Chartered Wealth Management


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. The course provides an exhaustive coverage of traditional asset classes like equities, bonds, etc. as well as alternative asset classes like real estate, commodities, structured products, hedge funds, Private equities and many more. Knowledge about national and international laws and taxation aspects empowers a candidate with essential tools to become a successful investment manager.


On successful completion of the program, you would be awarded the professional certification in “CHARTERED WEALTH MANAGEMENT” by AAFM and EduEdgePro.


  • Detailed curriculum books will be shared covering all the sections outlined below
  • The participants get updates of the industry and the opportunities as a wealth manager with relevance to the globe.
  • It will help to learn market dynamics and innovation in financial products in wealth management
  • Gaining insights of global best practices in the financial industry and helps to understand the options and issues in wealth planning.
  • Develop skills in building wealth management solutions for self or clients.


  • 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.
  • Relating these conceptual frameworks to dimensions of practical areas on the ground.
  • Providing candidates with opportunities to encounter and critically engage with instances of both challenging problems and attempted interventions by a Wealth Manager.
  • Engage with the complex financial markets, human attitudes and investment lifecycles.
  • Explore the ethical and personal dimensions of Wealth Advisory and understand the fiduciary responsibilities of a Wealth Manager
  • Understand the various Portfolio Management Techniques
  • Enter into the spectrum of Wealth Management Products
  • Learn more about Equity Analysis, PMS, Alternate Investment Products, Real Estate, International Taxation, Estate Planning, etc.
  • Start Catering to HNI & UHNI Clients along with your existing client


  • Bankers
  • Mutual Fund Distributors
  • Relationship Manager
  • Independent Financial Advisors
  • Customer Relationship Officers
  • Stock Brokers
  • Insurance Advisors
  • Financial Advisors
  • Individual Investors

Fast Facts

  • Certified by : Moody’s Analytics and EduEdgePro
  • Broad Coverage:
  • Concept of wealth management
  • Indian and Global Financial System
  • Investment Management Planning
  • Products in Wealth Management
  • Laws on Wealth Management
  • Application Wealth Management
  • Asset classes of wealth management
  • Behavioral Finance
  • Relationship Management by Wealth Manager
  • Loan & Debt Management
  • Portfolio Management Strategies
  • International Taxation and Trust Planning
  • Wealth Management Planning


The unit would enable you to understand the history and origination of the International Financial Markets, Global Financial Institutions, and regulatory institutions, Monetary and Economic System and you will further learn about the Wealth Management Process, Client Interaction Process, Time Value of Money Applications, Personal Financial Statements, Cash Flow Management etc

Concept Of Wealth Management
  • Wealth Management
  • Wealth Management Process
  • Personal Financial Statements
  • Time Value of Money
  • Annuities
  • Use of Capital Budgeting Techniques In Personal Finances
  • Mathematics of loan
  • Depreciation
  • Wealth management Industry
  • Ethical Issues in providing Financial Advice
Indian And Global Financial System
  • Economic Unions
  • The International Financial Institution
  • Introduction To macro economics
  • Inflation and Interest Rates
  • National Income Accounting
  • Government And Fiscal Policy
  • Money And Monetary Policy
  • The External Sector
  • The Balance Of Payment
  • International Regulatory Framework
  • The Future Of the Global Financial System
  • Regulatory Structure In India

The unit would enable to understand and calculate the different return measures which are helpful for assessing the performance of various asset classes like Equity and Mutual Funds, understanding the concepts of return for an asset in general and portfolio. This unit would further enable the wealth manager to understand the knowledge requirements relating to risk analysis in detail.

Measuring Investment Returns In Wealth Management

  • Introduction To return
  • Returns as in depth study
  • Introduction to risk
  • Measuring Risk
  • Portfolio Risk and Return
  • Managing Risk
  • Risk Adjusted Returns
Managing Investment Risk Wealth Management
  • Concepts of Insurance And Risk Management
  • Insurance Contract And Legal Liability
  • Life Insurance- Analysis Of Life Cover, Strategies And Products
  • General Insurance- Property, Health And Liability Insurance
  • Regulatory Framework Of Insurance
  • Insurance Mathematics
  • Wealth Planning And Life Insurance

The unit would focus on the concept, structure, returns measurement (income and/or capital gains), tradability, liquidity and legal issues of the major investment vehicles. This unit would further focus on the understanding of the banking industry, its processes and its products currently prevailing in the Indian market

Investments Vehicles Of Wealth Management
  • Introduction To Financial Product
  • Types Of Bank Deposits
  • Investment Equity
  • Fixed Income Instruments
  • Real Estate
  • Mutual Fund
  • Insurance Product
  • Derivatives
  • Small Saving Schemes
  • New Pension Schemes
  • Other Investment Products
Role Of Wealth Management In Banking
  • Introduction To Banking
  • Banking and the Economy
  • International Banking
  • Anti- Money Laundering And Due Diligence
  • Bank- Customer Relationship
  • Types Of Bank Deposits
  • Mode of Withdrawals and Transfer Of Funds
  • Retail Banking
  • Meaning And Definition Of PA and NPA- Copy
  • Security Creation

This unit would highlight some of the most important statutes and regulations affecting businesses, families, and individuals which a wealth manager should be aware of in his role of managing and accumulating wealth and this unit would further enable to understand the tax structure in India, to compute tax under various heads of income, to gain a deep understanding of the techniques employed in tax planning

Legalities In Wealth Management
  • Introduction To Law
  • Meaning And essentials Of a contract
  • Law Of Agency
  • Formation Of companies
  • Various Acts
  • Anti- Money Laundering
  • Islamic Sharia Banking
  • Investment Advisor Regulations
  • Investor complaint Redressal Mechanism In India
Tax Laws For Wealth Management
  • Introduction To Tax & Income Tax
  • Residential Status And Tax Incidence
  • Heads Of Income And Income Under The Head Salary
  • Income From House Property
  • Income From Business & Profession
  • Capital Gain Tax
  • Income From Other sources
  • Clubbing Of Income
  • Set Off and Carry Forward Of Losses
  • Deductions From Gross Total Income
  • Taxation Of Trust In India
  • Tax Planning, Tax Avoidance , Tax Evasion & Tax Management
  • Filing OF Tax Return

This unit would explain the concept of life cycle management including retirement planning for an investment professional and this unit would further enable the wealth manager in understanding how Estate Planning can guide the client in determining who will receive his wealth at his death, how much of his wealth will go to the government in taxes, and whether his property will pass through a probate estate or through a trust.

Life Cycle Management
  • Life Cycle Management
  • Wealth Creation
  • Basics Of Retirement Planning
  • Retirement Benefits
  • Defined Benefits& Contribution Plans
  • Superannuation And Other Retirement Plans
  • Group Life And Health Insurance
  • Retirement Needs Analysis
  • Retirement Income Streams
  • Life Cycles Investment Model
Intergenerational Wealth Transfer & Tax Planning
  • Will
  • Intestate Succession
  • Transfer Property
  • Trust
  • Private Trust
  • Society as a form Of charitable Organization
  • HUF
  • Wealth Tax

This unit would focus at enabling the investment professional understand the various aspects of Equity and various alternate channels of investment and their applicability in India and this unit would further enable to understand the concepts, tools, and techniques for evaluating individual real estate assets.

Equity Analysis
  • Equity Markets And Structures
  • Fundamental Analysis
  • Industry Analysis
  • Company Analysis
  • Models Of Equity Valuation
  • Technical Analysis
  • Types Of Charts
  • Technical Indicators and others
  • Theories Of Technical Analysis
  • Wealth Management Perspective
Alternative Investment Products
  • Derivatives – Options and Swaps
  • Alternate Swaps
  • Hedge Funds
  • Commodities and Managed Futures
  • Private Equity
  • Credit Derivatives
  • Structured Products
  • Alternative and Risk Mitigation
  • Alternate Asset In India
Real Estate Valuation And Analysis
  • Introduction to Real Estates
  • Categories Of Real Estate
  • Real Estate Indices
  • Real Estate Financing
  • Real Estate Markets And Analysis
  • Real Estate Valuation
  • Issues In Real Estate Valuation
  • Real Estate Investment Trust (RIET) And REMS
  • Integration Of Real Estate In a Portfolio
  • India’s Real Estate Sector

This unit is focused on behavioral and psychological factors which influence the investment decision making of a client and this unit would further enable to understand the 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.

Behavioral Finance
  • Behavioral Finance
  • Heuristics and Biases
  • Anomalies- Economic Behavior
  • Anomalies- Market Prices & Returns
  • Group Behavior
  • Investments Style And Behavioral Finance
  • Cases
  • Wealth Management Perspective
Relationship Management By Wealth Manager
  • Introduction To CRM
  • Types of CRM
  • Understanding Relationships
  • CRM Implementation
  • Creating Value For Customers
  • Customer Portfolio Management
  • CRM and Customer Experience
  • Managing Customer Life Cycle – Custom Acquisition, Customer Retention
  • Managing Networks For CRM Performance
  • Managing Investor and Employee Relationships
  • Information Technology For CRM
  • Advanced Selling Skills

The unit would cover the loan management fundamentals and the various types of loans available to different set of borrowers and credit process and some part of debt consolidation and this unit would also enable to understand the fundamental concepts of risk and return and their application in the context of overall portfolio of a client and the taxation for NRI clients and on tax planning through trust for clients

Loan & Debt Management
  • Introduction To Credit
  • Types Of Credit Facilities To Individuals
  • The Credit Process
  • Credit Bureaus In India
  • Debt Consolidation
  • Financial Mathematics Of Loan
  • Working Capital Finance
  • Redressal Mechanism
  • Tax Implications Of Loans
  • Wealth Management Perspective
Portfolio Management Strategies
  • Introduction To Portfolio Management
  • Investment Risk
  • Types Of Investment Returns
  • Measures Of Risk
  • Managing Through Diversification
  • Asset Pricing Models
  • Asset Allocation
  • Equity Portfolio Management Strategies
  • Fixed Income Portfolio Management
  • Rebalancing Strategies
  • Asset Liability Management Of Individual Investors
  • Drafting of Investment Policy Statement
  • Current Scenario Of Portfolio Management
International Taxation And Trust Planning
  • Introduction To International Taxation
  • Income Tax Structure In Different Countries
  • Double Taxation In India
  • Major Tax Treaties In India
  • Transfer Pricing In India
  • Taxation Of NRI’S
  • Tax Planning Through Trust

This unit covers the different aspects of 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 this unit would further provide an excellent platform to the wealth manager for constructing a comprehensive Wealth Plan for his client

Wealth Management Planning
  • Wealth Management In Current Era
  • Wealth Management Landscape And Outlook In India
  • Profitability Trap Of Wealth Planning
  • Key Profitability Drivers
  • Clients as Profitability Driver
  • Product As Profitability Drivers
  • Distribution Channels as Profitability Driver
  • Organization Structure as Profitability Driver
  • Technology And Operations as Profitability Driver
  • Business Operating Model
  • Wealth Management Models In India
  • Conclusion Of Wealth Management Business Model
Advanced Wealth Management
  • Understanding The wealth Management Process
  • Identify and Clarify The Current Situation
  • Identify Goals And Objectives
  • Analyze Financial Issues and Opportunities
  • Developing The Wealth Management Plan
  • Implementation And Review Of the Wealth Management Plan
  • Case Studies


Let us bring our classes to you! Our in-house training are ideal for groups of 10 or more people. We can provide Off-the-shelf training in the form of our classic courses, or we can provide bespoke training, tailored to your organizational goals and objectives. Please contact us for further details