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

1 About Us Download
2 Comparison Chart - CWM, CFP, CFA Download
3 Chartered Wealth Manager - Brochure Download
4 The Wealth Report Download
5 Union Budget & Key Survey Download
6 World Wealth Report Download
7 Economic Survey Highlights Download
8 FM Budget Speech Download
9 India Wealth Report Download
10 Islamic Wealth Management Report Download
11 India Wealth Report Download
12 Accredited Financial Analyst - Brochure Download
13 Chartered Trusts & Estate Planner - Brochure Download