CWM Certification

CWM : A Global Designation

Chartered Wealth Manager® (CWM®) Designation Program offered by American Academy of Financial Management® is the highest Global Designation in Wealth Management, Private Banking and Wealth Advisory.
There are over 50000 CWM® Professionals present in 151+ Countries. Top 500 Financial Companies Globally employ CWM®. Whether you’re looking to safeguard your career or seeking a promotion, earning the CWM® Wealth Management Course opens a variety of doors.
The 2018 AAFM Compensation Survey shows that CWM’s earn 27% more than their non-certified peers. After completing the Chartered Wealth Management® (CWM ®) Course, you’ll be part of a globally recognized family of wealth management professionals.

Why Wealth Manager?

In India Wealth Management the most sought-after profession within the Financial Services Sector with the emergence of new millionaires and increased Wealth.

Benefits of CWM®

CWM® are revered for their skills and expertise by top Wealth Management Organizations across the Globe.

CWM Certification

The CWM® focuses on developing in- depth core financial advisory skills so as to equip students, Wealth Managers and Professionals with cutting edge skills & knowledge.

AAFM India

American Academy of Financial Management is the international professional organization for Wealth Managers, Private Bankers, Portfolio Managers, Trust and Estate Practitioners Worldwide.

Why should you earn the CWM?

UNMATCHED EXPERTISE. Validates your competency in wealth management, investment planning, portfolio management, capital and risk management functions.

HIGHER SALARIES. Earn up to 27% more than your non-certified peers.

STAND OUT TO EMPLOYERS. Top 500 Finance Companies Globally Employ CWM® Designation Holders.

IMPROVES MARKETABILITY. Stand out against other applicants in a tough job market.

BOOSTS RELEVANCY. Stay current in the profession with continuing education requirements.

GLOBAL NETWORK. There are 3,00,000 AAFM® Designation Holders in 151+ Countries.


Hear from Our Students

CWM certification will further strengthen my knowledge and value addition in my career .Since I have done M.B.A (Finance), CFP CM ,and also having 17 years of working experience ,it will sharpen my acumen.




Sudhir Sinha

Regional Head, Bonanzaonline com

In present scenario employers are looking for candidates who hold chartered degree and at the same time we require global markets knowledge as they rapidly change with globalization so to keep pace with markets CWM certification helps us to gain knowledge and embrace ourselves with international resource of knowledge

Rameshkumar Soankamble

Assistant Vice-President

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 are very useful in my current job role & future perspectives.

Prashant Gupta

Associate Vice President, Motilal Oswal Securities

Chartered Wealth Manager degree will definitely give me an extra added advantage over my working experience in Financial Market.
During my preparation period for the course I have garner many knowledge about Wealth Planning for investor , about there need analysis and most important about the behaviour of the investor

Chandan Ghosh

Managing Partner, Prudent Life

Explore Wealth Management like never before.

Get in touch with us

6 + 13 =

error: Content is protected !!