Chartered Wealth Manager®

Building of Wealth Manager Tomorrow Short description

Beginner 0(0 Ratings) 6754 Students enrolled English
Created by AAFM Admin
Last updated Mon, 09-Jun-2025
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Course overview

Building of wealth Manager Tomorrow Short description

What will I Learn?

Requirements
  • Requirements- Graduation
Curriculum for this course
19 Lessons 00:00:00 Hours
Concept of Wealth Management
9 Lessons 00:00:00 Hours
  • Introduction to Wealth Management
    .
  • Data Gathering and Wealth Management Process
    .
  • Analysis of the Personal Financial Statements
    .
  • Mathematics of Cash Flow - Time Value of Money
    .
  • Annuities and Capital Budgeting Techniques
    .
  • Management of Loan and Depreciation
    .
  • Wealth Management Industry
    .
  • Wealth Management in India
    .
  • Trends in Wealth Management
    .
Indian and Global Financial System
10 Lessons 00:00:00 Hours
  • An Overview of the Global Financial System
    .
  • Introduction to the Indian Financial System and Markets
    .
  • Regulatory Structure in India
    .
  • The International Regulatory Framework and Financial Institutions
    .
  • Economic Unions
    .
  • Economic Indicators
    .
  • Economic Policies
    .
  • National Income Accounting
    .
  • Trade Policies and BOP
    .
  • The Reforms in the Financial System
    .
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About instructor

AAFM Admin

The AAFM Board of StandardsTM was founded in 1996, via a merger between the American Academy of Financial Management & Analysts (AAFM) and the Founders Advisory Committee of the Original Tax and Estate Planning Law ReviewTM. The AAFM was originally established in as a professional organization for investment managers, lawyers, and analysts. The Law Review was founded to examine strategic wealth and estate planning issues for Law, CPA, PhD, and MBA graduates and to award the wealth management, estate planning, and tax designations.

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The AAFM Board of StandardsTM was founded in 1996, via a merger between the American Academy of Financial Management & Analysts (AAFM) and the Founders Advisory Committee of the Or...
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