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 Program in Crypto Trading is a practical and structured program created for anyone who wants to understand the cryptocurrency market beyond hype and guesswork.
The course begins with the foundation of cryptocurrency, including ICOs, DeFi, NFTs, launch pools, staking, crypto exchanges, scams, and MetaMask wallets. It then moves into smart and safe crypto investing, meme coin identification, lot size, leverage, profit and loss calculation, trading fees, and crypto futures and options.
As learners progress, they explore technical concepts such as Python, SMC concepts, order blocks, liquidity sweeps, fair value gaps, intraday trading setups, positional trading setups, CPR strategy, Bollinger Bands, EMA strategy, SuperTrend strategy, and RSI strategy.
The program also includes advanced and practical topics such as risk management, live trade examples, trading journals, AI and Python-based algo trading, TradingView strategy, ALGOTEST, trading quadrants, and trading psychology. This makes the program suitable for learners who want a complete crypto trading journey — from understanding the basics to developing practical market confidence.
Why structured preparation makes all the difference
Many learners enter crypto markets with excitement, but without a clear learning path. They watch random videos, follow market trends, or depend on scattered information — and this often leads to confusion, poor decisions, and unnecessary risk.
That is why structured preparation is important:
- Many learners understand crypto buzzwords, but not the real market logic behind them
- They follow trends without understanding exchanges, wallets, fees, leverage, and risk
- They enter trades without a proper plan, strategy, or risk-management approach
- They learn theory but struggle to apply concepts in real-market situations
- They depend on guesswork instead of using structured trading setups and tools
- They often ignore trading psychology, discipline, and journal-based improvement
How we help you succeed:
This program helps you move from confusion to confidence in cryptocurrency investing and trading. You will learn crypto fundamentals, safe investing practices, trading strategies, futures and options, technical indicators, AI-based trading, risk management, and trading psychology through a structured and practical learning approach.
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.
Crypto Program in Crypto Trading 25 Lessons 11:18:04
Chapter-1 Introduction to Crypto
7 Lessons
03:24:24 Hours
-
Introduction to Crypto
00:25:21
-
Types of Crypto Currency
00:20:57
-
Blockchain
00:26:12
-
Decentralized Finance
00:24:25
-
NFT Staking & Airdrop Farming
00:26:47
-
ICO- Initial Coin Offering
00:47:18
-
Crypto Exchanges, Wallets
00:33:24
Chapter-2 Smart and Safe Crypto Investing
2 Lessons
01:09:32 Hours
-
Smart and Safe Crypto Investing
00:32:30
-
How to find and trade meme coins
00:37:02
Chapter-3 Trading Lot
2 Lessons
00:46:48 Hours
-
Trading lot
00:24:47
-
Practical explanation of live trade in Binance
00:22:01
Chapter -4 Future & Options
2 Lessons
00:41:05 Hours
-
Future & Options
00:25:42
-
Strategies of SMC
00:15:23
Chapter-5 Use of Python & Institutional type trading strategies
3 Lessons
01:18:24 Hours
-
What is Python
00:24:10
-
Smart Money Concept
00:22:44
-
Explanation of Smart Money Concept using Charts
00:31:30
Chapter- 6 Core Trading Setups and Strategies
4 Lessons
01:55:14 Hours
-
CPR Based Intra-day Strategy
00:45:43
-
Bollinger Band Strategy
00:14:57
-
EMA Trading Strategy
00:25:02
-
Supertrend & RSI Based Trading Strategies
00:29:32
Chapter-7 Risk, Execution, and Trade Review
1 Lessons
00:15:24 Hours
-
Risk Management
00:15:24
Chapter-8 Algorithmic Trading through AI and Python
2 Lessons
01:24:43 Hours
-
AI tools for Crypto
00:40:37
-
AI tools for Crypto (ARKHAM)
00:44:06
Chapter-9 Trading Quadrants and Trader Psychology
1 Lessons
00:12:20 Hours
-
Trading Quadrants
00:12:20
Chapter-10 Distributor Responsibilities and conclusion
1 Lessons
00:10:10 Hours
-
Distributer Responsibilities
00:10:10
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
₹5000
+ 18% GST
₹5900 payable today
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