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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

Empower your workforce with a globally recognized USA certification, enhancing credibility and opening up new opportunities across top 500 finance firms and banks.

  • 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
Gift City 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 Gift City 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
Gift City Certificate Sample

Chartered Inheritance & Succession Planner® (CISP®)

This finance certificate course in India provides you expertise in estate and succession planning. You gain deep knowledge and resources to protect legacies, navigate complex legal frameworks, and provide invaluable guidance to your clients.

Skills you will gain

  • Estate Planning Expertise
  • Legal Interpretation
  • Trust Formation & Will Crafting
  • Client Advisory
Gift City Certificate Sample

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 Certificate Sample

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
  • 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
Gift City Certificate Sample

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
Gift City Certificate Sample

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
Gift City 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
Gift City 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
Gift City Certificate Sample

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 Gift City Certificate Sample

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 Gift City Certificate Sample

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.

★★★★★
M

Mausam

CWM® Certificant

★★★★★
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

Our Alumni Success Stories Say It All

Your Journey in the BFSI Sector Begins Here

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I am grateful for the opportunity to complete my certification with AAFM® India. The program was comprehensive and insightful, providing me with in-depth knowledge and practical skills relevant to my field. The guidance and resources provided were instrumental in my success, and I look forward to applying what I have learned in my professional endeavors.

Mohit Kotian

Chartered Wealth Manager (CWM)- Level 2 (Cleared) HR Management, Organization Skills CWM® USA CTGT Innovations Pvt Ltd
Mohit Kotian
”

My profile requires me regular interaction with HNI clients. CWM has added a multiplier effect in my profile and has opened a thirst for the whirlpool of knowledge CWM offers. I feel quite empowered and am thankful to AAFM for their support at all steps. The wider coverage of topics ranging from Portfolio Management, Alternate Assets, WILL & Estate Planning to Indian and International Taxation to Behavioral Finance have all been quite enriching in their offering. Thank You AAFM for providing such a globally recognised niche program in India.

Tamanna Kejriwal

Head- Financial Planning Team CWM® USA Trustner Asset Services Pvt Ltd
Tamanna Kejriwal
”

It’s great to have completed the journey to becoming a Chartered Wealth Manager® (AAFM®). Special callout for the AAFM® team for their support and guidance through the process. The course is quite comprehensive including nuanced elements of financial planning, wealth management, tax and trust planning, estate planning, equity analysis, debt managment, real estate valuations, alternative investment products, insurance and risk managment, behavioral finance, macro economics, and industry and company analysis, both in Indian and global context. I would highly recommend this course to anyone who has a deep interest in personal finance and/or wants to pursue a career in this domain.

Zoheb Khan

Founder & CEO CWM® USA Quantum Catalyst
Zoheb Khan
”

I'm thrilled to announce that I've successfully completed my CWM® certification from AAFM®. It was an enriching journey, and I'm grateful for the support from the AAFM® team. I highly recommend this program to anyone looking to advance their career in wealth management.

Suman Kumar

Financial Controller CWM® USA Confidential
Suman Kumar
”

It's with great pride and excitement that I announce my successful completion of the Chartered Wealth Manager (CWM®) program from AAFM®. This journey has been a truly enriching experience, equipping me with the knowledge and skills to excel in the field of wealth management. I'm incredibly grateful to the AAFM® team for their unwavering support and guidance throughout this process. I wholeheartedly recommend this program to anyone aspiring to achieve new heights in the financial industry. Thank you, AAFM®, for this incredible opportunity!

Aakash Sharma

Head - Strategic Alliances CWM® USA Augmont
Aakash Sharma
”

The AAFM (US) CWM certification represents a comprehensive program meticulously designed to cover critical aspects of finance, Its robust curriculum encompasses key areas such as financial planning and wealth management, intricate trust planning and international taxation, essential insurance and risk management, insightful analysis of mutual funds and equity valuation, diverse alternative investments and fixed income investments, and a strong foundation in financial analysis and micro-macro economics. Boasting global recognition in 151+ countries, this certification unequivocally demonstrates a commitment to excellence in finance and effectively opens doors to exciting career opportunities worldwide. It stands as a valuable credential that can elevate you… "Completing the CWM® was a fantastic experience. I gained valuable knowledge in wealth management. The AAFM® staff were incredibly supportive. Highly recommend!"

Antalin Jenifer

Burgundy Private Partner - Affluent Business CWM® USA AXIS BANK
Antalin Jenifer
”

Kapil Kumar Aafm : "I'm thrilled to have chosen the CWM® program from AAFM® to certify my wealth management skills. The comprehensive curriculum covered everything from financial market regulations to alternative investments. AAFM®'s commitment to excellence is evident in the depth and breadth of the program. Highly recommended! "

Saurabh Parekh

Executive Vice President CWM® USA 360 ONE Wealth
Saurabh Parekh
”

I recently completed the CWM certification through the AAFM, and it was an immensely rewarding experience. The program's comprehensive curriculum covers essential areas like investment strategies, financial planning, and wealth management, providing a solid foundation for professionals in the finance industry. The coursework is rigorous and practical, blending theoretical knowledge with real-world applications. The certification has significantly enhanced my understanding of wealth management, improved my client advisory skills, and bolstered my professional credibility.

Achintya Chattopadhyay

Founder CWM® USA BLUE INVEST
Achintya Chattopadhyay

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

ManishSaluja.jpg

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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