Globally Recognized Professional qualification to be Wealth Manager
Offered and recognized by top companies like ING, Deutsche Bank, Citibank, HSBC, etc.
and in 150 countries around the globe
CWM ® certification is awarded directly by American Academy of Financial Management ® US
Global Certification in true sense and no territorial examination required
Understand the various Portfolio Management Techniques
Enter into the spectrum of Wealth Management Products
Learn more about Equity Analysis, PMS, Alternate Investment Products, Real Estate,
International Taxation, Estate Planning, etc.
Start Catering to HNI & UHNI Clients along with your existing clientele
Makes you Job ready as per Industry Standards
As per Industry Estimates, atleast 1,00,000 CWM ® professionals are required in India
Banking, Insurance and Financial Services – One of the sought after career options
Key to Successful career in Wealth Management & Financial Services
The American Academy of Financial Management TM is the international professional organization for Wealth Managers, Private Bankers, Portfolio Managers, Investment Advisors, Asset Managers, Project Manager and Trust and Estate Practitioners Worldwide.
AAFM ® has set up its Indian Chapter American Academy of Financial Management India Private Limited., (AAFM India) (AAFMI) as a Standard Setting Body in India with the objective to promote Financial Advisory & Wealth Management in the country. AAFM India in association with AAFM ® offers its Global Expertise to build and promote the International Best Practices in the field of Finance and Financial Advisory. AAFM ® has presence in over 151 Countries globally and sets Global Standards and Processes for Financial and Wealth Advisory.
Level - 1 Foundation Level
Unit 1 — Overview Of Indian And Global Financial System
Unit 2 — Concept Of Wealth Management
Unit 3 — Life Cycle Management
Unit 4 — Measuring Investment Returns In Wealth Management
Unit 5 — Investment Vehicles Of Wealth Management
Unit 6 — Managing Investment Risk In Wealth Management
Unit 7 — Indian Tax Laws
Unit 8 — Legalities In Wealth Management
Unit 9 — Role Of Wealth Management In Banking
Unit 10 — Intergenerational Wealth Transfer & Tax Planning
Level - 2 Advanced Level
Unit 1 — Equity Analysis
Unit 2 — Use Of Alternative Products In Wealth Management
Unit 3 — Use Of 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
