CWM® Certification will help you to :
| • Expand your wealth management skills by adopting international best practices. | • Maximize the impact of your client communications and reporting |
| • Develop a checklist of key applied techniques in wealth management that will remain with you throughout your career | • Deal with the complexities of investing in global markets and develop strategies for managing risk and maximizing returns |
| • Become an expert in evaluation, diagnosis and planning in working with Super High Net Worth Clients | • To Navigate unforeseen hurdles and ease clients’ Investing |
| • Integrate optimum products and services in your wealth management development strategies | • Understand the client’s behaviour and retain them for Generations by using behavioral & relationship management skills. |
Want to know if CWM® Certification Course is right for you: Contact Us
Eligibility Conditions to Pursue the CWM® Certification Program
Candidates having cleared the 10+2 Examination are eligible to pursue the CWM® Program but to earn the Charter you need to be at-least a Graduate (any stream). There is no Work Experience Requirement to earn the Charter.
If you are not sure about your Eligibility to Pursue the CWM® Program
CWM® Course Duration
Candidates are required to complete the program within 1 year from the date of registration. Usually a Candidates require 5 Months to complete the program.
Note: Registration is valid for 1 Year. After 1 year the registration can be renewed by paying the renewal fees.
CWM® Course Material
AAFM® Provides complete study material including mock tests and practice exams for the CWM® Program. You get access to our proprietary E-Learning Platform- USA-ACER® (Universal System of America-Assessment of CWM® Exam Readiness). USA-ACER® contains Reading Text, Power Point Presentations, Videos, Quizzes, Unit Tests, Level Mock Exams to help you master the educational requirements of the CWM® Program.
Hard Copy of Text books is also available on payment.
Note: Your USA-ACER® System Access is Valid till your registration period.
Want to know more about sufficiency of CWM Course Material:
CWM® Course Subjects
The CWM® Course consists of 2 Levels covering Wealth Enhancement, Wealth Protection and Wealth Transfer aspects of Wealth Management. The Candidates learn both Onshore and Offshore Wealth Management and master all asset classes including Real Estate, Equity, Debt and Alternative Investments.
Level 1 Foundation Level | Level 2 Advanced Level |
|---|---|
| Unit 1 : Concept Of Wealth Management | Unit 1 : Equity Analysis |
| Unit 2 : Indian And Global Financial System | Unit 2 : Alternative Products |
| Unit 3 : Measuring Investment Returns | Unit 3 : Real Estate Valuation And Analysis |
| Unit 4 : Managing Investment Risk | Unit 4 : Behavioral Finance |
| Unit 5 : Investment Vehicles | Unit 5 : Relationship Management By A Wealth Manager |
| Unit 6 : Role Of Wealth Management In Banking | Unit 6 : Loan & Debt Management |
| Unit 7 : Legalities In Wealth Management | Unit 7 : Portfolio Management Strategies |
| Unit 8 : Tax Laws | Unit 8 : International Tax And Trust Planning |
| Unit 9 : Life Cycle Management | Unit 9 : Wealth Management Planning |
| Unit 10 : Intergenerational Wealth Transfer & Tax Planning | Unit 10 : Advanced Wealth Management |
Want to know more about What you will learn in CWM® Certification Program?
