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 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