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CWM - Chartered Wealth Manager Level 2 (Online)
“Empowering Your Financial Future”
The CWM (Certified Wealth Manager) course is a professional certification for individuals in the finance industry who want to specialize in wealth management. It covers topics such as Financial planning, Investment management, Tax, Estate planning, and Retirement strategies. The certification helps professionals manage the financial needs of high-net-worth clients.
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Globally Recognised
On Demand Exams
12+ Years Legacy
Timeline: 12 months
100% Placements
Average Salary 6-8 LPA
Course Features
Expert Led Classroom Training
High Quality Study Resources
Personal Dashboard
Mobile Access
Level Based Mock Test
24/7 Faculty Support
Overview
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L2 - Unit 1
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L2 - Unit 2
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L2 - Unit 3
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L2 - Unit 4
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L2 - Unit 5
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L2 - Unit 6
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L2 - Unit 7
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L2 - Unit 8
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L2 - Unit 9
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L2 - Unit 10
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Begin Your CWM Journey with Vantage
CWM Syllabus
Introduction To Wealth Management
• Unit 1 : Concept of Wealth Management Unit
• Unit 2 : Indian and Global Financial System
Investment Management & Planning
• Unit 3 : Investment Vehicles of Wealth Management
• Unit 4 : Measuring Investment Risk in Returns
Applied Wealth Management
• Unit 9 : Life Cycle Management
• Unit 10 : Intergenerational Wealth Transfer & Tax Planning
Products in Wealth Management
• Unit 5 : Concept of Insurance and Risk Management
• Unit 6 : Role of Wealth Management in Banking
Laws in Wealth Management
• Unit 7 : Legalities in Wealth Management
• Unit 8 : Tax Laws for Wealth Management
Asset Classes in Wealth Management
• Unit 1 : Equity Analysis
• Unit 2 : Alternative Investment Products in Wealth Management
• Unit 3 : Real Estate Valuation and Analysis
Managing Relationships in Wealth Management
• Unit 4 : Behavioral Finance in Wealth Management
• Unit 5 : Relationship Management by a Wealth Manage
Tools in Wealth Management
• Unit 6 : Loan & Debt Management
• Unit 7 : Portfolio Management Strategies
• Unit 8 : International Taxation and Trust Planning
Wealth Management Practice
• Unit 9 : Wealth Management Planning
• Unit 10 : Advanced Wealth Management
Learning Outcomes
Financial Planning Expertise
Risk Management
Investment Management
Retirement Planning
Client Relationship Management
Tax and Estate Planning
Ethical Practices
Asset Protection
Regulatory Compliance
News Article
CWM Roadmap at Vantage Knowledge Academy
Our Placements
Career Opportunities
Our Faculty
An MBA in Finance and SET-certification for Assistant Professorship. He has over 10 years of teaching experience at institutions like Nagindas Khandwala College and Vantage Knowledge Academy. Specializing in Wealth Management, Financial Planning, and Tax Management, his research in banking and strategic management is well-regarded, he fosters career growth and bridges industry-academia collaboration.
Mr. Shashank Pokhare is a seasoned finance professional with over 20 years of experience in equity markets and research, coupled with strong academic credentials. As a CFA Level 3 candidate and an MBA in Finance from NMIMS Institute, he possesses a deep understanding of financial theory and practice. His extensive experience includes over eight years as a Research Analyst at CRISIL, where he honed his skills in financial analysis and market evaluation.
Choose The Right Course For You.
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