Chartered Wealth Manager
April 30, 2021 2021-08-22 15:57Chartered Wealth Manager
WEALTH MANAGEMENT
Chartered Wealth Manager
Preparing, Implementing, and Reviewing the Wealth Plan for Clients.
Online
Course Format
6-8 Months
Program Duration
Mentorship
Supervised Learning
Placement
Career Guidance
Course Overview
Program Overview
Do you want to flourish in the Wealth Management and Investing industry?
Then CWM (Chartered Wealth Management) course is a must for you to complete. This is a professional course that helps you augment your knowledge about wealth management and helps you get the training in the right direction.
Getting CWM course certification helps you enrich your curriculum vitae. This course not only helps you polish your skills but also expands your career prospects.
Program Preference
Working professionals who are looking for a transition into the C-suite and senior management professional looking to become experts in their domain of choice
Minimum Eligibility
The candidate can enroll for the certification post High school completion. But the candidate will get certificate only only when they have their degree in hand. Candidate must have skills such as product knowledge, customer management, Business understanding, Sales & soft skills such as understanding Financial market and competition
Course Information
The course comes under the accreditation of NISM (National Institute of Securities Market) within the 7th regulation of the Securities Exchange Board of India.
It is the first course that has been accredited by the SEBI investment Adviser Regulations in 2013. Thus, this course opens various doors of opportunity for you to work in great job roles and positions. If you are adamant and confident to pursue your career in Wealth Management, which is in a rapidly growing phase in India, then this certification will yield so many benefits for you. First, the career as a wealth manager is a hot cake in today’s market, and the average salary that can be expected for the wealth manager is Rs 5 Lakh and above.
CAREER OPTIONS
CWM opens career prospects, fetching great jobs for you in the market with the desired salary and job profile. If you have ever dreamt of working for Corporate giants like:- Aditya Birla Capital, Bajaj Capital, Reliance Securities, then you can see your dream coming true after the CWM course completion.
It opens a number of opportunity doors for you, not only in India but you can get opportunities worldwide as well.
CERTIFICATION VALUE
CWM enrich your curriculum vitae if you are aspiring for a job at a company like Big 4. CWM course is considered to be a benchmark in the Finance profession where it is looked up to as the leading credential in private banking and Wealth Management, not only in India but across the world. CWM certification is valuable to you if you are looking forward to getting a promotion in the company.
The Value of the certification is highly prevalent in the Wealth Management industry.
KNOWLEDGE GAIN
CWM is the perfect Course for you, if you are planning for upskilling and reskilling yourself.
The knowledge imparted by CWM is beneficial for all the fiance passionate employees as they get insight into Wealth Management, Indian and Global Financial System, Measuring Investment Returns, Managing Investment Risks, Investment Vehicles, Investment vehicles, Risk management, Corporate banking products, Client evaluation methods, Insurance products, Fixed income money markets and much more.
SUCCESS RATE
CWM holds a great value in the finance industry where you can earn up to 27% more than the non-certified colleagues of yours.
You will be surprised to know that there are 3,00,000 CWM designation holders in more than 151 countries around the globe.
The success rate shows that 9 out of 10 CWM certification hoder would recommend it to their colleagues because they have experienced the benefits of CWM in their career.
Student Reviews
Enrollment Pathways
COMPULSORY
The candidate is offered the CWM designation only when they complete the graduation and fulfill other criteria as well. An individual who has less than 3 years of work experience will also go under this pathway to get the certification.
- Registration Fees with Online courseware for ₹ 25,000 + 18% GST.
- Registration Fees with online courseware and Paperback Books for ₹ 30,500 + 18% GST 18%.
EXPERIENCED
It is advisable that the candidate should study about both the level. Individuals also need to be related to the field like Wealth management or Financial Advisory service.
- Registration Fees with Online courseware ₹ 25,000 + 18% GST.
- Remove Registration Fees with online courseware and Paper back Books ₹ 30,500 + 18% GST.
Admission Process
STEP 1
Complete the Application Process
Fill out the application form with your academic and career details. Also provide your personal details for better understanding.
STEP 2
Get Verified
Our admissions committee will review your profile. Upon being selected, an offer letter will be sent to you confirming your admission in the program.
STEP 3
Block your Seat
Block your seat with a payment of INR 25,000 to enroll into the program. Get access to the course material and begin your journey to professional mastery!
OMLET Advantages
After getting CWM certifications, you can get a high designation in renowned companies.
The list of the position that you can aim for is:
• Wealth Managers
• Wealth Advisors
• Portfolio Managers
• Fund Managers
• Trust Managers
• Chief Financial Officer
• Investment Manager
• Private Bankers
CWM is known for the wide range of concepts covered in the course which is why it is an imperative course for a person who is aiming for a career in wealth management.
Skills and knowledge that you imbibe are:
• Wealth Management,
• Indian and Global Financial System,
• Measuring Investment Returns,
• Managing Investment Risks, • Investment Vehicles,
• Risk management,
• Corporate banking products, • Client evaluation methods,
• Insurance products,
• Fixed income money markets
CWM-certified candidates are highly in demand in many industries. They look for candidates who have successfully completed the CWM course with a wide knowledge base and practical knowledge of the same. CWM opens the door of the opportunities to work in these understand and become part of top players of the market.
The industries that continuously recruit for are:
• Banking
• Asset Management
• Broking
• Wealth Advisory
• Comprehensive Advisory
• Insurance
Course Fees
RECORDED
- Fees includes GST
- Include all Levels
- Audio & Video Lectures
- Presentations & Books
- Exams & Mock Tests
- Digital Certification
- Personal Guidance
- Online Live Training
- Classr Room Training
- Internship & Placement
- Professional Mentorship
WEBINAR
- Fees includes GST
- Include all Levels
- Audio & Video Lectures
- Presentations & Books
- Exams & Mock Tests
- Digital Certification
- Personal Guidance
- Online Live Training
- Classr Room Training
- Internship & Placement
- Professional Mentorship
CLASSROOM
- Fees includes GST
- Include all Levels
- Audio & Video Lectures
- Presentations & Books
- Exams & Mock Tests
- Digital Certification
- Personal Guidance
- Online Live Training
- Classr Room Training
- Internship & Placement
- Professional Mentorship
IFC Membership
Integrated Finance Course. IFC is training certificate to identify your positioning toappear for global examination. Once you undergo training of multiple global certifications like CFA, CWM, CFP, FRM, ICWIM, IOC and NISM.
Frequently Asked Questions
Wealth Management is a wider concept than Financial Planning. Wealth Management not only includes the financial assets but also takes into consideration any type of wealth for the business. Wealth Management has thriving divisions and it is a more established profession in India. Wealth Management examination covers more comprehensive and detailed information. Whereas, when we consider CFP, It is designed in such a way that it focuses solely on the Financial Planning Service Industry, it covers all the topics related to it. This course is offered in 24 countries among which India is one.
The average salary that can be expected is 5.4 Lakh per annum, it can be more based on various other factors. It also differs according to the education degree an individual has. For Example:- For a BE Graduate individual the Average Salary is INR 11 Lakh per annum
To Register yourself for the CWM, you first need to choose the Pathway. The options available to you for the Pathways are:- Compulsory Pathway, Experience Pathway, and corporate Pathway. 2nd step is to choose the education provider as AAFM does not permit any direct admission. 3rd step is to complete the payment process.
There are two levels: CWM Level 1 and CWM Level 2. Duration for the examination if CWM Level is for 115 minutes and CWM level 2 is for 175 minutes.
Registration Fees with Online courseware for ₹ 25,000 with GST applicable at 18%, also if you want to add paper- back books then the complete fees will be ₹ 30,500 + 18% GST.
Examination fees is ₹ 3,000 with GST applicable at 18% for each level.
CWM professionals can get a successful career in Banking, Asset Management, Broking, Wealth Advisory, Comprehensive Advisory and Insurance
There are two pathways: Compulsory and Experience. The compulsory pathway is for the candidate who passed 12th standard and has no prior experience and enrolls themselves. Experience pathway is for candidates, who have a minimum of 3 years of work experience can appear directly for the Level 2 examination
