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Chartered Wealth Manager® (CWM®)

Chartered Wealth Manager® (CWM®) is an international certification program in the field of Wealth Management, Private Banking, Family Offices and Financial Advisory Services offered by AAFM USA.

Chartered Wealth Manager® (CWM®) mark of excellence is granted to individuals who meet the stringent standards set by American Academy of Financial Management USA. It is the most prestigious and internationally accepted Wealth Management certification recognized and respected by the global financial community including the Global Wealth Management Industry and the Private Banking Community.

CWM® Designation is the highest Designation in the field of Wealth Management & Private Banking Worldwide with over 50,000 CWM® Designation Holders who are respected by consumers, professionals and industry.

Wealth Management is one of the fastest growing and highly paid careers across the world. Being one of the fastest growing economies, India currently has around 1,00,000 families which fall in the Ultra High Net‐worth Bracket. This is projected to grow to 2,50,000 by 2014‐15 (Source Kotak Mahindra and CRISIL Wealth Report) . Assuming one Wealth Manager is handling approx. 50 clients each, we need at least 20,000 Chartered Wealth Managers in India immediately and around 50,000 in the next 2‐3 years.

Who Should Pursue the CWM Program?

CWM® program is ideal for professional and graduates looking to gain in‐depth knowledge of advising High Net‐Worth Individuals (HNI’S) on managing, growing and transferring their wealth.

CWM® is for Financial Services Professionals, Existing Wealth Managers, Customer Relationship Managers, Insurance Advisors, Research Analyst, those looking to expand their careers in the Wealth Management, Private Banking ,Financial Advisory, and also graduates who want to be professionally and globally recognized.

Who is a Wealth Manager?

Wealth Managers offer expert advice on issues related to on shore and off shore wealth management including wealth preservation, wealth enhancement and wealth transfer. The job involves meeting and advising rich and the famous in Financial Matters and helping these individuals and families in preserving, growing and transferring their wealth. Most Wealth Managers enjoy relatively low stress, have a high earning potential and enjoy a high degree of workplace autonomy. The personal satisfaction element cannot be underestimated. Very often, independent Wealth Advisors find that people are just overwhelmed and need direction, so it’s their job to listen, understand their situation and offer some options that will help them. It gives them a satisfaction enabling people do better, not just about their finances but about blending the financial side with the other sides of clients’ lives so that they can achieve their goals.

Chartered Wealth Manager® Global Designation

Chartered Wealth Manager® designation is a truly global designation as the course content is a judicious mix of Indian and International Content enabling the participants to have a thorough knowledge of both the Indian and International Financial Landscape. CWM® Certificants can practice in their country of choice without any cross border registration or exam requirements. All Certificates are issued by AAFM USA International Board of Standards enabling the CWM® Designation holders to practice across the Globe.

AAFM USA International Board of Standards maintains the Global Directory of CWM Certificants on its website.

AAFM India also maintains the CWM® Certificants Directory for India.

CWM® Designation Program Focus:

The CWM® Education Program focuses on sharpening three components: Knowledge, Skills and Application.

Knowledge: The students get the latest updates and learn about the opportunities of wealth management, with specific relevance to Asia. They appreciate the market dynamics influencing wealth management and gain an overview on the latest innovations in financial products in wealth management they also gain an insight to global best practices and achieving success in wealth management Understand the options and issues in wealth planning.

Skills: Students develop skills in building wealth management solutions for clients, ability to present wealth management concepts and strategies confidently through customer friendly language and also the ability to create strategies to build effective relationship with clients Create and/or increase their capability to think strategically by using a structured process.

Application: The program through its rigours and practical orientation prepares the students to apply the concepts and skills developed in the program in actual work environment. The outcome of this applied education is a complete “WEALTH MANAGER” who is ready for the rigours of the Wealth Management Industry.




News & Announcements

What our Certificants Say.

The CWM® Program has exceeded my expectations and has given me a tremendous amount of value. The course is well organized comprehensive and
relevant to the demand of industry I was able to advance my career because that knowledge translates into benefits for me and the companies I work for.

Global Partners

Global Partner Of AAFMINDIA