CHARTERED WEALTH MANAGER – CWM Level I 2025 : Live Sessions, Question Bank, Mock Test, Quick Short Notes, Books & Bonus Wealth Management Master Course
Learning Objectives –
Unit 1 – Concept of Wealth Management
Chapter 1 – Introduction to Wealth Management
Chapter 2 – Data Gathering & Wealth Management Process
Chapter 3 – Analysis of Personal Financial Statements
Chapter 4 – Mathematics of Cash flow-Time Value of Money
Chapter 5 – Annuity & Capital Budgeting
Chapter 6 – Amortization & depreciation
Chapter 7 – Wealth Management Industry
Chapter 8 – Wealth Management in India
Chapter 9 – Trends in Wealth Management
Unit 2 – Indian and Global Financial System
Chapter 1 – The Global FInancial System
Chapter 2 – Indian Financial System
Chapter 3 – Regulatory Structure of India
Chapter 4 – The International Regulatory Framework & Financial Institutions
Chapter 5 – Economic Unions
Chapter 6 – Economic Indicators
Chapter 7 – Economic Policies
Chapter 8 – National Income Accounting
Chapter 9 – Trade Policies & Balance of Payment
Chapter 10 – The Reforms in the Financial System
Chapter 11 – How to Choose Country for Investments
Chapter 12 – Risk & Surveillance in Markets
Unit 3 – Investment Vehicles in Wealth Management
Chapter 1 – Understanding Investments
Chapter 2 – Investments in Equity
Chapter 3 – Fixed Income Instruments
Chapter 4 – Real Estate
Chapter 5 – Mutual Funds
Chapter 6 – Derivatives
Chapter 7 – Small Saving Schemes
Chapter 8 – Alternative Investment
Chapter 9 – Comparison of Financial Instrument
Unit 4 – Measuring Investment Risk & Returns
Chapter 1 – Introduction to Returns
Chapter 2 – Complexities of returns
Chapter 3 – Introduction to risk
Chapter 4 – Measuring Risk
Chapter 5 – Portfolio Risk & Return
Chapter 6 – Managing Risk
Chapter 7 – Risk Adjusted Returns
Unit 5 – Concept of Insurance and Risk Management
Chapter 1 – Insurance and risk analysis
Chapter 2 – Insurance contract & legal liability
Chapter 3 – Life Insurance
Chapter 4 – General Insurance
Chapter 5 – Regulatory Framework on Insurance
Chapter 6 – Insurance Mathematics
Chapter 7 – Wealth Planning & Life Insurance
Unit 6 – Role of Wealth Management in Banking
Chapter 1 – Introduction to Banking
Chapter 2 – Banking & the Economy
Chapter 3 – Global Regulation of Banking
Chapter 4 – International Banking
Chapter 5 – Anti Money Laundering
Chapter 6 – Bank Customer Relationship
Chapter 7 – Types of Accounts
Chapter 8 – Modes of Withdrawal & Transfer of Fund
Chapter 9 – Retail Banking
Chapter 10 – Performing Assets & Non Performing Assets
Chapter 11 – Security Creation & Lending Schemes
Chapter 12 – Borrower’s Profile Analysis
Unit 7 – Legalities in Wealth Management
Chapter 1 – Introduction to law
Chapter 2 – Meaning & Essential of a Contract
Chapter 3 – Law of Agency
Chapter 4 – Formation of Companies
Chapter 5 – Various Acts
Chapter 6 – Islamic sharia banking
Chapter 7 – Investor Complaint Redressal Mechanism In India
Chapter 8 – Investment Advisor Regulations
Chapter 9 – Ethics in Investment advisor business
Unit 8 – Tax Laws for Wealth Management
Chapter 1 – Introduction to Tax
Chapter 2 – Introduction to Income Tax
Chapter 3 – Residential Status and Tax Incidence
Chapter 4 – Heads of Income and Income under the Head Salary
Chapter 5 – Income From House Property
Chapter 6 – Income From Business and Profession
Chapter 7 – Capital Gain Tax
Chapter 8 – Income From Other Sources
Chapter 9 – Clubbing of Income
Chapter 10 – Set Off and Carry Forward of Losses
Chapter 11 – Deductions from gross Total Income
Chapter 12 – Tax Deducted at Source
Chapter 13 – Tax Planning, Tax Avoidance, Tax Evasion and Tax Management
Chapter 14 – Filing of Tax Return
Chapter 15 – Taxation of Other Products
Chapter 16 – Tax Provision For Special Cases
Unit 9 – Life Cycle Management
Chapter 1 – Financial Life Cycle
Chapter 2 – Wealth Creation
Chapter 3 – Basics of Retirement Planning
Chapter 4 – Retirement Benefits
Chapter 5 – Defined Benefit Plans
Chapter 6 – Defined Contribution Plans
Chapter 7 – Superannuation and Other Retirement Plans
Chapter 8 – Group Life and Health Insurance
Chapter 9 – Retirement Needs Analysis
Chapter 10 – Retirement Income Streams
Chapter 11 – Life Cycle Investment advise Model
Unit 10 – Intergenerational Wealth Transfer & Tax Planning
Chapter 1 – Will
Chapter 2 – Intestate Succession
Chapter 3 – Transfer of Property
Chapter 4 – Trust
Chapter 5 – Private Trusts
Chapter 6 – Special Types of Trusts
Chapter 7 – Society As A Form Of Chartered Organization
Chapter 8 – HUF
CWM Level I – Quick Short Notes – PPT
Unit 1 – Concept of Wealth Management-Quick Short Notes-PPT
Unit 2 – Indian and Global Financial System-Quick Short Notes-PPT
Unit 3 – Investment Vehicles in Wealth Management-Quick Short Notes-PPT
Unit 4 – Measuring Investment Risk & Returns-Quick Short Notes-PPT
Unit 5 – Concept of Insurance and Risk Management-Quick Short Notes-PPT
Unit 6 – Role of Wealth Management in Banking-Quick Short Notes-PPT
Unit 7 – Legalities in Wealth Management-Quick Short Notes-PPT
Unit 8 – Tax Laws for Wealth Management-Quick Short Notes-PPT
Unit 9 – Life Cycle Management-Quick Short Notes-PPT
Unit 10 – Intergenerational Wealth Transfer & Tax Planning-Quick Short Notes-PPT
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