About us
The Finance Certifications Board, recognised worldwide
AAFM India is the official Indian chapter of the American Academy of Financial Management (globally, the GAFM Board of Standards, USA) — focused on creating future-ready finance professionals. We set the standards, certify talent and award globally recognised designations led by the Chartered Wealth Manager (CWM®).
A global body, an Indian chapter
The American Academy of Financial Management® (AAFM®) is a globally recognised professional body for wealth managers, investment advisors, portfolio managers and financial professionals, with a presence in 151+ countries.
AAFM® India, its official Indian chapter, operates as a Standard-Setting Body in financial advisory and wealth management — responsible for curriculum design, certification standards and licensing frameworks aligned with global best practices.
Through collaborations with regulators, banks, financial institutions and academic partners, AAFM India promotes financial education, professional development and industry-ready skills across India.
A global community across 150+ countries
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 Africa
AAFM India aspires to be the nation's most trusted standard-setting body, bridging the gap between academic theory and real-world wealth management, and cultivating a community of elite finance professionals who lead with integrity.
To equip finance professionals and aspiring students with globally recognised certifications and high-impact expertise — building the practical skills needed for investment advisory, wealth management and private banking at world-class standards.
What AAFM India does
From setting standards to certifying professionals and partnering with industry — here's how we raise the bar for financial advice in India.
Certify professionals
We award globally recognised professional designations — CWM®, CTEP™, AFA®, Ch.E®, CPM® and CREP® — to candidates who meet our standards.
Set the standards
We design curriculum and set certification, ethics and licensing standards in India, aligned with AAFM/GAFM global best practice.
Train corporates
We run customised cohort training for banks, AMCs and advisory firms to upskill teams at scale.
Partner with institutions
We collaborate with 800+ universities, colleges and education partners to deliver programs nationwide.
Grow the profession
We support members through continuing professional development, an alumni network, research and industry events.
Engage the ecosystem
We engage regulators, government and financial institutions to raise the standard of financial advice across India.
Why professionals choose us
What a globally recognised AAFM India designation gives you.
Globally recognised
Designations recognised in 151+ countries — and the CWM® needs no cross-border re-examination to be used internationally.
Practical & industry-ready
Curriculum built with practitioners — real wealth-management, advisory and analysis skills, not just theory.
Home of the CWM®
We own the Chartered Wealth Manager® category in India — the benchmark designation for wealth management.
An elite network
Join 3,00,000+ certified professionals and an alumni community for mentorship and career growth.
Recognition & accreditation
AAFM/GAFM is a TÃœV-accredited body with ISO 9001 (Quality), ISO 21001 (Educational Organisations) and ISO 29990 (Learning Services) certification, recognised across 151+ countries and by European bodies including ECLBS and QAHE.
Meet the AAFM India leadership team
The people setting the standard for financial certification in India.
Explore our finance certifications
Industry-relevant designations to fast-track your career in wealth, advisory and investment.
About AAFM India — FAQ
AAFM India is a financial-certifications Standard-Setting Body and the official Indian chapter of the American Academy of Financial Management (AAFM / GAFM Board of Standards, USA). It designs curriculum, sets certification standards and awards globally recognised designations led by the Chartered Wealth Manager (CWM®).
Yes. AAFM/GAFM designations are recognised across 151+ countries and backed by ISO 9001, ISO 21001 and ISO 29990 certification and TÃœV accreditation, with collaboration across 800+ universities and institutions.
The Chartered Wealth Manager (CWM®) is awarded by AAFM® USA (the GAFM Board of Standards) and delivered in India by AAFM India, which holds exclusive rights to offer it nationally.
AAFM India is headquartered at Plot 30, 3rd Floor, Grover Tower-1, Main Najafgarh Road, Shivaji Marg, New Delhi 110015, India.
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Inside AAFM India — explore the full picture
Dive deeper into the global standards body behind our certifications: its governance, faculty, recognitions and the institutions that reference AAFM worldwide.
Build a globally recognised finance career
Earn an AAFM India designation recognised in 151+ countries. Book a free counselling call.
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