navigating Wealth Management: Chartered Wealth Manager (CWM, AAFM India)
GMUSD18
Credits: 2.00
Prerequisites : For Regular Pathway Eligibility the candidate must have passed class 12th and should have cleared the five exams covering all six modules. (Will be covered, if the knowledge gap is found)
Course Duration : 30 Hours / 12 Weeks
Start Date : 2023-12-31
End Date : 2024-06-18
Seats Remaining : 60
Aim & Summary
The Chartered Wealth Manager® (CWM®) designation serves as a benchmark of competency in the Finance profession and is recognized as the leading credential in Wealth Management and Private Banking worldwide. It signifies that you have demonstrated the knowledge and skills required to effectively execute critical functions related to Onshore and Offshore Wealth Management including Wealth Enhancement, Wealth Preservation and Wealth Transfer. In today’s environment, companies are looking for proven and ethical professionals. Chartered Wealth Managers are revered for their skills and expertise by top Wealth Management Organizations across the Globe. Top Global Banks, Wealth Management Boutique Firms, Private Banks give preference to CWM® Designation Holders in their recruitment process.| Week 1 | Financial Overview of Indian And Global Financial System |
| Week 2 | Concept of Wealth Management |
| Week 3 | Life Cycle Management |
| Week 4 | Measuring Investment Returns In Wealth Management |
QUIZ 1 |
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| Week 5 | Investment Vehicles of Wealth Management |
| Week 6 | Indian Tax Laws |
| Week 7 | Managing Investment Risk in Wealth Management |
| Week 8 | Legalities in Wealth Management |
QUIZ 2 |
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| Week 9 | Role of Wealth Management In Banking |
| Week 10 | Role of Wealth Management In Banking (Continued) |
| Week 11 | Intergenerational Wealth Transfer & Tax Planning |
| Week 12 | Intergenerational Wealth Transfer & Tax Planning (Continued) |
PROJECT REPORT |
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Course Certification
Certificate will have your name, photograph and the score in the final exam with the breakup. It will have the logos of GMU and company handling the course.