Clear Purpose
Relate investment decisions to family objectives and long-term priorities.
Why professionals choose AAFM® India
The American Academy of Financial Management® has set standards in financial certification since 1996. AAFM® India brings these international standards to Indian professionals, with a curriculum built for Indian markets, regulation, and clients.
Recognized in 151 countries
Conferred under AAFM® international standards, with certification issued from the USA.
300,000+ global alumni
Join a worldwide community of certified wealth managers, planners, and private bankers.
Faculty who practice
Instructors hold CA, CFA, FRM, CFP, and CWM® designations with current industry experience.
A curriculum for this decade
AI in portfolio management, alternative funds, international tax, behavioral finance - updated continuously.
Who this is for
Is This Program Right for You?
Wealth Managers and Advisors
Strengthen your understanding of HNI and UHNI wealth management.
Private Banking and Relationship Teams
Connect client needs with structured wealth-management approaches.
Investment Professionals
Explore asset allocation, alternatives and family-office investment structures.
Family-Business and Next-Generation Members
Understand family governance, succession and continuity.
Students and Finance Learners
Build a practical foundation in wealth management and family offices.
Individuals Exploring Wealth Management
Understand how wealth is professionally managed, preserved and grown over time.
Understand Family Wealth. With AAFM India.
Learn from Renowned Industry Experts
Connect wealth-management principles with practical family and portfolio situations.
Chapter-wise Video Lectures
Build your knowledge through structured lessons on investments, family offices and governance.
An Integrated Wealth Perspective
Bring asset allocation, liquidity, risk and family objectives into one framework.
Practical Decision Frameworks
Understand Investment Policy Statements, investment committees and structured approval processes.
One Free Mock Test
Review your understanding with a complimentary knowledge assessment.
Focus on UHNI Advisory Tools
Review practical guidelines designed for managing high-net-worth portfolios, risk management, and alternative asset distribution.
Knowledge you will gain
Build a Structured View of Family Wealth
Family-Office Foundations
Understand the purpose, role and evolution of family offices, from founder-led to institutional structures.
Asset Allocation
Study diversification across equities, fixed income, real estate, private markets and alternatives.
Governance and Continuity
Understand decision rights, family councils, investment committees and succession frameworks.
Monitoring and Controls
Explore technology, MIS, consolidated reporting and professional investment teams.
Program Overview
Why Structured Wealth Management Makes All the Difference
As wealth grows, managing it becomes more complex. Families need to look beyond individual investments and consider how capital is allocated, how risk is managed, who makes decisions and how wealth will continue across generations.
This practical program covers wealth-management fundamentals, family-office structures, asset allocation, portfolio diversification, governance, succession and risk management. It introduces traditional and alternative investments, global diversification and the role of technology, MIS and professional investment teams.
Structured wealth management brings investments, governance, family objectives and long-term planning into one organised framework.
A Foundation for Professional Family-Wealth Management
Develop a broader understanding of wealth management through investments, governance, risk and succession. Explore how professional family offices use formal investment processes, specialist teams, consolidated reporting and institutional controls.
The program helps you view wealth as a structured, multi-generational portfolio and supports readiness for work with complex family financial needs.
Faculty
◆Learn from practitioners, not presenters
Romit Barat
Executive Director – AAFM® India
Key
Expertise:• Regulatory Certifications & Financial Education
• Investment & Portfolio Management
• Corporate Growth & Innovation
AAFM INDIA
Puneet Grover
Head – Academics (Markets & Exchanges), AAFM® India
• 20+ Years of Experience in Trading, Research & Investor Training
• Financial Markets Training & Education (NSE & NISM Programs)
• Technical Analysis & Trading Model Development
The shift
From Individual Investments to an Integrated Wealth Plan
Managing family wealth involves more than tracking investment returns. It requires coordinated decisions about portfolios, liquidity, governance, responsibilities and the future of the family.
Connected Portfolio
Consider risk, diversification, liquidity and concentration together.
Defined Responsibilities
Understand the roles of family members, professionals and external advisors.
Continuity Across Generations
Recognise succession needs and next-generation participation.
Industry-relevant skills
Skills You Will Build
Family Office Architecture
Ability to design, evaluate, and transition different family office models—ranging from founder-led and hybrid structures to single-family offices (SFOs) and multi-family offices (MFOs).
Asset Allocation & Diversification
Proficiency in structuring multi-asset portfolios across public equities, fixed income, real estate, private equity, venture capital, and alternative investments.
Risk & Investment Evaluation
Skill in analyzing investments using metrics for liquidity, concentration, risk-adjusted return, time horizons, and family-specific goals.
Family Governance & Succession
Expertise in establishing family constitutions, family councils, investment committees, and multi-generational wealth transfer or legacy frameworks.
Tax, Estate, and Philanthropy Strategy
Understanding of cross-border or localized tax efficiencies, estate planning mechanisms, and integrating family values into structured philanthropy.
Operations & Wealth Tech
Familiarity with management information systems (MIS), consolidated portfolio reporting, institutional controls, and modern wealth technology.
Stakeholder & Family Dynamics Communication
Ability to translate complex financial concepts and navigate sensitive intergenerational family conversations around money and governance.
Apply Your Knowledge Across Wealth and Family-Office Roles
Wealth Management and Family Office Fundamentals 4 Lessons 00:00:00
Family-Office-Handbook
1 Lessons
00:00:00 Hours
-
Family Office Handbook
.
The Indian Family Office Opportunity
1 Lessons
00:00:00 Hours
-
The Indian Family Office Opportunity
.
The-Family-Office-A-Comprehensive-Guide-to-Structure Purpose and Operation
1 Lessons
00:00:00 Hours
-
The Family Office A Comprehensive Guide to Structure, Purpose & Operation
.
CITI Family office
1 Lessons
00:00:00 Hours
-
CITI Family office
.
Standard-Terms-of-Engagement-Family-Office
0 Lessons
00:00:00 Hours
Course FAQs
Frequently Asked Questions
It is an AAFM India program on how family wealth is structured, invested, governed and managed across generations, covering wealth management basics, family office structures, asset allocation, governance, succession and risk management.
It suits individuals interested in professional wealth management, students and finance learners, wealth managers and advisors, relationship managers and private bankers, investment professionals, and family-business and next-generation members.
Learners study the purpose, role and evolution of family offices, including stages such as founder-led, externally supported, hybrid and institutional family offices.
The course covers equities, fixed income, real estate, private equity, venture capital, private credit, AIFs, REITs and InvITs, along with global diversification.
It covers decision rights, family councils, investment committees and succession frameworks, and the roles of family members, investment professionals and external advisors.
The course explains how family offices use Investment Policy Statements, investment committees and structured approval processes to guide investment decisions.
Yes. It addresses succession planning, next-generation participation and continuity of family wealth as part of a multi-generational view.
Learners evaluate investments using risk, return, liquidity, concentration, time horizon and family objectives.
The course introduces technology, MIS, consolidated reporting, professional investment teams and institutional controls in modern family-office management.
It supports readiness for roles in wealth management, private banking, investment advisory, family offices and HNI/UHNI relationship management, without guaranteeing any job outcome.
Self-paced or live
◆Choose your Study Mode
Choose the study mode that works best for this program. Your selected course access and applicable fees are shown below.
Study on your own schedule
₹1000
+ 18% GST
₹1180 payable today
- Wealth-management and family-office foundations
- Traditional and alternative investments
- Asset allocation and diversification
- Family governance and succession
- Risk, liquidity and concentration
- Technology, MIS and consolidated reporting
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