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.
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.
Dive into the exciting world of cryptocurrency trading and investing with an engaging, practical and market-oriented program designed for today's investor. This course cuts through the confusion surrounding cryptocurrency and simplifies the complex concepts, moving you from doubt to certainty. You'll learn the practical skills to make informed investment decisions, assess opportunities, manage risk, and trade and invest in the market with a clear strategy.
Designed with a practical emphasis, this program will help you:
- Gain a clear view of the cryptocurrency ecosystem
- Recognize and assess investment opportunities with confidence
- Use strategies rather than guesswork
- Understand and mitigate risks to your investment
- Build sustainable and long-term investment strategies
At the end of the course, you won't just understand crypto - you will be ready to make informed decisions about it.
The reason why many aspiring crypto investors and traders fail is not because they're not smart, it's because:
- They follow trends without understanding market dynamics
- They only learn in theory, not in practice using real markets
- Lack of structured trading or investing plan, just guesswork
- No risk management leads to substantial losses during market turmoil
How we help you succeed:
This program will help you go from confused to confident in cryptocurrency investing. You'll gain practical trading and investing skills in cryptocurrency markets, by connecting theory with profitable practice.
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.
Cryptocurrency Investing and Trading for Investor 17 Lessons 06:44:36
Chapter-1 Foundations of Cryptocurrency and Crypto as an Emerging Asset Class
3 Lessons
01:04:42 Hours
-
Part 1 Introduction to Crypto & Bitcoins
00:20:55
-
Part 2 Introduction to Blockchain
00:28:45
-
Part 3 Big Sharks View Change in Crypto
00:15:02
Chapter-2 Crypto Billionaires, Wallets, Exchanges, Tokens
3 Lessons
01:14:12 Hours
-
Part 1 Crypto Billionaires & Wallets
00:23:24
-
Part 2 Meta Mask & Types of Coins
00:30:43
-
Part 3 Crypto Exchanges
00:20:05
Chapter-3 Smart Crypto Investing & Opportunity Identification
2 Lessons
00:45:31 Hours
-
Part 1 Crypto Investing
00:19:00
-
Part 2 Different Strategies of Investing
00:26:31
Chapter-4 Basics of Technical
3 Lessons
01:19:56 Hours
-
Part 1 What is Technical & Types of Charts
00:37:21
-
Part 2 Different Strategies of Investing
00:19:07
-
Part 3 Practical Explanation of Charts
00:23:28
Chapter-5 Futures, Options & Crypto Derivatives
3 Lessons
01:19:56 Hours
-
Part 1 What are Derivatives
00:37:21
-
Part 2 Practical Explanation of Futures & Options
00:19:07
-
Part 3 Practical Explanation of Futures & Options
00:23:28
Chapter-6 Risk, Crypto & Scams
1 Lessons
00:26:28 Hours
-
Part-1 Risk in Crypto & scams in Crypto
00:26:28
Chapter-7 Algo Softwares
2 Lessons
00:33:51 Hours
-
Part-1 What is Algo Trading?
00:20:24
-
Part-2 Importance of Testing & Back Testing
00:13:27
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 →Earn it, don’t buy it
The certification exams
CWM® is a designation you earn. Here is exactly how.
Question
Answer
Exam format
85 multiple-choice questions per exam, 3 hours, no negative marking. Compulsory Pathway: Level I + Level II exams. Experience Pathway: Level II exam only (Level I exempted).
Passing score
50%
Where & when
Book online via authorized testing partners - Pearson VUE, Prometric, or NSE Academy. Exams run year-round across 75+ Indian cities.
Attempts
Unlimited attempts within your 365-day registration validity, with a mandatory minimum 15-day gap between an unsuccessful attempt and a re-sit. The exam fee is payable again for each re-attempt.
Certificate
Issued from the USA under AAFM® international standards.
CONFIRM issuance timeframe & physical/digital format
Exam fees — payable separately at booking
Exam
Fee
GST
Payable at booking
Level I — Compulsory Pathway only
₹6,000
₹1,080
₹7,080
Level II — both pathways
₹8,000
₹1,440
₹9,440
Exam fees are payable again for each re-attempt.
No negative marking and unlimited attempts within your validity period mean the exam rewards preparation, not luck. Mock tests replicate the exact 85-question, 3-hour format.
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 BarodaSelf-paced or live
◆Choose your Study Mode
Choose the study mode that works best for Cryptocurrency Investing and Trading for Investors. Your selected course access and applicable fees are shown below.
Study on your own schedule
₹2500
+ 18% GST
₹2950 payable today
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