Contact US

 

 

 

 

 

 

 


Global Partners

Global Partner Of AAFMIndia

 

SEBI Certification

SEBI Certification

Recent Blogs


 






 

check member
check member
check member
iamcwm.png

CWMChartered Wealth Manager

CHARTERED WEALTH MANAGER CONTENT

The program contains 2 Levels comprising of 10 Units in each level.
Level – 1 – Foundation Level
Unit 1 Overview of Indian and Global Financial System
Unit 2 Concept of Wealth Management
Unit 3 Measuring Investment Returns in Wealth Management
Unit 4 Life Cycle Management
Unit 5 Investment Vehicles of Wealth Management
Unit 6 Managing Investment Risk in Wealth Management
Unit 7 Investment Strategies of a Wealth Manager
Unit 8 Intergenerational Wealth Transfer & Tax Planning
Unit 9 Role of Wealth Management in Banking
Unit 10 Legalities in Wealth Management
Level – 2 Advanced Level
Unit 1 Advanced Concept in Wealth Management
Unit 2 Relationship Management by a Wealth Manager
Unit 3 Use of Behavioral Finance in Wealth Management
Unit 4 Wealth Management Planning
Unit 5 Equity Analysis
Unit 6 Portfolio Management Strategies
Unit 7 Loan & Debt Management
Unit 8 Use of Alternative Products in Wealth anagement
Unit 9 Real Estate Valuation and Analysis
Unit 10 International Taxation and Trust Planning

There are 2 Exams one for level 1 and the second for level 2

For more details visit the website:
www.aafmindia.co.in
and fill the contact us form there.

....

 
EMAIL UPDATES
If you enjoyed this article,subscribe below to get FREE email updates

Phone, optionalYour email id remains confidentail with us

 
 

Comments..




Add comment
Your Name*
EmailID*
Mobile No*
Comments*
 
Capcha Image
Verify Code*
  
 

 

 

View American Academy of Financial Management's LinkedIn profileView American Academy of Financial Management's profile