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100% Customized Program to Move up the wealth management ladder with solid training
AAFM Registered Partner Code : 10020203
Candidates must register with AAFM India in order to take part in the CWM Certification Program . To follow the programme through the Compulsory Pathway, a candidate may register with AAFM India through one of the approved Education Providers or Corporate Members of AAFM India. However, some candidates who have a specific amount of work experience can apply through the Experience Pathway and, if accepted, challenge the Program.
CWM validates professional competence to employers, colleagues, and consumers, in financial planning, trading, security, economics, taxes, pensions, property investment, and money and banking. This certification covers all area of wealth management, including Investment Strategies, Product Lifecycle Management, Multidimensional Wealth Transfer, Relationship Building, Psychological Finance, Complementary Products, Property Investment Valuation, and Foreign Taxation.
Rohan Sharma (Founder Professional Training Academy)
Qualification : (ACS, CFP, CMT Coach and SEBI – Registered Research Analyst, Investment Advisor)
Specialization: Technical Analyst, Financial Planning, Option Strategy Analyst, Portfolio Management.
Experience: He has successfully operated a Financial Markets Training Academy for the past 11 years. Get expertise in equity, commodity, currency, derivatives, option strategies, portfolio management services, and about working in broking houses, as well as discover corporate broking firms’ requirements from their workers. He has pushed the Professional Training Academy as a solid information platform for those interested in gaining in-depth knowledge and beginning a career in the Capital Market. He is now a resource person for the NSE, FPSB India, Morgan International, and the IIBF. He often serves the Zee Business and CNBC TV Awaaz analyst panels.
A Wealth Manager is a professional who helps you organize your finances and projects the results of your savings and investments
A Data Analyst interprets data and turns it into information which can offer ways to improve a business
A wealth manager is a subset of financial advisor that primarily serves high-net-worth and ultra-high-net-worth individuals
A research analyst is a professional who prepares investigative reports on securities or assets for in-house or client use.
Identify key contacts at potential client companies to establish and foster a relationship
A financial writer creates educational content and/or market commentary for digital and/or print publications.
We are keep close working with industry needs & customized our program
We provide the CWM program in many cities across India. Such professional programs are delivered in 4-6 months and need 6-8 hours each week.
We maintain frequent contact with industry professionals and several recruiters in order to give the greatest possible edge to CWM students.
Industry Expert Faculty
Faculty in CWM Courses are always in need of Industry Experts that can share field insights as well as current trends and advancements in the wealth management or financial planning industry.
As a matter of fact you can watch live market trading that helps you to connect with CMT. Join a Technical Analysis Course which works on real time markets by using tools & techniques . That’ll give you behavioural understanding of real time Share market. Understanding the money management by real time trading or investment activity. As we know CMT is an MCQ Exam & ask question on application level. Create short notes of Course Content. Get PPT based Short Notes & note interpretation of tools & Techniques on technical analysis. Short Notes help you out to quick revision at the CMT exam time. CMT Books have very complicated language & course content is not properly aligned as it takes topics from various books of different writers.
So we have to take individual topics and understand concepts in simple, Concise and Clear manner. Take content from various books or websites like Investopedia or Stock Charts on Each Topic for in-depth understanding. Apply tools & techniques with the help of Technical analysis or trading software’s. Read Books twice as MCQ can be created from a single line. while study mark important topics.