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Sr.No. Form Download
1 CWM®Registration Form Download Form
2 CWM®Registration Form- Professional Pathway Download Form
3 CWM®Registration Form- NRI/Overseas Candidate Download Form
4 CWM®Examination Form Download Form
5 CWM®Certification Form Download Form
6 AAFM®Corporate Membership Form Download Form
7 CTEPTM Registration Form Download Form
8 AFA® Registration Form Download Form
9 CWM Award Notification Form Download Form
10 CWM Candidate Referral Form Download Form
11 Press Release CWM Award Download Form
Sr.No. Notification Download
1 Fee Change Notification 28-Feb-2014 Notification
2 NOTIFICATION Change in Exam and Additional Topics 28-Feb-2014 - Revised Notification
3 Press Release CWM(R) NISM Accreditation under SEBI Investment Advisor Regulations 2013 Notification
4 CWM Accreditation by NISM under Investment Advisor(SEBI) Regulations 2013 Notification
5 Examination Fee Change Notification 10-April-2015 Notification
6 NOTIFICATION Fee Change CTEP 29-Jan-2018 Notification
7 NOTIFICATION Fee Change CWM 29-Jan-2018 Notification
8 NOTIFICATION Fee Change AFA  29-Jan-2018 Notification
Sr.No. INFORMATORY DOCUMENTS Download
1 About Us Download Form
2 Comparison Chart - CWM, CFP, CFA Download Form
3 Chartered Wealth Manager - Brochure Download Form
4 The Wealth Report Download Form
5 Union Budget & Key Survey Download Form
6 World Wealth Report Download Form
7 Economic Survey Highlights Download Form
8 FM Budget Speech Download Form
9 India Wealth Report Download Form
10 Islamic Wealth Management Report Download Form
11 India Wealth Report Download Form
12 Accredited Financial Analyst - Brochure Download Form
13 Chartered Trusts & Estate Planner - Brochure Download Form