Friday 29 January 2021

Chartered Wealth Management as a Professional Course in Finance

 

Wealth Management Course

Wealth Management is one of the most sought-after careers in the world today. With a growing number of professionals graduating from fields that direct towards finance analysis, management, and planning, wealth management is slowly turning into the field that offers some of the most lucrative and rewarding designations globally. Wealth Management is a unique field that deals with all aspects of wealth management including, strategies for investment, Life Cycle Management, Wealth Transfer (Intergenerational,) Real Estate Valuation, Relationship Management, Behavioural Finance, and Global Taxation, etc. Wealth management is a vast field, and it opens a wide range of career options for professionals. 

Wealth Management as a field and role comes with a lot of exciting responsibilities. If you are an avid enthusiast of finance, you will enjoy working as a wealth management professional with a reputed organization. The Chartered Wealth Manager designation i.e. the CWM designation is a widely held and appreciated appointment that is provided to excellent wealth managers on completion of the CWM certification by the American Academy of Financial Management (AAFM.)

However, one question that always crosses minds is if the CWM course and certification is worth all the time, effort, and money? To understand this better, let’s dive into learning more about the profession of Chartered Wealth Management, differentiating it from other professional courses in finance, and understanding the process to grab an opportunity as a financial advisor, analyst, or wealth manager. 

Understanding Chartered Wealth Management as a Professional Course in Finance

The Chartered Wealth Manager is a popular and appreciated professional designation issued by the American Academy of Financial Management (AAFM) that is aimed to declare the experience, expertise, and skill of wealth management professionals as sound professionals. The CWM program gives professionals with experience of more than three years an advanced exposure in all facets of wealth management. Moreover, the CWM course is best done after any master’s degree in the field of finance. Chartered Wealth Management accredits expert proficiency to managers, partners, associates, and consumers in the areas of financial planning. The areas included for exposure with CWM include investments, tax, risk, retirement, economics, estate planning, and banking. 

Further, the Chartered Wealth Manager certification program concentrates mainly on subjects like relationship management, sales, communication, and financial planning. The CWM certification also needs 15 hours per year of recommencing learning qualifications.

With a Chartered Wealth Management certification program with AAFM, you will master the following skills demanded based on the current industry trends.  

  • Traverse through the most advanced approaches in wealth management strategies
  • Brush and groom your abilities in wealth management by adopting the most reliable global practices
  • Create a checklist of all the primary techniques applied in wealth management, worldwide 
  • Establish skills that will remain with you everywhere throughout your career
  • Grow into a specialist who knows the art of evaluation, analysis, and mapping when operating finance-related states with Super High Net Worth Clients
  • Combine excellent services when building your wealth management strategies
  • Learn to master and solve the complexities related to investments in global markets
  • Produce approaches for controlling risks to maximize profits

 

Is the wealth management course worth it? 

Indeed! Wealth Management course is worth all efforts, time, and money. Getting a Chartered Wealth Management certification will help you showcase your abilities and proficiencies as a qualified wealth manager. Apart from getting lucrative job opportunities and a comparatively rewarding salary in a reputed organization, you will be considered a master of wealth management. Learners will gain knowledge to build result-oriented strategies that boost investments. They will also get the acumen to analyze vast quantities of financial data and gives the clients a nonpartisan estimate of the information. How is the wealth management course i.e. the Chartered Wealth Management certification beneficial? 

  • With AAFM, you will get a chance to use Designations that are certified by the Board after your name on your Business Card
  • You will also get a chance to boost your designation on your Promotional Materials to attract independent clients 
  • CWM is a global Certification in the true sense
  • Chartered Wealth Management Certification requires no regional examination
  • CWM certificate is awarded shortly post the completion of the certification by the American Academy of Financial Management, US
  • You will get a golden opportunity to save good job opportunities 
  • You will be recognized easily by all autonomous, self-governing, and global authorities 
  • The CWM will grant you a designation that will highlight your professional achievements, education, persistence, and knowledge
  • You can easily add the certification by AAFM to your Resume, Cover-Letter, Degree, etc and increase your salary potential
  • You can also become a prized member of an extended network of 50,000 and more 

 

How should one become a financial advisor? 

Once you complete the Chartered Wealth Management certification from AAFM, you will get a chance to choose the designation of your preference based on your abilities. Based solely on your preference and skills imparted during the certification, you will easily get a chance to work as a wealth manager, financial advisor, financial analyst, relationship manager, and portfolio manager.

The choice of professional courses in finance like the wealth management course available at AAFM will make all the difference in your career. The Chartered Wealth Management certification offered by the American Academy of Financial Management will certify you as a wealth management professional who is fit to serve giant recruiting companies and organizations.

Tuesday 5 January 2021

Choose the Best Finance Courses in India - Wealth Management Course

Best Finance Courses
Best Finance Courses

Courses in Finance and banking are offered at several levels in the country. There are finance courses available for aspirants after intermediate, graduation, and even after post-graduation. Few courses are also offered in the form of skill enhancement and grooming or certification programs that work as courses set by statutory bodies. These bodies set up courses by acts of parliament and are given through universities and foreign boards like AAFM.

If you stumbled across this article, you must be on the lookout for ways to carve a prestigious career in finance with the help of the best finance courses. But if you have no idea how to go about it, we have lined up some of the most lucrative best finance courses for you to take the next step in life. The right degree or course is the first step to building a rewarding career. Right after graduation in commerce, students can easily vouch for their choice of career in finance. Whether it’s wealth management or financial planning and financial advisory; the following list will showcase you all the available options to choose from after graduation.

Best Finance Courses in India After Graduation

Chartered Wealth Manager (CWM)

A globally recognized course, the Chartered Wealth Manager course is built especially for professionals who are keen on learning real-world skills to thrive in the world of wealth management and advisory. The CWM which is a wealth management course by AAFM is one of the highest distinctions in the profession of wealth management and comes with a lot of opportunities. As a CWM degree holder, participants will gain the knowledge and understanding of the competitive wealth management industry and ways to strive in the investment industry. The CWM program will help all learners capitalize on their passion along with their strength and work towards their future with a globally trusted credential of wealth management. The wealth management course will assist you to gain the designation that will showcase the world, all the skills demanded to thrive in today’s multifaceted and evolving wealth & investment management industry.

How to get the CWM (Wealth Management Course)?

Becoming a CWM holder is a matter of pride and a defining moment for all professionals in finance. It showcases the stronghold of knowledge and expertise in wealth advisory, management, investments, and portfolio management. To get your hands on the globally recognized CWM degree, AAFM offers an exclusive CWM program to help all finance professionals earn the CWM charter.

Enroll in the CWM Program from AAFM
Study with AAFM using the USA-Acer System which is a leading e-learning system
Pass the Level- I Examination
Pass the Level- II Examination
Complete all the project works which are mandatory for all pathways
Join AAFM as a regular member as candidates are required to become AAFM members to obtain the charter

Accredited Financial Analyst (AFA)

Prominently called the AFA certification, the Accredited Financial Analyst is another highly regarded and valued international qualification meant especially for professionals who wish to work as Financial Analysts and Financial Research Analysts. AAFM (American Academy of Financial Management) offers the AFA certification in the US and promotes it as an industry standard for experts managing the financial services industry. These professionals include experts working as Research Analysts, Portfolio Managers, Equity Analysts, Investment Bankers, etc. The Accredited Financial Analyst equips all professionals to understand the statements of finance and utilize the statements to estimate the power of organizations. Beginning from teaching concepts that cover accounting, statistics, economics, and psychology; the AFA course further covers advanced and modern analytical techniques.

How to Get the AFA Degree?

Enroll in the AFA Program from AAFM
Study with AAFM using the USA-Acer System which is a leading e-learning system
Pass the Level- I (Foundation Examination)
Pass the Level- II (Advanced Examination)
Complete all the project works which are mandatory for all pathways
Join AAFM as a regular member as candidates are required to become AAFM members to obtain the charter

Certified Financial Planner (CFP India)

Designed especially for professionals after finishing a bachelor (graduate) degree in commerce, financial management should be the role you attempt. However, it is desirable to choose a Certified Financial Planner. It provides you in-depth training and understanding of tax planning, insurance management, and financial estate planning. Banks and financial institutions look for CFPs for portfolio management. Also, with a CFP India certificate, you can practice easily in more than 23 countries around the globe with the designation of a Certified Financial Planner.

Chartered Financial Goal Planner (CFGP)

Also called the CFGP Certificate Program, the Chartered Financial Goal Planner certification is designed for developing all the fundamental and required skills for Wealth Advisors to make it big in the industry. The CFGP course enables all professionals to gain expertise in Financial Planning, Investment Planning, and Goal Planning. American Academy of Financial Management India offers professionals the chance to get their hands on the global certification that can further act as a stepping stone to greater higher-level certifications like the Associate Wealth Manager (AWM) and Chartered Wealth Manager (CWM.)

How to become CWM Certified?

Enroll in the CWM Program from AAFM
Study with AAFM through a Corporate Tie-Up Mode
Learn Module 1 of the CWM program (Personal Financial Planning)
Learn Module 2 (Financial Mathematics)
Learn Module 3 (Financial Plan Construction)
Pass the CWM Certification examination
Join AAFM as a regular member as candidates are required to become AAFM members to obtain the charter

Aspiring professionals can easily take advantage of globally recognized best finance courses available at AAFM and pursue their choice of career after graduation. It is always advised to consider and analyze the level of difficulty of each course before making a last judgment for choosing a finance course after graduation.