AAFM® India is the Finance Certifications Board and Indian chapter of the American Academy of Financial Management (GAFM, USA) — a worldwide board of standards. We help students, professionals and institutions earn globally recognised, super-specialised designations that open doors in banking, wealth management and advisory worldwide.
The American Academy of Financial Management (AAFM®) — globally known as the Global Academy of Finance & Management (GAFM) — is a worldwide board of standards and a professional certification body headquartered in the United States.
AAFM® India is its Indian chapter and a Finance Certifications Board — voted Best Finance Certification Body by CMO Asia. We set standards for financial advisory and wealth management, deliver globally portable certifications, train corporate teams, and champion financial literacy through our F-LAB India initiative.
Every AAFM® credential can be checked for status and validity — giving employers and clients confidence in your qualification.
A team of finance, education and industry veterans steering AAFM® India.
Super-specialised programs built for banking, wealth and advisory professionals — accredited by global standards bodies and trusted by employers worldwide.
The global standard in wealth management
Designed for professionals who advise affluent and HNI clients. The CWM® charter builds the complete wealth-management skill set — portfolio strategy, estate and tax planning, client advisory, and behavioural finance — awarded by the American Academy of Financial Management®. It signals to banks, wealth firms and HNI clients that you advise at an international standard.
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The definitive credential in trust & estate planning
For advisors to HNI and family-business clients. CTEP™ covers wills, trusts, succession and cross-border estates — the specialist skill set for protecting and transferring wealth across generations.
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The world's first graduate economics designation
For economists, policy and strategy professionals. It applies real-world, international and mathematical economics to decision-making — signalling advanced economic expertise to employers and institutions.
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Global recognition in research & analysis
For equity research, valuation and analysis professionals. AFA® builds rigorous statement-analysis, modelling and valuation skills — the analytical foundation research desks, AMCs and investment teams look for.
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Real estate strategy for serious advisors
For real estate and wealth advisors. CREP® covers development, law, valuation and financing — the knowledge to advise on real estate as a core wealth and investment asset.
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The mark of portfolio & investment expertise
For portfolio and investment managers. CPM® deepens asset allocation, security analysis, risk and performance measurement — the discipline asset managers, PMS firms and institutional desks value.
View program| Program | Best for | Focus areas | Format | |
|---|---|---|---|---|
| CWM®Chartered Wealth Manager | Bankers & advisors wanting a global wealth career | Wealth, banking, investments, tax & estate planning | 2 levels · 20 units · online | View → |
| CTEP™Trust & Estate Planner | Advisors specialising in HNI estate planning | Wills, trusts, succession & international estates | 6 units · online | View → |
| AFA®Accredited Financial Analyst | Research & analysis professionals | Statement analysis, valuation, equity research, modelling | 2 levels · Pearson VUE | View → |
| Ch.E®Chartered Economist | Economists, policy & strategy professionals | Applied, international & mathematical economics | 6 modules · Pearson VUE | View → |
| CPM®Chartered Portfolio Manager | Portfolio & investment managers | Asset allocation, security analysis, risk & performance | 5 modules · 10 units | View → |
| CREP®Chartered Real Estate Professional | Real estate & wealth advisors | Real estate development, law, valuation & financing | Compact · NSE exam | View → |
Eligibility for all programs: from 10+2 to enrol; a graduate/bachelor's degree to be certified. Request the brochure for full details.
Our certifications are designed as a direct route to high-demand roles in banking, wealth and advisory — across India and abroad.
Our alumni build careers at leading firms
Get role-wise salary ranges, eligibility, and the full CWM® syllabus & fee details — sent straight to your inbox.
Tell us who you are and we'll point you to the certification and next step that fits your goals.
Answer two quick questions and we'll recommend the right designation for you.
The flagship designation for a global career in wealth management and banking.
Stand out in a crowded job market. Earn a globally recognised designation that signals real, job-ready skills to banks and wealth firms — before your peers do.
Accelerate your career in banking, relationship management or research. Add a respected designation that employers reward with better roles and pay.
Deepen your expertise and win higher-value clients. Specialise in estate planning or real estate advisory and become the expert HNI clients seek out.
Upskill entire teams with structured, certified financial training. Run cohorts for your bank, AMC or advisory firm — or become an authorised AAFM® education partner.
Book a no-obligation counselling call. Our advisors will recommend the right certification for your background and goals.
From individual learners to large institutions — a full ecosystem of education, membership and partnership services.
Self-paced and live programs across wealth, estate planning, economics, analysis and real estate — delivered online and in classrooms.
View programs →Upskill banking, advisory and finance teams with structured, certified cohort training — tailored to your organisation's needs.
Request a proposal →Join a global community of certified professionals. Access continuing development, member benefits, events and recognition.
Become a member →Become an Authorised Education Partner, channel/referral partner or trainer — and deliver AAFM® programs in your region.
Partner with us →Our financial literacy initiative — spreading sound money, investing and planning awareness across communities and campuses.
Learn about F-LAB →Regional conventions and the flagship Wealth & Alternates Convention — networking, insight and recognition for the profession.
See upcoming events →AAFM®-certified professionals are hired across leading banks, AMCs and wealth firms — and our programs run with university and institutional partners nationwide.
University & institutional partners
As featured in
AAFM®-certified professionals practise in the world's major financial centres.
United States
United Kingdom
India
UAE
Singapore
Hong Kong
Canada
Australia
Switzerland
Germany
Saudi Arabia
Qatar
Kuwait
Malaysia
China
South AfricaA simple, guided path from first enquiry to a globally recognised qualification.
Tell us your goals and current background.
Get free guidance on the right certification.
Enrol and access your study materials online.
Attend live or self-paced classes and prepare.
Pass your exam and earn a global designation.
Watch and read how CWM® alumni advanced their careers at India's leading wealth and banking firms.
Watch their stories
In their words
"I'm thrilled to have chosen the CWM® program from AAFM® to certify my wealth management skills. Highly recommended!"
Saurabh ParekhExecutive Vice President, 360 ONE Wealth
"Completing the CWM® was an amazing experience — I gained valuable insights, and the AAFM® team was incredibly supportive."
Antalin JeniferBurgundy Private Partner, Axis Bank
"The AAFM® India CWM® certification builds real expertise in financial planning, taxation, investment and retirement — and opens up genuine career opportunities in finance."
Akash SharmaHead – Strategic Alliances, Augmont
"CWM has added a multiplier effect to my profile. I feel quite empowered and am thankful to AAFM® for their support at every step."
Tamanna KejriwalHead – Financial Planning, Trustner Asset Services
"The certification has significantly enhanced my understanding of wealth management, improved my client advisory skills, and bolstered my professional credibility."
Achintya ChattopadhyayFounder, Blue Invest
"The Chartered Wealth Manager journey with AAFM® has been excellent — extensive knowledge across financial planning, wealth management, taxation, estate planning and investments."
Zoheb KhanQuantum Catalyst
"I successfully completed my CWM® certification from AAFM®. It was an enriching journey, and I'm grateful for the support from the AAFM® team throughout."
Suman KumarFinancial Controller
Take the first step toward a globally recognised qualification and a stronger career. Enquire now — we'll call you within one business day.
Guides and articles to help you choose the right certification and plan your finance career.
Download detailed curriculum, eligibility, fees and exam structure for any AAFM® certification — straight to your inbox.
Convocation ceremonies and industry gatherings where our graduates receive their globally recognised certifications.
AAFM® India is a financial-certifications standard-setting body and the Indian chapter of the American Academy of Financial Management (globally, the GAFM Board of Standards, USA). It offers globally recognised professional designations — CWM®, CTEP™, AFA®, Ch.E®, CPM® and CREP® — plus corporate training, membership and institutional partnerships.
Yes. AAFM® India is the official Indian chapter of the American Academy of Financial Management (AAFM®), which operates worldwide as the GAFM Board of Standards (USA). The charters you earn — such as the CWM® — are awarded under AAFM®/GAFM's global standards and recognised in 151+ countries.
AAFM® India offers six flagship designations: CWM® (Chartered Wealth Manager), CTEP™ (Chartered Trust & Estate Planner), AFA® (Accredited Financial Analyst), Ch.E® (Chartered Economist), CPM® (Chartered Portfolio Manager) and CREP® (Chartered Real Estate Professional) — plus corporate and institutional training.
Yes. AAFM®/GAFM designations are recognised across 151+ countries, backed by ISO 9001, ISO 21001 and ISO 29990 certification, TÜV accreditation, and recognition by European bodies including ECLBS and QAHE. AAFM® India has certified 3,00,000+ professionals.
The CWM® (Chartered Wealth Manager) is AAFM®'s flagship wealth-management designation. Awarded by AAFM® USA and recognised in 151+ countries, it covers portfolio strategy, investment planning, taxation, behavioural finance, estate planning and private banking — ideal for bankers, advisors and graduates targeting wealth and private-banking roles.
The CTEP™ (Chartered Trust & Estate Planner) is AAFM® India's specialist designation for estate and succession planning — covering wills, private and family trusts, business succession and cross-border (NRI/FEMA) estates. It's a high-value niche for wealth managers, CAs, lawyers, RIAs and insurance advisors.
All three. Most programs open after 10+2, so students and fresh graduates can begin early, while charters such as the CWM® require a graduate degree (any stream) to be awarded. They equally suit working professionals — bankers, advisors, CAs, MFDs and RIAs — with no prior work experience required for most programs.
AAFM® designations support roles such as Wealth Manager, Portfolio Manager, Relationship Manager, Private Banker, Investment Advisor, Financial Planner, Estate & Succession Planner, Research Analyst and Family Office Advisor — across private banks, AMCs, PMS firms, and wealth and advisory businesses in India and abroad.
AAFM® India offers flexible learning — self-paced online, online-live classes and classroom/weekend formats — so working professionals can study around their schedule. It also runs customised corporate training for banks, AMCs and advisory firms, plus institutional and education-partner programs.
Tell us your background and goals and a counsellor will recommend the right designation — book free counselling via the contact form or WhatsApp. Fees vary by program and intake (for example, CWM® plans start around ₹42,000 + GST); most certifications are self-paced and finish in a few months.
Request a call back and our team will help you choose the right certification, explain eligibility and fees, and guide you through enrolment, corporate training or partnership options.
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