Who can enroll
Anyone who has passed 12th grade can register. Graduation is required before the final certification is conferred - final-year students can enroll and study now.
Recognized and accepted by leading institutions
Exams are booked through authorized testing partners across 75+ Indian cities.
Academic & institutional acceptance
Trusted & recognised worldwide
The shift
No HNI-specific framework
Retail banking training does not prepare you for the complexity of high-net-worth planning.
Fragmented product knowledge
Equity, insurance, real estate, alternatives and taxation held in isolation rather than one strategy.
No behavioral foundation
Without behavioral finance, even technically correct advice gets rejected.
Missing the credential employers screen for
A credential gap becomes a career ceiling.
What is the Chartered Wealth Manager® designation?
CWM® is a professional certification in wealth management and financial planning, conferred through American Academy of Financial Management® global standards and delivered in India by AAFM® India. It is a designation, not just a course: you complete a structured curriculum, pass the certification exams, and earn the right to use the CWM® mark after your name.
Who earns the CWM®?
Relationship managers & bankers
Move from selling products to advising portfolios. With 3+ years in BFSI, skip Level I entirely.
Financial planners & investment advisors
Extend a financial planning practice into holistic wealth management for affluent clients.
MF distributors & insurance advisors
Serve wealthier clients with a credential that signals advisory depth.
CAs & finance professionals
Add wealth management and financial planning to an existing practice.
MBA / B.Com / BBA students & graduates
Differentiate yourself in placements before you have experience to point to.
Stock brokers & equity advisors
Expand into holistic wealth, estate, and financial planning.
If you already work with clients' money - or intend to - CWM® is built for you. If you are looking for a basic personal-finance course, this program will be more than you need.
Trusted by Leading Employers
Our certifications open doors to top companies across the finance industry.
INDIA
INTERNATIONAL
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Program Overview
The Certificate in Technical Analysis and Trading Discipline is a hands-on, market-oriented course that aims to equip students with the knowledge of how price action works, how traders make decisions and how traders' discipline systems are constructed.
The course includes topics on market structure, candlestick psychology, price action, support and resistance, chart patterns, technical indicators, multi-timeframe analysis, and trading strategies for intraday, swing, and scalping.
It also emphasizes risk management, trading psychology, AI-powered analysis, TradingView, Pine Script, automation, and backtesting, fostering the integration of technical expertise with contemporary trading platforms and a systematic approach to decision-making.
At the conclusion of the program, learners are able to develop structured trade plans, make trade plan evaluations with increased confidence, manage risk, and enter the market with a professional perspective.
Why structured preparation makes all the difference
When the markets are moving quickly, it's important to take your time before making a good trading decision. Structured preparation allows you to get out of the guess work and to learn the reasons why the market moves, when to enter it and how much risk to take.
This course helps you build that structure by learning to:
- Read price action, trends, and market structure. Understand candlesticks and buyer–seller psychology.
- Locate support, resistance, breakouts and trading setups.
- Apply stop-loss, position sizes, risk/reward rules to control risk.
- Avoid the fear of missing out, overtrading and making emotional decisions.
- Use AI, TradingView, and modern tools to analyse and review trades.
It's all about making decisions with analysis and handling risk with discipline and trading with a plan, and not with emotion.
A complete wealth management and financial planning skill set
Advise, not sell
Run the complete advisory process - discovery, analysis, planning, implementation, review - for affluent and HNW clients.
Construct portfolios
Apply asset allocation, risk-adjusted return measurement, and rebalancing across asset classes.
Plan across generations
Build plans spanning wills, trusts, HUFs, and succession - navigating Indian and international tax.
Use technology intelligently
Understand AI, robo-advisory, and algorithmic tools - and communicate recommendations that win trust.
Your journey from enrollment to charter
No uncertainty after payment
01
Enroll online
Pay securely. Your LMS access activates within 24 hours.
02
Receive study material
Digital courseware unlocks in your portal within 24 hours.
03
Learn on your schedule
236 lessons, 28+ hours of recorded instruction, on mobile and desktop, for 12 months.
04
Join a live batch Live tier
Weekend batches start every month. Our team notifies you of your batch after enrollment.
05
Revise with recordings
Every live session is recorded and available in your portal.
06
Test yourself
Chapter practice questions and full-length mocks mirror the real exam.
07
Book your exam
Schedule online via authorized testing partners across India.
08
Earn your CWM® charter
International certification and membership of the global alumni network.
Faculty
◆Learn from practitioners, not presenters
Dr. Deepak Jain
Director & Co-founder, AAFM® India
25+ years in wealth management and estate planning. Author of 26 books on finance; has led AAFM India to train 45,000+ individuals including 30,000+ wealth managers.
Saurabh Jain
Faculty, AAFM® India
CA, CS, CFA, FRM, CFP (US), CWM®, CTEP, CISI (UK), CCRA, CIRA, AIM
A multi-credentialed finance professional bringing deep expertise across accounting, risk, wealth management and estate planning.
Himanshu Patodi
VP – HSBC Bank
CWM, CTEP, IIM-Mumbai
A transformational leader with 2 decades of experience in global premier banking, designing wealth strategies that bridge borders, insights and legacies.
The curriculum: 20 units, two levels, one integrated framework
Foundation builds your base across markets, tax, insurance, banking, financial planning, and estate transfer. Advanced develops specialist depth in analysis, alternatives, behavioral finance, and portfolio strategy. Every unit maps directly to the CWM® certification exams.
Certificate in Technical Analysis and Trading Discipline 35 Lessons 15:39:23
Chapter-1 Introduction to Financial and Technical Analysis
2 Lessons
00:48:11 Hours
-
Part-1 Introduction to Financial and Technical Analysis
00:23:09
-
Part-2 Market Psychology and Why do we study Technical Analysis
00:25:02
Chapter-2 Introduction to Dow Theory
2 Lessons
00:42:30 Hours
-
Part-1 Introduction to Dow Theory
00:24:43
-
Part-2 Principles of Dow Theory
00:17:47
Chapter-3 Types of Charts & Strategies
5 Lessons
02:33:44 Hours
-
Part-1 Types of Charts – Line
00:28:58
-
Part-2 Types of Charts –Bar, Kagi, Renko
00:36:54
-
Part-3 Candlesticks Strategies Chart Types of Breakout Systems
00:22:37
-
Part-4 Hanging Man, Inverted Hammer Strategy
00:28:30
-
Part-5 Different Strategies Using Charts
00:36:45
Chapter-4 Support and resistance
3 Lessons
01:03:36 Hours
-
Part-1 Support and resistance
00:26:05
-
Part-2 Pivot-Based Trading Model
00:22:58
-
Part-3 Breakout Retest Strategy
00:14:33
Chapter-5 Multi Time Frame Analysis
1 Lessons
00:25:32 Hours
-
Part-1 Multi Time Frame Analysis
00:25:32
Chapter-6 Chart Patterns and Advanced Price Structures
3 Lessons
01:10:54 Hours
-
Part-1 Understanding Gap Theory
00:21:52
-
Part- 2 Medium to Long-term Chart Patterns
00:34:01
-
Part-3 The wyckoff Theory
00:15:01
Chapter-7 Technical Indicators
6 Lessons
02:55:42 Hours
-
Part-1 Technical Indicators – Moving Average
00:41:17
-
Part-2 MACD - Moving average convergence divergence
00:18:59
-
Part-3 VWAP - Volume Weighted Average Price
00:24:24
-
Part 4 Average true range (ATR) and Supertrend
00:28:06
-
Part-5 Bollinger Bonds
00:29:14
-
Part 6 RSI- Relative Strenth Index
00:33:42
Chapter-8 Fibonacci Retracement
1 Lessons
00:27:46 Hours
-
Part-1 Fibonacci Retracement
00:27:46
Chapter-9 Elliot waves Theory
2 Lessons
00:45:35 Hours
-
Part-1 Introduction to elliot waves
00:26:32
-
Part-2 Using elliot wave with trend and fibonacci
00:19:03
Chapter-10 Trading Setups and Strategy Building
3 Lessons
01:15:30 Hours
-
Part-1 Trading Setups and Strategy Building
00:25:59
-
Part-2 Momentum Breakout
00:20:29
-
Part-3 Swing Trading Strategy & 5 Minute Scalping Setup
00:29:02
Chapter-11 Risk management and trading psychology
2 Lessons
00:53:01 Hours
-
Part-1 Managing Risk in Trading
00:27:16
-
Part-2 Trading Psychology Emotions & Discipline
00:25:45
Chapter-12 AI Tools for Traders
2 Lessons
01:04:19 Hours
-
Part-1 Introdution To Market Practice
00:26:09
-
Part-2 Live Trading
00:38:10
Chapter-13 Live Trading Room and Market Practice
2 Lessons
01:03:00 Hours
-
Part-1 Introdution To Market Practice
00:24:50
-
Part-2 Live Trading
00:38:10
Chapter-14 Technical Analysis Project
1 Lessons
00:30:03 Hours
-
Part-1 Technical Analysis Project &Golden Rules of trading
00:30:03
Our alumni work at India's leading wealth institutions
CWM® charterholders serve in private banking, wealth advisory, financial planning, and portfolio roles across these organizations — part of a 300,000+ global alumni network.
Your charter - tangible, verifiable, yours
Verified in seconds
Every CWM® charter can be verified online by employers and clients at AAFM India's official verification page. Your designation is a credential, not a claim - and verification is what separates the two. Use the CWM® mark after your name on your resume, LinkedIn, business card, and client communication. CertificationValidityChecks
Two routes, one charter
Eligibility & pathways
Compulsory Pathway
For students and early-career professionals - study both levels, pass both exams. Exam eligibility after 60 days of registration.
Experience Pathway - the professional fast track
Graduates with 3+ years of work experience in BFSI are exempt from the Level I exam and its fee, and sit directly for Level II, with exam eligibility after just 30 days. One exam stands between you and the CWM® charter.
Email employment proof to confirm eligibility →Career outcomes
◆What CWM® roles pay in India
| Role | Typical range | Average |
|---|---|---|
| Chartered Wealth Manager® | ₹10–29 LPA | ≈ ₹12 LPA |
| Relationship / Wealth Manager | ₹6–19 LPA | — |
| Private Banker | ₹12–30 LPA | — |
In an AAFM® India alumni survey, CWM® holders reported a ~27% average salary increase within 12 months.
Market salary ranges in India from public sources (Glassdoor, Indeed, 6figr), 2025. Compensation varies by employer, city, experience and individual performance; AAFM® India does not guarantee employment or salary levels.
Why now
◆The demand behind the credential
8.5L+
HNI & UHNI families in India
Hurun India Wealth Report 2025
22%
BFSI industry growth, CAGR
Business Standard
1L+
Wealth advisors needed by 2030
McKinsey, 2025
30+
Corporate hiring partners
AAFM® India
In their own words
◆Charterholder stories
CWM® holders on what the credential changed for them.
How CWM certification fast-tracked his career - an honest review.
Adarsh Kumar Provitt Consultants
Why CWM is the program he recommends.
Naimish Kumar Parmar Bank of BarodaGlobal community
◆ AAFM®-certified professionals practise in the world’s major financial centres
Self-paced or live
◆Choose your Study Mode
Two ways to earn the CWM® charter. Both include your student registration fee and 12-month LMS access, both lead to the same charter, and exam fees are separate.
Study on your own schedule
₹4115
+ 18% GST
₹4855.7 payable today
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