CHARTERED WEALTH MANAGER (CWM®) is a globally recognized and highly reputable wealth management certification. The CWM focuses on developing relationship management, sales, communication and core financial advisory skills to equip wealth management and private banking professionals with knowledge in wealth management, private banking, family office, and financial advisory. This certification comprehensively deals with all the aspects of wealth management like investment strategies, life cycle management, intergenerational wealth transfer, relationship management, behavioral finance, alternative products, real estate valuation and global taxation.
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