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100% Customized Program to Move up the wealth management ladder with solid training
AAFM Registered Partner Code : 10020203
Chartered Wealth Management is a field of study in Financial Statements models with high-quality methodologies and applications for analyzing and monitoring risks in finance. The Best CWM Chartered Wealth Management Course in Kolkata in Financial Planning provides participants with a thorough understanding of all financial management and risk tolerance concepts required to make corporate financial decisions, as well as a cutting-edge financial toolkit to evaluate investment opportunities while taking both risk and return into account. It addresses strategic business finance concerns such as risk management, investment and portfolio management, mergers and acquisitions, and so on, and displays contemporary best practice’s in finance.
Rohan Sharma (Founder Professional Training Academy)
Qualification : (ACS, CFP, CMT Coach and SEBI – Registered Research Analyst, Investment Advisor)
Specialization: Technical Analyst, Financial Planning, Option Strategy Analyst, Portfolio Management.
Experience: He has successfully operated a Financial Markets Training Academy for the past 11 years. Get expertise in equity, commodity, currency, derivatives, option strategies, portfolio management services, and about working in broking houses, as well as discover corporate broking firms’ requirements from their workers. He has pushed the Professional Training Academy as a solid information platform for those interested in gaining in-depth knowledge and beginning a career in the Capital Market. He is now a resource person for the NSE, FPSB India, Morgan International, and the IIBF. He often serves the Zee Business and CNBC TV Awaaz analyst panels.
A Wealth Manager is a specialist who assists you in organizing your money and forecasting the outcomes of your savings and investments.
A Data Analyst evaluates data and converts it into knowledge that can be used to better a company.
A wealth manager is a type of financial advisor that typically works with high-net-worth and ultra-high-net-worth clients.
A research analyst is a professional who conducts research on securities or assets for internal or external clients.
Determine important relationships at potential client firms in order to create and maintain a relationship.
A financial writer is someone who writes instructional information and/or market analysis for digital and/or print publications.
We are keep close working with industry needs & customized our program
We provide the CWM program in many cities across India. Such professional programs are delivered in 4-6 months and need 6-8 hours each week.
We maintain frequent contact with industry professionals and several recruiters in order to give the greatest possible edge to CWM students.
Industry Expert Faculty
Faculty in CWM Courses are always in need of Industry Experts that can share field insights as well as current trends and advancements in the wealth management or financial planning industry.
As a matter of fact you can watch live market trading that helps you to connect with CMT. Join a Technical Analysis Course which works on real time markets by using tools & techniques . That’ll give you behavioural understanding of real time Share market. Understanding the money management by real time trading or investment activity. As we know CMT is an MCQ Exam & ask question on application level. Create short notes of Course Content. Get PPT based Short Notes & note interpretation of tools & Techniques on technical analysis. Short Notes help you out to quick revision at the CMT exam time. CMT Books have very complicated language & course content is not properly aligned as it takes topics from various books of different writers.
So we have to take individual topics and understand concepts in simple, Concise and Clear manner. Take content from various books or websites like Investopedia or Stock Charts on Each Topic for in-depth understanding. Apply tools & techniques with the help of Technical analysis or trading software’s. Read Books twice as MCQ can be created from a single line. while study mark important topics.