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Registration Pathway

American Academy of Financial Management India (AAFM India) is an organization and a Professional Standards Setting body that proactively guides the development and promotion of standards for Financial & Wealth Advisory Professionals to benefit and protect the public in the country. It is a Professional Membership & Certification organization-part of leading Global Confederation established by prominent financial service corporations with an objective to professionalize the concept of Financial and Wealth Advisory in India.

The candidates who wish to undergo the CWM®Certification Program (the ‘Program’) have to get registered with AAFM India. A candidate can register with AAFM India through one of the authorized Education Providers of AAFM India across India to pursue the program through Compulsory Pathway. However, certain candidates having specified work experience have an option of applying through Experience Pathway wherein they can get exempted for an examination subject to conditions.

The candidate may also register for the CWM certification through a special route of Corporate Membership Pathway.

Furthermore, a candidate after his/her registration with AAFM India in the education program would have a time span of 3 years to complete the program to seek the Certification from the date of registration.

 

Compulsory Pathway

Experience Pathway

Experience Requirements

Less than 3 Years of Financial Services

More than 3 Years of Relevant Financial Services

Examination

Both Level 1 and Level 2

Only Level 2

Fees

Registration Fees Rs. 10,000 + GST 18.00%

Registration Fees Rs. 10,000 + GST 18.00%

Registration Method

Directly Register Online/Offline

First Get Approval by sending Experience Proof  through your Education Provider

Minimum Qualification to Register

Intermediate but For Certification must be a 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

Level 1

The Validity of Level 1 Exam is 3 Years subject to Renewal of Registration

N.A.

 

Note: The 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.

 

Process Charts for Different Pathways

Pathway

Process

Compulsory Pathway

Online Registration

Offline Registration

Experience Pathway

Online Registration

Offline Registration

Exam Process

Examination Process


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