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Online Training Course on Chartered Wealth Manager - Experience Pathway (CWM<sup>®</sup> Experience Pathway)
CWM® Experience Pathway
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Course Faculty
Mr. Lakshminarayanan
A CA, CFP, CWM and ACCA CertIFR with strong finance background. more>>

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Aligned to AAFM (American Academy of Financial Management) India outline for the CWM® Certification Exam - Experience Pathway.


This Online Training Course on Chartered Wealth Manager or CWM® Certification - Experience Pathway is delivered by a renowned CA, CFPCM, CWM® certified professional and an expert Finance trainer.

CWM® is a Globally Recognized Certification in Wealth Management. The benfits of this certification includes
  • Recognized by top companies worldwide
  • CWM® certification is awarded directly by American Academy of Financial Management® US
  • Global Certification in true sense and no territorial examination required
  • Understand the various Portfolio Management Techniques
  • Enter into the spectrum of Wealth Management Products
  • Learn more about Equity Analysis, PMS, Alternate Investment Products, Real Estate, International Taxation, Estate Planning, etc.
Curriculum
I
Level 1: Foundation Level
1 Introduction to the Course Preview 16:05
2 Concept of Wealth Management 02:00:00
3 Indian and Global Financial System 02:00:00
4 Measuring Investment Returns 02:00:00
5 Managing Investment Risks 02:00:00
6 Investment Vehicles 02:00:00
7 Role of Wealth Management in Banking 02:00:00
8 Legalities in Wealth Management 02:00:00
9 Tax Laws 02:00:00
10 Life Cycle Management 02:00:00
11 Intergenerational Wealth Transfer & Tax Planning 02:00:00
II
Level 2: Advanced Level
12 Equity Analysis 02:00:00
13 Alternative Products 02:00:00
14 Real Estate Valuation & Analysis 02:00:00
15 Behavioral Finance 02:00:00
16 Relationship Management by a Wealth Manager 02:00:00
17 Loan & Debt Management 02:00:00
18 Portfolio Management Strategies 02:00:00
19 International Tax & Trust Planning 02:00:00
20 Wealth Management Planning 02:00:00
21 Advanced Wealth Management 02:00:00

Eligibility criteria for CWM Experience Pathway

Experience Requirements: More than 3 years of relevant Financial Services Experience
and
Education: Minimum Qualification should be Graduation.
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