Recognized and accepted by leading institutions
Exams are booked through authorized testing partners across 75+ Indian cities.
This program aims to help you with practical, industry-relevant understanding of financial services operations, regulatory frameworks, and the structure of GIFT City. Instead of just learning definition, you get better understanding on “how and why” behind the concepts which allows you to confidently apply these concepts in real-world workplace scenarios and improve your career readiness for positions linked to IFSC and global finance.
- Clear basics of GIFT City: Learn its purpose, setup, and key players step by step.
- Practical understanding: See how rules and financial services operate in real business situations.
- Industry-based examples: Understand how professionals use this knowledge in real roles.
- Easy explanations of complex topics: Regulations, institutions, and ecosystem roles made simple.
- Career-ready learning: Learn skills that will support opportunities in international and cross-border finance.
What’s included in this training program:
- Interactive Session Led by Expert
- $100M framework
- 50 frequently asked questions
- 2 videos
Why structured preparation makes all the difference
- They study the ecosystem without a proper and clear framework
- Topics remain theoretical not operational
- Information is scattered and not aligned to industry relevance
- There is no guided learning path to connect structure, regulation, and financial operations
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.
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.
GIFT City (IFSC) 8 Lessons 03:32:50
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Part 1 : What is GIFT City & IOSCO
00:26:51
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Part 2 : Types of International Financial Centre (IFCs) & Participatory Notes
00:38:27
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Part-3 Where is GIFT City and Real Life Example
00:24:07
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Part-4 Difference between PCC and VCC
00:18:50
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Part-5 Distributor Eligibility Criterian and Eligibility Requirement from FME
00:22:44
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Part-6 Fund Management Entity ,Tax Implications and AIF Structure
00:34:26
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Part-7 Interest Rate Parity and Double Taxation Avoidance Agreement (DTAA)
00:27:36
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Part-8 Financial Industry Regulatory Authority and Understanding Us Tax Structure
00:19:49
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.
Global 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.
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