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Continue Reading If You Are

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A manager aiming to upskill your team in finance.

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A business executive exploring certified programs for your team.

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A decision maker focused on building a high performing team..

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Facing These Issues?

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Struggling to keep your team updated with emerging finance skills?

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Finding it difficult to engage employees in learning programs?

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Are employees finding it difficult to apply what they learnt?

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Having trouble creating a clear career roadmap for your employees?

AAFM® provides solutions to these challenges

Tailored Training for Your Company's Needs

Curriculum-Based Certification Programs

Improve employee or partners learning journeys through high-impact courses like CWM®, AFA®, CTEP®, Ch.E®, and CFOM®. This system includes evaluation, compliance modules, and regulatory coverage (PMS, AIF, MF, RIA).

Short-Term Upskilling Training Programs

Accelerator seminars include wealth management, estate and succession planning, mutual funds and investment planning, behavioral finance and client psychology, and superior financial advising and these are perfect for advisors with MDRTs, RMs, and NISM licenses.

Investor Awareness & Financial Literacy Workshops

Increase investor engagement and financial brand trust by co-branded workshops aligned with SEBI/NISM mandates.

Train-the-Trainer (TTT) Programs

Strengthen your internal L&D by providing access to ready-to-deploy programs, facilitator training, and globally aligned content.

Enabling Partner Channels

Onboard, educate and activate distributors, channel partners, and IFAs with product strategy alignment and industry-relevant qualifications.

Overcoming Key Issues Across Your BFSI Teams

Common Challenges

  • ✓ Inconsistent comprehension of the complexities of MF product
  • ✓ High loss of clients as a result of poor advisory confidence
  • ✓ Low rates of conversion in SIP/STP recommendations

Our Curated Solutions

  • ✓ Modules with updated schemes that comply with SEBI/NISM
  • ✓ Goal-based MF advisory techniques
  • ✓ Certification-driven journeys®, CFGP® for MFDs
  • ✓ Tools to more confidently pitch hybrid/passive funds

Common Challenges

  • ✓ Poor cross-selling & upselling performance
  • ✓ Inability to personalize client conversations
  • ✓ Poor follow-ups and low-quality need analysis

Our Curated Solutions

  • ✓ Relationship-building techniques for HNI/UHNI clients
  • ✓ Behavioural finance modules to understand client psychology
  • ✓ Practice Management training to increase RM productivity
  • ✓ Real-scenario role-play: handling objections and emotional pitch

Common Challenges

  • ✓ Disconnected from value communication that is customer-centric
  • ✓ The entire product lifecycle is unclear.
  • ✓ Low digital fluency and repetitive onboarding

Our Curated Solutions

  • ✓ Gamified assessments and certification-led learning
  • ✓ Cross-functional BFSI upskilling programs (MF, FP, Insurance)
  • ✓ Personalised learning journeys for new hires and senior staff
  • ✓ Modular delivery: live workshops, LMS + case-based learning

Sample Learning Tracks

Certification Duration Mode Target Audience
Chartered Wealth Manager® (CWM®) 60–100 hours Online / Hybrid / Live RMs, CFP Aspirants, MDRTs
Accredited Financial Analyst® (AFA®) 40–80 hours LMS + Assessment Equity Dealers, Analysts
Chartered Trust & Estate Planner® (CTEP®) 50 hours Workshop / Live + LMS HNI Planners, Lawyers, CA Firms
Custom Workshops 3–15 hours In-person / Webinar Channel Partners, Teams, Investors
Others

Chartered Wealth Manager®

Duration: 60–100 hours
Mode: Online / Hybrid / Live
Audience: RMs, CFP Aspirants, MDRTs

Accredited Financial Analyst®

Duration: 40–80 hours
Mode: LMS + Assessment
Audience: Equity Dealers, Analysts

Chartered Trust & Estate Planner®

Duration: 50 hours
Mode: Workshop / Live + LMS
Audience: HNI Planners, Lawyers, CA Firms

Custom Workshops

Duration: 3–15 hours
Mode: In-person / Webinar
Audience: Channel Partners, Teams, Investors

Others

Duration: As Required
Mode: Flexible
Audience: Custom Audiences

Customised as per company's requirements

Partnered with 35+ leading financial services organizations as Corporate Members

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Preparing You for the Future of Finance

Plug and Play Learning Models

Whether you are building a wealth desk, training MFDs/RMs, launching new financial products, or empowering MDRT, AAFM® India provides training models which are ready to use for real business results.

Strengthen Skills

AAFM® India offers skill enhancement financial courses, which facilitate practical training through webinars, workshops, and ongoing professional development.

Join a Strong Professional Network

Keep yourself updated with the latest developments in the BFSI sector by joining AAFM® Alumni Network Association (AANA). AAFM India helps you get lifelong opportunities and exposure to work with leading financial firms.

Industry Regulation and Compliance Needs

With the help of AAFM® India’s learning programs stay updated to the changes in laws, rules, and money rules. Gain the trust of clients and demonstrate expertise in keeping track of money, making plans for the future, and sticking to a budget.

Upskill Your Staff with Finance Professional Certifications

Obtain globally recognised certifications from the United States
Gain credentials accepted in 151+ countries
Connection with top 500 finance firms and banks for strong career prospects
  • CWM®
  • CTEP®
  • CPM®
  • Ch.E®
  • AFA®
  • CFOM®

Chartered Wealth Managers® (CWM®)

Master all the aspects of wealth management with the only wealth management certification in India for skill enhancement of your employees. Enable the current skill set needed by the industry and cover the key areas like wealth management, advisory, investment, and more.

Skills you will gain

  • Tax-efficient wealth strategy
  • Client relationship management
  • Risk mitigation and wealth protection
Explore Program CWM Certificate Sample

Chartered Trust & Estate Planner® (CTEP®)

This professional certification program helps you gain in-depth knowledge of intergenerational wealth transfer, business succession planning, trust planning, family wealth governance, estate tax planning etc.

Skills you will gain

  • Advise HNI clients on wealth transfer and succession strategy
  • Handle cross-border estate planning
  • Create and analyse estate planning
  • Apply Indian inheritance laws
Explore Program CTEP Certificate Sample

Chartered Portfolio Manager® (CPM®)

Advance your career by learning all the essential skills to help people achieve their investment and portfolio objectives with this Chartered Portfolio Manager® (CPM®) certification .

Skills you will gain

  • Portfolio construction and asset allocation
  • Risk management
  • Performance evaluation
  • Financial market understanding
Explore Program CPM Certificate Sample

Chartered Economist® (Ch.E®)

Enhance your employees skills & knowledge in your chosen domain area of Economics by gaining recognised Chartered Economist® credentials - the world's first graduate economics designation developed by the worldwide top economist.

Skills you will gain

  • Core economic knowledge
  • Applied and research skills
  • Technical and quantitative skills
  • Communication and professional skills
Explore Program Ch.E Certificate Sample

Accredited Financial Analyst® (AFA®)

Earn this internationally recognised accredited financial analyst® certification which is designed to help you with practical financial analysis, equity research, and investment modelling skills.

Skills you will gain

  • Analytical skills
  • Financial modelling
  • Decision making skills
  • Economic and market insight
Explore Program AFA Certificate Sample

Chartered Family Office Manager® (CFOM®)

Build deep expertise to manage high-net-worth client's investments, structure estate planning, and offer wealth preservation solutions by earning this recognised professional certification.

Skills you will gain

  • Family governance & succession planning
  • Investment and portfolio management
  • Estate planning and asset protection
  • International wealth management practices
Explore Program CFOM Certificate Sample
  • AWM®
  • CREP®
  • CPFS-PRO®
  • CISP®
  • CFGP®
  • GIFT City

Associate Wealth Manager® (AWM®)

Aiming to become a wealth manager or financial advisor, this learning program equips you with the essential skills to support clients in creating basic investment plans, private banking, and offer responsible financial guidance.

Skills you will gain

  • Global Wealth Management
  • Investment Vehicle Expertise
  • Portfolio & Risk Management
  • Wealth Planning & Allocation
AWM Certificate Sample

Chartered Real Estate Professional® (CREP®)

Get the highest global designation in real-estate management by completing this finance professional certification. It provides you access to a strong network of real estate professionals and enhances your credibility and potential in the property industry.

Skills you will gain

  • Real-estate valuation & analysis
  • Legal & regulatory understanding
  • Development & investment strategy
  • Client advisory & communication
Explore Program CREP Certificate Sample

Certified Personal Financial Specialist® (CPFS-PRO®)

Learn the fundamentals of managing personal finances and assist the clients to handle the essential tasks in investment planning, wealth management, and tax planning.

Skills you will gain

  • Personal Finance & Wealth Management
  • Investment & Portfolio Planning
  • Tax & Retirement Planning
  • Client Advisory & Communication

Chartered Inheritance & Succession Planner® (CISP®)

This program strengthens your advisory expertise in wealth transition planning.

Skills you will gain

  • Estate Planning Expertise
  • Legal Interpretation
  • Trust Formation & Will Crafting
  • Client Advisory

CFGP® (Chartered Financial Goal Planner®)

Build expertise in financial planning fundamentals, client relationship management, goal setting, risk and investment planning, and effective communication to create comprehensive, client-centric financial plans.

Skills you will gain

  • Goal-Based Financial Planning
  • Risk Profiling & Asset Allocation
  • Financial Modeling & Goal Tracking
  • Investment Planning Fundamentals

GIFT City Certification

Get tax benefits, seamless compliance, and access to global markets with the help of GIFT City (Gujarat International Finance Tec-City) certification. This training program trains you for major sectors like mutual funds, AIFs, and wealth management

Skills you will gain

  • Analyzing global investment opportunities
  • Navigating compliance and taxation
  • Expanding and managing client portfolios
  • Business growth and expert market insights
Explore Program Gift City Certificate Sample
  • AIF
  • PMS
  • ERA
  • CRA
  • GIFT City
  • NISM X-A & X-B
  • SIF
  • NISM VA

Alternate Investment Fund (AIF)

AIFs are the rising force in the Indian financial sector and our NISM XIX-A & XIX-B certification programs equip you with the practical skills and knowledge to thrive in the dynamic domains - from client centric strategy to career elevation expertise with global relevance.

Skills you will gain

  • Advanced investment strategies
  • Understanding SEBI regulations
  • Valuation methodologies and taxation
  • Portfolio management

Portfolio Management Services (PMS)

Become a certified PMS expert by strengthening the understanding of portfolio strategies, compliance, SEBI regulations, and risk management. This certification program helps you serve institutional clients and HNIs with confidence and credibility.

Skills you will gain

  • Personalized portfolio construction
  • Managing risk and return
  • Performance evaluation and compliance standards
  • Ethical and regulatory excellence

Equity Research Analyst (ERA)

Get SEBI certified by mastering the expertise in equity research, stock valuation, and investment strategy with the NISM-Series-XV: Research Analyst Certification Training. This certification helps you gain credibility and skills to start your career as an equity research analyst.

Skills you will gain

  • Financial market awareness
  • Financial statement analysis
  • Investment research and reporting
  • Evaluating investment risk and optimizing returns
ERA Certificate Sample

Certified Retirement Advisor (CRA)

With our certified retirement advisor(CRA) certification, establish a successful career in retirement planning . This certification is designed to help you support and guide the clients through pension schemes and ensure compliance with retirement adviser regulations, 2016.

Skills you will gain

  • Strategic retirement planning
  • Fund performance evaluation
  • Managing pension schemes
  • Understanding regulatory frameworks and ethical standards
CRA Certificate Sample

NISM X-A & X-B Certification

Become a legally qualified SEBI investment adviser by building foundational knowledge of finance and go deeper by covering topics like insurance, estate planning, retirement, and risk profiling.

Skills you will gain

  • Wealth management and financial planning
  • Portfolio strategy and investment analysis
  • Compliance expertise and taxation
  • Ethical practice and client advisory

SIF (Specialized Investment Fund)

Develop strong expertise in Specialized Investment Funds by bridging the gap between SIF syllabus knowledge and exam success.

Skills you will gain

● Product intelligence

● Investor-first thinking

● Revision efficiency

● Application mastery

Explore Program

NISM VA (Mutual Fund Distributors Training – NISM Series V-A)

Designed to help you crack NISM V-A in your first attempt with confidence. Concept-driven, exam-focused learning that improves speed, retention, and scores.

Skills you will gain

● Mutual fund product knowledge

● Sales and distribution best practices

● Regulatory and compliance awareness

● Scheme analysis skills

Explore Program

Strategic Finance Courses for Your Business

Learn all the aspects of finance like wealth management, investment strategy, tax planning, and more with our expert designed finance courses.

Browse All Courses
Maths for Wealth Management

Maths for Wealth Management - Financial Mathematics

Study hours - 2 hours
Maths for Wealth Management - Financial Mathematics
5

Level - Intermediate

coming soon

Behavioural Finance in Wealth Management

Behavioural Finance in Wealth Management

Study hours - 2 hours
Behavioural Finance in Wealth Management
5

Level - Intermediate

coming soon

What BFSI Leaders Say about Us

Hear how BFSI experts advanced their careers with AAFM® finance certifications.

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M

Mausam

CWM® Certificant

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SS

Sritesh Seth

CWM® Certificant

★★★★★
RS

Rajeshwari .S

CTEP® Certificant

★★★★★
RG

Rohit R. Ganore

Chartered Economist® Certificant

★★★★★
AS

Ashwathi Subramanian

Chartered Economist® Certificant

★★★★★
VS

Vivek Soni

CWM® Certificant

Real Stories. Real Impact.

Read how AAFM®’® certifications shaped their growth, expertise, and career.

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It gave me a broad perspective of the entire financial markets. In depth course curriculum gave me better knowledge compared to the university course.
Rajash Sudhir Pedenker
CWM® Certificant
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CWM ®certification has given me an edge and recognition globally in the field of Private Banking and Wealth Management after pursuing my MBA in Finance.
Sonal Chandragupt Sathe
CWM® Certificant
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The CWM® Course is very good. I learnt a lot from the subject. A very good course covering various subjects. I am very happy of my decision to become a CWM®.
Rajesh J Mehta
Self Employed
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CWM is truly a international qualification. Got very wide coverage of relevant financial topics. Will not hesitate to recommend anyone intending to make career in wealth management.
Ajay Garg
Executive Director, NR Corp Advisors Pvt. Ltd.
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CWM ®is logistic approach to words comprehensive financial planning and wealth management. The curriculum is much wider and exhaustive compare to other well known financial services courses.
Rohit Warman
Trainer & Consultant, Warman and Associates
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I am on verge of retirement. I am a CFPCM by holding this CWM® Certification I have a real Global Credential which has immensely helped me to develop as a practitioner. I would highly recommend this Designation.
Kanchan Zipa Ubale
Development Officer, LIC of India
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Course Curriculum is very detailed & comprehensive & gives in-depth perspective on investment products. Helps in making effective client plans.
Manish Agarwal
AVP, ASK Wealth Advisors Pvt. Ltd.
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Makes us understand various portfolio selection techniques and the importance of balancing the portfolio. Enhances understanding of wealth management.
Bomman Neelima Reddy
Relationship Manager, Kotak Securities
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As product & advisory head of wealth advisory, this certification helped me understand client needs & keep updated with market trends.
Nishand Agarwal
Sr. Director, ASK Wealth Advisors Pvt. Ltd.
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The CWM® Program exceeded my expectations. Well-organized, comprehensive and relevant to the industry's needs.
Viplove Naithani
Financial Process Specialist, Tawunyia
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I have learned a lot from this course. Its wide curriculum helped in my college studies as well. Proud of my first chartered certification.
Neel Jain
CWM® Certificant

Experience You Can Count On

Get trained by the industry experts who deliver clarity, confidence, and capability.

Deepakjain

Dr. Deepak Jain

Co-founder & Director - AAFM® India
20+ years of expertise in wealth, estate, and financial planning.

RomitBarat

Mr. Romit Barat

Executive Director, AAFM® India
25+ years of experience in wealth management, investments, and financial education.

S-Gururaj.jpg

Mr. S. Gururaj

Consultant Trainer, Birla Sunlife Asset Management Company
35+ years of experience in finance and training

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Mr. Manish Saluja

Certified Financial Planner (CFPCM) & Corporate Trainer at AAFM®
25+ years of expertise in financial planning and wealth management.

Pandurang Patkar

Mr. Pandurang Patkar

BFSI Corporate Trainer, Consultant & Certified Financial Planner (AAFM® India)
19+ years in stock broking, wealth management, mutual funds & insurance.

Reliable Partner for BFSI Training - AAFM® India
Worldwide Recognised Finance Expertise
Globally recognised by AAFM® Global USA (150+ countries) with certifications customised for the Indian BFSI landscape.
Reliable for Making Impact
Our training frameworks are used by SBI Wealth, LIC MF, HDFC Bank, and more to boost revenue, productivity & client engagement.
Role-Specific Training
Our scalable, customized growth pathways supported by intelligent analytics are for both new hires and senior leaders.
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Frequently Asked Questions (FAQs)

Who should pursue a financial management certification?

A financial management certification should be pursued by students and professionals like - graduates, MBAs, bankers, wealth managers, relationship managers, and advisors to build credibility and career advancement.

Is financial management certification recognized internationally?
Yes, several countries recognize financial management certifications which are reputed and aligned with global standards, including those provided by AAFM® India under AAFM® USA.
Are examinations required to earn the certification?
Yes, examinations are required to earn the financial management certifications. Candidates must successfully complete examinations to meet competency benchmarks and industry expectations.
Why are employee skills important for organizations?
Employee development programs enhance employee skills and the skilled employees improve decision-making, build credibility, and help organizations stay competitive in changing markets.
How do employee skills impact career growth?
Employee skills development promotes job readiness and career growth, while international certifications strengthen professional recognition and confidence.
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  • At AAFM® India, we are not just building careers, but we are building a worldwide community of finance professionals who lead with expertise, integrity, and global perspectives.
  • Join 300,000+ professionals who began their global career in financial education with AAFM® India.
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