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

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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.

Course Content
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
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
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

Navigating Wealth Management: Chartered Wealth Manager (CWM, AAFM India)

Aim & Summary

Course Certification