AAFM conducts workshops batch of Participants on planning skills. Enquiry
Who Should Attend the Program?
Any aspiring or practicing Financial Advisor and / or Financial Products distributor who want to start offering client oriented, process-driven and Goal-based Financial Advisory Services.
Independent Financial Advisor
Registered Investment Advisor
Mutual Fund Professional
Agents aspiring to start own Advisory Services
Distributors aspiring to start own Advisory Services
Participate In The Contest
About CWM Certification
The Chartered Financial Goal Planner® (CFGP®) Certificate Program is designed to develop the basic skills required by Wealth Advisors to execute critical functions related to Financial Planning, Goal Planning & Investment Planning to assist their clients to shift from investment planning to comprehensive financial planning. This Globally Certification is offered by American Academy of Financial Management India and is a stepping stone to more comprehensive and intensive programs like the Associate Wealth Manager® (AWM®)and Chartered Wealth Manager® (CWM®).
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In this program students will learn to:
Understand the Financial Planning Process and apply it.
Conduct Client Need Analysis and Gather Relevant Client Data
Analyse Client Financial Situation and understand the problems in Client’s Financial Situation.
Develop appropriate strategies to meet clients financial goals
Present a Financial Plan to a Client.
Implement a Financial Plan.
Understand the Ethical considerations in Financial Planning.
Assess risk tolerance and risk bearing ability of a client
Gather basic understanding of common investment products.
The Program Helps In
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.
In order to become a CFGP® Certification holder, candidates need to attend the CFGP® Workshop and must pass a examination at the end of the Workshop.. To pursue the program they need to be at least Intermediate (10+2). CFGP® Certification holders are required to follow to a strict code of ethics and rules that governs both their professional and personal conduct.