American Academy of Financial Management® is a Global Standard Setting Body with the objective to promote Wealth Management and Financial Advisory Standards globally. AAFM, USA is a 16 years old organization working globally having offices in 17 countries and members presence in 151+ Countries.

AAFM Global Partners

AAFM® is a professional association member of (ACBSP) Accreditation Council of Business Schools and Programs & the ?AACSB? - The Association of Advanced Collegiate Schools of Business. Top 2 Govt. Recognized Accredition agencies world wide for business schools & programs.

Quick Enquiry
email id
Benefits of CWM® Certification
  • Globally Recognized Certification in Wealth Management
  • Offered and recognized by top companies like ING, Deutsche Bank, Citibank, HSBC, etc.
  • CWM® certification is awarded directly by American Academy of Financial Management® US
  • Global Certification in true sense and no territorial examination required
  • Understand the various Portfolio Management Techniques
  • Enter into the spectrum of Wealth Management Products
  • Learn more about Equity Analysis, PMS, Alternate Investment Products, Real Estate, International Taxation, Estate Planning, etc.
  • Start Catering to HNI & UHNI Clients along with your existing clientele
COURSE DESCRIPTION Leading Wealth Management Companies Of India

Registration Pathways

Compulsory Pathway : For > 3 yrs of exp*
Experience Pathway : For > 3 yrs of exp*


Level 1 : Foundation Level
Level 2 : Advanced Level

Note: Experience Pathway candidate is exempted from level 1 Examination



ASK Wealth Advisors
Axis Bank
Barclays Wealth
BNP Paribas Wealth Management
Citi Private Bank
Client Associates
Credit Suisse
Deutsche Bank
DSP Merrill Lynch
Edelweiss Capital
EFG Wealth Management
Future Capital
HSBC Private Bank
ICICI Securities
IDBI Capital
ING Vysya Bank
Karvy Private Wealth
Kotak Mahindra Bank
Morgan Stanley Private Wealth Management
Motilal Oswal
RBS Private Banking
Reliance Wealth Management
Religare Macquarie Wealth Management
Standard Chartered Private Bank

Bankers, Mutual Fund Distributors, Relationship Manager, Independent Financial Advisors, Customer Relationship Officers, Stock Brokers, Insurance Advisors, Financial Advisors, MBA's, CFA's, CA's, CS, ICWA's, CFP's, CFP students, Management Students and those looking to expand their careers in the Wealth Management and graduates who want to be professionally and globally recognized.


Makes you Job ready as per Industry Standards
As per Industry Estimates, atleast 1,00,000 CWM® professionals are required
Banking, Insurance and Financial Services - One of the sought after career options
Key to Successful career in Wealth Management & Financial Services

Level 1 – Foundation Level Level 2 – Advanced Level
  • Unit 1     Concept of Wealth Management
  • Unit 2     Indian and Global Financial System
  • Unit 3     Investment Vehicles in Wealth Management
  • Unit 4     Measuring Investment Risk and Returns
  • Unit 5     Concept of Insurance and Risk Management
  • Unit 6     Role of Wealth Management in Banking
  • Unit 7     Legalities in Wealth Management
  • Unit 8     Indian Tax Laws
  • Unit 9     Life Cycle Management
  • Unit 10   Intergenerational Wealth Transfer and Succession Planning
  • Unit 1     Equity Analysis
  • Unit 2     Alternative Products in Wealth Management
  • Unit 3     Real Estate Valuation and Analysis
  • Unit 4     Behavioural Finance in Wealth Management
  • Unit 5     Relationship Management by a Wealth Manager
  • Unit 6     Loan and Debt Management
  • Unit 7     Portfolio Management Strategies
  • Unit 8     International Tax and Trust Planning
  • Unit 9     Wealth Management Planning
  • Unit 10   Advanced Wealth Management


Office No. 403,ITL Twin Towers, Plot No. B-9,Netaji Subhash Place, New Delhi- 110034 Land line: 011-45120800
Website:, Email: