TRANSFORM YOUR CAREER WITH WORLD CLASS ‘WEALTH MANAGEMENT’ Certification!
HIGHEST PAYING, TOP RANKED, INTERNATIONALLY ACCEPTED CWM® CERTIFICATION PROGRAM VALID IN 151+ COUNTRIES
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Earning your CHARTERED WEALTH MANAGER® certification is the most important step you can take to accelerate your career and serve your clients.As a CWM® Professional, you’ll enjoy a rewarding, in-demand career while helping people achieve their wealth dreams.
THE CWM® CERTIFICATION DIFFERENCE
(CHARTERED WEALTH MANAGER®)
Anyone can call themselves a Wealth Advisor. Only those who have met AAFM® USA high standards for certification can call themselves a CWM® Professional.
of CWM® professionals say they have a competitive edge over other financial advisors
of consumers say they feel more confident working with a wealth advisor with a wealth management designation
of CWM® Designation Holders say that certification has had a positive impact on their career satisfaction.
CHARTERED WEALTH MANAGER® (CWM®) PROGRAM
AAFM® USA Chartered Wealth Manager® (CWM®) Program
American Academy of Financial Management®USA Chartered Wealth Manager®(CWM®) Program is an intensive, multi-modular, world class Wealth Management skill development program, that prepares Wealth Managers across the Globe to incorporate new strategies and business models in Wealth Management & Investment Advisory.
The CWM® is a world-class qualification to set you apart
The Chartered Wealth Manager® (CWM®) is designed to transform your career by equipping you with the specialist Wealth Manager skills essential to success. That’s why emphasis is on teaching current, real world, practically applicable you can apply with confidence from the moment you learn them. These cutting edge skills allow you to cater to High and Ultra High Networth Clients Wealth Management requirements. Offered by American Academy of Financial Management USA with Lacs of alumni in over 151+ countries, the CWM® is highly regarded by employers and clients globally.
Benefits of CWM®
Comprehensive
20 Modules, 100’s of PPT, 100+ Hours of Video Classes that cover entire gamut of Wealth Management
Convenient
100% online, at your own pace, on your own schedule, with active support from AAFM®
Real-World
Earn in-demand skills from instructors with 31+ years of experience in Wealth Management
Affordable
Our mission is to make the world's best Wealth Management training accessible
AAFM’s Chartered Wealth Manager® Certification is the bridge between where you are now and where you want to be – from a beginner to an experienced world-class ‘Wealth Manager’ with the confidence, and skills to match.
AAFM® ’s approach works because…
You can bring your skills up to speed 10X faster, and for a smaller investment than other programs.
This is not just another “professional development” course— it’s an unparalleled career trajectory system.
Excel Your Career
You can earn your CWM® Certificate in as little as six months, learning from the world’s best instructors and hitting "peak condition" for career advancement in a fraction of the time.
Shortcut to Success
The CWM® Certification is your shortcut around years of frustration… With the CWM® Certification, you set yourself up for career success in months instead of years.
- Top Skills You Will Learn
- Wealth Enhancement, Wealth Protection and Wealth Transfer Skills.
- Onshore and Offshore Wealth Management.
- Portfolio Management and Investment Analysis Skills
- Who is this Program For?
- Job Opportunities
- Minimum Eligibility
Wealth Managers, IFA’s, RIA’s, Finance Professionals, Chartered Accountants, Freshers, Students any-one aspiring to join the Wealth Management Industry.
Wealth Manager, Private Banker, Investment Specialist, Relation Manager, Family Office & Estate Planner.
Bachelor or Equivalent Degree
Best-in-class content by leading practitioners, faculty and industry leaders in the form of videos, cases and projects.
We Created the CWM® Certification Program for You...
- Because having advanced knowledge and real-world Wealth skills = career confidence and advancement.
- Becoming a Chartered Wealth Manager® (CWM)® doesn’t have to take you long years of study and struggle. AAFM® ’s experts have streamlined the learning process so now….
- You don’t have to sacrifice time or be inconvenienced. The course is 100% online, designed to be completed on your schedule. Because you’ll have access to the entire AAFM® USA-ACER System, it’s like having your own professional reference resource for the rest of your career.
- Not only can you learn at your own pace, you can refresh your skills at any time or add to them. Learning deepens when you return to a subject with “field experience.” You understand concepts at a new level through practice.
2 Levels with 20 Modules
LEARNING SUPPORT
- 100% Online & On Your Schedule
- Learn at Your Own Pace
- PDFs & PPTs
- Recorded Video Lectures
- Hands-on Exercises
- Quizzes and Assessments
- Access to USA-ACER System
CWM® Certification courses are offered 100% online, allowing you the flexibility to start the Financial Professionals program anytime, set your own schedule for completion, and learn when it’s most convenient for you.
You’ll learn at your own pace, using a variety of methods, including:
DOUBT RESOLUTION
Academic Support
- Timely doubt resolution by AAFM Academic Expert
- 100% expert verified responses to ensure quality learning
Expert Feedback
- Personalized expert feedback on assignments and projects
- Regular live sessions by experts to clarify concept-related doubts
NETWORKING
Academic Support
- Timely doubt resolution by AAFM Academic Expert
- 100% expert verified responses to ensure quality learning
Expert Feedback
- Personalized expert feedback on assignments and projects
- Regular live sessions by experts to clarify concept-related doubts
AAFM® Recognition
AAFM courses have been delivered to tens of thousands of students at the top universities, global banks, wealth management organizations, and financial companies across the world.
AAFM® is accredited & recognized by US Department of Labor and FINRA and many other Statuary Global Bodies.
What CWM® Graduates and Employers Say
Get in touch
How to find us
Head Office
403, B-9, ITL Twin Towers,Pitampura, New Delhi 110034,