CHARTERED WEALTH MANAGER (CWM)
This pathway is specifically designed for the graduate candidates who are holding 3 years of minimum prior works experience, can directly appear for Level 2 examination but the candidate have to undergo the training of both the levels of examination. The candidate can also opt for the Distance Learning Program through Education Provider, if he / she do not wish to undergo the classroom training. The work experience should be in any field related with the Financial Advisory Services and every case shall be subject to the scrutiny of AAFM India for the verification of the work experience.
A student has to choose an Authorized Education Provider of AAFM India for completing education. After the due training by the education provider the examination by the AAFM India are conducted onmonthly basis, a student can appear for the examination through education provider by submitting the duly filled Examination Form 30 Days after the Registration Date. No complementary study material is provided to the candidate as part of the registration process.The registration fee of Rs. 25,000/- (Rs. Twenty Five Thousand only) + GST shall be payable in favour of AAFM India through demand draft payable at New Delhi. The paperback courseware fee of Rs. 6,500/- (Six thousand Five hundred Only) + GST 18% shall be payable by the student in favour of AAFM India through demand draft payable at New Delhi. The student can renew his/her student registration with AAFM India by paying a renewal fee of Rs. 6,000/- (Rs Six Thousand only) + GST 18%, if the examination process is not completed within 365 days. It may be noted that Level 2 Examination can be scheduled only after completing Level 1 examination unless exempted through Experience Pathway.
The Candidate needs to apply for Certification within 90 Days of Clearing the Level 2 Exam. If a candidate fails to do so they need to clear the level 2 exam again.
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Experience Pathway Registration Process :
Online Registration Click Here
Offline Registration Click Here
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