Downloads


Sr.No. Form Download
1 CWM® Registration Form Download Form
2 CWM® Registration Form- Professional Pathway Download Form
3 CWM® Registration Form- NRI/Overseas Candidate Download Form
4 CWM® Examination Form Download Form
5 CWM® Certification Form Download Form
6 AAFM® Corporate Membership Form Download Form
7 CTEPTM Registration Form Download Form
8 AFA® Registration Form Download Form
9 CWM Award Notification Form Download Form
10 CWM Candidate Referral Form Download Form
11 Press Release CWM Award Download Form
12 Ch.E. Registration Form Download Form
13 CPM-Registration-Form Download Form
13 AAFM Certification Common Admission Form Download Form

Sr.No. Notification Download
1 Fee Change Notification 28-Feb-2014 Notification
2 NOTIFICATION Change in Exam and Additional Topics 28-Feb-2014 - Revised Notification
3 Press Release CWM(R) NISM Accreditation under SEBI Investment Advisor Regulations 2013 Notification
4 CWM Accreditation by NISM under Investment Advisor(SEBI) Regulations 2013 Notification
5 Examination Fee Change Notification 10-April-2015 Notification
6 NOTIFICATION Fee Change CTEP 29-Jan-2018 Notification
7 NOTIFICATION Fee Change CWM 29-Jan-2018 Notification
8 NOTIFICATION Fee Change AFA 29-Jan-2018 Notification
9 NOTIFICATION Fee Change CWM Corporate Pathway 29-July-2018 Notification
10 NOTIFICATION Book Price Change CWM® Courseware Paper Back Books (Complete Set) 01-07-2020 Notification
11 NOTIFICATION CWM Certification Renewal Revalidation Process 30th September 2020 Notification
12 NOTIFICATION CWM Certification & Membership Renewal Process 30th September 2020 Notification
13 NOTIFICATION Fee Change CWM(R) March 2021 Notification
14 EXAM FEE NOTIFICATION FOR AAFM CERTIFICATIONS 1st DECEMBER 2021 Notification
15 CWM(R) Examinations For NISM under SEBI Registered Investment Advisor-2021 Notification

Sr.No. INFORMATORY DOCUMENTS Download
1 About Us Download
2 Comparison Chart - CWM, CFP, CFA Download
3 Chartered Wealth Manager - Brochure Download
4 The Wealth Report-2019 Download
5 The Wealth Report-2020 Download
6 The Wealth Report-2021 Download
7 Union Budget & Key Survey 2019-2020 Download
8 Union Budget & Key Survey 2020-2021 Download
9 Union Budget & Key Survey 2021-2022 Download
10 World Wealth Report-2019 Download
11 World Wealth Report-2020 Download
12 World Wealth Report-2021 Download
13 Economic Survey Highlights 2018-2019 Download
14 Economic Survey Highlights 2019-2020 Download
15 Economic Survey Highlights 2020-2021 Download
16 FM Budget Speech 2019-2020 Download
17 FM Budget Speech 2020-2021 Download
18 FM Budget Speech 2021-2022 Download
19 India Wealth Report 2018 Download
20 India Wealth Report 2019 Download
21 India Wealth Report 2020 Download
22 India Wealth Report 2021 Download
23 Islamic Wealth Management Report 2021 Download
24 Accredited Financial Analyst - Brochure Download
25 Chartered Trusts & Estate Planner - Brochure Download
26 Top Trends in Wealth Management 2022 Download