Our purpose
Our mission
AAFM India's mission is to serve its members and stakeholders as a world leader in educating and reinforcing the local and international knowledge of executives and future leaders of finance-based institutions � and to establish and promote wealth-management standards across India.
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Our aims
- Establish and promote wealth-management standards in India by educating the public on the value of professional financial advice.
- Position the CWM� mark as India's benchmark standard for wealth management.
- Accredit courses and course providers associated with the CWM� and other designations.
- Award designations on the basis of robust examinations and processes developed by AAFM USA.
- Facilitate research and high-quality education and training in international wealth management.
- Arrange and administer congresses, seminars, briefings and continuing professional development.
How we pursue it
We work with the government, regulators, educational institutions, training providers, banks and financial-services companies to raise the standard of financial advice � combining AAFM's global expertise with India-specific curriculum and delivery.
Mission � FAQ
AAFM India�s mission is to serve its members and stakeholders as a world leader in educating and reinforcing the local and international knowledge of finance professionals � and to establish and promote wealth-management standards in India.
By accrediting courses and course providers, awarding designations on the basis of robust examinations and processes developed by AAFM USA, facilitating research and high-quality training, and engaging regulators, institutions and industry.
No. AAFM India is a certifying and standard-setting body, not a regulator. Under SEBI rules, registration as an Investment Adviser requires the NISM Series X-A and X-B certifications; AAFM designations such as CWM� complement, but do not replace, statutory registration.
It means your designation is tied to an examined, internationally benchmarked standard and an active community of practice � so the qualification stays credible and useful throughout your career.
Explore more about AAFM India
AAFM India is the Indian chapter of the global AAFM / GAFM Board of Standards. Explore the people, governance and recognition behind the certifications.
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