WEALTH MANAGEMENT

Wealth Management is an established profession with most Banks in India and Globally also having thriving Wealth Management Divisions... The curriculum of CWM® certification have been designed and developed in consultation with the global academicians and industry experts with a focus on Wealth Management and Financial Advisory Services Industry. In the contemporary dynamic environment of financial sector a Financial Advisor has to be mandatorily equipped with the Comprehensive knowledge and skill set to deliver at the job. The curriculum of CWM® is relevant, practical, and exhaustible in nature and also covers Global Financial System, Derivatives, Equity Analysis, PMS, Real Estate Valuation, Loan & Debt Management, Intergenerational Wealth Transfer, International Taxation, Relationship Management, Behavioral Finance, etc. The curriculum covers Global as well as Indian Markets.