THE CWM® CERTIFICATION DIFFERENCE

(CHARTERED WEALTH MANAGER®)

Anyone can call themselves a Wealth Advisor. Only those who have met AAFM® USA high standards for certification can call themselves a CWM® Professional.


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WHERE CAN CPM® CERTIFICATION TAKE YOU?

Work for a large firm. Join a small independent firm. Build your own practice. .

In whatever role you choose, CPM® certification opens the door to numerous opportunities to serve clients and help them reach their investment objectives.

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Our Courses

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FINANCIAL PLANNER

Creates unique investment policy statements to meet the unique investment objectives of their clients

INVESTMENT MANAGER

Selects and manages investments on behalf of a firm and its clients.

WEALTH MANAGEMENT ADVISOR

Develops one-on-one relationships with high-net-worth clients and helps to construct investment portfolios.

PORTFOLIO MANAGER

Manages client assets and portfolios in accordance with firm's guidelines, and contributes to research and analysis of investment opportunities and firm investment philosophy

FINANCIAL ANALYST

Performs research and analysis and/or manages investment options, making recommendations to advisors.

FUND MANAGER

Manage large Mutual Funds and Insurance Asset Portfolio’s.


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CHARTERED PORTFOLIO MANAGER® (CPM®) CERTIFICATION

If you practice portfolio or investment management in your work or want to make a career in ‘Portfolio Management’, earning the ‘Chartered Portfolio Manager® (CPM®) Certification’ builds your skills & knowledge.

The program concentrates on the practical application of financial and capital markets theory, investment and portfolio management and principles at the operational level within the financial services organization, thus providing momentum for continuing professional and personal development.

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Why study Portfolio Management?

To develop and implement investment strategies for individuals or institutional investor and to understand complex and varying requirements of clients and produce the financial results they desire in the today’s fast changing financial markets. Portfolio Management is defined as the process of taking strategic decisions on the types of investments a client should invest in, deciding the investment policy decisions by creating ‘Investment Policy Statement’ for clients based on their investment objectives, risk taking ability and investment performance outlook

What will you Learn?

You will learn

  • The theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives.
  • To explore the latest advances in modern portfolio theory and differentiate your portfolio management skills by adopting international best practice
  • How to construct & integrate optimum portfolios & asset mix planning into your portfolio development strategies
  • Appreciate the complexities of investing in emerging markets and develop strategies for managing risk and maximizing returns
  • How to capitalize on understanding behavioural biases and irrational behaviour in financial markets
  • The best practices in portfolio management and performance evaluation as well as current investment strategies.
  • About the global financial markets and instruments that characterize the investment opportunities available to today’s investor.

By the end of your assigned Project Work in the course, you will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success.


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Who should Apply

The qualification is suitable for a wide range of practitioners & learners involved in managing investments

Portfolio Managers, Fund Managers, Executives in Asset Management Companies.

Brokers, Sub-brokers, Investment Consultants.

Research Analyst, RIA, Financial Distributor, Technical expert.

Bankers, Finance Professionals.

High Net worth Investors, CA, CS.

Students seeking to understand Portfolio Management Services.

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CPM® Curriculum

The curriculum consists of 10 modules which cover all asset classes, analysis of financial assets and portfolio management techniques

  • Global Financial System.
  • Fundamentals of Portfolio Management.
  • Study of Investment Vehicles.
  • Corporate Finance.
  • Financial Statement Analysis.
  • Equity Analysis.
  • Study of Alternative Investment Products.
  • Real Estate Valuation.
  • Asset & Portfolio Management Strategies and Techniques.
  • Legalities of Portfolio Management..

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Pre-requirements to enrol for the certification?

  • No prior knowledge required to pursue the course.
  • To enrol for the program, you need to be have passed Intermediate (10+2).
  • To obtain the certification, you need to have a bachelor's degree from an accredited institution at the time of grant of certification.
  • You'll need a financial calculator.

CPM® Charter Holders are required to follow a strict code of ethics and rules that governs both their professional and personal conduct.

CPM® Fees & Validity

The Registration fees included free access to Online Study Material along with the paperback books which can be accessed through the Student Account.

Registration & Courseware Fees - INR 29,000/- + 18% GST

The registration is valid for 365 days from the date of activation of registration by AAFM® India and the candidate is required to complete the certification within 3 Years from the date of first registration

CPM® EXAMINATION

Exam Duration – 180 Minutes
Exam Fees – INR 3,000 + 18% GST/

The program concentrates on the practical application of financial and capital markets theory, investment and portfolio management and principles at the operational level within the financial services organization, thus providing momentum for continuing professional and personal development.

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CPM® Certification

The candidate whosoever qualifies the certification & examination requirements needs to pay the certification fees of USD 100 to obtain the CPM® certification

Want to Know More About CPM® Certification

START YOUR JOURNEY TO CPM® CERTIFICATION

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