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Global Partners

Global Partner Of AAFMIndia



The PGPFS is a specialized program designed as per the international standards, with global recognition for graduates who want to fathom successful careers as Bankers, Research Analyst and Relationship Managers. The program is vetted, affiliated and all standards of education are maintained as per the guidelines of AAFM, USA.


PGPFS is an innovative program built upon the structure of professional and theoretical knowledge leveraging on the experience of industry practitioners and using the relevant case studies and current industry practices as learning supplements in the specialized field of Financial Services. This program not only provides the participants the knowledge of operational aspects of Financial Services Industry but also builds on managerial and technical skills.


This is an intensely structured program spanning 11 months of rigorous training which starts with a foundation module then moves on to the core module and finally equips the candidates with specialized knowledge in Financial Services Industry.



1.     Financial Services an Overview

7.     Foundations of Real Estate

2.     Economics for Financial Markets

8.     Investment Products & Planning

3.     Collective Investment Instruments

9.     Tax Planning

4.     Insurance Planning

10.  Laws in Financial Services

5.     Fixed Income Products

11.  Personal Life Cycle Planning

6.     Financial Markets

12.  Wealth Transfer Planning

1.     Security Analysis Valuation

6.     Real Estate Appraisal, Valuations and Analysis

2.     Alternative Asset Classes

7.     Financial Services Practice Management

3.     Portfolio Management

8.     Advanced Wealth Management

4.     Credit Management

9.     International Taxation

5.     Risk Management

10.  Relationship Management




ü  Gain comprehensive knowledge of Indian and Global Financial Services Industry.

ü  Learn about Banking, Equity Analysis, PMS, Mutual Fund, Alternate Investment Products, Real Estate, International Taxation, Estate Planning, Insurance, etc.

ü  Ensures an in-depth knowledge of international Wealth Management, Financial Advisory and Tax Planning that reflects the cross-border connections and investment of today's wealth owners.

ü  Become proficient in Wealth Enhancement, Wealth Protection and Wealth Transfer Strategies. Learn to manage both Onshore and Offshore Wealth of Clients.

ü  Learn Advanced Strategies employed in Portfolio Creation, Evaluation, Revision and Maintenance.

ü  Building investments proposition for consumer banking domain and creating a financial planning platform for investment advisory services.




Dare To Think Beyond


ü  3 Major Qualifications in one Program – PGPFS, CWM® & CREP®.

ü  45 Weekends Program with 500 Hours of Rich Instructor Led Classes.

ü  Program designed to meet the needs of both aspiring and seasoned professionals who wish to deepen their skills knowledge and expertise.

ü  No Specialized Prior Knowledge Required.

ü  The weekend class structure allows participants to meet their professional and personal obligations while pursuing an academic program.

ü  Prepares participants to Qualify for the Highest Global Wealth Management Designation Chartered Wealth Manager® (CWM®) accredited by NISM under SEBI's Investment Advisers Regulations 2013 and Chartered Real Estate Professional®

ü  The pedagogy includes case studies, team activities, pre-course assignments, computer-aided learning, simulations, industry talks, site visits and field trips to complement classroom learning.

ü  Hands-on experience through working on live projects & inbuilt industry internship.




ü  Graduates aspiring to enter the Banking, Mutual Fund, Wealth Management, Real Estate & Private Banking Industry.

ü  People from Banks, NBFCs, Broking houses, Mutual Funds, Insurance and Distribution houses.

ü  Suitable for all those with a finance background who wish to cement their knowledge and achieve a professionally recognized International certification.

ü  Product Head, Business Heads Relationship Managers, from Banks, Mutual Fund Houses, Distribution, Wealth Management, Family Office, Advisory firms etc.

ü  Independent Advisors who manage HNI clients and wish to enhance their technical skills.





Priority / Premier Banking, Private Clients, Wealth Management, Investments, Liabilities, Financial Planning, Bancassurance, Product Management, Client Servicing, Operations


Wealth Management, Research, Relationship Managers, Portfolio Manager, Client Servicing


Institutional Channel Sales, Fund Management, Retail Sales, Investor Relationship, Marketing, Operations, Client Servicing


Wealth Management, Equity Analyst, Research, Institutional Sales, Retail Sales, Sub-Broker Channel, Portfolio Manager,  Operations


Institutional Channel Sales, Managing Agent & Retail, Corporate Broking, Product Management, Operations, Client Servicing


Practice as an Independent Financial Advisor, Small Outfits providing comprehensive Wealth Management




Graduate with recognized degrees / diplomas in Finance, Accounting, Economics, Business, etc.




PGPFS is a Professional Qualification, candidates are given offline access to learning support materials and resources in addition to support through a variety of resources include:

ü  Offline Trainer Support & Webinars

ü  Access to CWM® & CREP® Certification Knowledge Bank Exemplary Examination Papers

ü  More than 500 questions for continually testing knowledge and comprehension Features real-life case study scenarios and questions to apply your knowledge


On successful completion of the program the candidate would be awarded


ü  Post Graduate Program in Financial Services (PGPFS)

ü  International Designation, Chartered Wealth Manager® (CWM®)

ü  Chartered Real Estate Professional® (CREP®)

ü  Multiple NISM Relevant Modules


Contact Details


Office: Unit No. 943, IJMIMA Complex, Behind Infiniti Mall 2, Off. Link Road, Malad - W. Mumbai - 400064,

Tel.: 022 - 49241800, Mob.: 9029696400

Website: www.aafmindia.co.in, Email: pgadmissions@aafm.co.in


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