Becoming a CWM® charterholder is a defining moment for many wealth professionals and showcases a strong understanding of advanced wealth advisory, investment selection and real-world portfolio management skills.
We outline everything you need to know to prepare for CWM® Program, so you can feel confident when enrolling.
![CWM Charterholder](image/CFA_Program_Hero_BecomeCharterholder.jpg)
How to Earn the CWM® Charter?
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Enroll in the CWM® Program
There are enrolment requirements.
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Study using the USA-Acer System
CWM® E-Learning System.
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Pass the Level 1 Exam
Only if you register through Compulsory Pathway.
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Pass Level 2 Exam
Compulsory for all Pathways.
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Complete all Project Works
Compulsory for all Pathways.
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Join AAFM® as a Regular Member
Candidates should become AAFM Members to obtain the Charter.