Chartered Wealth Manager®

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Course overview

CWM® is the most popular & top-recommended wealth management certification by private bankers & global financial planners.

What will I Learn?

What Will I Learn? Point Number-1 from Outcomes option.
What Will I Learn? Point Number-2 from Outcomes option.

Requirements

Requirements- Graduation

Curriculum for this course

226 Lessons 156:07:15 Hours

Foundation Level-1

Unit -1 Concept of Wealth Management

10 Lessons 156:07:15 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
.

Unit-2-Indian and Global Financial System

13 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
.
How to Chose Country for Investment
.
Risk and Surveillance in Markets
.

Unit-3 Investment Vehicles of Wealth Management

11 Lessons 00:00:00 Hours

Understanding Investments
.
Investments in Equity
.
Fixed Income Instruments
.
Real Estate
.
Mutual Funds
.
Derivatives
.
Small Savings Scheme
.
Other Investment Product
.
Comparison of Financial Instruments
.
Understanding Employee Stock Option Plans (ESOP's)
.

Unit-4 Measuring Investment Risk And Returns

8 Lessons 00:00:00 Hours

Understanding Investment Returns
.
Complexities of Investment Returns
.
Understanding investment Risk
.
Measuring Investment Risk
.
Portfolio Risk and Return
.
Managing Investment Risk
.
Risk Adjusted Returns
.

Unit-5 Concept of Insurance and Risk Management

8 Lessons 00:00:00 Hours

Insurance and Risk Analysis
.
Insurance Contract and Legal Liability
.
LI–Analysis of Life Cover
.
GI–Property, Health
.
Regulatory Framework of Insurance
.
Insurance Mathematics
.
Wealth Planning and Life Insurance
.

Unit-6 Role of Wealth Management in Banking

14 Lessons 00:00:00 Hours

Introduction to Banking
.
Banking and the Economy
.
Global Regulation of Banking
.
International Banking
.
Anti Money Laundering and Due Diligence
.
Bank Customer Relationship
.
Type of Bank Deposits
.
Mode of Withdrawals and Transfer of Funds
.
Retail Banking
.
Meaning and Definition of PA and NPA
.
Security Creation and Lending Schemes
.
Borrower's Profile Analysis
.
Annexure
.

Unit-7 Legalities in Wealth Management

10 Lessons 00:00:00 Hours

Introduction to Law
.
Meaning and Essentials of a Contract
.
Law of Agency
.
Formation of Companies
.
Various Acts
.
Islamic Sharia Banking
.
Investor Complaint Redressal Mechanism in India
.
Investment Advisor Regulations
.
Ethics in Wealth Management
.

Unit-8 Tax Laws for Wealth Management

17 Lessons 00:00:00 Hours

Introduction to Taxation System
.
Understanding Income Tax Structure
.
Residential Status and Tax Incidence
.
HOI and Income under the HS
.
Income from House Property
.
Income from Business and Profession
.
Capital Gain Tax
.
Income From Other Sources
.
Clubbing of Income
.
Set off and Carry Forward of Losses
.
Deductions from Gross Total Income
.
Tax Deducted at Source
.
TP, TA, Tax Evasion and TM
.
Filling of Tax Return
.
Taxation of Other Products
.
Tax Provision for Special Cases
.

Unit -9 Life Cycle Management

12 Lessons 00:00:00 Hours

Financial Life Cycle
.
Wealth Creation
.
Basics of Retirement Planning
.
Retirement Benefits
.
Defined Benefit Plans
.
Defined Contribution Plans
.
Superannuation and other Retirement Plans
.
Group Life and Health Insurance
.
Retirement Needs Analysis
.
Retirement Income Streams
.
Life Cycle Investment Advise Model
.

Unit-10 Intergenerational Wealth Transfer And Tax Planning

9 Lessons 00:00:00 Hours

WILL
.
Intestate Succession
.
Transfer of Property
.
Trust
.
Private Trusts
.
Special Types of Trusts
.
Society as a form of Charitable Organization
.
HUF
.

Advance Level-2

Unit-1 Equity Analysis

11 Lessons 00:00:00 Hours

Equity Markets and Structures
.
Fundamental Analysis
.
Industry Analysis
.
Company Analysis
.
Models of Equity Valuation
.
Technical Analysis
.
Type of Charts
.
Technical Indicators
.
Other Technical Indicators
.
Theories of Technical Analysis
.

Unit-2 Alternative Products in Wealth Management

15 Lessons 00:00:00 Hours

Overview on Alternate Investments
.
Structured Products
.
Derivatives - Options and Swaps
.
Hedge Funds
.
Commodities and Managed Futures
.
Private Equity
.
Credit Derivatives
.
Fund Valuation
.
Alternatives and Risk Mitigation
.
Regulatory framework,structure and governance in AIF's
.
Taxation in AIF's
.
AIF Industry
.
AIF's in the Indian Market
.
Introduction to Crypto Currency
.

Unit-3 Real Estate Valuation and Analysis

11 Lessons 00:00:00 Hours

Introduction to Real Estate
.
Categories of Real Estate
.
Real Estate Indices
.
Real Estate Financing
.
Real Estate Markets and Analysis
.
Real Estate Valuation
.
Issues in Real Estate Valuation
.
Real Estate Investment Trust (REIT) and REMS
.
Integration of Real Estate in a Portfolio
.
India's Real Estate Sector
.

Unit-4 Behavioral Finance in Wealth Management

9 Lessons 00:00:00 Hours

Introduction to Behavioral Finance
.
Heuristics and Biases
.
Anomalies - Economic Behavior
.
Anomalies - Market Prices & Returns
.
Group Behavior
.
Investment Style and Behavioral Finance
.
Behavioral Finance in Practice
.
Cases on Behaviorial Biases
.

Unit - 5 Relationship Management by a Wealth Manager

14 Lessons 00:00:00 Hours

CRM and Wealth Management
.
Types of CRM
.
Understanding Relationships
.
CRM Implementation
.
Creating Value for Customers
.
Customer Portfolio Management
.
CRM and Customer Experience
.
MCLC - Customer Acquisition
.
MCLC - Customer Retention
.
Managing Networks for CRM Performance
.
Managing Investor and Employee Relationships
.
Information Technology for CRM
.
Advanced Selling Skills
.

Unit - 6 Loan And Debt Management

10 Lessons 00:00:00 Hours

Chapter-1 Introduction to Credit
.
Chapter-2 Types of Credit Facilities to Individual
.
Chapter-3 The Credit Process
.
Chapter-4 Credit Bureaus in India
.
Chapter-5 Debt Consolidation
.
Chapter-6 Financial Mathematics of Loan
.
Chapter-7 Working Capital Finance
.
Chapter-8 Redressal Mechanism
.
Chapter-9 Tax Implications of Loans
.

Unit - 7 Portfolio Management Strategies

14 Lessons 00:00:00 Hours

Chapter-1 Introduction to Portfolio Management
.
Chapter-2 Portfolio Manager
.
Chapter-3 Investment Risk
.
Chapter-4 Types of Investment Returns
.
Chapter-5 Measures of Risk
.
Chapter-6 Managing Risk Through Diversification
.
Chapter-7 Asset Pricing Models
.
Chapter-8 Asset Allocation
.
Chapter-9 Equity Portfolio Management
.
Chapter-10 Fixed Income Portfolio Management
.
Chapter-11 Rebalancing Strategies
.
Chapter-12 Asset Liabaility Management of Individual Investors
.
Chapter-13 Portfolio Management Services and TA of PMS
.

Unit - 8 International Tax and Trust Planning

8 Lessons 00:00:00 Hours

Chapter-1 Introduction to International Taxation
.
Chapter-2 Income Tax Structure in Different Countries
.
Chapter-3 Double Taxation in India
.
Chapter-4 Major Tax Treaties in India
.
Chapter-5 Transfer Pricing in India
.
Chapter-6 Taxation of NRIs
.
Chapter-7 Tax Planning Through Trust
.

Unit - 9 Wealth Tech and Practise Management

12 Lessons 00:00:00 Hours

Chapter 1 - Wealth Management in Current Era and profitability drivers
.
Chapter 2 - Clients as Profitability Driver
.
Chapter 3 - Products as Profitability Driver
.
Chapter 4 - Distribution Channels as Profitabilty Driver
.
Chapter 5 - Technology and Operations as Profitability Driver
.
Chapter 6 - Business Operating Models
.
Chapter 7 - AI and Machine Learning in Finance
.
Chapter 8 - AI in Portfolio Management
.
Chapter 9 - Algorithmic Trading and Investment Strategies
.
Chapter 10 - Essentials of family office management
.
Chapter 11 - Robo Advisors in Wealth Management
.

Unit - 10 Advanced Wealth Management

8 Lessons 00:00:00 Hours

Chapter-1 Understanding the Wealth Management Process
.
Chapter-2 Identify and Clarify the Current Situation
.
Chapter-3 Identify Goals and Objectives
.
Chapter-4 Analyze Financial Issues and Opportunities
.
Chapter-5 Developing the Wealth Management Plan
.
Chapter-6 Implementation and Review of the Wealth Management Plan
.
Chapter-7 Case Studies on different Aspects of Wealth Management
.

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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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Chartered Wealth Manager®

What will I Learn?

Foundation Level-1

Advance Level-2

AAFM Admin

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