Chartered wealth manager (CWM) is a professional designation issued by the GAFM Global Academy of Finance and Management, formerly the American Academy of Financial Management (AAFM).  It is intended to certify the knowledge and skill of wealth management professionals.

WHO IS ELIGIBLE FOR CWM EXAM?

a student is eligible to enrol if he/she has passed 10+2 examination. No prior work experience is required under this pathway. The candidate would be awarded the CWM® Designation only after he/she complete their graduation.

WHY CWM ?

• Globally recognised certification in wealth management
• Awarded directly by American Academy of Financial Management
• Only certification with exhaustive and updated curriculum in industry
• Work across industry at top profile

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.

SYLLABUS 

FOUNDATION LEVEL

UNIT NO. UNIT NAME
UNIT 1     OVERVIEW OF INDIAN AND GLOBAL FINANCIAL SYSTEM
UNIT 2     CONCEPT OF WEALTH MANAGEMNT
UNIT 3    LIFE CYCLE MANAGEMENT
UNIT 4    MEASURING INVESTMENT RETURNS IN WEALTH MANAGEMENT
UNIT 5   INVESTMENT VEHICLES OF WEALTH MANAGEMENT
UNIT 6   INDIAN TAX LAWS
UNIT 7   MANAGING INVESTMENT RISK IN WEALTH MANAGEMENT
UNIT 8   LEGALITIES IN WEALTH MANAGEMENT
UNIT 9   ROLE OF WEALTH MANAGEMENT IN BANKING
UNIT 10   INTERGENERATIONAL WEALTH TRANSFER & TAX PLANNING

ADVANCE LEVEL

UNIT NO. UNIT NAME
UNIT 1 EQUITY ANALYSIS
UNIT 2 ALTERNATE PRODUCTS IN WEALTH MANAGEMENT
UNIT 3 BEHAVIORAL FINANCE IN WEALTH MANAGEMENT
UNIT 4 REAL ESTATE VALUATION AND ANALYSIS
UNIT 5 LOAN & DEBT MANAGEMENT
UNIT 6 PORTFOLIO MANAGEMENT STRATEGIES
UNIT 7 RELATIONSHIP MANAGEMENT BY A WEALTH MANAGER
UNIT 8 INTERNATIONAL TAXATION AND TRUST PLANNING
UNIT 9 WEALTH MANAGEMENT PLANNING
UNIT 10 ADVANCED WEALTH MANAGEMENT