Certified Private Wealth Manager (CPWM™) - Program Outline

 

Module 1: Risk, Return and Asset Allocation (Lessons 1, 2 3 and 4)

Lesson 1: Understanding Returns

Lesson 2: Understanding Risk

Lesson 3: Portfolio Return

Lesson 4: Asset Allocation and Diversification

 

Module 2: Equity Markets and Products (Lesson 5 and 6)

Lesson 5: Equity Concepts and Markets

Lesson 6: Equity Analysis and Valuation Principles

 

Module 3: Performance Evaluation of Equity Funds (Lesson 7)

Lesson 7: Performance Evaluation of Equity Funds

 

Module 4: Debt Markets and Products (Lessons 8,9,10,11)

Lesson 8: Primer on Time Value of Money

Lesson 9: Fixed Income Analytics

Lesson 10: Short Term Debt Markets and Funds

Lesson 11: Long Term Debt Markets and Funds

 

Module 5: Macro Economic Indicators and Policy in India (Lessons 12 and 13)

Lesson 12: Macro Economic Indicators

Lesson 13: Monetary and Fiscal Policy

 

Module 6: Derivative Markets and Products (Lessons 14 and 15)

Lesson 14: Derivative Markets and Products

Lesson 15: Structured Products 

 

Module 7: Financial Planning  Process (Lessons 16 and 17)

Lesson 16: Essentials of Financial Planning

Lesson 17: Model Portfolios and Asset Allocation

 

Module 8: Alternate Assets (Lessons 18 and 19)

Lesson 18: Alternate Assets – 1

Lesson 19: Alternate Assets – 2

 

Module 9: Regulatory Environment for Wealth Management (Lessons 20, 21 and 22)

Lesson 20: Tax laws and relevant provisions for wealth management

Lesson 21: Legal elements of estate planning

Lesson 22: Regulatory framework for mutual funds