For Finance Professionals and Job Seekers Ready to Advance

Earn GLOBAL CERTIFICATION to stand out in the finance industry and secure top positions

Advance Your Career with Global Wealth Management Certification from the American Academy of Financial Management, US

Earn the credentials to stand out in a competitive market and reach top roles.
Take your career to the next level with a global wealth management certification.
Join a group of certified wealth managers and open doors to new opportunities in finance.

Wealth Manager Program by AAFM - Fast Track Your Career to Global Wealth Management Mastery

Global Certification

Earn a globally recognised credential that boosts your professional credibility.

Job Assistance

Access job placement support to secure roles in top financial institutions.

Elite Network of Recruiters

Connect with industry leaders and recruiters seeking CWM® certified professionals.

Career Advancement

Gain the expertise to achieve promotions and secure leadership positions.

Industry Recognition

Stand out with a designation that sets you apart for high-level roles.

No Territorial Examination

Achieve global certification without additional local exams.

Continuous Development

Stay updated with ongoing learning and networking opportunities.

Need Help to

Advance Your Career in Finance?

Is Your Career Stuck in Neutral? Do you find these relatable?

Need help in upgrading your current role?
Competing with colleagues for limited promotions?
Need the right credentials to make a mark in the finance industry and secure higher positions?

AAFM’s Wealth Manager Program

Your Path to Career Advancement

Transform your career with the credentials, skills, and recognition to lead in finance.

Stand Out with Industry-Leading Credentials
Gain the Expertise That Top Employers Seek
Achieve Recognition with a Respected Certification
Master the Skills to Lead in Wealth Management
Secure the Qualifications for Career Growth

See What Our Students Say

Why Choose the Chartered Wealth Manager® Designation?

Licence to Global Jobs

Secure prestigious positions in banks and financial institutions worldwide as a certified Wealth Manager.

Exclusive Global Recognition

The only premier global designation in Wealth Management respected across the financial industry.

Comprehensive Expertise

Master key areas, including Banking, Equity Analysis, Mutual Funds, Taxation, Insurance, and Relationship Management.

On-Shore & Off-Shore Mastery

Develop advanced skills in managing wealth both on-shore and off-shore.

Portfolio Management Techniques

Learn cutting-edge portfolio management strategies to maximise client wealth and drive success.

Why CWM® Is the Credential That Elevates Your Professional Status

Add CWM® to your CV and resume to enhance your professional image and salary potential.
Gain global recognition with a certification awarded directly by the American Academy of Financial Management, US.
Stand out in your field with board-certified designations highlighting your expertise and dedication.
Secure your career with credentials recognised by an independent, global authority.
Join a prestigious network of over 300,000 members in more than 100 countries, connected through the Global AACSB Alliance.
Publish your credentials on our US website as a certified member, boosting your professional visibility.
Elevate your career with a designation that reflects your professional education, hard work, and experience.

What You'll Master with the CWM® Certification

Master advanced wealth management strategies and stay ahead with the latest industry practices.
Develop lifelong expertise in evaluation, diagnosis, and planning for Super High Net Worth Clients.
Expand your skills by integrating international best practices into your wealth management approach.
Build a robust checklist of essential techniques in wealth management that will guide you throughout your career.
Optimize client communications and reporting to maximize impact and build stronger relationships.
Navigate the complexities of global markets, with strategies to manage risk and enhance returns.
Incorporate the most effective products and services into your wealth management strategies for comprehensive client solutions.

Designed for Ambitious Finance Professionals

For Salaried Professionals

Breakthrough career plateaus and secure top positions in wealth management.

For Relationship Managers

Deepen your expertise and build stronger client relationships with advanced financial strategies.

For Vice Presidents & Senior Managers

Gain the credentials to lead high-performing teams and drive strategic growth.

For Analysts

Enhance your analytical skills to influence key financial decisions and portfolio management.

For Branch Managers

Master the comprehensive skills needed to oversee branch operations and exceed performance targets.

For Financial Advisors & Wealth Managers

Stand out in the competitive financial services industry with globally recognised credentials.

For Job Seekers

Obtain the credentials to set you apart in a competitive job market and open doors to new career opportunities.

Have Questions?

Let’s Clear them Up

What is the Chartered Wealth Manager® (CWM®) designation?

The CWM® is a globally recognised certification designed for wealth management professionals. It equips you with advanced skills in managing high-net-worth clients, covering key areas such as portfolio management, banking, equity analysis, taxation, insurance, and relationship management.

How will the CWM® certification benefit my career?

The CWM® designation sets you apart in the finance industry, making you eligible for senior roles in banks, financial institutions, and wealth management firms. It is especially valuable for professionals looking to advance into leadership positions or specialize in high-net-worth client management.

Is the CWM® certification recognized internationally?

Yes, the CWM® is a premier global designation in wealth management, recognized by top financial institutions worldwide. It provides the credentials needed to pursue career opportunities both on-shore and off-shore.

How does CWM® compare to other financial certifications?

Unlike general financial certifications, CWM® focuses exclusively on wealth management and high-net-worth client services. It is the only premier global designation specifically designed for wealth managers, providing a comprehensive and specialized curriculum.

How long does it take to complete the CWM® certification?

The CWM® program is designed to be flexible, allowing you to complete the certification at your own pace. Most professionals complete the course within 6 to 12 months, depending on their schedule and commitment.

What is the course structure?

The CWM® program covers a wide range of topics, including Banking, Equity Analysis, Mutual Funds, Taxation, Insurance, Relationship Management, and Portfolio Management Techniques. The course is delivered through online modules, making it accessible to busy professionals.

What if I’m currently employed full-time?

The CWM® program is tailored for working professionals. The flexible online learning format allows you to study at your own pace, making it manageable alongside a full-time job. The skills you acquire can be immediately applied in your current role, helping you advance faster.

Is there support available if I have questions during the course?

Absolutely. The program offers comprehensive support through a dedicated team of instructors and advisors. You’ll have access to resources, forums, and direct contact with experts to help you through the course.

How does CWM® help in job placement or career advancement?

The CWM® certification is highly regarded by employers in the finance industry. In addition to the prestige of the designation, our placement cell assists certified professionals in securing roles in leading banks and financial institutions. Many companies also prefer CWM® holders for promotions.

What is the cost of the CWM® certification?

The total cost for the CWM® program is approximately INR 52,000-55,000 for self-study, with an option to add additional training for a total of INR 72,000-75,000. This investment includes course materials, exam fees, and certification fees. The program also offers a 10% discount during promotional periods.

What if I’m not satisfied with the program?

We are confident in the value of the CWM® program, but if you’re not satisfied, we offer support to address your concerns. Our goal is to ensure that you gain the skills and certification you need to advance your career.

How do I get started?

Getting started is simple. Click the "Enroll Now" button, fill out the application, and our team will guide you through the next steps. You can also request more information or speak with an advisor before enrolling.

What makes AAFM® a trusted provider of financial certifications?

AAFM® is a globally recognized body, offering certifications that are respected by top financial institutions worldwide. With a focus on delivering practical, industry-relevant education, AAFM® ensures that professionals are equipped with the knowledge and skills needed to excel in their careers.

Is the CWM® certification suitable for someone transitioning into wealth management?

Yes, the CWM® program is ideal for professionals looking to transition into wealth management from other areas of finance or related fields. The course provides comprehensive training in all aspects of wealth management, making it a perfect fit for those seeking a career shift.

Can the CWM® designation be used to start my own wealth management business?

Absolutely. The skills and knowledge you gain from the CWM® certification will prepare you to start and manage a successful wealth management business, including attracting and servicing high-net-worth clients.

Take the next step in your finance career with the global CWM® certification. Secure your spot today and gain the expertise needed to lead in wealth management.