CHARTERED WEALTH MANAGER® (CWM)
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. In the recent times, the mandatory requirement posted by the financial services industry towards the skillful and knowledgeable candidates in the field of personal financial advisory services including Wealth Management Private Banking Family Offices has made it essential for a candidate to be well versed with all the aspects of Wealth Management and Private Banking. This certification enables the candidates to meet the current skill set needed by the industry and stand out of the crowd.
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