Get your CWM® certification and become a Chartered Wealth Manager®! With this certification, you'll gain the knowledge and skills needed to provide comprehensive financial advice and services to high-net-worth individuals. With CHARTERED WEALTH MANAGER®, you can be sure that you are the best Finance Professional in the industry!
A unique 2-Level Program with Standalone Professional Certifications at each level, making it a 2-in-1 Program
CWM®Curriculum is designed with a view to encompass the entire spectrum of wealth management studies including wealth transfer, estate planning and other related areas with an in-depth treatment of the subject matter at each and every step.
Earning CWM®designation lends you the cutting-edge you need to excel in an intensely competitive financial industry which is witnessing unprecedented growth today. With a CWM®, you are perfectly poised to grow and achieve more as a finance and investment professional than you might otherwise.
This designation offers you the kind of industry-wide credibility that will get you the industry exposure you have been looking for, earn the trust of your prospective clients and get acknowledged as an expert in your professional domain.
The curriculum is designed with the perfect combination of Indian as well as global study material that will help you gain the confidence and skill-set necessary to cater to the specialized needs of businesses, institutions as well as High-Net Worth Individuals (HNWIs) & Ultra High-Net Worth Individuals (UHNWIs).
In short, CWM®can be the perfect choice to develop the necessary skills for a wealth manager or investment professional and springboard your career to success in the global arena.
For the complete CWM®Program - CWM®Level 1 & Level 2, It generally takes around 200 hours of study spread across 8 months depending upon the pace and type of study you opt for.
CWM®Exams are conducted online CWM®Level 1 & Level 2 have 180-minute exams each. All CWM®Exams are in MCQ format with no negative marking.
American Academy of Financial Management India Private Limited, AAFM® India (AAFMI) was established under the banner of American Academy of Financial Management® (AAFM®), USA and started its operation in the year 2011 as its Indian Chapter with the objective to work in the Financial Services Domain as a Standard Setting Body in India to promote Wealth Management and Financial Advisory Services.
AAFM® India offers an entire spectrum of Certifications, Designations and a number of Educational Programs including the globally coveted designation of “CHARTERED WEALTH MANAGER” (CWM®) which serves as a benchmark of highest level of competency in the field of wealth management. AAFM® India is also responsible for developing the Curriculum Design, Certification of membership and licensing standards in India.
AAFM® India is an accredited CPE Provider for NISM Certifications for Continuous Professional Education and has already trained 15,000+ Professionals and is present across India by virtue of its License Partners & Trainers.
Choose a CWM®Study & Training Method that works best for you.
Our dedicated CWM®Wealth Management trainers are seasoned experts in their respective knowledge domains who focus on every student individually and offer the in-depth training and guidance you deserve.
Instructor Led Real Time CWM®Online Classes are delivered by the most experienced CWM®trainers in India. Attend CWM®online classes from anywhere to learn and grow with the best. Rated as the Most Popular CWM®Study Mode in India & Globally.
CWM®Pre-recorded Learning Videos , Books, Workbooks and CWM®Course Study Materials are available for those who want to prepare for CWM®exam in self-study mode.
Study for CWM®with greater convenience along with your work or studies by opting for weekend online CWM®classes on Saturday evening and Sunday. Finish up Level 1 & 2 of CWM®study in approximately 6-month each.
