An online blended learning program for graduates that prepares you in fields across Banking, Financial Services, Capital markets, Fintech and regulatory bodies & many more.

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Recognised, Trusted & Accredited BY

Global Passport to Million Job Opportunities in Banking & Finance

India is expected to be the fourth largest private wealth market globally by 2028

What’s Inside?

01

International Certification program from USA

02

Earn 2 International Certifications including CWM® Certification accredited Statutory Certifications


03

Extensive Curriculum of
300 Hours

04

Pre Placement Assistance


05

Mentorship & Industry
Guidance

06

Flexible Weekday Program for Fresher or Experienced

07

Get access to Digital Marketing Tool Kit

08

Get Complementary AAFM® Finance Club Membership for 1 Year

09

Learning Management System

Curriculum

The PGP-PBWM is designed for, a highly sophisticated and specialized Program which is led and curated by industry professionals after analysing job requirements to determine the knowledge, skills and abilities required to function effectively as a Wealth Manager.

Module 1
  • Concepts of Wealth Management.
  • Private Banking.
  • Investment Vehicles of Wealth Management.
  • Role of Wealth Management in Banking.
Module 2
  • Securities Market.
  • Legalities of Wealth Management.
  • Life Cycle Management.
  • Intergenerational Wealth Transfer and Tax Planning.

Module 3
  • Equity Analysis
  • Equity Derivatives
  • Currency Derivatives
  • Commodity Derivatives


Module 4
  • Alternative Products in Wealth Management.
  • Fixed Income Securities
  • Portfolio Management
  • Real Estate Valuation and Analysis


Module 5
  • Behavioural Finance in Wealth Management.
  • Relationship Management by a Private Banker and Wealth Manager
  • Loan & Debt Management
  • International Taxation and Trust Planning
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Pedagogy

Schedule :

3 Days/week
6PM to 8PM

Duration :

10 months


Mode of Delivery :

Device-to-Device
E-learning

Batch size :

30 Students

Eligiblity :

Graduation with
No age limit

The pedagogical coursework has a blend of lectures, case discussions, project work, assignments, term papers, and many more exciting components. The teaching methodology is practical, hands-on and real-time, rather than merely theoretical. The online classes will be taken by academicians and professionals from Wealth Management and Banking Industry.

Experience At AAFM® INDIA

A professional qualification is a must today to be an advisor in the financial services industry. CWM has the international experience to provide standards of excellence in advisory and wealth management which will not only benefit the clients but the financial industry as a whole.

Abhishake Mathur

SVP - Financial Planning, ICICI Securities Ltd

“CWM certification is the unique wealth management certification which deals with all the aspects of wealth management like investment strategies, relationship management behavioral finance real estate global taxation wealth transfer etc. This certification enables the advisors to develop new skills, thus fulfilling the needs of the industry and clients.””

Daya Dhar Raj Srivastava

Asstt. General Manager, State Bank of India

International certification with a relevant and comprehensive curriculum for wealth professionals.

Neeraj Joshi

V.P & Head - ICICI Direct Centre for Financial Learning, ICICI Securities Ltd

This will enhance the scope of wealth management & financial planning in India.

Nirmal K. Rewaria

Senoir Vice President, Edelweiss Financial Services Ltd.

Indian regulator has taken the charge to make Indian financial market investor friendly. Advisor needs proper education on all wealth products. CWM will pay crucial role to develop the wealth managers who can understand investor's requirement and make the regulates dream true. Wealth management business houses need to upgrade their team to handle wealth management's requirement and requirement creates the huge employment opportunities. CWM is a win-win proposition for all stake holders, advisors, investors, manufactures, investment houses and industry.

Rajan Pathak

EVP & National Head, ING Financial Services Pvt. Ltd.

CWM Certification can substantially improve quality of advice & entrance client management skills of financial advisors.

Sumeet Surendranath Vaid

Managing Director, M/s Freedom Wealth Solutions Pvt. Ltd.

9 Certifications in 1 Program

Chartered Wealth Manager

Insurance Regulatory and Development Authority of India Certifcation

Post Graduate Program Certification

Perspective Recruiters