Global School of Investment Banking &

Wealth Management

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Chartered WealthManager

Chartered Financial Analyst

Certication in Indian

Technical Analyses

CWM

CFA

CITA

www.omlet.org.in

Global School of Investment Banking & Wealth Management

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OMLET – Global School of

Investment Banking and

Wealth Management

lobal School of Investment Banking and Wealth Management,

Gan education subsidiary of OMLET, at its very core aims at

building the competencies and developing the fundamental

approach to counter the dynamism of the Global Financial System.

With thorough belief in Simplicity and driven by pragmatic results, the

Global School of Investment Banking and Wealth Management

ensures that every individual stepping in as a learner steps out a better

condent professional.

Along with our Core courses i.e. CWM, CFA and CEME, we also

provide specialised training in the domains of -

Estate Planning

Financial Modelling

Capital Markets

Taxation

Our Faculties

We ensure that only the Best professionals with enriched Domain

experience guide our students through the coherent course Curriculum

Who should Pursue our courses ?

Students who wish to gain critical nancial knowledge and

Professionals who wish to upgrade their knowledge and hence uplift

themselves in the industry.

CHARTERED WEALTH MANAGERCHARTERED WEALTH MANAGERCHARTERED WEALTH MANAGER

®CWM ®CWM ®CWM

ith a robust economic growth, High-Net Worth Individuals (HNWI) constituting to 45%

Wof the total wealth of the country and increasing demand for private bankers to advice

the growing multibillionaire entrepreneurs Wealth Management industry is deemed

to grow in leaps & bounds. Hence, Premium, Professional and Globally recognised Chartered

Wealth Manager (CWM®) attempts at imbibing the integral skills imperative to make the most of

this Golden opportunity presented by the Indian economy.

Key Features:

The Chartered Wealth Manager ® (CWM®) Certication is Accredited by National Institute

of Security Market (NISM) under Investment Advisers Regulations 2013 of Securities

Exchange Board of India (SEBI) till date.

Get your certication from the Globally recognised American Academy of Financial

Management, USA (AAFM)

Industry relevant and regularly updated curriculum

Be able to cater to HNI’s and UHNI’s clientele

Short-Term course of 6-8 months

C U R R I C U L U MLevel 1 Level 2

Unit 1: Concept of Wealth Management

Unit 2: Indian and Global Financial

System

Unit 3: Measuring Investment Returns

Unit 4: Managing Investment Risks

Unit 5: Investment Vehicles

Unit 6: Role of Wealth Management in

Banking

Unit 7: Legalities in Wealth Management

Unit 8: Tax Laws

Unit 9: Life Cycle Management

Unit 10: Intergenerational Wealth Transfer

and Tax Planning

Unit 1: Equity Analysis

Unit 2: Alternative Product

Unit 3: Real Estate Valuation and Analysis

Unit 4: Behavioral Finance

Unit 5: Relationship Management by a

Wealth Manager

Unit 6: Loan & Debt Management

Unit 7: Portfolio Management Strategies

Unit 8: International Tax and Trust Planning

Unit 9: Wealth Management Planning

Unit 10: Advanced Wealth Management

CAREERS AFTER CWM

Banking Priority/Premier Banking, Private Clients, Wealth Management, Investments, Liabilities, Financial Planning, Bancassurance, Product Management, Client Servicing, Operations

Wealth Management, Research, Relationship Managers, Portfolio Manager, Client Servicing

Wealth Advisory Outts

Asset Management Company

Institutional Channel Sales, Fund Management, Retail Sales, Investor Relationship, Marketing, Operations, Client Servicing

Broking Wealth Management, Equity Analyst, Research, Institutional Sales, Retail Sales, Sub-Broker Channel, Portfolio Manager, Operations

Institutional Channel Sales, Managing Agent & Retail, Corporate Broking, Product Management, Operations, Client Servicing

Insurance Companies

Comprehensive Advisory Business

Practice as an Independent Financial Advisor, Small Outts providing comprehensive Wealth Management

Level 1

Duration: 2 Hours

No. of Questions: 55

Total Marks: 100 Marks

MCQ Examination format with NO negative marking.

EXAM STRUCTURE

Level 2

Duration: 3 Hours

No. of Questions: 85

Total Marks: 160 Marks

CHARTERED FINANCIAL ANALYST CHARTERED FINANCIAL ANALYST CHARTERED FINANCIAL ANALYST

hartered Financial Analyst (CFA) is a globally demanded professional Chartered

Ccertication offered by the esteemed CFA Institute, USA to all those aspirants who

wish to embark on a conscientious journey into procient roles in Finance and

Investment Banking industry. Spread over 3 levels and ranging over a period of 2.5 to 4 years,

on an average, this coherent course builds on the necessary skills for enticing and worthwhile

careers in the industry.

Key Features

Get certied from the Globally renowned CFA Institute

Be Internationally competitive for Global careers in Finance and Investment Banking

Get in-depth knowledge and understanding of the critical Finance concepts

Add distinctive value to your resume through the CFA designation.

CFACFACFA

Level I (Weightage)

Ethical and Professional Standards

Quantitative Methods

Economics

Financial Reporting & Analysis

Corporate Finance

Equity Investments

Fixed Income

Derivatives

Alternative Investments

Portfolio Management

10-15%

5-10%

5-10%

15-20%

5-15%

15-25%

10-20%

5-15%

5-10%

5-10%

10-15%

0%

5-15%

0%

0%

5-15%

10-20%

5-15%

5-15%

40-55%

15%

12%

10%

20%

7%

10%

10%

5%

4%

7%

Level II (Weightage)

Level III (Weightage)TOPICS

C U R R I C U L U M

CAREER AVENUES On having successfully completed the CFA course, candidates can get work under the

following roles:

Credit Analyst

Private Equity Analyst

Budget Analyst

Money Market Analyst

Investment Analyst

Mergers and Acquisition Analyst

Ratings Analyst

Hedge Fund Analyst

Private Equity Analyst

Tax Analyst

Security Analyst

And More…

LEVEL OVERVIEW AND EXAM FORMAT

Level Overview Exam Format

With highest emphasis on Ethical and

Professional Standards, this level attempts

at creating strong foundations by clearing

basic concepts of the topics mentioned.

Level 2 focuses majorly on nancial analysis

for asset valuation with highest weightage to

Financial Reporting & Analysis and Equity

Investments

Only 7 of the 10 topics focussed upon

with greater weightage on Portfolio

Management

240 MCQ's. Exam

conducted in June

and December

More application based exam

format with 20 Case studies

consisting of 6 MCQ's each

(Total 120 MCQ's). Exam

conducted in June only

A combination of MCQ's and

Essay type of questions.

Exam conducted in June only.

Level 1

Level 2

Level 3

Branches At : Mumbai | Pune | Delhi | Bengaluru | Kolkata

Contact Us :Corp ofce : 2nd oor, Namdar Building, DJ Road, Opp Railway Station, Vile Parle (W), Mum- 56

Branch Ofce : 16, 1st Floor, Thakkar Mall, Opp Borivali Railway Station, Borivali (West), Mum- 92

For Enquiry : +91 9167227297 / +91 8879281678

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Global School of Investment Banking & Wealth Management

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