Wealth Management Companies
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Authorized Education Provider (AEP)

AAFM India appoints Authorized Education Providers to deliver and impart training for CWMTM certification program across the country. The role of the authorized education provider is to impart training and provide support to the candidates pursuing the certification, enabling the candidates both professionals and students to be prepared for different levels of examination and become CWMTM certified. The candidates needs to undergo the study of CWMTM certification program curriculum offered by an Authorized Education Provider through Distance learning or Class room intervention.

AAFM India establishes educational standards, on basis of industry standards & job analysis in order to educate prospective Financial Advisors & Wealth Managers, as well as the criteria of the selection of Training Partners, which assures efficient Financial Advisory & Wealth Management education and training.

What qualities or traits make a good authorized education provider for AAFM India?

  • A desire to maximize your success, knowledge transfer, and revenues by offering certification with your existing programs.
  • Already offering and promoting executive training and seminars.
  • Ability to fill seats for training using data base and localized marketing.
  • Government Recognition, Training License, Ability to recruit from governments, non-profits, and corporates.
  • Accreditation or Recognition as an Approved Provider of Training.
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