About AAFM India

The American Academy of Financial ManagementTM is the international professional organization for Wealth Managers, Private Bankers, Portfolio Managers, Investment Advisors, Asset Managers, Project Manager and Trust and Estate Practitioners Worldwide.

AAFM® has set up its Indian Chapter American Academy of Financial Management India Private Limited., (AAFM India) (AAFMI) as a Standard Setting Body in India with the objective to promote Financial Advisory & Wealth Management in the country. AAFM India is responsible for establishing Curriculum Design, Certification of membership and licensing standards in India. AAFM India has exclusive rights to offer various Financial Courses, International Financial Certifications, Designations and other Educational Programs offered by AAFM® including the prestigious and highest designation globally recognized in the Field of Wealth Management and Private Banking Chartered Wealth Manager(CWM®).

AAFM India promotes Financial Advisory and Wealth Management Advisory Standards in the country by actively engaging with all the stake holders including the Government, Regulators, Educational Institutes, Training Providers, Financial Services Companies, Banks, etc.

AAFM India™ mission is to serve its membership and stakeholders as a world leader in educating and reinforcing the Local and international knowledge of executives and potential leadership of financial based institutions.

AAFM India in association with AAFM® offers its Global Expertise to build and promote the International Best Practices in the field of Finance and Financial Advisory. AAFM® has presence in over 151 Countries globally and sets Global Standards and Processes for Financial and Wealth Advisory.

The AAFM main role is to award international certifications in finance, offer global finance courses like the Chartered Wealth Manager Certification (CWM®) and other designations, which are delivered as per global standards in partnership with associate organizations worldwide. AAFM India programs combine state-of-the-art knowledge and skills in wealth management, private banking, family office management, financial and equity analysis with practical experience and insights into the functioning of the financial sector. All AAFM India certifications and education events have an intense and pragmatic curriculum. Participants are exposed to the latest developments within the financial services sector.

AAFM Certification Letter

Accrediation Letter