30 % OFF
Save ₹80,000
CWM - Chartered Wealth Manager Qualification
Download Brochure
Course
Overview
1
Postgraduate level specialist qualification
with Specialist, client-focused practical qualification offering in-depth knowledge of investment issues
2
Access to full membership
of the Institute and MCSI designator letters
3
3 units comprehensive curriculum
covering Financial Markets, Portfolio Construction Theory and Applied Wealth Management
4
Gain global recognition
on the applicability of acquired knowledge & skilled
5
Recognised by financial services
recruiters as the best qualification for roles in wealth management
6
Free CISI
Student membership
7
Qualification developed in consultation
with leading stockbrokers, investment banks and professional trade bodies, including the Wealth Management Association (WMA) and
About
CWM
CiSi
Chartered Institute of Security and Investment
Accredited
By Triple E
Global Body
For Investment & Wealth Management professionals in business
Add CWM
Designated letters after your name
Founded in
For Investment & Wealth Management professionals in business 1801
200 years
Ago of Global Legacy
With more than
45,000 members globally,
Across 100 countries.
Meets RDR exam
Standards and FCA compliant
Free CISI
Student membership
About
CWM
CiSi
Chartered Institute of Security and Investment
Accredited
By Triple E
Global Body
For Investment & Wealth Management professionals in business
Add CWM
Designated letters after your name
Founded in
For Investment & Wealth Management professionals in business 1801
200 years
Ago of Global Legacy
With more than
45,000 members globally,
Across 100 countries.
Meets RDR exam
Standards and FCA compliant
Free CISI
Student membership
Why
CWM
CWM qualification provides a deep grounding in areas such as
Economics and interpretation of economic statistics
Financial statements
Investment analysis
Portfolio construction
Applied wealth management
You Should have successfully passed a Level 3 grade – ICWIM Certification or above of CiSi led Qualifications
Course
Architecture
The syllabus of CWM Qualification is spread across 3 domain specialization
Level 7 Certification
-
Unit 1
-
Unit 2
-
Unit 3
-
CWM Summary
Financial Markets
Analysis of macroeconomic government policy targets, instruments, and their effectiveness.
Impact of macroeconomics on the behaviour of markets, sectors, companies, and investment themes.
Analysis, interpretation and comparison of company information and financial statements in order to determine the prospects of a single company and investment class, as well as the relative prospects of different companies and investment classes.
Determination of prices and values for bonds and equities.
Evaluation, recommendation, and use of liquidity, bond, equity, and property based investments for wealth management and private client purposes.
Evaluation, recommendation, and use of alternatives and derivatives based investments for wealth management and private client purposes.
Analysis and comparison of market structure, trading venues, and financial indexes. - the analysis of the trading, clearing, settlement, lending, and custody process.
=
Unit 1
Gain your CWM Chartered Qualification.
Add Global Credibility To Your Career
Value Adds
Add more value to your CWM Certification
Business Intelligence
Certification in Business Intelligence accredited by AICPA and CIMA
Cybersecurity in Finance
Certification in Cybersecurity accredited by AICPA and CIMA
More Exemptions,
More Opportunities For All
Candidates who have in the past qualified as ACCA, CFA, CPA, CGA, CII or equivalent can gain upto 1 unit exemptions out of 3 units.
Check your
Eligibility
Learn from the
Industry Veterans
Our CMW Corporate Trainers
we believe that the key to excellence in finance education lies in our faculty's unparalleled domain expertise. They inspire, guide, and mentor our students to become future leaders in the financial world. Join us in exploring the world of finance with the best in the industry.
Book
Now
Our Learner Proposed Pass Rate
Save Big
On Your CWM Compliance Fee
Ace your CWM Exams with our
Strategic Tutorship Offerings
Get trained by CiSi Approved Training Provider (ATP)Industry Experienced CiSi Certified Trainers Alumni Network of 9500 Students Upto 45 days of Hands-On Industry Experience In-depth Exam Prep & Employability Enhancement Session5 Practice tests & Mocks Interest Free Easy EMI'S Starting from ₹12,555
View fee plan
Our Students Work with
Leading Companies
Students Placed
3700 +
Average Salary
4 LPA TO 9 LPA
Employer Network
350 +
Our Learners
Make Headlines
Working with FinPlan Education for my CWM was an incredible experience. The staff were knowledgeable, supportive, and truly dedicated to helping me succeed. Their guidance and resources were instrumental in helping me navigate the challenging coursework and exams.
Smith Shah
View More
I can't thank the team at FinPlan Education enough for their exceptional support throughout my CWM certification journey. From providing comprehensive study materials to offering personalized advice and mentoring, they went above and beyond to ensure I was well-prepared and confident heading into the exams.
Sharon Kallanikattu
View More
The staff at FinPlan Education are experts in their field and it definitely shows. Their deep understanding of the CWM curriculum and their commitment to helping their students succeed is unparalleled. I would highly recommend their services to anyone looking to advance their career in wealth management.
Haeli Doshi
View More
FAQ's
What is the CWM level under the CiSi Wealth Management Pathway
CWM - Chartered Wealth Manager Qualification is the highest Level of certification under the Level 7 of Wealth Management Qualification pathway of CiSi body. This qualification is recognized Worldwide and is highly respected amongst Investment Management and Private Banking Firms for top strategic Functional roles.
What are the entry requirements for the Chartered Wealth Management Qualification program at Finplan Edu, and how can I apply
The learners have to pass a minimum Level 3 - ICWIM or equivalent degree of examination to successfully qualify for CWM - Chartered Wealth Manager qualification
What are the job prospects in India for CWM Qualifiers
India is now a global financial landscape for aspiring finance and investment managers. With impetus to globalisation, start-up ecosystem, Make-In India manufacturing motives; services in private banking, Fundraising, portfolio management, investment analysis, investment banking, financial planning and similar there is a huge demand for qualified Wealth Managers who can contribute their expertise amongst clients, global banks and private finance institutions.
What additional resources and support services are available, such as study materials, mentorship, and networking opportunities
The CWM Qualification offers a direct entry amongst the CiSi highly qualified professional fraternity which opens doors to a large arena of networking and career opportunities through the member network meet-ups, global conferences and CPD (Continuous Professional Development) support.
The Study material is CiSi approved, consisting of study text. Additional Exam resources such as QnA bank, Practice questions, Mock exams, revision sessions, doubt solving sessions , exam road map, personalised performance plan are aimed at learner security and a higher meritorious rank in the examination.
What is the global recognition of the Chartered Wealth Management Qualification, and how does it impact career prospects for graduates of Finplan Edu's program
CWM Qualification is recognized amongst 100+ Countries. It is a perfect qualification for graduates aiming for a global professional career in Investment Management and related fields. This program offers the depth of understanding, skill enhancement and professional competency development which makes you eligible for jobs in the investment management roles.
It a perfect course if you are desirous of gaining respect and recognition for top MNC’s and Conglomerates in the Investment Management domain.
Start Your Application Today
Apply now
