Chartered Wealth Manager
About the Chartered Economist Program
The Chartered Wealth Manager® (CWM®) program is a globally recognized certification designed for professionals aspiring to excel in wealth management, private banking, and investment advisory roles. This designation is acknowledged in over 150 countries and is considered the world’s highest and most accepted wealth management certification
The CWM® program aims to bridge the gap between academic finance education and practical wealth management skills. It provides professionals with the knowledge and tools necessary to advise High Net-Worth Individuals (HNIs) and Ultra HNIs on investments, tax planning, estate management, and more.
Program Overview
The CWM® program is divided into two levels:
Unit 1: Overview of Indian and Global Financial Systems
Unit 2: Concept of Wealth Management
Unit 3: Use of Alternative Products in Wealth Management
Unit 4: Use of Behavioral Finance in Wealth Management
Unit 5: Managing Investment Risk in Wealth Management
Unit 6: Indian Tax Laws
Unit 7: Legalities in Wealth Management
Unit 8: Role of Wealth Management in Banking
Unit 9: Intergenerational Wealth Transfer & Tax Planning
Unit 1: Advanced Investment Strategies
Unit 2: Portfolio Construction and Management
Unit 3: Estate Planning and Trusts
Unit 4: Philanthropy and Charitable Giving
Unit 5: Client Relationship Management
Unit 6: Ethics and Professional Standard
The curriculum is designed to provide a comprehensive understanding of wealth management, integrating theoretical knowledge with practical applications.
Examination Format
Format: The examination consists of multiple-choice questions covering all units.
Duration: Approximately 2 hours per level.
Passing Criteria: A minimum score of 50% in each level.
Examination Centers: Exams are held across India in over 75 cities and globally in 27 countries .
Career Opportunities
Private Banker
Wealth Manager
Investment Advisor
Financial Planner
Estate Planner
Portfolio Manager
Relationship Manager
Investment Banking
Professionals with the CWM® designation are highly sought after by top financial institutions and wealth management firms globally.