AUTHORIZED EDUCATION PROVIDER (AEP)


Authorized Education Provider (AEP)
AEP Directory
Partner as an AEP
University Partners
Resource Partners

Authorized Education Provider (AEP)

AAFM India appoints Authorized Education Providers to deliver and impart training for CWM® certification program across the country. The role of the authorized education provider is to impart training and provide support to the candidates pursuing the certification, enabling the candidates both professionals and students to be prepared for different levels of examination and become CWM® certified. The candidates needs to undergo the study of CWM® certification program curriculum offered by an Authorized Education Provider through Distance learning or Class room intervention.

AAFM India establishes educational standards, on basis of industry standards & job analysis in order to educate prospective Financial Advisors & Wealth Managers, as well as the criteria of the selection of Training Partners, which assures efficient Financial Advisory & Wealth Management education and training.

What qualities or traits make a good authorized education provider for AAFM India?

  • A desire to maximize your success, knowledge transfer, and revenues by offering certification with your existing programs.
  • Already offering and promoting executive training and seminars.
  • Ability to fill seats for training using data base and localized marketing.
  • Government Recognition, Training License, Ability to recruit from governments, non-profits, and corporates.
  • Accreditation or Recognition as an Approved Provider of Training.

How do we become authorized education provider of AAFM India to deliver AAFM ® Globally Recognized Certifications?

Becoming licensed to offer qualified AAFM ® certification training programs is similar to any business; it requires substantial due diligence, quality standards, and commitment to make it success.

AAFM India is planning to appoint Authorized Training Providers of repute that conduct full time, part time, online and distance learning courses for the CWM® Certification Program.

Brief Guidelines for becoming the AEP of AAFM India

  • The AEP have to maintain educational facilities self-owned or run on lease.
  • The AEP have to be established in accordance with relevant laws and regulations or by the Ministry of HRD / Education or by the Ministry of Labor.
  • AEP should have more than one year’s experience of finance related education and training.
  • The Representatives and Board Members / Governing Body of Education Providers should give an affidavit that they were never involved in legal proceedings or legal action because of education and training problems concerned.
  • The AEP should be run by a professional management. The details of the same should be furnished along with the initial application. Professional management may be defined as management with appropriate organization structure with qualified Executives, Head with suitable and qualified support staff in various functions like training, marketing, administration etc. with clear line of authority and responsibility. For all practical purposes, there shall be a single point contract for all interactions with the AEP.
  • AEP should commit sufficient expenditure under broad headings like Marketing, Administration, Academic Development, Infrastructure etc. Though this may be designed in accordance with the Business Plan of respective AEP, yet to ensure appropriate congruence with the AAFM India’s overall Business Plan, AAFM India shall reserve its right to alter/demand certain modification as it may deem fit.

Partner with Us as an AEP

Educational Institutions of repute and Training Divisions of Financial Institutions may approach to AAFM® India in the Form given below expressing their interest to become an Authorized Education Provider of AAFM India

University Partners

AAFM India has been established with an objective to meet market demands for advanced wealth management education that caters to the requirements of the growing Financial Services Sector.

CWM® certification Program and Your University Program

We encourage universities to incorporate the CWM® certification curriculum into their programs. Although we ask that you adhere to our trademark & copyright guidelines, we don't require any registration for universities that integrate our curriculum. AAFM India has embarked on a global journey to transform wealth management education so that learning becomes a win-win for all the stakeholders, students, corporate or educational institution. AAFM India partners with reputed educational institutions to:

  • Offer CWM® certification program to their students.
  • Develop research capabilities in the area of Wealth Management.
  • Offer guidance to their students on careers in Financial Advisory & Wealth Management.

We are seeking to establish smart partnerships that will enable rapid deployment of education services to the market place. We are also seeking partners with whom we can jointly develop new markets.

Resource Partners

In an effort to enhance the education experience of CWM® candidates, AAFM India is planning to connect with a variety of organizations like publication houses, industry forums, on line forums, research houses, learning & development teams in financial services companies for sharing relevant content, tools, templates & resources.

We invite companies/ professionals working in these domains to join us as Resource Partners. For more details, please write to info@aafmindia.co.in