CWM® Program
Achieve one of the highest distinctions in the wealth management profession: Become a Chartered Wealth Manager® (CWM®).
As a CWM® charter holder, you will have the knowledge and the skills to thrive in the competitive wealth management & investing industry.
The CWM® charter gives you expertise and real-world skills in wealth management and investment advisory.
Join more than 300,000+ professionals who have been recognized globally for their technical skills, commitment to ethics and professionalism.
Request More InformationExpand Your Knowledge with a Relevant and Rigorous Curriculum
The CWM® Program helps you capitalize on your passion & strengths. As a globally recognized credential in the wealth management profession, the CWM® Program enhances your knowledge and work experience.
Gain a designation that will tell the world you have the skills to thrive in today’s complex and evolving wealth & investment management industry.
The CWM® charter is the gold standard for wealth managers, investment advisors and research analysts, and others in investment decision-making roles.
Curriculum Designed with Your Future in Mind
With a curriculum based on insights from practicing wealth management professionals, the CWM® Program provides a strong foundation in advanced wealth advisory and real-world investment selection and portfolio management skills.
By collaborating with industry experts, we ensure that we provide a relevant curriculum and that CWM® charter holders are ready to enter today’s market.
Why CWM® is Right for You?
- Globally Recognized Certification in Wealth Management in more than 150+ countries
- Awarded directly by American Academy of Financial Management® US
- Global Certification in true sense and no territorial examination required
- Build Credibility by Earning the Charter Designation
- Endorsed by leading Corporates of India, Be a recruiters’ Choice
- Promote yourself as a Financial Doctor and not a Chemist!
- Only Certification with Exhaustive & updated curriculum in the industry
- Get formally trained on concepts learnt through experience
- Distinguish yourself from the peers
- Be a part of the fastest growing industry
- Work Across industry at top profiles
CWM® Certification will help you to :
- Expand your wealth management skills by adopting international best practices.
- Develop a checklist of key applied techniques in wealth management that will remain with you throughout your career
- Become an expert in evaluation, diagnosis and planning in working with Super High Net Worth Clients
- Integrate optimum products and services in your wealth management development strategies
- Maximize the impact of your client communications and reporting
- Deal with the complexities of investing in global markets and develop strategies for managing risk and maximizing returns
- To Navigate unforeseen hurdles and ease clients’ Investing
- Understand the client’s behaviour and retain them for Generations by using behavioral & relationship management skills.
Benefits of CWM® Designation Program: Click Here
Register for the CWM® Program: Click Here
CWM® Program Curriculum: Click Here
CWM® Program Fees: Click Here
Request More Information: Click Here
The CWM® Examination is held across India across 75 Cities and Globally across 200 Cities spread over 27 Countries.
To Locate an Examination Centre nearest to you: Click Here
