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Join 300,000 CWM® Certificants who work for companies like JP Morgan, Citi Bank, ICICI, HDFC, IIFL, Edelweiss etc. Globally and in India

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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.



Anyone can call themselves a Wealth Advisor. Only those who have met AAFM® USA high standards for certification can call themselves a CWM® Professional.


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®


20 Modules, 100’s of PPT, 100+ Hours of Video Classes that cover entire gamut of Wealth Management


100% online, at your own pace, on your own schedule, with active support from AAFM®


Earn in-demand skills from instructors with 31+ years of experience in Wealth Management


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?
    • Wealth Managers, IFA’s, RIA’s, Finance Professionals, Chartered Accountants, Freshers, Students any-one aspiring to join the Wealth Management Industry.

    • Job Opportunities
    • Wealth Manager, Private Banker, Investment Specialist, Relation Manager, Family Office & Estate Planner.

    • Minimum Eligibility
    • 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


  • 100% Online & On Your Schedule
  • 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.

  • Learn at Your Own Pace
  • You’ll learn at your own pace, using a variety of methods, including:

    • PDFs & PPTs
    • Recorded Video Lectures
    • Hands-on Exercises
    • Quizzes and Assessments
    • Access to USA-ACER System


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


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.

In India National Institute of Securities Market an Institution set by Securities & Exchange Board of India (SEBI) has accredited the CWM® Certification under the SEBI RIA Regulations.

What CWM® Graduates and Employers Say

"CWM Certification is very relevant to the industry as these are hardly any certifications in India for Wealth Managers. The course content is quite extensive & Covers all the areas. I am confident that this course (Certification) will help in getting better Jobs."

Deepak Singh, CWM® Executive Vice President - India Infoline Group

"CWM is an internationally renowned and recognized certification. The program is quite comprehensive and is customized to the requirements of the Indian Wealth Management industry. It enables the candidates to meet the current skills sets needed in order to become a knowledgeable and trusted advisor."

Rajesh Saluja, CWM® CEO & Managing Partner - Ask Wealth Advisors Pvt. Ltd.

"CTEP covers comprehensively all across of Estate Planning and is suitable for practical use in India the certificate holder can service the client base with great benefits to the clients."

J. Parthasarthy, CTEP® Director - Finplan India, Chennai

"Highly recommend this course to anyone who wishes to understand domestic & international estate planning landscape. The course material is very comprehensive of well thought through. It has given me a good perspective of inheritance laws in Singapore. UK & USA.Looking forward to updating my profile with CTEP accreditation."

Sonali Pradhan, CTEP® Associate Director - Royal Bank of Scotland, Gurgaon

"Since the first moment, I decided to pursue AFA®, I came to AAFM, I was met with nothing but energy and enthusiasm. The faculty and staff at this institution are top rate. They all want their students to do well. This institute has so many opportunities for the students to get the help they need. Faculty helped me beyond words I can say. This institute keeps the student first. You will not be let down. I really believe it is a privilege to come to this institute and I am so glad I made that decision."

Ashutosh Kumar, AFA® Head (Billing & Operations) - Interocean Shipping (India) Pvt. Ltd.

"I had wonderful experience in terms of support and coaching from AAFM team for AFA®. The study material and webinar recordings are really helpful in preparing for the exam. All these study material can be accessed in offline mode also. Their service is highly recommendable. Keep up the good work."

Abhijit Mahapatra, AFA® Citigold Relationship Officer - Citibank India

"I picked up valuable skills in the area of econometrics, monetary policy, and international finance. I am grateful to AAFM India, for their guidance and excellent academic training that has helped me in my nascent career. I cannot emphasize enough the importance of Chartered Economist Certification in helping me to find a job."

Guarav Tiwari, Ch.E® Investment Banker & Economic Analysts - State Street Bank, Boston

"Even after having 10yrs of experience in financial market, CWM course helped to learn details of entire financial market Financial Planning, Taxation, Alternate Products, Behavioral Finance etc. The learning is very useful in my current job role & future perspectives."

Prashant Gupta - Associate Vice President, Motilal Oswal Securities

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Head Office

403, B-9, ITL Twin Towers,Pitampura, New Delhi 110034,

+91 9650159583

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