aafmindia
     WEBSITE: www.aafmindia.co.in
HELPLINE: 011 45120800

HIGHEST GLOBAL DESIGNATION IN WEALTH MANAGEMENT FROM AAFM USA

  Chartered Wealth Manager

NOW IN
 INDIA!!

Learn how to manage Wealth and Advise HNI Clients on Wealth Enhancement, Wealth Protection & Wealth transfer.

 

Join Top Global Banks as Wealth Manager!


 

 

 

Connect Your Career with the World...

The American Academy of Financial ManagementTM is a worldwide Board of Standards and financial professional organization, with members in 151+ countries offering exclusive certified designations, charters, and masters certification to candidates who meet the high standards.

 

 

 

Who Should Pursue?

Bankers, IFA’s, Stock Brokers / Sub-Brokers, Mutual Fund & Insurance Advisors, Relationship Manager, MBA's, CFA's, CA's, CS, CFP's and Students who are looking to expand their careers in the Wealth Management.

Classroom
Distance Learning
E-Learning

 
 

What
Makes US
Proud?
50,000+ CWM Certificants Globally
800+ University offer CWM Program
100+ Top Banks, Mutual Fund,
Insurance Company Promote
CWM Certificants
 
SEBI
Benefits of CWM® The Program Helps In:
  • Use of Board Certified Designations after your name on your Business Card and on your Promotional Materials.
  • Global Certification in true sense and no territorial examination required.
  • CWM® is awarded directly by American Academy of Financial Management, US.
  • Protect your job and be recognized by an independent and global authority.
  • The AAFM Credentials and Board Certifications are for those who want to rise above the rest.
  • You can add AAFM to your Resume, Degree or Professional Licenses & Improve your image and salary potential.
  • Publish on our site as a Certified Member.
  • Be part of Large Members Network of 50,000+.
  • Members in more than 100 Countries with Global AACSB Alliance.
  • Acquiring core understandings in and across the disciplines that contribute to the domain of Wealth Management including Wealth Creation, Wealth Enhancement, Wealth Preservation and Wealth Transfer.
  • Relating these conceptual frameworks to dimensions of practical areas on the ground.
  • Providing candidates with opportunities to encounter and critically engage with instances of both challenging problems and attempted interventions by a Wealth Manager.
  • Engage with the complex financial markets, human attitudes and investment life cycles.
  • Explore the ethical and personal dimensions of Wealth Advisory and understand the fiduciary responsibilities of a Wealth Manager.
What you learn?
   Level 1 - Foundation Level
Overview of Indian and Global Financial System Concept of Wealth Management Life Cycle Management Measuring Investment Returns in Wealth Management Investment Vehicles of Wealth Management Managing Investment Risk in Wealth Management Indian Tax Laws Legalities in Wealth Management Role of Wealth Management in Banking
   Level 2 – Advanced Level
Equity Analysis Use of Alternative Products in Wealth Management Use of Behavioral Finance in Wealth Management Real Estate Valuation and Analysis Loan & Debt Management Portfolio Management Strategies Relationship Management by a Wealth Manager International Taxation and Trust Planning Wealth Management Planning Advanced Wealth Management
Corporate Member

AMERICAN ACADEMY OF FINANCIAL MANAGEMENT INDIA PVT. LTD.

403, 4th Floor ITL Twin Towers, Plot No - B-09, Netaji Subhash Place, New Delhi - 110034

Email ID:info@aafmindia.co.in, Web: www.aafmindia.co.in, Tel: 011 - 45120800 / 9650159583

 

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