M.Com. Finance and Wealth Management

Why M.Com. Finance & Wealth Management at CVV?

Highlights of the Programme

  • The American Academy of Financial Management (AAFM) is a professional body in wealth management in the USA that facilitates and regulates the profession in over 160 countries.
  • CVV has an MOU with AAFM (India) letting students pursue the CWM course and training along with their M.Com. in Finance and Wealth Management.
  • The curriculum of the M.Com. (F&W) programme at CVV is integrated with all papers of the CWM qualification and entitles students to receive CWM certification that is valid in 160 countries.
  • It helps the students join an elite group of investment companies, or they can independently build their career as investment advisors.
  • The cutting-edge curriculum tailored specifically by CVV offers specialised training in Finance Engineering, Wealth Management, and Investment Advisory, in accordance with SEBI regulations.

International Collaborations

1. Global Exposure and Internships

CVV’s global internship programme provides an exceptional chance for students and young professionals to acquire practical work experience in a diverse cultural and business environment. Through hands-on work assignments, mentorship, and networking opportunities, interns will gain a deep understanding of the local culture, while developing skills that are highly valued in today's global economy. CVV's global internship provides a chance to:

  • Experience a different work culture
  • Build a global network
  • Improve language skills 
  • Develop cross-cultural skills
  • Reflection and evaluation

2. Distinguished Visiting Faculty

Prof. Annette Leonhardt​

University of Munich, Germany

Prof. Roger Natarajan

Actuarial Program Director
University of Michigan, USA

Prof. Craig Hassed

Monash University, Australia

Prof. Uma S.Kambhampati​

Head of School, School of Politics Economics and International Relations
Professor of Economics, Department of Economics, University of Reading, UK

Prof. Bernadine Van Gramberg

Professor and Academic Board Chair Federation University Australia

Prof. Timothy Marjoribanks​

Associate Dean Research
School of Business, Law and Entrepreneurship at Swinburne University of Technology, Australia

Programme Structure

Semester I
Semester I
Course NameCourse
Category
Credits
Advanced Corporate AccountingCore4
Indirect TaxationCore4
Applied EconomicsCore3

Strategic Management

Core4
Financial Markets and ServicesCore3
Self – UnfoldmentSEC4
Total Credits22
Semester II
Semester II
Course NameCourse
Category
Credits
Introduction to Wealth ManagementCore4
Personal Financial PlanningCore3
Quantitative TechniquesCore3
Business Ethics & Corporate GovernanceCore3
Legal Aspects to Wealth Management /Accounting for Decision MakingDSE3
Financial Derivatives / Global FinanceDSE3
Econometric ModellingSEC3
Total Credits22
Semester III
Semester III
Course NameCourse
Category
Credits
Advanced Corporate AccountingCore4
Operations ResearchCore4
Research MethodologyCore4
Advanced Financial Accounting/Mergers and AcquisitionsDSE3
Risk Management / Security Analysis and Portfolio ManagementDSE3
Arthasastra - Financial Planning & Administration ConceptsSEC3
InternshipSEC3
Total Credits24
Semester IV
SEMESTER IV
Advanced Income TaxCore4
Advanced Financial Management/ Insurance ManagementDSE4
Behavioural Finance / Behavioural Finance in Wealth ManagementDSE3
International Economics/Advanced Wealth ManagementDSE3
Dissertation and VivaDSE6
Financial ModellingSEC3
Total Credits22
Other Details

Total Credits95

Core Courses47
Skill Enhancement Courses (SEC)16
Discipline Specific Elective (DSE)27
Total Credits90

*Discipline-Specific Elective (DSE)/Skill Enhancement Course (SEC)/Ability Enhancement Compulsory Course (AECC)/ General Electives (GE)

Higher Studies & Career Avenues

Wealth Manager: Professionals who work directly with clients and high-net-worth individuals to understand their financial goals and develop personalised investment strategies. They typically provide advice on investment portfolios, retirement planning, tax strategies, and estate planning.

Investment Analyst: Investment analysts research financial markets, companies, and industries to provide recommendations on investment opportunities. They analyse financial data, assess risks, and make informed investment decisions. As per the direction of the Securities Exchange Board of India, those who are qualified CWM can work as independent advisors which helps you build your career.

Portfolio Manager: Portfolio managers oversee investment portfolios on behalf of clients or institutions. They make investment decisions to maximise returns while managing risk within defined investment objectives.

Private Banker: Private bankers work with high-net-worth individuals and families to manage their financial affairs. They offer personalised banking, investment, and wealth management services tailored to the client’s needs.

Financial Planner: Financial planners help clients develop comprehensive financial plans to achieve their long-term financial goals. They assess a client’s financial situation and recommend strategies for budgeting, saving, investing, and retirement planning.

Estate Planner: Estate planners specialise in helping clients plan the distribution of their assets upon death to minimise taxes and ensure their wishes are carried out. They may work closely with attorneys and financial advisors to create estate plans.

Risk Manager: Risk managers identify and assess potential risks to a client’s financial well-being, such as market volatility, geopolitical events, or regulatory changes. They develop strategies to mitigate these risks and protect the client’s assets.

Compliance Officer: Compliance officers ensure that wealth management firms comply with relevant laws, regulations, and industry standards. They develop and implement policies and procedures to prevent financial misconduct and protect clients’ interests.

Wealth Management Consultant: Consultants provide advisory services to wealth management firms on various aspects of their business, such as strategy development, technology implementation, and operational efficiency.

Alternative Investments Specialist: These professionals focus on non-traditional investment opportunities such as private equity, hedge funds, real estate, and commodities. They analyse alternative investment options and advise clients on incorporating them into their portfolios.

Research: Research is also essential for the development of a career in wealth management, and our M.Com. programme gives particular emphasis to research skills that are required by advisory services relating to wealth management. We offer PhDs in finance, risk management and wealth management that help develop research skills.

Industry Collaborations

Fee Structure: Academic Year 2023-24

Annual  Tuition FeeActivity FeeAnnual Programme Fee (Tuition + Activity)
900003,50093,500
Dean–Academics | Professor
Head, School of Contemporary Knowledge Systems Associate Professor
Assistant Dean | Associate Professor
Assistant Dean | Assistant Professor
Programme Director 
Assistant Professor
Assistant Professor
Assistant Professor
 Assistant Professor 
Assistant Professor
Assistant Professor
Assistant Professor

Faculty

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