Center for Global Wealth Management Education

Wealth management is a comprehensive service that combines investment management, financial planning, estate planning, tax services, and sometimes legal or insurance advice, all tailored to an individual’s or family’s financial situation and long-term goals.

It’s not just about growing wealth—but preserving it, optimizing it, and transferring it effectively to the next generation.

Core Services Offered in Wealth Management:

  • Investment Management
  • Portfolio construction (stocks, bonds, alternatives)
  • Diversification strategies
  • Risk tolerance alignment
  • Performance monitoring
  • Financial Planning
  • Retirement planning
  • Education funding
  • Cash flow and budgeting
  • Tax Planning
  • Tax-efficient investment vehicles
  • Cross-border tax planning (for global clients)
  • Estate & Legacy Planning
  • Trust and will setup
  • Wealth transfer strategies
  • Philanthropy/charitable giving
  • Insurance Planning
  • Life and health insurance
  • Long-term care and disability coverage
  • Succession Planning (for business owners)
  • Business valuation
  • Exit strategy and family transition

Who Provides Wealth Management?

  • Private Banks
  • Boutique Wealth Firms (independent or regional firms focused on personalized service)
  • Family Offices (for ultra-wealthy families)
  • Digital platforms (Robo-Advisors) like Betterment or Wealthfront (for smaller accounts, less customization)
  • Cyber risk and compliance are becoming crucial parts of advisory services.

Key Trends in Wealth Management

  • Personalization through AI and analytics
  • ESG investing (clients increasingly want impact-oriented portfolios)
  • Next-gen wealth transfer—planning for Gen Z and Millennials inheriting trillions
  • Global citizenship and tax strategies

CWM – Prep Course

Chartered Wealth Manager

Gain advanced skills in wealth management, investment planning, and portfolio strategy with the Certified Wealth Manager® designation. This program covers taxation, risk management, and estate planning, preparing professionals to serve high-net-worth clients. Perfect for careers in private banking, advisory, and wealth consulting.

Eligibility: Commerce Graduates

Duration: 6-10 Months

Mode: Online / Offline / Hybrid

Assistance: Internship / Placement

Know More

CPFS – Prep Course

Certified Personal Finance Specialist

Enhance your expertise in personal financial planning with the CPFS-PRO® certification. This course focuses on budgeting, tax planning, insurance, and retirement strategies to deliver complete financial solutions. Designed for advisors and professionals helping individuals achieve long-term financial security.

Eligibility: 12th pass

Duration: 4-6 Months

Mode: Online / Offline / Hybrid

Assistance: Internship / Placement

Know More

CREP – Prep Course

Chartered Real Estate Professional

The CREP® program offers specialized training in real estate investment, valuation, and market analysis. It prepares learners for roles across property management, real estate finance, and investment advisory. The curriculum bridges academic knowledge with real-world insights into commercial and residential property markets.

Eligibility: Graduates or final-year students from any discipline

Duration: 5–7 months

Mode: Hybrid

Assistance: Internship / Placement

Coming Soon