Become a Chartered Wealth Manager®(CWM®)
From Wealth Management, Investment Planning, and Offshore Wealth Advisory to mastery of Holistic Wealth Plans
CWM® Certification Course teaches you the skills that will help you :
- Stand out as a world-class Wealth Manager & Private Banker
- Without spending years in a Classroom and…
- Without spending Lacs of rupees...
Join 300,000+ CWM® Certificants who work for Companies like JP Morgan, Citi Bank, ICICI, HDFC, IIFL, Edelweiss etc.
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+AAFM® Certificants Globally
6
Months Average Completion Time
1,425,000
INR Average Salary
Close the Skill Gap
American Academy of Financial Management®
AAFM®’s Wealth Management & Investment Advisory Certification Chartered Wealth Manager® was created for ambitious Wealth Advisors, who want to close the skill gap between formal education and becoming a world-class Wealth Managers — one who’s competent, confident, and poised to advance.
World’s Leading Financial Institutions
Based on our experience working with some of the world’s leading financial institutions, we know that traditional financial education is theoretical, not practical.
Additional Training
In fact, 75% of our students said they needed additional training after earning their degree, in order to get a job or to serve their clients.
Client Demand
Your formal degree only partially prepares you for your career, leaving out the hands-on experience employers & client's demand and leaving you with a dilemma… It’s the biggest struggle facing Wealth Advisors today. We call it the “skill gap.”
CWM® Charter Holder work as
CWM® Charter Holder work as
- The most sough-after roles in ‘Wealth Management’ are typically found in private banking, based in established financial markets like London, New York, Switzerland, Hong Kong and Singapore.
- Private banking focuses not just on managing investments for rich people but also on helping them to expand their businesses and develop long-term strategies for protecting and transferring their family’s wealth
How Much CWM® Charter Holders Earn?
Whether you’re looking to safeguard your career or seeking a promotion
Fast Adoption
With essentials getting your team on board is as simple as sending an email.
Earning the CWM® certification opens a variety of doors
The 2018 AAFM® Compensation Survey shows that CWM®s earn 27% more than their non-certified peers.
Where CWM® Work Globally?
Top 500 Finance Companies Globally Employ CWM® Designation Holders
Where do CWM® Works in India?
Top 500 Companies in BFSI and AMC's Employs CWM® Designation Holders
CWM® Designation Holders
There are 3,00,000 CWM® Designation Holders in 151+ Countries.
CWM® Certificants
CWM® Certificants work in Banks, Mutual Fund Companies, Wealth Management Companies, Brokerage Houses etc.
How do you bridge the gap between what you've learned in university and what you need to know to do your job well?
You could spend years trying to…
- String together bits and pieces of free training
- Learn everything on the job and hope for the best
- Make in-person classes work for your already busy schedule, not to mention your already tight budget
- All of these methods typically lead to years of frustration, student debt, and wasted time and effort.
Our students are not the type to waste time and tens of thousands of dollars on training methods that simply don’t work for them.
Instead of years of frustration and sacrifice, you’ll be relieved to find the CWM® Certification Program is:
Comprehensive
20 Modules, 100’s of PPT, 100+ Hours of Video Classes that cover entire gamut of Wealth Management
Convenient
100% online, at your own pace, on your own schedule, with active support from AAFM®
Real-World
Earn in-demand skills from instructors with 31+ years of experience in Wealth Management
Affordable
Our mission is to make the world's best Wealth Management training accessible
AAFM®’s Chartered Wealth Manager® Certification is the bridge between where you are now and where you want to be – from a beginner to an experienced world-class ‘Wealth Manager’ with the confidence, and skills to match.
CWM® Certification
CWM® Certification
An Online Program for Driven Financial Professionalss Who Want to Sprint Ahead of the Competition
- AAFM® ’s Chartered Wealth Management Certification Program is designed to give you a competitive edge — advanced knowledge, real-world analysis skills, and career confidence.
- Think of it like spending a few months training with an Olympic-athlete coach… you’ll be a specialist in a fraction of the time
AAFM® ’s approach works because…
You can bring your skills up to speed 10X faster, and for a smaller investment than other programs.
This is not just another “professional development” course— it’s an unparalleled career trajectory system.
Excel Your Career
You can earn your CWM® Certificate in as little as six months, learning from the world’s best instructors and hitting "peak condition" for career advancement in a fraction of the time.
Shortcut to Success
The CWM® Certification is your shortcut around years of frustration… With the CWM® Certification, you set yourself up for career success in months instead of years.
How the CWM® Certification Program Works?
How the CWM® Certification Program Works?
- 100% Online & On Your Schedule
CWM® Certification courses are offered 100% online, allowing you the flexibility to start the Financial Professionals program anytime, set your own schedule for completion, and learn when it’s most convenient for you.
- Learn at Your Own Pace
You’ll learn at your own pace, using a variety of methods, including:
- PDFs & PPTs
- Recorded Video Lectures
- Hands-on Exercises
- Quizzes and Assessments
- Access to CWM® India Portal
We Created the CWM® Certification Program for You...
- Because having advanced knowledge and real-world Wealth skills = career confidence and advancement.
- Becoming a Chartered Wealth Manager® (CWM)® doesn’t have to take you long years of study and struggle. AAFM® ’s experts have streamlined the learning process so now….
- You don’t have to sacrifice time or be inconvenienced. The course is 100% online, designed to be completed on your schedule. Because you’ll have access to the entire CWM® India E-learning Portal, it’s like having your own professional reference resource for the rest of your career.
- Not only can you learn at your own pace, you can refresh your skills at any time or add to them. Learning deepens when you return to a subject with “field experience.” You understand concepts at a new level through practice.
Your CWM® Certification makes you expert at these In-Demand Skills
Wealth Enhancement,Wealth Protection & Wealth Transfer Strategies
Onshore and Offshore Wealth Management
Behavioral Finance International Trust Structures
Hedge Funds,Family Office & Private Equity
Your CWM® Certification makes you expert at these In-Demand Skills
Designed by Elite Instructors
Designed by Elite Instructors
When you’re investing resources in career advancement, you want courses that are proven to help you acquire the real-life skills to get you recognized and moving up the career ladder.
AAFM®’s Chartered Wealth Manager® (CWM®) Certification is designed by instructors and practitioners with over 31+ years of Financial Professionals training experience.
They’ve earned the credentials working at some of the largest and most well-known global banks and Wealth Management Organizations:
It’s a big advantage to learn from practitioners and trainers who obtained their experience training employees at these elite institutions.
Trainers who know what it’s like to perform these skills on the job – not just prepare you for passing a test. Passing tests is critical, but that doesn’t help you when you’re back at your job, needing to advise an ultra-rich client.
AAFM® courses have been delivered to tens of thousands of students at the top universities, global banks, wealth management organizations, and financial companies across the world.
AAFM® is accredited by US Department of Labor and FINRA and many other Statuary Global Bodies.
In India National Institute of Securities Market an Institution set by Securities & Exchange Board of India (SEBI) has accredited the CWM® Certification under the SEBI RIA Regulations.
CWM® Certification Training
CWM® Certification Training
We know what skills and knowledge employers are looking for, and we deliver them to you.
Whether you’re new to Wealth Management or an experienced professional, our courses are designed to help you advance your career.
We deliver Wealth Management & Investment Planning training for the real-world.
When you complete the CWM® Certification training you’ll possess the in-demand industry knowledge, hands-on practice, and confidence it takes to stand out and become a truly world-class Wealth Manager.
The best part? You’ll put yourself on the “career express track”. In only a few months, you’ll gain on-the-job skills and knowledge that might take years of experience to learn.
By taking the CWM® program, you give yourself the chance to:
- Emerge with higher confidence and business skills
- Have enhanced career opportunities available to you
- Be more sought-after in the eyes of hiring managers and recruiters
CWM® Learning Objectives
The CWM® Program covers a critical body of knowledge necessary for becoming a world-class Wealth Manager. The core curriculum for the program includes:
Wealth Management
Wealth Management
- Develop industry-leading best practices for layout, designand structure of Wealth Plans
- Build a dynamic holistic Wealth Plan for all kinds of Clients
- Create a Wealth Plan that incorporates Wealth Enhancement, Wealth Protection and Wealth Transfer Concerns of a Client
- Create a multi-year forecast to project the income statement, cash flow and balance sheet into the future of a Client
- Use advanced Financial Mathematics Calculations to make Wealth Plans that are both robust and dynamic
- Perform scenario analysis,sensitivity analysis, and other advanced modeling practices for Wealth Plan
- Build Wealth Plans that are well designed, intelligently structured, and easy for other users
Equity Valuation
- Value a company or a security using comparable company analysis, precedent transactions, and discounted cash flow DCF modeling
- Build numerous DCF models from scratch in Excel and calculate a firm’s weighted average cost of capital
- Understand how and when to use Enterprise Value and Equity Value multiples for valuation
- Learn about the pros and cons of different valuation methods, and become proficient in all of them
- Arrive at a range of values for a business combining multiple methods
Wealth Protection Planning
Wealth Protection Planning
- Learn to assess legal, credit and personal risks to your wealth
- Assessing Legal Challenges to Real Estate Ownership
- Using Trusts and Specific Forms of LLCs to Provide Asset
- Structuring Flipping, Wholesaling, Development and other Short-term Strategies
- Where You Should Create Your Entities to have maximum Asset Protection
- Create a dynamic ‘Wealth Protection Plan
Wealth Transfer Planning
- Advice on the different types of wealth that may be transferred
- Deepen relationships with high net worth clients and become a partner in planning
- Providing advisory support to clients on trust planning, business succession planning, & estate tax planning
- Philanthropy and Charitable Planning
- Building estate planning proposition for consumer banking domain and creating an estate planning platform for estate advisory services
What CWM® Graduates and Employers Say
Enrolment Options for the CWM® Program
| CWM® Certification | CWM® Self Study | CWM® Full Immersion |
|---|---|---|
All 20 Modules |
Rs.25,000 +GST |
|
All 20 Modules |
Rs.50,000 +GST |
- In India AAFM® provides the prestigious Chartered Wealth Manger® Certificate
- Founded in Year 1996 – 25 Years Old Organization
- Offices in 17 Countries like USA, India, UK, China, Hong Kong, Singapore, Taiwan, Dubai, Europe, and more...
- Approx. 3,00,000+ Certificants Globally and 50,000+ CWM®
- Members Present in 151+ Countries
- Top 800 Business Schools Globally are now recognized and registered educational programs that qualify for educational credit for AAFM™ Membership
AAFM® Certification Recognition
Chartered Wealth Manager® Certification Program is Affiliated and Accredited from
- Global Academy of Finance and Management (GAFM)
- TUV ISO 9001 Certified Quality Management Program
- TUV ACCREDITED - ISO 9001:2008 Certified Quality Standards
Frequently Asked Questions
How long does it take to complete CWM® certification?
- Compulsory Pathway: Minimum Time period is 5 Months
- Experience Pathway: Minimum Time period is 2 Months
- Maximum time allowed to complete the program is 3 years subject to registration being renewed by the student. In case the student is unable to clear the program in 3 years he would not be given credit for any exams cleared during the period.
- Candidates need to apply for the CWM® Certification within 90 Days of Clearing Level 2 Exam. If a candidate fails to do so he will have to reappear for level 2 exam again.
Can I order a physical copy of CWM® Study Material?
- Yes; a physical copy of CWM® study material can be obtained by paying a fee of Rs.6,500 +GST.
Is CWM® courses accredited?
- Chartered Wealth Management® Designation is widely accredited Globally by different prestigious Government Bodies and Global Accreditation Organizations.
- In India Chartered Wealth Manager® is accredited by National Institute of Securities Market (NISM) under the Securities and Exchange Board of India (SEBI) Investment Advisor Regulations 2013 under Clause 7(2).
Are there any additional fees or costs?
There is no additional fee charged by candidates. Here is the fee structure
|
Compulsory Pathway |
Experience Pathway |
Experience Requirement |
Less than 3 years of Financial Services |
More than 3 years of Relevant Financial Services |
Fees |
Registration Fees + Online Courseware = Rs. 25,000 + 18% GST |
Registration Fees + Online Courseware = Rs. 25,000 + 18% GST |
Examination |
Both Levels 1 & 2 |
Only Level 2 |
Minimum Qualification to Register |
Intermediate but for Certification must be Graduate |
Graduate |
Days to First Exam |
60 Days |
30 Days |
Validity of Examination |
Candidate needs to apply for Certification within 90 days of clearing the Level 2 exam |
Candidate needs to apply for Certification within 90 days of clearing the Level 2 exam |
Validity of Examination |
Validity of Level 1 Exam is 3 years subject to Renewal of Registration |
N.A. |
“Candidate needs to apply for Certification within 90 Days of clearing the Level 2 Exam ; if a candidate fails to do so, they need to clear the Level 2 Exam again.” |
||
What currency are your courses priced in?
Can I take individual courses instead of completing the whole program?
How do the exams work?
The number of Exams a student has to clear depend upon the pathway they choose:
Compulsory Pathway Student: Has to clear both Level 1 and Level 2 Examination.
Experience Pathway Student: Has to clear only Level 2 Examination.
Level |
Level Type |
Duration |
Examination Type |
Examination Pattern |
1 |
Foundation Course |
3hrs. |
MCQs (Objective) |
1 Mark – 40 MCQs |
2 |
Advanced Wealth Management |
3hrs. |
MCQs (Objective) |
1 Mark – 40 MCQs |
|
|
Total No. of Hrs. – 6hrs. |
||
Note:
1. Compulsory Pathway student can appear for level 2 exams only when he clears level 1 exam.
2. Level 2 exam covers level 1 course content also. So students are advised to acquaint themselves of the Concepts and Body of Knowledge of both the levels.
The CWM® India Examination is held at NSE and Pearson Vue Exam Centers.
To Locate Nearest PEARSON VUE Examination Center: Click Here
To Locate Nearest NSE Examination Center: Click Here
How do I earn my certificates?
Ans: After completion of both Level 1 & 2 Exam; project work and paying the required certification fee, you will be awarded the prestigious CWM® Certificate.
Can I email the trainer if I have questions?
Ans: Yes; you can email to the trainer if you have any query related to academics. We always welcome the candidate’s queries. We are reachable at academicsupport@aafmindia.co.in and acadecsupport@aafmindia.in
Will these courses help me advance my career?
Ans:
Wealth Management is one of the fastest growing and highest paid segment in the Financial Services Industry. To succeed in this demanding and highly rewarding field requires that an individual has high level of technical expertise coupled with very good social and communication skills. CWM® Designation focuses on developing a Complete Professional ready to enter the Wealth Management Domain with the requisite skills.
Benefits of CWM® for Organization:
- Develops skills, knowledge and attitude of the employees.
- Increases the “Advice Quality” of the Financial Advisors.
- Demonstrates the quality of Advisors to the client.
- Helps the organization in achieving global standards and cutting edge knowledge
Benefits to the Individual:
- Increases technical and product knowledge
- Enhances Client Management Skills
- Deepens Client Relationship and allows word of mouth publicity
- Creates Job and Career Opportunities
- Become an expert in evaluation, diagnosis and planning in working with Super High Net Worth Clients
- Maximize the impact of your client communications and reporting
- The AAFM® Credentials and Board Certifications are for those who want to rise above the rest.
- Expand your wealth management skills by adopting international best practices.
Do you offer a monthly payment plan?
Ans: No, we don’t have any such plan to pay.
What payment methods do you accept?
Ans: We accept all types of payment modes like – Cash, DD, Cheques, Bank Transfer, and Credit/Debit Card Payment etc.
Who should consider CWM® Certification?
CWM® program is ideal for professional and graduates looking to gain in‐depth knowledge of advising High Net‐Worth Individuals (HNI’S) on managing, growing and transferring their wealth.
CWM® is for Financial Services Professionals, Existing Wealth Managers, Customer Relationship Managers, Insurance Advisors, Research Analyst, those looking to expand their careers in the Wealth Management and Financial Advisory, and graduates who want to be professionally and globally recognized.
What are the prospects of career in Wealth Management?
Ans:
In India all major Banks, NBFC’s, Brokerage Houses and Financial Services Companies have a Wealth Management Division with acute shortage of trained manpower in them. Wealth Management is one of the fastest‐growing professions across the world and Wealth Managers are the most sought after professionals by a fast growing working population that earns well, and needs expert handling of their finances.
There are plenty of opportunities with Banks, Asset Management Companies, Brokerage Houses, Stock Broking Companies and KPO’s who are seeking professionals with such expertise. Needless to say a career as a Wealth Manager can prove both challenging and rewarding.
How CWM® Certification is different from other financial courses in India?
- Use of Board Certified Designations after your name on your Business Card and on your Promotional Materials.
- Global Certification in true sense and no territorial examination required
- Certification is awarded directly by American Academy of Financial Management, USA.
- Protect your job and be recognized by an independent and global authority.
- Add AAFM® to your Resume, Degree or Professional Licenses & Improve your image and salary potential.
- Publish on our site as a Certified Member and be a part of Large Members Network of 50,000
- AAFM® Certifications including Chartered Wealth Manager is recognized by The Arab Leagues including UAE, etc. i.e. the Arab Academy of Banking & Financial Sciences (AABFS) recognizes our credentials in 20+ Arab Nations also. (www.AAFM.us/AABFS.pdf)
Is CWM® Certification a Global Certification?
Chartered Wealth Manager® designation is a truly global designation as the course content is a judicious mix of Indian and International Content enabling the participants to have a thorough knowledge of both the Indian and International Financial Landscape.
CWM® Certificants can practice in their country of choice without any cross border registration or exam requirements. All Certificates are issued by AAFM® USA International Board of Standards enabling the CWM® Designation holders to practice across the Globe.
Get in touch
How to find us
Head Office
403, B-9, ITL Twin Towers,Pitampura, New Delhi 110034,