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, Behavioral 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.

Price

Area Of Learning Include

• Interpret the effect of Global & Local Economic Environment on Financial Markets and Investments
• Enter into the spectrum of Wealth Management Products
• Learn more about Banking, Equity Analysis, PMS, Mutual Fund, Alternate Investment Products, Real Estate, International Taxation, Estate Planning, Insurance, etc.
• Understand the various Portfolio Management Techniques
• Driving the Set-Up of the Private Banking initiative including institutionalization of processes for the cross sell initiative with Retail Banking & Corporate Banking
• Start Catering to HNI & UHNI Clients along with your existing clientele
• Ensures an in-depth knowledge of international Wealth Management, Financial Advisory and Tax Planning that reflects the cross-border connections and investment of today's wealth owners
• Providing advisory support to clients on direct equity, debt and structured products.
• Liasing with large corporate clients for debt syndication and structured equity advisory.
• Developing higher level skills in financial analysis and the preparation and interpretation of financial data for effective decisionmaking
• Building investments proposition for consumer banking domain and creating a financial planning platform for investment advisory services