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Wealth management is one of the fastest growing sectors within the financial services industry. Global wealth has been rapidly increasing and is expected to grow at a steady pace in the years to come. Wealth management is increasingly a knowledge business, and one which requires professionals to understand the individual needs of their clients and the increasingly complex financial products. The huge increases in wealth in new markets as well as the growing demand for sophisticated products and professional client services require a new breed of wealth managers – individuals able to navigate a world of wealth owners and investment opportunities.

The Chartered Wealth Manager (CWM®) is a unique, professional qualification for experienced financial, legal and other professionals in the financial services industry. The training combines profound theoretical knowledge with practical skills in the fields of equities, fixed-income, real estate as well as wealth planning and relationship management.

This is a short term term International Certification Course in Finance which deals with Wealth Management, Private Banking, Family Office Management, Financial Analysis.

The CWM® qualification is awarded by the American Academy of Financial Management (AAFM) based in the USA, a global institute that promote internationally recognized standards for the qualification of wealth management professionals.

Key Benefits of Attending this Program:

  • Explore importance of building client relationships in wealth management
  • Learn sophisticated techniques to assess a client’s overall financial situation and risks
  • Understand the various portfolio selection techniques and importance of a balanced portfolio
  • Enhance your understanding of wealth management products and the most effective ways to market them

What Makes the CWM® program so Unique

  • Fully accredited course by the American Academy of Financial Management (AAFM®), an independent worldwide Board of Standards and Accreditation Council for financial management professionals.
  • Completion of the program leads to awarding of the Chartered Wealth Manager (CWM®) designation, a globally recognized qualification in wealth management industry.
  • The CWM® program has been offered and recognized by top companies in the financial industry around the world that includes China Construction Bank, Bank of China, Deutsche Bank, Citibank, Xerox, HSBC, Shangri-la Hotels, Securities and Exchange Commission of the United States of America, 3M Asia Pacific, Hewlett Packard Singapore, United Overseas Bank Singapore and so forth.

Becoming a Chartered Wealth Manager (CWM®)

  • Complete the CWM® program
  • Pass the CWM® examination
  • Agree to abide by the AAFM® professional code of ethics

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Monika Saluja

Very Good Course for Wealth Adviosory

Ananda Dasgupta

Eager to know about the course

divyanshu chawla

plzz provide more details..

dheeraj pant

I want to know about the course in detail with fee structure & all the future job opportunities in india as well as in abroad in corporates & if i opt to wok as freelancer.


Please send me the details of this program

Deepak Jain

Please fill the Contact Us Form on this Page and we will Provide you all the details You Require

Harshit Patel

Please send me the details of this course

Harshit Patel

Please send me the details of this course


After looking at the design of the course kindly send me some more information.


Good and Help full Blog thanks Sir.


i want to know when accredited financial course will be available.

omkar tawade

I want to know about the course in detail with fee structure & all the future job opportunities in india as well as in abroad in corporates

mekhala bansal

I want to know about CWM course and eligibility criteria, fees structure and exam schedule. what is the value of CWM in India and job opportunities?

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