What's inside the CWMP 3-book set
Built for working bankers: the whole syllabus in short, exam-focused chapters, with practice questions to test yourself.
- Book 1: Paper 1: Financial Planning and Tax Planning
- Book 2: Paper 2: Investment Planning, Asset Management and Regulatory Environment
- Book 3: Paper 3: Risk Management and Insurance, Retirement and Estate Planning
536pages
71chapters
1,065practice MCQs
- Conceptual, chapter-wise and topic-wise study material for the full IIBF syllabus.
- Practice questions (1,065 MCQs) with the book, chapter by chapter.
- Three volumes: Papers 1, 2 and 3
- 90 Case Studies (360 questions)
- 15 Mega Tests (1500 questions)
- Minimal pages, complete coverage: built to cover a lengthy syllabus in a matter of days.
Paper 1 — Module A — Financial Planning10 chapters
- Indian Economic Environment
- Introduction to Indian Financial Markets
- Basics of Financial Planning
- The Financial Planning Process
- Towards a Financial Plan
- Effective Communication in Financial Counselling
- Marketing of Financial Products and Services
- Statistical and Mathematical Tools (Part 1): Time Value of Money Basics
- Statistical and Mathematical Tools (Part 2): Annuities, IRR and NPV
- Behavioural Finance
Paper 1 — Module B — Taxation Planning13 chapters
- Taxation Aspects of Wealth
- Income-tax Act, 1961: Concepts and Terminology & Rules of Residency
- Income from ‘Salary’
- Various Allowances and Their Exemption Limits and Taxable Perquisites
- Income from House Property
- Income from Capital Gains
- Income from Other Sources
- Income Exempted from Tax
- Permissible Deductions from Gross Total Income
- Profits and Gains of Business or Profession
- Computation of Taxable Income and Tax and Filing of Returns
- Taxation of Other Products
- Introduction to International Taxation
Paper 2 — Module A — Investment Planning17 chapters
- Investment Objectives, Constraints and Suitability
- Principles of Investment Risk
- Asset Classes and Securities (Part 1): Equity
- Asset Classes and Securities (Part 2): Fixed Income Securities and Bonds
- Asset Classes and Securities (Part 3): Preferred Stock, Real Assets and Derivatives
- Investing in Capital Markets, Operational Aspects and Investment Products
- Investing in Fixed Income Securities (Part 1): Government Debt Market
- Investing in Fixed Income Securities (Part 2): Corporate Debt Market
- Small Savings Schemes and Instruments with Sovereign Guarantee
- Mutual Funds
- Investment Performance Management (Part 1): Returns and Risk-Adjusted Measures
- Investment Performance Management (Part 2): Fundamental and Technical Analysis
- Portfolio Management and Investment Theory
- Asset Allocation and Wealth Management
- Alternative Investments (Part 1): Issuers and Equity Markets
- Alternative Investments (Part 2): Debt, Commodities and Foreign Exchange Markets
- Alternative Investments (Part 3): Real Estate, Private Capital, Gold and Collectibles
Paper 2 — Module B — Asset Management3 chapters
- Cash Management, Sources of Personal Credit/Debt and Credit/Debt Management
- Financial Modelling, ESG Factors and Responsible Investing
- Portfolio Management Services
Paper 2 — Module C — Regulatory Environment, Compliance and Law6 chapters
- Regulatory Environment of Financial Sector
- Acts Relevant to Corporate Entities, Securities and External Trade (Part 1)
- Acts Relevant to Corporate Entities, Securities and External Trade (Part 2)
- Customer Service
- Consumer Grievances Redressal
- Ethics in Wealth Management
Paper 3 — Module A — Risk Management and Insurance10 chapters
- Principles of Risk Management
- Introduction to Insurance
- Insurance Regulator and Allied Bodies; Overview of the Insurance Sector in India
- Life Insurance (Part 1): Products, Group Schemes and Human Life Value
- Life Insurance (Part 2): Underwriting, Premiums, Policy Servicing and Claims
- General Insurance (Part 1): Market Structure and Personal Lines
- General Insurance (Part 2): Commercial Lines, Documentation and Claims
- Health Insurance
- Grievance Redressal Mechanism
- Insurance Intermediaries and Others (Surveyors, TPAs, Medical Examiners, Repositories)
Paper 3 — Module B — Retirement Planning6 chapters
- Principles of Retirement and Retirement Objectives
- Retirement Needs Analysis and Projections
- Potential Sources of Retirement Cash Flow
- Retirement Cash Flow, Withdrawal Projections and Strategies
- Pension Reforms and Retirement Products in India
- Employee Benefits on Superannuation: Payment of Gratuity Act, 1972
Paper 3 — Module C — Estate Planning6 chapters
- Estate Planning and Wealth Distribution Goals, Estate Planning Process
- The Indian Succession Act, Governing Principles and Applicability
- Types of Wills in India and Requirements of Valid Will
- Administration of Estate in a Testamentary Succession
- Other Tools and Methods: Will Substitutes – Tenancies, Survivorship Accounts, Nominations
- Gifts, Trusts & Family Arrangements in Estate Planning
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Questions
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Yes. Download the free sample PDF above: it has the table of contents and Chapter 1 of the CWMP book.
Is delivery included?
Yes. This is a physical printed book, delivered to your address. Delivery charges are included in the ₹2,000 price, so there is nothing extra to pay. After you order, we share the dispatch details on WhatsApp.
Which edition is this?
The 2026 edition by Ashish Sir, written for the current IIBF CWMP syllabus.