Vertex Learning

FINANCE

CHARTERED WEALTH MANAGER (CWM)

Overview

The discipline and concepts of Wealth management serve as the foundation for this course. Wealth management covers all aspects of an organisation, including its assets and liabilities. Even though Wealth Managers hold senior positions comparable to those of the CFO and Treasurer, they are not involved in auditing or accounting.

However, they are integral to the majority of the net income-generating processes. The Wealth Manager’s role encompasses a variety of responsibilities, including asset and liability management, capital structure, working capital, and locating financing sources among a myriad of options and costs, some of which are transparent, others of which are hidden, and some of which are mixed. The Wealth manager, CFO, and treasurer must work together to ensure that taking a derivative position, for instance, is agreed upon and documented as a financially sound position because of its naturally overlapping role with treasury about banking relationships and funding sources.

You will learn the fundamentals of Wealth and how they are put into practice in a variety of market sectors, including small and medium-sized enterprises (SMEs), banking, and commercial. It will furnish you with the vital devices to settle on a sound monetary choice – as in speculations, acquisitions, divestitures, Wealthing, and item engineering.

You don’t need any accounting or finance experience because we’ll go over everything from the ground up. We will use Microsoft Excel in the course to analyse and create a Balance Sheet, Income Statement, and Cash Flow Statement, so you must have access to and a basic understanding of how to use it.

We will also learn how to create the following financial models from scratch using Microsoft Excel:

  • Discounted Cash Flow,
  • the Weighted Average Cost of Capital,
  • Price to Earnings,
  • Price to Revenue, and so on – all from scratch (assuming you have no or some accounting/finance knowledge).

All Courses

× Let's talk on WhatsApp