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Mission

AAFM India’s mission is to serve its membership and stakeholders as a world leader in educating and reinforcing the Local and international knowledge of executives and potential leadership of financial based institutions.

AAFM India has set itself the following tasks and aims:
  • To establish and promote the Wealth Management Standards in India by educating the public on the importance and benefits of Wealth Advisory.
  • The marks CWM® is recognized and accepted Nationwide as being Wealth Management’s highest standard.
  • To accredit courses and course providers associated with the CWM and other Designations.
  • To award the designation, on the basis of robust examination and processes developed by the AAFM USA.
  • Facilitating research and high-quality education and training in the field of international wealth management.
  • To arrange and administer events such as congresses, seminars and briefings.
  • To provide services and education facilities and opportunities.
  • Representing the Academy’s interests vis-à-vis governmental and regulatory authorities as well as the public at regional, national and international level.

To develop a community of members and an advisory board interested in the development of the global wealth management industry with a particular focus on the training and accreditation needs of the industry.

To adapt the CWM program and the other programs to the needs of the Financial Services Industry including the wealth management industry, and specifically to criteria set out by Government and industry organizations offering or accrediting wealth management training.

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