CHARTERED WEALTH MANAGER®
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, Behavioural Finance, Alternative Products, Real Estate Valuation and Global Taxation.
EXAMINATION DETAILS
- LEVEL 01
- Duration = 2 hours
- Unit Covered = 1 to 10
- No. of Questions = 55
- Total Marks = 170
- Passing % = 50%
- LEVEL 02
- Duration = 3 hours
- Unit Covered = 1 to 10
- No. of Questions = 85
- Total Marks = 200
- Passing % = 50%
- No Negative Marking | Examination Type - MCQ's (Objective)
- Candidates Having More than 3 Years of Work Experience are exempted from Level 1 Examination and can directly write Level 2 Examination to gain CWM chartered Designation.
OBJECTIVES OF THE COURSE:
- Gain comprehensive expertise in investment strategies, risk management, retirement, estate, and tax planning.
- Develop advanced analytical and technical skills necessary for high-level wealth management.
- Learn to create personalized financial strategies tailored to individual client needs and goals.
- Uphold high ethical and professional standards in all aspects of wealth management practice.
COURSE SYLLABUS:
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