CWM® Program
Achieve one of the highest distinctions in the wealth management profession: Become a Chartered Wealth Manager® (CWM®). As a CWM® charter holder, you will have the knowledge and the skills to thrive in the competitive wealth management & investing industry.
The CWM® charter gives you expertise and real-world skills in wealth management and investment advisory.
Join more than 300,000+ professionals who have been recognized globally for their technical skills, commitment to ethics and professionalism.
Expand Your Knowledge with a Relevant and Rigorous Curriculum
The CWM® Program helps you capitalize on your passion & strengths. As a globally recognized credential in the wealth management profession, the CWM® Program enhances your knowledge and work experience. Gain a designation that will tell the world you have the skills to thrive in today’s complex and evolving wealth & investment management industry.
The CWM® charter is the gold standard for wealth managers, investment advisors and research analysts, and others in investment decision-making roles.
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Curriculum Designed with Your Future in Mind
With a curriculum based on insights from practicing wealth management professionals, the CWM® Program provides a strong foundation in advanced wealth advisory and real-world investment selection and portfolio management skills.
By collaborating with industry experts, we ensure that we provide a relevant curriculum and that CWM® charter holders are ready to enter today’s market.
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Benefits of CWM® Designation Program: Click Here
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CWM® Program Curriculum: Click Here
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The CWM® Examination is held across India across 75 Cities and Globally across 200 Cities spread over 27 Countries.
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