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AAFM India appoints International Institute of Research & Wealth Management (IIRWM) as an Authorized Education Provider for CWM®,AFA® and CTEPTM Certifications.   |   Principal Pnb Asset Management Company Private Limited" joined AAFM India as a Corporate Member.   |   Principal Retirement Advisors Private Limited" joined AAFM India as a Corporate Member.   |   AAFM India conducted Online "Orientation Session for CWM Certification Students" on 26th. of July 2014.   |   AAFM India appoints NJ Gurukul as an Authorized Education Provider for CWM® & CTEP certifications   |   WELCON Consulting LLP partners with AAFM India as a Corporate Member.   |   deVere Group Partners with AAFM as Corporate Partner   |   Alpha Capital joins AAFM India as Corporate Member   |   Reliance Capital Asset Management Ltd. joins AAFM India as Corporate Member   |   CHARTERED WEALTH MANAGER® Certification gets accreditation from NISM under the SEBI (INVESTMENT ADVISERS) REGULATIONS, 2013   |   Bharat Sewak Samaj (National Development Agency promoted by Govt. of India) partners with AAFM India Pvt. Ltd. for Skill Development Programs. AAFM Certifications available at 8000 BSS Centres across India.   |   Karvy Private Wealth joins AAFM India as Corporate Member.   |   AAFM India joins hands with Seed Consulting for Business Promotion   |   AAFM India successfully organized its India's first Wealth Management Convention 2013 at Bombay Stock Exchange, Mumbai on June 15, 2013   |   Wealth Management Convention 2013 organized by AAFM India was inaugurated by the Chief Guest Mr. Sandip Ghose, Director, National Institute of Securities Market, NISM ( A body Established by SEBI)   |   AAFM India organized its inaugural CWM Certification Convocation Ceremony in India on June 15, 2013 at BSE India   |   Edelweiss Asset Management Limited partners with AAFM India as a Corporate Member   |   Universal Trustees Private Limited partners with AAFM India as a Corporate Member   |   AAFM India Pvt. Ltd. partners with ING Financial Services Pvt. Ltd. to provide the Wealth Management&CRM software to the CWM Certificants on complimentary basis.   |   iFAST Financial India Pvt. Ltd Partners with AAFM India as a Corporate Member   |   AAFM India appoints IndiaCan - A Pearson Educomp Company as an Authorized Education Provider for CWM® Certification   |   AAFM India appoints "CASIO INDIA" as an Official Partner Organisation   |   ING Financial Services Pvt. Ltd. partners with AAFM India as a Corporate Member   |   National Skills Initiative, a Lokbharti Initiative partners with AAFM India as an Authorized Education Provider in Delhi.   |   ASK Wealth Advisors partners as a Corporate Member of AAFM India   |   Peerless Fund Management Company Limited partners as a Corporate Member of AAFM India   |   Society of Financial Planners (SOFP) partners as a Corporate Member of AAFM India   |   Press Release-April 1,2012   |   Registration for CWM® certification Now open in India Authorized Education Providers Appointed for CWM® in Mumbai Infinite Touchbase Training Solutions Pvt. Ltd., Mumbai Vantage Institute of Financial Markets, Mumbai Examination Scheduled – Level 1 and Level 2 (Both) – January - 2013 New Authorized Education Providers coming soon in other parts of the country World Wealth Report 2012 Rivergate Capital Partners joines AAFM India as Corporate Member Freedom Financial Planners joined AAFM India as Corporate Member AAFM India Tie-Up with Bombay Shareholders Association (SEBI Registered Investor Association) for promoting Financial Literacy in India together..

WELCOME TO AAFM INDIA !

The American Academy of Financial Management® is a worldwide Board of Standards and financial professional organization, offering exclusive certified designations, charters, and masters certification to candidates who meet the high standards.

AAFM® has set up its Indian Chapter American Academy of Financial Management India Private Limited, (AAFM India) AAFM is a Standard Setting Body in India with the objective to promote Financial Advisory & Wealth Management in the country.

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International Board of Standards - Professional Designations - Accredited Education. Creating the World's Leaders in Management TM


Global Certifications In Finance


Chartered Wealth Manager

Wealth Management & Private Banking


  • License to Global Jobs in Banks as Wealth Managers
  • Only Premier Global Designation in Wealth Management
  • Banking, Equity Analysis, Mutual Fund, Taxation, Insurance & Relationship Management
  • On-Shore & Off-Shore Wealth Management
  • Portfolio Management Techniques

Chartered Trust & Estate Planner

Trust & Succession Planning


  • Only super specialized program in Trust & Estate Planning
  • Study international Trust & Estate Planning including UK, USA & Singapore
  • Various tools like Trust, Will, Probate, POA etc. are covered
  • Edge over other advisor by adding succession planning advice

Accredited Financial Analyst

Financial Research & Fund Management


  • Highest Global Designation in Financial Research Analysis and Fund Management.
  • Accredited by Global Accredited Organizations and US Department of Labour.
  • Equips students with cutting edge skills in financial analysis and equity research
  • Learn the use of modelling tools such as excel in creating financial models
  • Master Financial Analysis, Financial Research, Equity Analysis, Investment Management and Risk Management.

Charted Real Estate Professional

Financial Research & Fund Management


  • Explore the latest advances in real estate management strategy and law.
  • Integrate optimum products and services in your real estate advisory services
  • Appreciate the complexities of investing in global real estate markets
  • Construct optimal real estate portfolios.
  • Evaluate the Title of a Real Estate Property
  • Become an expert in evaluation, diagnosis and planning in working with Super High Net Worth Clients

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