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CWM_LEVEL_II Exam Format | CWM_LEVEL_II Course Contents | CWM_LEVEL_II Course Outline | CWM_LEVEL_II Exam Syllabus | CWM_LEVEL_II Exam Objectives

The objective of the Chartered Wealth Manager® Program is to equip candidates with both basic and advanced skills required by a Wealth Manager in performing his tasks and duties as a Wealth Manager, Private Banker and Wealth Advisor.



a. Acquiring core understandings in and across the disciplines that contribute to the domain of Wealth Management including Wealth Creation, Wealth Enhancement, Wealth Preservation and Wealth Transfer.

b. Relating these conceptual frameworks to dimensions of practical areas on the ground.

c. Providing candidates with opportunities to encounter and critically engage with instances of both challenging problems and attempted interventions by a Wealth Manager.

d. Engage with the complex financial markets, human attitudes and investment lifecycles.

e. Explore the ethical and personal dimensions of Wealth Advisory and understand the fiduciary responsibilities of a Wealth Manager.



UNIT 10 : Equity Analysis

UNIT 11 : Use of Alternative Products in Wealth Management

UNIT 12 : Use of Behavioral Finance in Wealth Management

UNIT 13 : Real Estate Valuation and Analysis

UNIT 14 : Relationship Management by a Wealth Manager

UNIT 15 : International Taxation

UNIT 16 : Portfolio Management Strategies

UNIT 17 : Wealth Management Planning

UNIT 18 : Advanced Wealth Management





LEVEL II – Advanced Level

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Unit 10- Equity Analysis

Equity as an asset class always features as the first choice in almost every portfolio. Considering the importance Equity possesses in investment management space this unit would focus at enabling the investment professional understand the various aspects of Equity including Equity Analysis by Technical & Fundamental Methods. The unit would help the investment professional in analysing the equity and its related products in a comprehensive & holistic manner. The unit would enhance the knowledge of the wealth manager regarding this premier asset class so that they can comprehensively advise clients on equity investments in conjunction with risk and return parameters.



Unit 11- Use of Alternative Products in Wealth Management

This course aims at explaining and discussing the importance of alternative assets in a clients portfolio. As the market for Alternatives is growing rapidly we would try to focus on how inclusion of alternate assets has affected the risk and return composition of global clients. The unit would also focus on studying the various alternate channels of investment and their applicability globally.



Unit 12- Use of Behavioral Finance in Wealth Management

This unit is focused on behavioral and psychological factors which influences the investment decision making of a client. This unit would further exemplify how the client behavior changes to different situations prevailing in the financial markets which would help a wealth manager in evaluating how to handle and manage the clients responses. The unit would also include case studies covering the behavioral biases shown by the clients and how a wealth can approach and mitigate the same.



Unit 13- Real Estate Valuation and Analysis

The purpose of the unit is to make an investment professional gain an understanding of the economic forces that drive Real Estate asset and how the niche characteristics of real estate can provide an excellent fitment in a clients portfolio. The unit would encompass the concepts, tools, and techniques for evaluating individual real estate assets. The Unit would also feature the different mechanisms through which a wealth manager can guide his client with respect to this asset class-Direct and Indirect.



Unit 14- Relationship Management by a Wealth Manager

Relationship management is the back-bone of wealth management business so the concept of Customer relationship management (CRM) is widely implemented by wealth management business outfits for managing relationship and interactions with customers, clients and sales prospects. The unit discusses techniques to find, attract, and win new clients, nurture and retain those the wealth manager already has, entice former clients back into the fold, and reduce the costs of marketing and client service.



Unit 15- International Taxation

The unit would help the financial market and investment management professional in assessing the applicability of various taxation aspects for an individual investor before deciding on the portfolio allocation of the client in the international space. The unit would cover the tax structures in few of the prominent investment zones across the globe like US, UK, Singapore and Mauritius. The latter part of the unit would make an investment professional understand in requisite detail the implications of Tax treaties, cross border taxation and on creating tax efficient structures for tax planning in multiple jurisdictions.



Unit 16- Portfolio Management Strategies

The unit would serve as a foundation for understanding of Portfolio Management process of an individual. This unit would cover the fundamental concepts of risk and return and their application in the context of overall portfolio of a client which would help the wealth manager in making efficient asset allocation with respect to clients risk and return objectives. This endeavor of the unit would be to guide the investment professional in drafting the Investment Policy Statement which is one of the most important tool of investment advisory arena. The latter part of the book would feature the various portfolio managing strategies both for Equity as well as Debt.



Unit 17- Wealth Management Planning

This unit covers the different aspects of managing and planning wealth management business across the globe. It focuses on analyzing and studying the various key profitability drivers like Clients, Products, Distribution and Organization of any wealth management business and how each of the drivers can impact the efficiency of the business. The unit would also feature the wealth management landscape globally in different markets and with specific focus on different business models.



Unit 18- Advanced Wealth Management

This unit builds upon the foundations in Wealth Management concepts covered under CWM® Program. The unit would provide an excellent platform to the wealth manager for constructing a comprehensive Wealth Plan for his client with specific focus on each of the 6 steps of the wealth management process covered in Level 1. This unit would make the investment professional understand the application of the each of the earlier units through different enriching live case studies. The unit would also provide handful tools drafted by AAFM (Performa for Portfolio Review) which can be used by an investment professional right from the start till the end of the wealth management process.

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