Become a 
CHARTERED WEALTH MANAGER®


The chartered wealth manager (CWM) designation offered by AAFM USA sets the global standard in the finance profession especially wealth management & private banking and is a symbol of excellence
.
For Individuals and Corporates

Do you want to become 

Chartered Wealth Manager?

Globally Renowned

Work in US, Canada, UAE, Singapore or India

In-Demand Job

Jobs with Top 500 Finance Companies & MNCs

Members 

3 Lac Certificants in 151+ Countries Globally

That’s why we created

A Master Program

to help you become a CWM 

Learn how to become a CWM in 6 Months

Compulsory Pathway
Experience Pathway
Online Training

Highest Paying, Top Ranked
Internationally Accepted Certification

Why become a CWM

  • CWM is the world’s highest, most accepted Wealth Management Certification.
  • Worldwide Wealth Managers, Private Bankers hold this designation.
  • Recognized in more than 150 countries across the world.
  • Corporate Members of AAFM India give first preference to CWM Certificants in recruitment.
  • Enhanced career and employment opportunities with Financial Services companies.
CWM Designation awarded by American Academy of Financial Management (AAFM USA) is the world’s highest, most accepted Wealth Management Certification

Who should do CWM Program

  • Students pursuing / completed B.Com / BNS / BBA / BBI/ BAF / BFM / M.Com
  • Other Graduates looking for a career in Finance
  • MBA / CA / CA Inter
  • Professionals working in Banking & Financial Services Industry

About AAFM

The American Academy of Financial Management is the international professional organization for Wealth Managers, Private Bankers, Portfolio Managers, Investment Advisors, Asset Managers, Project Manager and Trust and Estate Practitioners Worldwide.

Learning Method

We are an Authorized Education Partner for AAFM. We train students for CWM program in Online mode. Feel free to reach out to us if you want to pursue this program.

What will you learn ?

Level 1

Foundation Course

UNIT 1 — OVERVIEW OF INDIAN AND GLOBAL FINANCIAL SYSTEM
UNIT 2 — CONCEPT OF WEALTH MANAGEMENT
UNIT 3 — LIFE CYCLE MANAGEMENT
UNIT 4 — MEASURING INVESTMENT RETURNS IN WEALTH MANAGEMENT

UNIT 5 — INVESTMENT VEHICLES OF WEALTH MANAGEMENT

UNIT 6 — MANAGING INVESTMENT RISK IN WEALTH MANAGEMENT

UNIT 7 — INDIAN TAX LAWS

UNIT 8 — LEGALITIES IN WEALTH MANAGEMENT

UNIT 9 — ROLE OF WEALTH MANAGEMENT IN BANKING

UNIT 10 — INTERGENERATIONAL WEALTH TRANSFER & TAX PLANNING

Level  2

Advanced Wealth Management

UNIT 1 — EQUITY ANALYSIS
UNIT 2 — USE OF ALTERNATIVE PRODUCTS IN WEALTH MANAGEMENT
UNIT 3 — USE OF BEHAVIORAL FINANCE IN WEALTH MANAGEMENT
UNIT 4 — REAL ESTATE VALUATION AND ANALYSIS

UNIT 5 — LOAN & DEBT MANAGEMENT

UNIT 6 — PORTFOLIO MANAGEMENT STRATEGIES

UNIT 7 — RELATIONSHIP MANAGEMENT BY A WEALTH MANAGER

UNIT 8 — INTERNATIONAL TAXATION AND TRUST PLANNING

UNIT 9 — WEALTH MANAGEMENT PLANNING

UNIT 10 — ADVANCED WEALTH MANAGEMENT

How to become a CWM?

Step 1

Start preparing with our E-Learning Systems. Check your preparation by appearing for Mock Tests & Level Exams

Step 2


Complete project work for CWM Program

Step 3


Once your preparation is complete you can register for CWM Exam

Step 4

On clearing CWM Exam, apply for the CWM Certification and AAFM Membership. All certifications are issued by AAFM USA

Different Pathways to become a CWM

Various Pathways

The candidate may also register for the CWM Certification through a special route of Corporate Membership Pathway

Sunita Rao, CFA CWM

Founder at SunYta | Wealth Coach

Meet your Mentor

Sunita Rao a Chartered Financial Analyst , Fellowship in Life Insurance and an Arbitrator by profession with an experience of over 15 years in the field of financial consulting and training. She have trained over 5000+ students including senior bankers, CFO, investment bankers from top organizations across the world.

Qualification

  • Chartered Financial Analyst
  • Fellowship in Life Insurance
  • Arbitrator empaneled with Indian Council of Arbitration

Subject Matter Expert

  • Financial Planning (CFP)
  • Wealth Management
  • Alternate Investment Funds 
  •  Portfolio Management Services
  •  Investment Advisory 
  •  Mutual Funds

6000+

Students Trained

15+ years

Experience

20+

Programs

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- Warren Buffet