Manage Wealth · Preserve Legacies · Shape Generations
CFOM® is a global charter for advisors who serve India's wealthiest families. Learn AIF, PMS, derivatives and complex strategies using SIF, GIFT City structures, succession planning and NRI taxation — the full toolkit to advise HNI and UHNI families across generations.
HNIs, UHNIs and business families want better ways to manage, preserve and pass on their wealth. Modern wealth management now reaches well past traditional investment products.
Family offices and wealth professionals now work across PMS, AIFs, SIFs, estate and succession planning, taxation, digital assets and cross-border structures. CFOM® equips you for all of it — so you become a family's trusted advisor for generations.
Watch: Inside the CFOM® program.
CFOM® is a chartered designation from the American Academy of Financial Management® (USA), built for the Indian financial system and recognised in 151+ countries.
CFOM® is for finance professionals who already advise clients and want to serve families at a deeper level.
Alternative investments, family wealth structures, taxation, estate planning and succession — in one charter.
Show families, banks and family offices that you are trained to a global standard in family wealth advisory.
From investment knowledge to family wealth expertise.
How modern family offices approach wealth management, family governance, asset protection and multi-generational wealth.
PMS, AIFs and SIFs — their structures, investment approaches and role in sophisticated portfolios.
Estate planning, inheritance, succession, trusts and intergenerational wealth transfer.
The complex investment and wealth-planning needs of affluent families.
NRI taxation, cross-border considerations and international wealth-planning concepts.
GIFT City, Family Investment Funds and the new structures modern family offices use.
Crypto, digital assets, technical analysis and commodities in today's wealth landscape.
Grow into family office, private banking, wealth management, investment advisory and alternatives roles.
Family office professionals
Financial advisors, wealth managers & MFDs looking to upskill
Portfolio managers & investment consultants
Professionals working with HNIs & UHNIs on estate and succession planning
Private banking professionals aiming to enhance client advisory
Aspiring family office professionals
See the difference between product-led advisory and a family office approach — the one that holds a family across generations.
| Area | Traditional wealth advisory | CFOM® approach |
|---|---|---|
| Products | Mutual funds | AIF · PMS · Complex strategies using SIF |
| Focus | Investment products | Family wealth structures |
| Client | Individual client | HNI / UHNI family |
| Goal | Investment returns | Wealth preservation |
| Horizon | Short-term planning | Succession & legacy |
| Geography | Domestic focus | Cross-border & GIFT City |
| Role | Product distribution | Integrated family office advisory |
AAFM® India is the Indian chapter of the American Academy of Financial Management — a standard-setting body that works with regulators, universities, banks and financial firms to define what a qualified wealth professional should know.
Ten modules and 60+ hours of live sessions, built around what India's family offices are investing in today.
Build a strong foundation in wealth management and see why family offices matter for wealth managers, investment advisers, financial practitioners and professionals serving HNI & UHNI clients.
How Family Investment Funds (FIFs) and other legal and investment structures are set up in GIFT City — and how family offices and financial distribution activities use them.
Practical insights into NRI taxation, cross-border considerations and how modern family offices work, with perspectives from senior industry professionals, CEOs and CIOs.
PMS in detail — portfolio structures, investment approaches, client suitability and the role of PMS in building sophisticated portfolios for affluent investors.
Practical technical analysis across stocks and digital assets, plus the commodities market, price behaviour, market trends and the frameworks market professionals use.
Specialized Investment Funds (SIFs) — where they sit in the investment landscape, product structures, investment approaches, suitability and relevance for sophisticated investors.
The evolving digital-asset ecosystem — cryptocurrency fundamentals, blockchain-based assets, market dynamics, risk considerations and their place in wealth management.
Comprehensive coverage of AIFs in India — Category I, II and III, their structures, investment strategies, regulatory framework and use in sophisticated wealth portfolios.
In-depth succession and inheritance planning for HNI, UHNI and business families — intergenerational wealth transfer, family legacy and succession strategies.
Bridge theory and practice through real-world case studies and caselets — work through practical challenges, weigh alternatives and build sound financial decision-making skills.
Learn from industry practitioners. Beyond the core faculty, select sessions feature guest experts in technical analysis, crypto & digital assets, NRI taxation and commodities — bringing real market perspectives into the classroom.
Go deeper when you are ready. More detailed and advanced modules may be offered separately, at an additional fee.
Go beyond a single qualification. Earn specialised credentials across the areas that matter most to family offices, HNIs, UHNIs, wealth management and investment advisory.
| Learning area | Certification |
|---|---|
| CFOM® USA | AAFM® USA certification |
| Alternative Investment Funds (AIF) | On clearing the applicable NISM examination |
| Portfolio Management Services (PMS) | On clearing the applicable NISM examination |
| Specialized Investment Funds (SIF) | On clearing the applicable NISM examination |
| GIFT City | Certificate from AAFM® India |
| Crypto & Digital Assets | Certificate from AAFM® India |
| Technical Analysis – Index & Stocks | Certificate from AAFM® India |
| Commodities | Certificate from AAFM® India |
NISM certifications are subject to registration, eligibility, the applicable exam fees and clearing the respective NISM examination. NISM examinations are conducted and certified independently by NISM. AAFM® India certificates are awarded on completing the applicable learning and assessment requirements.
Learn alongside your job and your clients.
Premium live online sessions on Saturday and Sunday, about 3 hours each, planned around a full-time professional's calendar.
60+ hours of structured live sessions across ten modules — most learners certify in 5 to 6 months.
Every session is recorded and available for review and revision before your exam.
Taught by seasoned professionals with up to three decades of experience, plus guest experts in select sessions.
Real-world case studies and short caselets that connect each concept to real family situations — plus online modules for self-study.
Preparation support for the applicable NISM examinations in AIF, PMS and SIF, built into the program.
CFOM® follows a structured, practice-oriented journey — the knowledge, insights and practical support you need to manage and serve modern family offices.
The complete CFOM® curriculum — the key concepts, frameworks and practices essential for family office management.
Keep learning beyond the curriculum through webinars, expert discussions, masterclasses and podcasts — plus support with brand building.
Client meeting support, access to professional platforms and resources, help with drafting family office resolutions and agreements, and access to exclusive family office events and networking.
CFOM® builds your capabilities across family office management, wealth management, alternatives, succession, GIFT City, NRI taxation and new asset classes. Grow inside a leading institution, or build a practice of your own.
Lead the family relationship
Manage and advise on the portfolio
Protect wealth across generations
Build a business of your own
Family office professionals work well beyond traditional advisory — across relationships, lifestyle, global structuring and facilitation. Participants may gain exposure to select allied services that senior wealth advisors use worldwide.
Golf remains one of the strongest relationship-building platforms in private banking and family office work.
Understand the private clubs, business communities and networking circles your clients belong to.
Build awareness of global mobility planning and cross-border structuring for globally mobile families.
These are optional ecosystem-exposure opportunities offered through independent partner networks, separate from the academic modules. They may involve separate commercial arrangements outside the CFOM® program fee; AAFM® India's role is limited to academic ecosystem exposure.
AAFM®-certified professionals practise in the world's major financial centres. The designation is recognised in 151+ countries.
United States
United Kingdom
India
UAE
Singapore
Hong Kong
Canada
Australia
Switzerland
Germany
Saudi Arabia
Qatar
Kuwait
Malaysia
China
South Africa
France
Japan
Luxembourg
Netherlands
Ireland
New Zealand
Oman
Bahrain
Mauritius
Sri Lanka
Nepal
Bangladesh
Indonesia
Thailand
Kenya
Nigeria
University and institution marks are the property of their respective owners and are shown for identification only.
Fees as currently published. Please confirm the latest fees and EMI options with a program advisor.
Your faculty have advised global banks, built AMC investor-education programmes and trained tens of thousands of financial professionals.
20+ years in estate planning, wealth protection, business succession and portfolio management. Has trained 20,000+ wealth managers. Formerly with Citibank, Standard Chartered and ING Vysya.
LinkedIn →
30+ years in India's mutual fund industry. A pioneer in financial literacy and investor empowerment who has led several award-winning initiatives. Harvard Business School and IIM Calcutta alumnus.
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25+ years across mutual funds, PMS, AIFs, wealth management, insurance and capital markets. Has trained 15,000+ professionals across NISM and financial services programs.
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20+ years across Indian and global markets — equities, derivatives, technical analysis, algorithmic trading, crypto markets and risk management.
LinkedIn →Give a program advisor 15 minutes. Get the full curriculum, fee and EMI options, and the batch schedule — in plain, simple terms.
After CWM® and CTEP®, Chartered Family Office Manager® was the natural next step. The AIF, PMS and GIFT City modules gave me the vocabulary and structuring depth I needed for the conversations HSBC's family-office clients actually want to have.
Many family investors were looking for support across wealth management, structuring, succession and risk management. The CFOM® course is proving to be the right option for me to build that understanding and serve families more holistically.
Running my own firm, every certification has to earn its place. CFOM® did. AAFM India's programs are built by people who've actually done the work with families — and my clients notice the shift in my advisory.
After 14 years advising clients on financial planning and insurance, CFOM® was the step that changed how I think about family wealth. It has shifted the depth of my client conversations.
I wanted to learn how family offices and their investment structures work. The course helped me understand this clearly. I enjoyed the learning experience and am thankful to the faculty and the AAFM India team.
HNI, VHNI and UHNI clients want help with succession, wealth transfer and managing family assets as a whole. After CWM®, CFOM® was a natural next step for me to serve families better.
CFOM® (Chartered Family Office Manager®) is a charter designation from AAFM® USA, offered in India by AAFM® India. It trains finance professionals to advise HNI and UHNI families on alternative investments, family wealth structures, GIFT City, succession planning and NRI taxation. It is recognised in 151+ countries.
Graduates and above can enrol. CFOM® is an advanced charter, so it suits professionals already working in wealth management, private banking, financial advisory, PMS, AIF or family offices. If you are new to the field, CWM® is a strong place to begin.
Most learners certify in 5 to 6 months. The program has 10 modules and 60+ hours of live online sessions on weekends (Saturday and Sunday), and every session is recorded for revision.
The exam has 85 questions — MCQs and a case study — over 3 hours, for 160 marks. You need 50% to pass, and there is no negative marking.
The program fee is ₹85,000 + GST. The CFOM® exam fee is ₹8,000 + GST and the certification fee is $100. A 0% interest-free EMI option is available. Please confirm the latest fees with a program advisor.
Yes. CFOM® includes preparation support for the applicable NISM examinations in AIF, PMS and SIF. On clearing them, you earn the respective NISM certifications. NISM exams are conducted and certified independently by NISM.
You earn the CFOM® charter from AAFM® USA. You can also earn NISM certifications in AIF, PMS and SIF on clearing the applicable NISM exams, plus AAFM® India certificates in GIFT City, Crypto & Digital Assets, Technical Analysis and Commodities.
CWM® builds a complete wealth-management foundation. CFOM® is the advanced next step — focused on families rather than individual clients, with deep coverage of AIF, PMS, derivatives and complex strategies using SIF, GIFT City structures, succession and NRI taxation. Many professionals hold both.
Family office professional, wealth manager, HNI / UHNI relationship manager, private banker, PMS & AIF specialist, and estate & succession planning advisor — across private banks, family offices, PMS and AIF platforms, advisory firms and the GIFT City ecosystem.
Confirm fit, fees and timeline with a program advisor.
Join a live weekend batch — 0% EMI available.
Live weekend classes, case studies and caselets.
85 questions in 3 hours, 50% to pass.
CFOM® awarded by AAFM® USA — add it to your name.
Request a call back. Our program advisor will share the full curriculum, fees and EMI options, the weekend batch schedule, your NISM exam prep roadmap and career guidance for family office roles.
