EXPAND YOUR FOOTPRINTS IN THE FEILD OF FINANCIAL PLANNING

BEST CHARTERED WEALTH MANAGEMENT TRAINING INSTITUTE IN JAIPUR

100% Customized Program for advance career development in the field of financial planning

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AAFM Registered Partner Code : 10020203  

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Global Presence
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Globally Certified
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Placement Assistance

CHARTERED WEALTH MANAGER

CHARTERED WEALTH MANAGER® (CWM®) is unique and a premier certification in Wealth Management in India. This certification comprehensively deals with all the aspects of wealth management like Investment Strategies, Life Cycle Management, Inter-generational Wealth Transfer, Relationship Management, Behavioral Finance, Alternative Products, Real Estate Valuation and International Taxation.

CWM Course Curriculum

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

Certified CWM Course in Jaipur

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

CWM Course Trainer

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: 11 Years . He is Successfully running Training Academy in the Field of Financial Markets from last 11 years . Also get specialization in Equity, Commodity, Currency, Derivatives, Option strategies, Portfolio management Services & about the working in broking houses and also ascertain the requirement of corporate broking houses from their employees. He has promoted the Professional Training Academy to create a strong knowledge platform for individuals who are inclined towards getting an in-depth knowledge & start career in Capital Market. Now he becomes resource person of NSE, FPSB India, and Morgan International & IIBF. He also becomes member of analyst panel of Zee Business & CNBC TV Awaaz .

Rohan Sharma - Digipro Academy Founder

CWM Course Advantages

Global Professional Recognization

Higher Customer Satisfaction

Group-11

Revenue Growth

Group-17

Great Solution Provider

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.

CWM Course Registration Fees

Chartered Wealth Manager

With Online Material
29500
(Compulsory or Experience Pathway)
  • Inclusive GST
  • Payment Gateway Charges Extra
  • 5310 Rupees Discount for Corporate Member Registration (Fees - 24190)
  • 100$ CWM - AAFM Certification Fees at Final Completion
  • 4720 level I Exam Fees (Pearson Testing Centre)
  • 4720 level II Exam Fees (Pearson Testing Centre)

Chartered Wealth Manager

With Online Material + Printed Books
35990
(Compulsory or Experience Pathway)
  • Inclusive GST
  • Payment Gateway Charges Extra
  • 5310 Rupees Discount for Corporate Member Registration (Fees - 30090)
  • 100$ CWM - AAFM Certification Fees at Final Completion
  • 4720 level I Exam Fees (Pearson Testing Centre)
  • 4720 level II Exam Fees (Pearson Testing Centre)

testomonials

why us ?

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

Deliver in Online /Offline Mode

We deliver CWM program in Jaipur and near by different cities of India . Such professional Program deliver in 4-6 Month  which comprise 6-8  hours in a week .

Placement Assistance

We constantly connect with the industry people and many recruiters to provide best advantage to the CWM students who are pursuing CWM course.

Industry Expert Faculty

Faculty in CWM Course in Jaipur require Industry Experts which also provide industry insights and current trend and changes in the wealth management or Financial Planning Industry.

CWM Course Coaching Fees

Chartered Wealth Manager

Professional Mode
42000
30000
(Inclusive Tax , Zero EMI Option)
  • Level 1 & 2 Complete Coaching Coverage
  • Printed Short Notes & PPT
  • Practical Problem Solving Session on Excel & Calculator Both
  • Great Passing Ratio of Existing student Track Record
  • Include Content of SEBI - Registered Investment Advisor
  • Delivery of 250 + Hours
  • Daily & Weekend Batches Available
  • Classroom /Online Class Both Mode of Delivery
  • Resume Building , Internship & Interview Prepration

Chartered Wealth Manager

Advantage Mode
32500
17500
(Inclusive Tax , Zero EMI Option)
  • Level 1 & Level 2 Coaching Coverage
  • Printed Short Notes & PPT
  • Practical Problem Solving Session on Excel & Calculator Both
  • 15 Case Study Class Discussion
  • Great Passing Ratio of Existing student Track Record
  • Delivery of 100 + Hours
  • Weekend Batches for Professionals
  • Classroom / Online Class Both Available

CWM Course Training Institute in Jaipur

Certified Course on Wealth Management in Jaipur

Best Financial Planning Course in Jaipur

Best MBA Finance Alternative Course in Jaipur

Best Finance Course After 12th Standard in Jaipur

Best Under Graduation Course in Finance in Jaipur

Finance Course on Private Banking in Jaipur

Best Financial Planning Institute in Jaipur

CWM Course Learning Institute in Jaipur

Chartered Wealth Management Course in Jaipur

Enquiry Now for Certification Program

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.