CHARTERED WEALTH MANAGER – CWM Level II 2025 : Live Sessions, Question Bank, Mock Test, Short Notes, Books & Bonus Wealth Management Master Course
Learning Objectives –
Unit 1 – Equity Analysis
Chapter 1 – Equity Markets And Structures
Chapter 2 – Fundamental Analysis
Chapter 3 – Industry Analysis
Chapter 4 – Company Analysis
Chapter 5 –Models of Equity Valuation
Chapter 6 – Technical Analysis
Chapter 7 – Type of Charts
Chapter 8 – Technical Indicators
Chapter 9 – Other Technical Indicators
Chapter 10 – Theories Of Technical Analysis
Unit 2 – Alternative Investment Products In Wealth Management
Chapter 1 – Derivatives-Options And Swaps
Chapter 2 – Alternate Assets
Chapter 3 – Hedge Funds
Chapter 4 – Commodities And Managed Futures
Chapter 5 – Private Equity
Chapter 6 – Credit Derivatives
Chapter 7 – Structured Products
Chapter 8 – Alternatives And Risk Mitigation
Chapter 9 – Alternate Assets In India
Unit 3 – Investment Vehicles in Wealth Management
Chapter 1 – Introduction to Real Estate
Chapter 2 – Categories Of Real Estate
Chapter 3 – Real Estate Indices
Chapter 4 – Real Estate Financing
Chapter 5 – Real Estate Markets and Analysis
Chapter 6 – Real Estate Valuation
Chapter 7 – Issues In Real Estate Valuation
Chapter 8 – Real Estate Investment Trust (Reit) And Rems
Chapter 9 – Integration Of Real Estate In A Portfolio
Chapter 10 – India’s Real Estate Sector
Unit 4 – Behavioral Finance In Wealth Management
Chapter 1 – Introduction to Behavioral Finance
Chapter 2 – Heuristics and Biases
Chapter 3 – Anomalies – Economic Behavior
Chapter 4 – Anomalies – Market Prices & Returns
Chapter 5 – Group Behavior
Chapter 6 – Investment Style and Behavioral Finance
Chapter 7 – Behavioral Finance in Practice
Chapter 8 – Cases on Behavioral Biases
Unit 5 – Relationship Management By A Wealth Manager
Chapter 1 – CRM and Wealth Management
Chapter 2 – Types of CRM
Chapter 3 – Understanding Relationships
Chapter 4 – CRM Implementation
Chapter 5 – Creating Value for Customers
Chapter 6 – Customer Portfolio Management
Chapter 7 – Customer Relationship Management and Customer Experience
Chapter 8 – Managing Customer Life Cycle – Customer Acquisition
Chapter 9 – Managing Customer Life Cycle – Customer Retention
Chapter 10 – Managing Networks for Customer Relationship Management Performance
Chapter 11 – Managing Investor and Employee Relationships
Chapter 12 – Information Technology for Customer Relationship Management
Chapter 13 – Advanced Selling Skills
Unit 6 – Loan & Debt Management
Chapter 1 – Introduction to Credit
Chapter 2 – Types Of Credit Facilities To Individuals
Chapter 3 – The Credit Process
Chapter 4 – Credit Bureaus in India
Chapter 5 – Debt Consolidation
Chapter 6 – Financial Mathematics of Loan
Chapter 7 – Working Capital Finance
Chapter 8 – Redressal Mechanism
Chapter 9 – Tax Implications of Loans
Unit 7 – Portfolio Management Strategies
Chapter 1 – Introduction to Portfolio Management
Chapter 2 – Portfolio Manager
Chapter 3 – Investment Risk
Chapter 4 – Types of Investment Returns
Chapter 5 – Measures of Risk
Chapter 6 – Managing Risk through Diversification
Chapter 7 – Asset Pricing Models
Chapter 8 – Asset Allocation
Chapter 9 – Equity Portfolio Management
Chapter 10 – Fixed Income Portfolio Management
Chapter 11 – Rebalancing Strategies
Chapter 12 – Asset Liability Management of Individual Investors
Unit 8 – International Taxation
Chapter 1 – Introduction To International Taxation
Chapter 2 – Income Tax Structure In Different Countries
Chapter 3 – Double Taxation In India
Chapter 4 – Major Tax Treaties In India
Chapter 5 – Transfer Pricing In India
Chapter 6 – Taxation Of Nris
Chapter 7 – Tax Planning Through Trust
Unit 9 – Wealth Management Planning
Chapter 1 – Wealth Management In Current Era
Chapter 2 – Wealth Management Landscape And Outlook In India
Chapter 3 – Profitability Trap Of Wealth Managers
Chapter 4 – Key Profitability Drivers
Chapter 5 – Clients as Profitability Driver
Chapter 6 – Product as Profitability Driver
Chapter 7 – Distribution Channels As Profitability Driver
Chapter 8 – Organization Structure as a Profitability Driver
Chapter 9 – Technology and Operations as Profitability Driver
Chapter 10 – Business Operating Models
Chapter 11 – Wealth Management Models In India
Chapter 12 – Conclusion Of Wealth Management Business Models
Unit 10 – Advanced Wealth Management
Chapter 1 – Understanding the Wealth Management Process
Chapter 2 – Identify and Clarify the Current Situation
Chapter 3 – Identify Goals and Objectives
Chapter 4 – Analyze Financial Issues and Opportunities
Chapter 5 – Developing the Wealth Management Plan
Chapter 6 – Implementation and Review of the Wealth Management Plan
Chapter 7 – Case Studies on different Aspects of Wealth Management
CWM Level II – Quick Short Notes – PPT
Unit 1 – Equity Analysis – Quick Short Notes-PPT
Unit 2 – Alternative Investment Products In Wealth Management – Quick Short Notes-PPT
Unit 3 – Investment Vehicles in Wealth Management – Quick Short Notes-PPT
Unit 4 – Behavioral Finance In Wealth Management – Quick Short Notes-PPT
Unit 5 – Relationship Management By A Wealth Manager – Quick Short Notes-PPT
Unit 6 – Loan & Debt Management – Quick Short Notes-PPT
Unit 7 – Portfolio Management Strategies – Quick Short Notes-PPT
Unit 8 – International Taxation – Quick Short Notes-PPT
Unit 9 – Wealth Management Planning – Quick Short Notes-PPT
Unit 10 – Advanced Wealth Management – Quick Short Notes-PPT
