Career in Investment Planning
ABOUT AAFM USA: The American Academy of Financial Management TM is a worldwide Board of Standards and financial professional organization offering exclusive certified designations, charters, and masters certification to candidates who meet the high standards.
Fast Facts:
• Founded in the year 1996 – 21 years old Organisation
• 3,00,000 + Certificants Globally
• 50,000 + Chartered Wealth Managers Globally
• Member presence in 151+ Countries
• Offices in 17 Countries
• AAFM works with more than 800 Universities worldwide.
• Global recognition agreement with AACSB and ACBSP Accreditation Agency
CHARTERED WEALTH MANAGER® (CWM®): Learn the ART of Wealth Creation, Wealth Enhancement & Wealth Protection
1. Certification Accredited by NISM under RIA regulations of SEBI
2. Comprehensively deals with all the aspects of wealth management like
Investment Strategies
• Life Cycle Management
• Inter-generational Wealth Transfer
• Relationship Management
• Behavioral Finance
• Alternative Products
• Real Estate Valuation
• International Taxation
Read More About the Course:
http://www.aafmindia.co.in/
WHY CWM ? :
• Globally Recognized Certification in Wealth Management in more than 150+ countries
• Awarded directly by American Academy of Financial Management® US
• Global Certification in the true sense and no territorial examination required
• Build Credibility by Earning the Charter Designation
• Endorsed by leading Corporates of India, Be a recruiters’ Choice
• Accredited By NISM under RIA Regulations by SEBI
• Only Certification with Exhaustive & updated curriculum in the industry
• Get formally trained on concepts learned through experience
• Distinguish yourself from the peers
• Work Across industry at top profiles
• Promote yourself as a Financial Doctor and not a Chemist
CWM will help you:
• Expand your wealth management skills by adopting international best practices.
• Develop a checklist of key applied techniques in wealth management that will remain with you throughout your career
• Become an expert in evaluation, diagnosis, and planning in working with Super High Net Worth Clients
• Integrate optimum products and services in your wealth management development strategies
• Maximize the impact of your client communications and reporting
• Deal with the complexities of investing in global markets and develop strategies for managing risk and maximizing returns
• To Navigate unforeseen hurdles and ease clients’ Investing
• Understand the clients’ behavior and retain them for Generations by using behaviorial & relationship mgt skills.
CURRICULUM:
Level – 1: Foundation Level
Unit 1 : Concept of Wealth Management
Unit 2 : Indian and Global Financial System
Unit 3 : Measuring Investment Returns
Unit 4 : Managing Investment Risk
Unit 5 : Investment Vehicles
Unit 6 : Role of Wealth Management in Banking
Unit 7 : Legalities in Wealth Management
Unit 8 : Tax Laws
Unit 9 : Life Cycle Management
Unit 10 : Intergenerational Wealth Transfer & Tax Planning
Level – 2: Advanced Level
Unit 1 : Equity Analysis
Unit 2 : Alternative Products
Unit 3 : Real Estate Valuation and Analysis
Unit 4 : Behavioral Finance
Unit 5 : Relationship Management by a Wealth Manager
Unit 6 : Loan & Debt Management
Unit 7 : Portfolio Management Strategies
Unit 8 : International Tax and Trust Planning
Unit 9 : Wealth Management Planning
Unit 10 : Advanced Wealth Management
Note:* Please find attached the detailed Curriculum & CWM Brochure for your kind Reference
EXAMINATION:
1. Single exam for each level.
2. Professionals having more than 3 years of work experience are exempted from Level 1 Examination.
3. Examination Pattern: Multiple Choice Questions
4. Passing Criteria: Minimum 50 %
5. Examination Dates: Every Month (10-20)
6. Examination Centre: More than 5000 Centres Globally
Track the Nearest
Centre: Pearson VUE - ALERT!
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FEE STRUCTURE:
• Registration & Study Material FEE – Rs.23,600- (20,000/- + 18% GST)
• Examination FEE Level 1 : Rs.3000+18% GST
• Examination FEE Level 2 : Rs.3000+18% GST
• Certification FEE : USD 100
Note *: Registration Validity is 365 Days.
(Total Fee Payable at the time of Registration: Rs. 23600/- (Inclusive of Online Study Material, Registration & Tax)
LINK & PROCEDURE TO REGISTER FOR CWM :
Please find below the link and procedure to register for CWM Certification :
http://www.aafmindia.co.in/
In case of any query, please feel free to contact us.
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