Provided By AAFM

CHARTERED WEALTH MANAGER (CWM ) is unique and the only Wealth Management certification in India. This certification comprehensively deals with all the aspects of wealth management like Investment Strategies, Life Cycle Management, Intergenerational Wealth Transfer, Relationship Management, Behavioral Finance, Alternative Products, Real Estate Valuation and Global Taxation. This certification enables the candidates to meet the current skill set needed by the industry and stand out of the crowd.

Area of Learning

  • Enter into the spectrum of Wealth Management Products.
  • Learn more about Banking, Equity Analysis, PMS, Mutual Fund, Alternate Investment Products, Real Estate, International Taxation, Estate Planning, Insurance, etc.
  • Understand the various Portfolio Management Techniques.
  • Driving the Set-Up of the Private Banking initiative including institutionalization of processes for the cross sell initiative with Retail Banking & Corporate Banking.
  • Start Catering to HNI & UHNI Clients along with your existing clientele.
  • Ensures an in-depth knowledge of international Wealth Management, Financial Advisory and Tax Planning that reflects the cross-border connections and investment of today's wealth owners.
  • Providing advisory support to clients on direct equity, debt and structured products.
  • Liasing with large corporate clients for debt syndication and structured equity advisory.
  • Developing higher level skills in financial analysis and the preparation and interpretation of financial data for effective decision making.
  • Building investments proposition for consumer banking domain and creating a financial planning platform for investment advisory services.

The curriculum of CWM consists of 2 Levels:

Level 1: Foundation

# Unit
Introduction To Wealth Management
1 Concept of Wealth Management
2 Indian and Global Financial System
Investment Management & Planning
3 Measuring Investment Returns
4 Managing Investment Risk
Products in Wealth Management
5 Investment Vehicles
6 Role of Wealth Management in Banking
Laws on Wealth Management
7 Legalities in Wealth Management
8 Tax Laws
Applied Wealth Management
9 Life Cycle Management
10 Intergenerational Wealth Transfer & Tax Planning

Level 2: Advanced

# Unit
Asset Classes of Wealth Management
1 Equity Analysis
2 Alternative Products
3 Real Estate Valuation and Analysis
Practice of Wealth Management
4 Behavioral Finance
5 Relationship Management by a Wealth Manager
Tools of Wealth Management
6 Loan & Debt Management
7 Portfolio Management Strategies
8 International Taxation and Trust Planning
Applied Wealth Management
9 Wealth Management Planning
10 Advanced Wealth Management



Priority / Premier Banking, Private Clients, Wealth Management, Investments,Liabilities, Financial Planning, Bancassurance, Product Management, Client Servicing, Operations


Institutional Channel Sales, Fund Management,Retail Sales, Investor Relationship, Marketing, Operations, Client Servicing


Wealth Management, Research, Relationship Managers, Portfolio Manager, Client Servicing


Wealth Management, Equity Analyst, Research,Institutional Sales, Retail Sales, Sub-Broker Channel, Portfolio Manager, Operations


Institutional Channel Sales, Managing Agent & Retail,Corporate Broking, Product Management, Operations, Client Servicing


Practice as an Independent Financial Advisor,Small Outfits providing comprehensive Wealth Management