CWM®

CWM® - CHARTERED WEALTH MANAGER®

                                                          

CHARTERED WEALTH MANAGER® (CWM®):- is a Wealth Management Certification that comprehensively deals with all aspects of wealth management like Investment Strategies, Life Cycle Management, Intergenerational Wealth Transfer, Relationship Management, Behavioural Finance, Alternative Products, Real Estate Valuation and Global Taxation.

About AAFM:- The American Academy of Financial ManagementTM is a worldwide Board of Standards and Financial Professional Organisation, offering exclusive certified designations, charters, and masters certification to candidates who meet the required high standards. AAFM India Pvt. Ltd. is the standard settings body for providing CWM certification in India.

Highlights of AAFM®Founded in the Year 1996 | 3,00,000 + Certificants Globally | 50,000 + CWM® Globally | Member Presence in 151+ Counties | Offices in 17 Countries | AAFM® works with more than 800 universities worldwide

CWM® Credentials

• CWM® Certification is awarded by AAFM® US, International Boards of Standards and Financial Professional Organisation
• The certification is accepted globally without any territorial limitations
• CWM® certification is recognised by top companies around the world
• AAFM works with over 800 business schools worldwide
• CWM® members are present in 151+ countries

Demand in India for CWM® Certification

With the growth in GDP and rising income levels, India is witnessing a strong growth in the number of High Net Worth Individuals. Credit Suisse, in its Global Wealth Report 2012, estimates that there are 1,58,000 millionaires in India which are likely to rise to 2,42,000 by 2017 requiring a minimum 10,000 Wealth managers in India just to manage clients relationships.

Besides this, CWM® certificants would also be required in Banking, Wealth Advisory Firms, AMCs, Broking, Insurance and Financial Advisory businesses.

Skills required to succeed in the industry:

• Product Knowledge
• Customer Management & understanding of Client Psychology
• Soft Skills & Selling Skills
• Understanding of Financial Markets & Competition
• Business Understanding

Who should apply for CWM® Certification?

1. Working Professionals

• Existing Relationship Managers in Wealth Management / Private Banking who wish to enhance their knowledge and achieve a professionally recognised international certification
• Product heads and managers who wish to learn or reinforce all the technical aspects of their business
• IT professionals seeking to enhance their domain skills
• Executives in Banks, NBFCs, Broking Houses, Mutual Funds, Insurance and Distribution houses

2. Students

• Pursuing / completed B.Com / BMS / BBA / BBI / BAF / BFM / M.Com
• Other Undergraduates / Graduates seeking careers in finance
• MBA / CA / CA Inter / Law
• Other Graduation and Post-Graduation students seeking to make a career in Financial Advisory Services

3. Self Employed

• Professionals who manage HNI clients
• Independent financial advisors
• Insurance and Mutual Fund advisors
• Others who wish to enhance their technical skills in Wealth Management

Curriculum

The CWM® curriculum is divided in two levels. A candidate needs to appear for two exams.

 Level 1: Foundation Course

 Level 2: Advanced Wealth Management

Project Work

Stage 1

At the completion of Level 1 - Project 1

The candidates need to get a Data Gathering Sheet Filled by one person. The data gathering sheet basically finds out the current financial position of the client and also their financial goals. Ideal person who fills this sheet should be married person with kids and currently employed.

Note: The contact details of the client are not required while filling the Data Gathering Sheet.

Stage 2

At the completion of Level 2 - Project 2

AAFM India will send a case study and candidate needs to send a “Wealth Plan” on the case study sent. A sample Wealth Plan would be sent to the Candidates.

Time Frames:

Project 1

• Candidates enrolling through compulsory pathway need to submit the project 1 within 30 days after completion of Level 1 Exam.

• Candidates enrolling through experience pathway need to submit the project 1 before appearing for the level 2 exam.

• Candidates who do not submit the project work would not be allowed to appear for the CWM® examination as the case may be.

Why learn from us?

The CWM® certification is designed to give a learning experience which only an Industry Practitioner can offer:

1. Learn from the Practitioners of Wealth Management Learning from an educational wing of ICICI Securities Limited is a different experience altogether. You will experience an excellent blend of academics and some of the best industry practices related to Wealth Management. This blend will ensure that you experience a highly practical and in-depth learning.

2. Industry Experienced Faculty Our Faculty comprises highly qualified and industry experienced practitioners, with the expertise and a natural flair for teaching.

3. Internships in Wealth Management Industry to imbibe Practical Knowledge Internships are offered to candidates who truly want to experience the world of Wealth Management. You get a chance to work closely with some of the best Wealth Management Professionals in your period of internship.

Fees Payment mode: Cheque in favor of “ICICI Securities Limited”

Download Program Brochure

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ICICIdirect Centre for Financial Learning

Authorised Learning Centre

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                                      Mob. No.#97179 35182, Tel: 011 2735 5339

Email: learning@icfldelhi.com

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