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60%+
NISM pass rate
151+
Countries recognized
PROGRAMME SNAPSHOT
Chartered Wealth Manager®
1-Year programme — Kochi
Become a Chartered Wealth Manager
A comprehensive 1-year programme bridging academic learning and real-world finance at Hedge School of Applied Economics.
12 months
Guaranteed placement
Offline · Kochi
25K+
STUDENTS
15+
YEARS OF OPERATIONS
PROGRAMME SNAPSHOT
Investments & Trading
Certifications awarded
Two Globally Recognised Credentials
CWM® — Level 1 & Level 2
Chartered Wealth Manager®
Globally recognised wealth management designation issued by AAFM®, USA. Valid in 151+ countries and held by leading private bankers and wealth advisors worldwide.
NISM Investment Adviser
Series X-A & X-B
Nationally mandated certification required to legally practice as a financial adviser in India. Hedge students achieve a 60%+ pass rate against a national average of under 20%.
Why this programme
Gain Wealth Management Expertise
Expert Industry Insights
Receive functional execution rules directly from verified institutional traders operating across standard cycles.
Live Trading Practice
Work directly inside professional user panels covering options execution parameters.
Gain Wealth Management Expertise
Learn core asset functions, exchanges, IPO float mechanics, and basic evaluation metrics.
Financial Planning Essentials
Master advanced personal risk templates, metrics budgeting strategies, and savings layout tracking models.
Investment Planning
Serve HNIs with holistic investment strategies and tax planning.
Global Certification
CWM® by AAFM® USA — valid in 151+ countries worldwide.
Expert Industry Insights
Every graduate placed in the BFSI sector on successful completion.
NISM Advisory
Series X-A & X-B with 60%+ pass rate vs 20% national average.
Phase 2 — Practical Training (Months 2–12)
Live project work, department rotations, regular assessments, one-on-one mentorship, LMS access, and classroom sessions across all financial domains.
2
Phase 1 — Orientation (Month 1)
Introduction to the organisation, soft skills development — communication, presentation, and client handling. Foundational workshops to prepare for training ahead.
1
Programme structure
Structured Learning Flow
Practitioner Core Focus
CWM® curriculum — 20 units across 2 levels
Level 1 — Foundation (10 Units)
Level 2 — Advanced (10 Units)
One-on-One Industry Mentorship
LMS Self-Paced Study Access
Investment Management
Marketing & Branding in Financial Services
Financial Planning & Advisory
Portfolio Management
Human Resources & Organisational Understanding
Capital Market Operations
Financial Analysis
Core training areas
What You Will Train In
What You Will Train In
Core training areas
Human Resources & Organisational Understanding
Marketing & Branding in Financial Services
Portfolio Management
Capital Market Operations
Financial Analysis
Financial Planning & Advisory
Investment Management
Capital Markets & IPO Infrastructure
Structural mechanisms of clearing houses, exchange matching systems, and pricing discoveries across primary float windows.
01
Indian & Global Financial Systems
Structure of domestic and international markets, regulators, and institutions.
02
Risk & Return Measurement
Quantitative and qualitative tools for assessing investment risk and expected returns.
04
Insurance Planning
Life, health, and general insurance structuring for HNI client portfolios.
05
Legal Frameworks
Regulatory environment, compliance requirements, and legal obligations for advisors.
07
Estate Planning
Structuring wills, trusts, and succession plans for HNI and UHNI families.
10
Life Cycle Management
Financial planning across life stages — accumulation, growth, and distribution phases.
09
Taxation
Direct and indirect tax planning strategies relevant to wealth management clients.
08
Banking
Banking products, credit structures, and their role in wealth management.
06
Investment Vehicles
Equity, debt, and hybrid instruments across domestic and global markets.
03
Wealth Management Process
Core frameworks and client profiling methodologies used in global wealth advisory.
01
Curriculum overview
20 Units · 2 Levels
Complete CWM® curriculum across foundation and advanced levels
Level 1 — Foundation
Level 2 — Advanced
Equity Analysis
Fundamental and technical equity research methodologies for investment decisions.
11
Alternative Investments
Private equity, hedge funds, commodities, and other non-traditional asset classes.
12
Loan & Debt Management
Structuring and optimising credit and debt within a holistic wealth plan.
16
Portfolio Management Strategies
Advanced portfolio construction, rebalancing, and performance evaluation techniques.
17
Client Relationship Management
Building, managing, and retaining long-term HNI client relationships effectively.
15
Behavioral Finance
Psychological biases affecting investor decisions and strategies to manage them.
14
Real Estate Valuation
Valuation models and investment analysis for real estate within client portfolios.
13
Advanced Wealth Planning — Live Case Studies
Real-world wealth planning scenarios applying all Level 2 concepts in practice.
20
Wealth Technology
FinTech tools, platforms, and digital solutions transforming wealth management.
19
International Tax & Trust Planning
Cross-border tax planning and trust structuring for global wealth clients.
18
Level 1 — Foundation
Level 2 — Foundation
Curriculum overview
20 Units · 2 Levels
Complete CWM® curriculum across foundation and advanced levels
Investment Vehicles
Equity, debt, and hybrid instruments across domestic and global markets.
03
Real Estate Valuation
Valuation models and investment analysis for real estate within client portfolios.
03
Behavioral Finance
Psychological biases affecting investor decisions and strategies to manage them.
04
Risk & Return Measurement
Quantitative and qualitative tools for assessing investment risk and expected returns.
04
Insurance Planning
Life, health, and general insurance structuring for HNI client portfolios.
05
Client Relationship Management
Building, managing, and retaining long-term HNI client relationships effectively.
05
Portfolio Management Strategies
Advanced portfolio construction, rebalancing, and performance evaluation techniques.
07
Legal Frameworks
Regulatory environment, compliance requirements, and legal obligations for advisors.
07
Taxation
Direct and indirect tax planning strategies relevant to wealth management clients.
08
International Tax & Trust Planning
Cross-border tax planning and trust structuring for global wealth clients.
08
Wealth Technology
FinTech tools, platforms, and digital solutions transforming wealth management.
09
Life Cycle Management
Financial planning across life stages — accumulation, growth, and distribution phases.
09
Estate Planning
Structuring wills, trusts, and succession plans for HNI and UHNI families.
10
Advanced Wealth Planning — Live Case Studies
Real-world wealth planning scenarios applying all Level 2 concepts in practice.
10
Alternative Investments
Private equity, hedge funds, commodities, and other non-traditional asset classes.
02
Indian & Global Financial Systems
Structure of domestic and international markets, regulators, and institutions.
02
Equity Analysis
Fundamental and technical equity research methodologies for investment decisions.
01
Wealth Management Process
Private equity, hedge funds, commodities, and other non-traditional asset classes.
01
Banking
Banking products, credit structures, and their role in wealth management.
06
Loan & Debt Management
Structuring and optimising credit and debt within a holistic wealth plan.
06
Wealth Management Process
Private equity, hedge funds, commodities, and other non-traditional asset classes.
01
Indian & Global Financial Systems
Structure of domestic and international markets, regulators, and institutions.
02
Investment Vehicles
Equity, debt, and hybrid instruments across domestic and global markets.
03
Risk & Return Measurement
Quantitative and qualitative tools for assessing investment risk and expected returns.
04
Insurance Planning
Life, health, and general insurance structuring for HNI client portfolios.
05
Banking
Banking products, credit structures, and their role in wealth management.
06
Legal Frameworks
Regulatory environment, compliance requirements, and legal obligations for advisors.
07
Taxation
Direct and indirect tax planning strategies relevant to wealth management clients.
08
Life Cycle Management
Financial planning across life stages — accumulation, growth, and distribution phases.
09
Estate Planning
Structuring wills, trusts, and succession plans for HNI and UHNI families.
10
Equity Analysis
Fundamental and technical equity research methodologies for investment decisions.
01
Alternative Investments
Private equity, hedge funds, commodities, and other non-traditional asset classes.
02
Real Estate Valuation
Valuation models and investment analysis for real estate within client portfolios.
03
Behavioral Finance
Psychological biases affecting investor decisions and strategies to manage them.
04
Client Relationship Management
Building, managing, and retaining long-term HNI client relationships effectively.
05
Loan & Debt Management
Structuring and optimising credit and debt within a holistic wealth plan.
06
Portfolio Management Strategies
Advanced portfolio construction, rebalancing, and performance evaluation techniques.
07
International Tax & Trust Planning
Cross-border tax planning and trust structuring for global wealth clients.
08
Wealth Technology
FinTech tools, platforms, and digital solutions transforming wealth management.
09
Advanced Wealth Planning — Live Case Studies
Real-world wealth planning scenarios applying all Level 2 concepts in practice.
10
Curriculum overview
20 Units · 2 Levels
Complete CWM® curriculum across foundation and advanced levels
Level 1 — Foundation
Level 2 — Foundation
Eligibility Profile
Who Should Apply
This programme is open to anyone looking to build or accelerate a career in wealth management, finance, and the BFSI sector.
Approved Enrolment Matrix
Fresh Graduates
Early-Career Professionals
Aspiring Wealth Managers
Fresh Graduates
Early-Career Professionals
Aspiring Wealth Managers
Investment Analysts
Banking Aspirants
Investment Analysts
Banking Aspirants
Guaranteed Placement
Hedge School takes full ownership of your career transition — from training to employment in the BFSI sector.
Internationally Recognised
CWM® credential valid in 151+ countries, issued by AAFM®, USA — one of the most prestigious global wealth designations.
Approved Enrolment Matrix
Fresh Graduates
Early-Career Professionals
Aspiring Wealth Managers
Fresh Graduates
Early-Career Professionals
Investment Analysts
Banking Aspirants
Eligibility Profile
Who Should Apply
This programme is open to anyone looking to build or accelerate a career in wealth management, finance, and the BFSI sector.
Internationally Recognised
CWM® credential valid in 151+ countries, issued by AAFM®, USA — one of the most prestigious global wealth designations.
Guaranteed Placement
Hedge School takes full ownership of your career transition — from training to employment in the BFSI sector.
Wealth Manager
Private banks & wealth advisory firms
Investment Analyst
AMCs & capital market firms
Capital Market Professional
Broking firms, research houses, and capital market intermediaries.
Portfolio Manager
Asset management companies
Private Banker
Leading private & retail banks
Financial Planner
Financial planning & retirement advisory
Financial Advisor
Independent advisory & NBFCs
Career opportunities
Where You Can Work
Graduates are equipped for leadership roles across banks, NBFCs, AMCs, and financial advisory firms.
Capital Market
Professional
Broking firms, research houses, and capital market intermediaries.
Portfolio Manager
Asset management companies
Private Banker
Leading private & retail banks
Financial Advisor
Independent advisory & NBFCs
Investment Analyst
AMCs & capital market firms
Wealth Manager
Private banks & wealth advisory firms
Financial Planner
Financial planning & retirement advisory
Career opportunities
Where You Can Work
Graduates are equipped for leadership roles across banks, NBFCs, AMCs, and financial advisory firms.
Placement on completion
Career transition owned
BFSI sector roles
Full school support
The guarantee
Your Career Is Our Responsibility
Every student who successfully completes the programme receives a guaranteed placement in a relevant role within the BFSI sector. Hedge School takes full ownership of your career transition — from training to employment.
Frequently asked questions
General
Start Your Journey With Us
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