Chartered Wealth Management is a professional designation that is offered by the Global Academy of Finance and Management. It is designed to equip wealth management professionals with the knowledge, skills and expertise to provide strategic advice and tailored solutions to their clients.
This qualification is available to individuals who meet the criteria for entry and who have achieved a minimum of a Bachelor’s degree or equivalent in any discipline. The Chartered Wealth Management qualification consists of 12 advanced modules.
These modules cover a range of topics, including financial planning, investment planning, risk management, taxation, estate planning, and business strategy. Each module is designed to provide students with the knowledge and skills needed to become successful in their chosen field…
These modules provide a foundation of knowledge and skills in financial planning, investment planning, taxation, estate planning, and business strategy.
Module 1: Introduction to Wealth Management:
This module introduces the basic concepts and principles of wealth management for all types of clients. It covers the definition of wealth management, the different types of financial services available, and the importance of financial planning.
Module 2: Financial Planning Principles:
This module provides an introduction to the fundamentals of financial planning, including the different types of investment vehicles, the role of financial advisors, and the importance of risk management.
Module 3: Investment Planning:
This module covers the basics of investment planning, including investment objectives, asset allocation, and portfolio construction.
Module 4: Taxation:
This module provides an overview of taxation, including the different types of taxes, how to minimize tax liabilities, and common tax planning strategies.
Module 5: Estate Planning:
This module covers the fundamentals of estate planning, including the different types of trusts, the role of executors, and the tax implications of estate planning.
Module 6: Business Strategy:
This module provides an introduction to business strategy, including the different types of business structures, the importance of strategic planning, and the role of business planning. Advanced Modules These modules provide a more in-depth look at the topics covered in the Core Modules.
Module 7: Advanced Financial Planning:
This module covers more advanced topics in financial planning, including the different types of investments, asset allocation strategies, and retirement planning.
Module 8: Investment Strategies:
This module provides an in-depth look at different types of investment strategies, including growth investing, value investing, and income investing.
Module 9: Retirement Planning:
This module covers the basics of retirement planning, including the different types of retirement accounts, the role of Social Security, and the importance of planning for retirement.
Module 10: Advanced Taxation:
This module provides a more in-depth look at taxation, including the different types of taxes, how to minimize tax liabilities, and strategies for reducing tax liabilities.
Module 11: Estate Planning Strategies:
This module provides an in-depth look at the different types of estate planning strategies, including wills, trusts, and insurance policies.
Module 12: Business Planning Strategies:
This module covers the fundamentals of business planning, including financial forecasting, market analysis, and operational strategies.
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