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Transform Your Career With
Chartered Wealth Manager
(CWM) Certification
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About Us img
Learn Wealth Management
with Skillspade, Your
Trusted Partner

At Skillspade, we are dedicated to unlocking human potential by offering innovative training and skill development solutions. As an Authorized Education Partner of AAFM India, we equip individuals with cutting-edge skills needed for a thriving career in wealth and investment management.

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CORPORATE PARTNERS - AAFM INDIA
alpha
ambit
anand-rathi
angel broking
asit
ask
bajaj capital
bharti axa
aditya birla
brokers
bonanza
devere
edelweiss
hedge
ifan
ifast
indiabulls
karvy
L-T
Latin
motilal oswal
NJ Group
pnb
principal
reliance mutual
reliance securities
motilal-oswal
smc
universal trustees
uti
welcon
zen money
imgWHY SKILLSPADE?
Why Choose Chartered Wealth
Manager® (CWM) with Skillspade ?

Authorized Education Partner of the American Academy of Financial Management (AAFM) India.

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Holistic Course Support, Expert & Professional Mentorship, and 100% Placement Assistance

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Hands-On Experiential Learning through Real-World Case Studies, Live Projects, and Internships.

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200 Hours of Comprehensive Training.

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Online and Offline Training Options Available.

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Faculty with rich industry experience and expertise.

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Dedicated Learning Management System with Mock Tests and Knowledge Bank.

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Comprehensive and in-Depth Curriculum Covering Key Wealth Management Areas.

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Valuable Networking Opportunities with Industry Peers, Experts, and Alumni.

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⁠Study through gamification for engaging learning experience.

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About AAFM img
American Academy of Financial Management

The American Academy of Financial Management (AAFM®) is a globally recognized standard-setting body in the field of wealth management and financial advisory services. With a presence in over 151 countries, AAFM® is committed to delivering world-class education and professional certifications in finance, making it a trusted name in the industry.

  • 300k+ Professionals Worldwide
  • 50k+ CWM Certifications
  • 17 Countries Covered
  • Since 1996
Industry Trust

Employers and clients value AAFM® certifications for their rigorous curriculum and high standards.

Comprehensive Curriculum

Gain knowledge in investment strategies, wealth planning, behavioral finance, and estate planning.

Global Alumni Network

Connect with a global network of certified professionals, enhancing your career prospects.

Why CWM
Why Choose CWM Certification?

The Chartered Wealth Manager (CWM) certification is a globally recognized qualification that provides deep expertise in wealth management, covering aspects like investment strategies, lifecycle management, behavioral finance, and estate planning.

Enhanced Professional Credibility

Become an expert in evaluation, diagnosis, and planning of High Net worth Clients Wealth Management Requirements.

Comprehensive Knowledge Base

Master Wealth Enhancement, Protection, and Transfer using asset classes like Equity, Real Estate, and Alternatives for strategic wealth planning.

High Demand for Skilled Professionals

The CWM course is related to equipping professionals with the skills to manage high-net-worth individuals' assets, focusing on wealth enhancement, protection, and transfer strategies.

Networking Opportunities

It offers valuable networking opportunities, connecting professionals with industry leaders and peers for collaborative growth and career advancement.

Flexible Career Paths

With the CWM course, professionals can explore flexible career paths in wealth management, financial advisory, and investment strategy.

Continuous Learning and Growth

Through the CWM course, professionals experience continuous learning and growth, staying updated with the latest trends and strategies in wealth management.

More than two-thirds of
CWMs believe the certification
has benefited them
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CWM Process icon
The Skillspade Process
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*100% Placement assistance will be given
Eligibility criteriaimg
Who Should
Pursue?
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Students

Any Undergraduates, Graduates or Postgraduates aspiring to build a career in the wealth management industry will gain comprehensive, in-depth knowledge.

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Financial Industry Professional

A candidate already working in the finance domain who seeks to deepen their understanding and enhance their professional recognition can significantly benefit from becoming a Chartered Wealth Manager.

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Self Employed Professionals

If you are a self-employed professional such as a Chartered Accountant, Financial Advisor, Mutual Fund Distributor, Insurance Advisor, or Registered Investment Advisor, you will acquire advanced skills to effectively engage with and serve your clients, ultimately growing your business more effectively.

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Academician

If you teach wealth management, investment management, or finance at your college or university, the CWM designation can enhance your credentials and elevate the quality of your teaching.

CAREER AVENUESimg
Career Opportunities
BANKING WEALTH ADVISORY OUTFITS ASSET MANAGEMENT COMPANY BROKING INSURANCE COMPANIES Comprehensive Advisory Business
Priority / Premier Banking
Wealth Management
Liabilities
Bancassurance
Client Servicing & Operations
Private Clients
Investments
Financial Planning
Product Management
Wealth Management
Research
Relationship Managers
Portfolio Manager & Client Servicing
Institutional Channel Sales
Fund Management
Retail Sales
Investor Relationship
Marketing
Operations & Client Servicing
Wealth Management
Equity Analyst
Research
Institutional Sales
Retail Sales
Sub-Broker Channel
Portfolio Manager & Operations
Institutional Channel Sales
Managing Agent & Retail
Corporate Broking
Product Management
Operations & Client Servicing
Practice as an Independent Financial Advisor & Small Outfits Providing Comprehensive Wealth Management
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imgKey Takeaways
CWM Learning
Takeaway’s

Become an expert in evaluation, diagnosis, and planning of Super High Net Worth Clients Wealth Management Requirements.

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Understand the clients’ behavior and retain them for Generations by using behavioral & relationship management skills.

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Gain ability to apply Wealth Enhancement, Wealth Protection, and Wealth Transfer Techniques.

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Master Onshore and Offshore Wealth Management.

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Expand your Wealth Management skills by adopting international best practices.

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Learn Inter-Generational Wealth Transfer techniques using Private Trusts, Wills, Letter of Guardianships and Living Wills.

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Get the ability to use all asset classes including Equity, Real Estate, Fixed Income Products as well as Alternative Investment Products for Wealth Planning.

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Learn key applied techniques in Wealth Management that will remain with you throughout your career.

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CWM Course Icon
Training & Examination

Level 1

  • Examination Type: MCQ’s (Objective)
  • Duration: 3 Hours
  • No. of Questions: 85 Questions
  • Passing Criterion:

    50% Passing Marks,
    No Negative Marking

  • Frequency of examination: Monthly
  • Training: 100 hours

Level 2

  • Examination Type: MCQ’s (Objective)
  • Duration: 3 Hours
  • No. of Questions: 85 Questions
  • Passing Criterion:

    50% Passing Marks,
    No Negative Marking

  • Frequency of examination: Monthly
  • Training: 100 hours
Course Detailsimg
Curriculum

FOUNDATION LEVEL

LEVEL 1
Introduction To Wealth Management
  • objectUnit 1: Concept of Wealth Management
  • objectUnit 2: Indian and Global Financial System
Investment Management & Planning
  • objectUnit 3: Investment Vehicles of Wealth Management
  • objectUnit 4: Measuring Investment Risk in Returns
Products in Wealth Management
  • objectUnit 5: Concept of Insurance and Risk Management
  • objectUnit 6: Role of Wealth Management in Banking
Laws in Wealth Management
  • objectUnit 7: Legalities in Wealth Management
  • objectUnit 8: Tax Laws for Wealth Management
Applied Wealth Management
  • objectUnit 9: Life Cycle Management
  • objectUnit 10: Intergenerational Wealth Transfer & Tax Planning

ADVANCED WEALTH MANAGEMENT

LEVEL 2
Asset Classes in Wealth Management
  • objectUnit 1: Equity Analysis
  • objectUnit 2: Alternative Investment Products in Wealth Management
  • objectUnit 3: Investment Vehicles of Wealth Management
Managing Relationships in Wealth Management
  • objectUnit 4: Behavioral Finance in Wealth Management
  • objectUnit 5: Relationship Management by a Wealth Manager
Tools in Wealth Management
  • objectUnit 6: Loan & Debt Management
  • objectUnit 7: Portfolio Management Strategies
  • objectUnit 8: International Taxation and Trust Planning
Wealth Management Practice
  • objectUnit 9: Wealth Management Planning
  • objectUnit 10: Advanced Wealth Management
Projects Report:

object AAFM

CORPORATE PARTNERS - AAFM INDIA
alpha
ambit
anand-rathi
angel broking
asit
ask
bajaj capital
bharti axa
aditya birla
brokers
bonanza
devere
edelweiss
hedge
ifan
ifast
indiabulls
karvy
L-T
Latin
motilal oswal
NJ Group
pnb
principal
reliance mutual
reliance securities
motilal-oswal
smc
universal trustees
uti
welcon
zen money
Frequently Asked Questions About The CWM Certification

The CWM certification is an internationally recognized credential for professionals in wealth management. It provides in-depth knowledge in investment strategies, client relationship management, and more.

Professionals in wealth management, financial planning, and investment advisory are eligible. Prior finance experience is beneficial but not mandatory.

Skillspade offers flexible online and offline training, post-course support, mentorship, and 100% placement assistance.

Typically, it takes 8-12 months to complete the CWM certification.

Study materials are online and exams must be taken at a physical test centre. Skillspade is the only education provider in Mumbai that offers offline training.

Yes, to maintain the CWM designation, you must complete Continuing Professional Education (CPE) requirements.

The CWM certification offers a comprehensive, globally recognized curriculum focused on practical skills and knowledge. Also, you will get live projects, internships and 100% placement assistance.

Yes, the CWM certification is internationally recognized by financial institutions and regulatory bodies. It is the only Wealth Management certification in India that is recognized globally.

Yes, you can retake the exam if you don't pass the first attempt. Also, our mentors are there to guide you throughout the journey.

Yes, the CWM certification connects you to a global network of certified professionals. Offline training with Skillspade also creates more networking opportunities.

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What Our
Certificants Say
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