Course curriculum

  • 1

    Overview & Instructions

    • About CWM Premium Classes

  • 2

    L1 U1

    • INTRODUCTION TO WEALTH MANAGEMENT FINANCIAL MATHEMATICS-I BY MR. MANISH SALUJA

    • FINANCIAL MATHEMATICS-II BY MR. MANISH SALUJA

    • INTRODUCTION TO WM & FINANCIAL MATHEMATIC-I BY MR. DEEPAK JAIN

    • FINANCIAL MATHEMATICS-II BY MR. DEEPAK JAIN

    • FINANCIAL MATHEMATICS-III - MR. DEEPAK JAIN

    • FINANCIAL MATHEMATICS - IV BY MR. DEEPAK JAIN

    • FINANCIAL MATHEMATICS-V (BOND CALCULATION) BY MR. DEEPAK JAIN

  • 3

    L1 U2

    • INDIAN & GLOBAL FINANCIAL SYSTEM BY MR ANEESH DAY

  • 4

    L1 U3

    • INVESTMENT VEHICLES OF WEALTH MANAGEMENT I BY MR VENUGOPAL

    • INVESTMENT VEHICLES OF WEALTH MANAGEMENT II BY MR VENUGOPAL

  • 5

    L1 U4

    • MEASURING INVESTMENT RISK AND RETURNS BY MR. SAURABH BHUSHAN

  • 6

    L1 U5

    • CONCEPT OF INSURANCE AND RISK MANAGEMENT MR. SAURABH BHUSHAN

  • 7

    L1 U7

    • LEGALITIES OF WEALTH MANAGEMENT BY DR. MEDHA SHETTY

  • 8

    L1 U8

    • TAX LAWS FOR WEALTH MANAGEMENT - I BY SANDEEP KAPOOR

    • TAX LAWS FOR WEALTH MANAGEMENT-II BY SANDEEP KAPUR

  • 9

    L1 U9

    • LIFE CYCLE MANAGEMENT & RETIREMENT PLANNING BY MR VENUGOPAL

  • 10

    L1 U10

    • INTERGENERATIONAL WEALTH TRANSFER-I BY MR. DEEPAK JAIN

    • INTERGENERATIONAL WEALTH TRANSFER-II BY MR. DEEPAK JAIN

  • 11

    L2 U1

    • EQUITY ANALYSIS I BY MR HIMANSHU ARORA

    • EQUITY ANALYSIS - II BY MR HIMANSHU ARORA

  • 12

    L2 U2

    • ALTERNATIVE INVESTMENT PRODUCTS IN WEALTH MANAGEMENT BY MR VENUGOPAL

  • 13

    L2 U3

    • REAL ESTATE EVALUATION & ANALYSIS BY MR GAURAV JAIN

  • 14

    L2 U4

    • BEHAVIORAL FINANCE BY MR VENUGOPAL

  • 15

    L2 U5

    • RELATIONSHIP MANAGEMENT BY A WEALTH MANAGER BY MR DHANANJAY

  • 16

    L2 U6

    • LOAN & DEBT MANAGEMENT BY MR GAURAV JAIN

  • 17

    L2 U7

    • PORTFOLIO MANAGEMENT STRATEGIES - I BY MR HARSHIL

    • PORTFOLIO MANAGEMENT STRATEGIES - II BY MR HARSHIL

  • 18

    L2 U8

    • OFFSHORE WEALTH MANAGEMENT BY MR ABHISHEK OBEROI

  • 19

    L2 U9

    • WEALTH PLANNING BY MR DEEPAK JAIN

  • 20

    L2 U10

    • ADVANCED WEALTH MANAGEMENT - I BY KAMAL KOTHARI

    • ADVANCED WEALTH MANAGEMENT - II BY KAMAL KOTHARI

  • 21

    L2 U11

    • INTERNATION TAXATION - ABHISHEK OBEROI

  • 22

    DOUBT SESSION

    • DOUBT SESSION BY SAURABH JAIN