Program Overview

CHARTERED WEALTH MANAGER (CWM ) is unique and the only Wealth Management certification in India. This certification comprehensively deals with all the aspects of wealth management like Investment Strategies, Life Cycle Management, Intergenerational Wealth Transfer, Relationship Management, Behavioural Finance, Alternative Products, Real Estate Valuation and Global Taxation. This certification enables the candidates to meet the current skill set needed by the industry and stand out of the crowd.

Why become a Chartered Wealth Manager?

  • Boost your career: Beat that competition, get that promotion and be a winner
  • Stand out to top employers: World's leading banks and companies hire CWM certifications
  • Competitive Edge: Equip yourself to excel in the competitive wealth management sector.
  • Global Passport: International Job opportunities certification valid in 150+ countries
  • Global Network: Join the community of Chartered Wealth Managers Professionals worldwide

Certification Requirements

Course Overview
Benefits
Exam
Placements
Course Overview

This comprehensive course provides a foundational understanding of the job, equipping participants with the essential knowledge and skills to navigate the rapidly evolving landscape of financial management. Delivered through a combination of theoretical concepts, hands-on practical exercises, and real-world case studies, this course is designed for individuals seeking to embark on a journey into the exciting fields of financial management.

Benefits

Financial management is a critical aspect of running any organization, whether it's a business, nonprofit, or government entity. Effective financial management offers numerous benefits that contribute to the overall success and sustainability of an entity. Here are some key advantages:

  1. It involves assessing and managing financial risks. By identifying potential risks, organizations can implement strategies to mitigate them, ensuring financial stability and resilience in the face of challenges.
  2. Helps in controlling and reducing costs. This includes monitoring expenses, identifying areas of inefficiency, and implementing cost-cutting measures without compromising the quality of goods or services.
  3. Through strategic financial planning, organizations can maximize revenues and minimize costs, leading to improved profitability.
  4. Maintaining a positive cash flow is crucial for the day-to-day operations of any organization. Financial management involves monitoring and managing cash flow to ensure that there is enough liquidity to cover operational expenses.
Exam

Exams are conducted as a formal assessment method to evaluate a person's knowledge, skills, and understanding of a particular subject or set of topics. The process of conducting exams typically involves several key components. After the exams are conducted, the assessment process begins. Papers are marked according to predetermined criteria, and results are calculated. In some cases, exams may be subject to external moderation for quality assurance.

Placement

Placement is the final step on your path to the certification. It indicates you've agreed to adhere to high ethical and professional standards for the practice of financial planning, and to act as a fiduciary when providing financial advice to your client, always putting their best interests first.

Students who meet the eligibility criteria go through various rounds of interviews and assessments. The final selection is based on the candidates' performance in these evaluations.

Skills you develop

  • Expand your Wealth Management skills by adopting international best practices.
  • Become an expert in evaluation, diagnosis, and planning of Super High Net Worth Clients Wealth Management Requirements.
  • Understand the clients’ behavior and retain them for Generations by using behavioral & relationship mgt skills.
  • Gain ability to apply Wealth Enhancement, Wealth Protection, and Wealth Transfer Techniques
  • Get the ability to use all asset classes including Equity, Real Estate, Fixed Income Products as well as Alternative Investment Products for Wealth Planning.
Financial planners conferring in the background near their business table.
Financial planners conferring in the background near their business table.

Career avenues

  • BANKING: Priority / Premier Banking, Private Clients, Wealth Management, Investments, Liabilities, Financial Planning, Bancassurance, Product Management, Client Servicing, Operations
  • WEALTH ADVISORY OUTFITS: Wealth Management, Research, Relationship Managers, Portfolio Manager, Client Servicing.
  • ASSET MANAGEMENT COMPANY: Institutional Channel Sales, Fund Management, Retail Sales, Investor Relationship, Marketing, Operations, Client Servicing.
  • BROKING: Wealth Management, Equity Analyst, Research, Institutional Sales, Retail Sales, Sub-Broker Channel, Portfolio Manager, Operations
  • INSURANCE COMPANIES: Institutional Channel Sales, Managing Agent & Retail, Corporate Broking, Product Management, Operations, Client Servicin
  • COMPREHENSIVE ADVISORY BUSINESS: Practice as an Independent Financial Advisor, Small Outfits Providing Comprehensive Wealth Management
  • Entrepreneurship: Establishing independent advisory or consultancy firms in wealth management.
  • Academia/Training: Teaching or developing courses in wealth management.

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