About CWM

  • Wealth Management Industry one of the fastest growing disciplines of the Financial Services Sector and India is one of the fastest growing wealth management markets presently. The total HNWI population is growing at over 20% CAGR, and the value of liquid assets is expected to grow at 19.8% CAGR. The high growth rate and the prediction that India will be the third largest economy in the world by the year 2030 makes India an attractive market. All this growth in the wealth and wealthy has generated a strong interest in the Indian Wealth Management Industry by both domestic and foreign players in the market.
  • CHARTERED WEALTH MANAGER (CWM ) is unique and the only Wealth Management certification in India. This certification comprehensively deals with all the aspects of wealth management like Investment Strategies, Life Cycle Manage-ment, Intergenerational Wealth Transfer, Relationship Management, Behavioral Finance, Alternative Products, Real Estate Valuation and Global Taxation. This certification enables the candidates to meet the current skill set needed by the industry and stand out of the crowd.
  • In order to acquire this certification, the candidate needs to clear the following exams:

CWM Level 1 Examination

  • Frequency of Examination – Monthly
  • Examination Type - MCQ's (Objective)
  • Duration - 2 Hours Duration
  • No. of Questions - 55 Questions
  • Passing Criterion - 50% (No negative marking)

CWM Level 2 Examination

  • Frequency of Examination – Monthly
  • Examination Type - MCQ's (Objective)
  • Duration - 3 Hours Duration
  • No. of Questions - 85 Questions
  • Passing Criterion - 50% (No negative marking)
CWM Brochure