Upgrade yourself to a Globally competent professional with the Premium, Unique and Internationally renowned Chartered Wealth Manager (CWM) Certification.
CWM certification disseminates updated knowledge and equips candidates with critical skills imperative for successful Global careers in Finance and Advisory.
Be able to tap one of the most niche and unchartered arenas of the Industry.
Inculcate immaculate skills in Wealth Management
Be prepared, at a Global level, for lucrative career in Finance and Wealth Management.
Use the Globally accepted designation –CWM – against your name.
Be able to update your skills so as to cater to HNI’s and UHNI’s.
Be able to explore multiple career opportunities in Finance
Accredited by the National Institute of Securities Market (NISM), under the Investment Regulations 2013 of Securities Exchange Board of India (SEBI)
CWM is awarded directly by American Academy of Financial Management, US.
As per your qualifications and work experience, you are eligible for one of the following two pathways.
For Candidates who have completed their 12th grade and wish to pursue careers in Finance. Under this Pathway, the candidate is required to give examinations for both the prescribed Levels.
For Candidates, ideally, Working Professionals with minimum 3 years of work experience in the Finance Industry. Under this Pathway, the candidate is required to give examination for only Level 2.
| Unit No. | Topic |
| 1 | Concept of Wealth Management |
| 2 | Indian and Global Financial System |
| 3 | Investment Vehicles in Wealth Management |
| 4 | Measuring Investment Risk and Returns |
| 5 | Concept of Insurance and Risk Management |
| 6 | Role of Wealth Management in Banking |
| 7 | Legalities in Wealth Management |
| 8 | Tax Laws |
| 9 | Life Cycle Management |
| 10 | Intergenerational Wealth Transfer and Succession Planning |
| Unit no. | Topic |
| 1 | Equity Analysis |
| 2 | Alternative Products |
| 3 | Real Estate Valuation and Analysis |
| 4 | Behavioural Finance |
| 5 | Relationship Management by a Wealth Manager |
| 6 | Loan and Debt Management |
| 7 | Portfolio Management Strategies |
| 8 | International Tax and Trust Planning |
| 9 | Wealth Management Planning |
| 10 | Advanced Wealth Management |
Students pursuing undergraduate studies (B.com, BAF, BBI, BMS, BFM, BBA and others)
Students pursuing post-graduate studies for all professional courses like MBA, M.Com, etc.
Existing professionals wishing to enhance their Finance proficiency.
Priority/Premier Banking, Private Clients, Wealth Management, Investments, Liabilities, Financial Planning, Bancassurance, Product Management, Client Servicing, Operations
Wealth Management, Research, Relationship Managers, Portfolio Manager, Client Servicing
Institutional Channel Sales, Fund Management, Retail Sales, Investor Relationship, Marketing, Operations, Client Servicing
Practice as an Independent Financial Advisor, Small Outfits providing comprehensive Wealth Management
Institutional Channel Sales, Managing Agent & Retail, Corporate Broking, Product Management, Operations, Client Servicing
Wealth Management, Equity Analyst, Research, Institutional Sales, Retail Sales, Sub-Broker Channel, Portfolio Manager, Operations
Global School of IB & WM, an educational branch of OMLET aims at imparting technical and practical knowledge for industrious careers in Investment Banking and Wealth Management. The School endeavours to provide immaculate training for selective professional and globally credible courses to help candidates embark and lead promising careers in Investment Banking and Wealth Management industry.
Currently, we provide training for the following professional courses:
OMLET has an inimitable approach towards imparting education to its students. The key focus is on practical aspects rather than theoretical ones. They were successful in covering the entire gamut of finance. The teachers are amiable and their valuable inputs stood me in good stead. Going ahead, I would like to thank OMLET & its management for having taught us through industry experts who not only made our teachings easy but also remarkable in our own life.
Thank you so much OMLET for your valuable mentoring, tutorials and coaching. I joined it for my CWM course and it has been an amazing journey till now. I like that the instructors are friendly and they are always willing to help, and are very flexible in mentoring us related to our course and queries. It is a happy place to grow your career!
The CWM course has been a crucial step forward for my career. The course is a well-integrated one and covers all aspects of wealth management. I would have been unable to pursue it without the help of Omlet Education. The faculty was very supportive, available at all times and hence I was able to manage the course alongside my job. Omlet also helped me in getting placed, they have a wide array of companies, from small to big, to suit each students preference.
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BRANCH OFFICE
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