Strengthen your team’s skills and accelerate revenue with the deepest real-world learning in finance.
Awarded Top Finance Training Company
AAFM® India has over 20 years of proven experience servicing a range of clients in sectors like:
Mutual Funds
Insurance
Commercial Banks (Banking)
Investment Banks (Wealth management)
Insurance Companies (Insurance)
Brokerage Firms (Advisory)
Planning Firms (Wealth management, Advisory)
RIA Firms (Wealth management, Advisory)
Our expert corporate training consultants have a breadth of experience in the financial industry.
We have provided financial services training and valuable solutions to a variety of financial industries such as consumer and commercial banking, mortgage and lending, credit card, wealth management, and insurance to name a few.
This experience allows us to understand each client's unique business needs and has positioned us to be a key partner to financial institutions across the globe.
A trusted and reliable training provider in finance, investments, wealth management and analytics.
We leverage our global experience in delivering financial trainings in more than 150+ countries globally to deliver international quality trainings.
Our content rich, unique financial training provides you with a world of knowledge, designed to expand your horizons, deepen your understanding and foster command over the subject matter.
Learn to plan the inheritance and advise on intergenerational wealth transfer
Sales and customer service training is a key component to the success of any business.
AAFM® can provide a full suite of services to support your teams with the right training for large scale training programs.
We have a network of over 1000 trainers and instructional design consultants for your in-class training needs.
If you’re looking to implement eLearning, our team of dedicated eLearning development specialists are only a click away.
From custom eLearning to conversions to maintenance we have the right team of instructional technologists, eLearning developers,
and instructional designers to provide you with high-quality online training with proven results.
You can select a pre-designed curriculum, by choosing to train your team with an AAFM® Certification. Each of the AAFM® certification is industry-recognized and designed to provide participants with practical skills that transfer to real-world scenarios.
| S.No | Name of the Course | Expertise | Mode of Study | Eligibility |
|---|---|---|---|---|
| 1 | Advanced Financial Goal Planning (AFGP®) | Financial Goal Planning | Full-Day Workshop | Graduation |
| 2 | Chartered Financial Goal Planner (CFGP®) | Financial Goal Planning | Full-Day Workshop | Graduation |
| 3 | Chartered Real Estate Professional (CREP®) | Real Estate Analysis & Investment | E-Learning / Self Study | Graduation |
| 4 | Certified Personal Finance Specialist (CPFS®) | Personal Finance Management | E-Learning / Self Study | Graduation |
| 5 | Certified Personal Finance Specialist Pro(CPFS-Pro®) | Personal Finance Management | E-Learning / Self Study | Graduation |
| S.No | Name of the Course | Expertise | Mode of Study | Eligibility |
|---|---|---|---|---|
| 1 | Chartered Wealth Manager® CWM® | Wealth Management & Investment | E-Learning / Self Study Material / Online Classes | Graduation |
| 2 | Chartered Economist® Ch.E® | Economics | E-Learning / Self Study Material / Online Classes | Graduation |
| 3 | Chartered Portfolio Management®CPM® | Portfolio Management | E-Learning / Self Study | Graduation |
| 4 | Chartered Trust & Estate Planner® CTEP® | Estate Planning | E-Learning / Self Study | Graduation |
| 5 | Accredited Financial Analyst® AFA® | Finance Analysis & Research | E-Learning / Self Study | Graduation |
Please reach out to us at info@aafmindia.co.in or call us at +91-9711797800, or fill the form
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