Our approach to wealth management is collaborative, insightful, and focused

BEST CHARTERED WEALTH MANAGEMENT TRAINING INSTITUTE IN Ahmedabad, Gujarat

100% Customized Program to Move up the wealth management ladder with solid training

for further query
contact us

AAFM Registered Partner Code : 10020203  

Global Presence
+
Countries
+
Globally Certified
+
Placement Assistance
%

CHARTERED WEALTH MANAGER

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.

Curriculum @ CWM

Level 1

CWM
  • UNIT I - CONCEPT OF WEALTH MANAGEMENT
  • UNIT II - INDIAN AND GLOBAL FINANCIAL SYSTEM
  • UNIT III - MEASURING INVESTMENT RETURNS
  • UNIT IV - MANAGING INVESTMENT RISK
  • UNIT V - INVESTMENT VEHICLES
  • UNIT VI - ROLE OF WEALTH MANAGEMENT IN BANKING
  • UNIT VII - LEGALITIES IN WEALTH MANAGEMENT
  • UNIT VIII -TAX LAWS
  • UNIT IX - LIFE CYCLE MANAGEMENT
  • UNIT X - INTER GENERATIONAL WEALTH TRANSFER & TAX PLANNING

Level 2

CWM
  • UNIT I - EQUITY ANALYSIS
  • UNIT II - ALTERNATIVE PRODUCTS
  • UNIT III - REAL ESTATE VALUATION AND ANALYSIS
  • UNIT IV - BEHAVIORAL FINANCE
  • UNIT V - RELATIONSHIP MANAGEMENT BY A WEALTH MANAGER
  • UNIT VI - LOAN & DEBT MANAGEMENT
  • UNIT VII - PORTFOLIO MANAGEMENT STRATEGIES
  • UNIT VIII - INTERNATIONAL TAXATION AND TRUST PLANNING
  • UNIT IX - WEALTH MANAGEMENT PLANNING
  • UNIT X - ADVANCED WEALTH MANAGEMENT

Gallery @ CWM

CWM Sample Certificate
NISM certificate

Area of Expertise @ CWM

Group-17

Investment Alternatives

Insurance Planning

Tax & Estate Planning

Group-11

Equity Research

Group-17

Loan Management

Portfolio Management

International Taxation

Group-11

Adv.Wealth Management

Trainer @ CWM

About Trainer

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.

advantages @ CWM

Global Professional Recognization

Group-11

Revenue Growth

Group-17

Great Solution Provider

Higher Customer Satisfaction

CWM career pathways

Financial Planner

A Wealth Manager is a professional who helps you organize your finances and projects the results of your savings and investments

Data Analyst

A Data Analyst interprets data and turns it into information which can offer ways to improve a business

Wealth Manager

A wealth manager is a subset of financial advisor that primarily serves high-net-worth and ultra-high-net-worth individuals

Research Analyst

A research analyst is a professional who prepares investigative reports on securities or assets for in-house or client use.

Relationship Manager

Identify key contacts at potential client companies to establish and foster a relationship

Financial Content Writer

A financial writer creates educational content and/or market commentary for digital and/or print publications.

testomonials

why us ?

We are keep close working with industry needs & customized our program

Deliver in Online /Offline Mode

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.

Placement Assistance

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.

Want to explore more about cwm?

Top Finance Course Institute in Ahmedabad, Guajrat

Certified Course on Wealth Management in Ahmedabad

Best Financial Planning Course in Ahmedabad

Best MBA Finance Alternative Course in Ahmedabad

Best Finance Course After 12th Standard in Ahmedabad

Best Under Graduation Course in Finance in Ahmedabad

Finance Course on Private Banking in Ahmedabad

Best Financial Planning Institute in Ahmedabad

CWM Course Learning Institute in Ahmedabad

Chartered Wealth Management Course in Ahmedabad

Information

CMT Level 1 Study Material

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.