A university or college that uses global certifications to enhance academic value
An institution that values employability and industry relevance
A training center or EdTech platform looking for global BFSI credentials
An academic partner exploring global certification integration
A learning provider aiming for distinction and worldwide recognition
Finance curriculum not meeting industry expectations?
Finding it hard to develop globally competitive graduates?
Struggling to upgrade your faculty to Global Standards?
Facing difficulty to connect institutions with the finance industry?
If yes, AAFM® courses are built to help you overcome these challenges.
AAFM® has set up its Indian chapter American Academy of Financial Management® (AAFM® Global, USA) - a leading international standard setting body in financial advisory, wealth management, and investment education.
From India’s top BFSI institutions, banks, and business schools.
Obtain flexible partnership models that are appropriate for your university's curriculum, credit system, and student objectives
Align your programs with global finance standards while preparing students for high-impact careers across 151+ countries.
This world's most prestigious designation helps you develop profound theoretical knowledge and understanding of wealth by mastering all facets of wealth management, including advisory services, investments, and more.
Skills you will gain
Explore the only chartered trust and estate planner course in India that focuses on the estate/trust area. This super specialized program helps you understand intergenerational wealth transfer, business succession planning, trust planning, family wealth governance, estate tax planning, and more.
Skills you will gain
Your career in investment and portfolio management starts here. The CPM® course provided by AAFM® is a professional certification program that trains you in the core competencies of portfolio and investment management.
Skills you will gain
Attain your globally recognized Chartered Economist® credentials - the world's first graduate economics designation developed by the worldwide top economist. Advance your skills in the key areas including micro and macroeconomics, quantitative and statistical analysis, and applied economics.
Skills you will gain
Get Accredited Financial Analyst (AFA®) certified. This worldwide recognized certification equips you with practical financial analysis, equity research, and investment modelling skills — perfect for you to start a career in finance, banking, or investment management.
Skills you will gain
Get expertise to manage and advise high-net-worth families on wealth preservation, succession planning, and family governance. This internationally recognised certification opens doors to leadership roles in family offices, private banking, and wealth management firms.
Skills you will gain
Hone the skills needed to excel in wealth management and get a strong foundation for creating and managing tailored wealth plans for clients. This worldwide recognized online finance certification for students prepares you to develop expertise in investment planning, portfolio optimization, risk evaluation, and client advisory services.
Skills you will gain
Join a globally recognized network of real estate professionals and enhance your credibility, visibility and potential in the property industry with our CREP® certification which is the highest global designation in real-estate management, estate development, and real-estate advisory and build a successful career.
Skills you will gain
Become a world class personal finance specialist by earning the CPFS-PRO® certification. This online certification helps you master the essential skills trusted by wealth managers, advisors, and financial professionals to assist their clients grow and protect their wealth.
Skills you will gain
Become an expert in estate and succession planning by enhancing your expertise and gaining in-depth knowledge about wills, trust, succession planning, and asset protection with our Chartered Inheritance and Succession Planner® certification.
Skills you will gain
Build expertise in financial planning, goal setting, and investment strategy.
Skills you will gain
Understand how GIFT City, India's first IFSC, is impacting global banking by giving finance professionals chances to enjoy rapid growth. This certification training program trains you for major sectors like mutual funds, AIFs, and wealth management through covering tax-free benefits, globally investment opportunities, and regulations.
Skills you will gain
Succeed in the dynamic world of AIF with our AIF certification training program by enhancing your expertise in one of India's growing financial sectors. This program helps you to gain recognition from top institutions, deliver client strategies and apply internationally relevant investment approaches.
Skills you will gain
Support high net worth individuals (HNI) with customized portfolio solutions. This NISM portfolio management services (PMS) certification program equips you with strategic, regulatory, and ethical tools to serve high-net-worth individuals with confidence.
Skills you will gain
Master the expertise in equity research, financial modeling, and valuation strategies and lead the financial markets. This SEBI Certification helps you gain credibility and skills to start your career as an equity research analyst.
Skills you will gain
Build in depth knowledge about retirement planning, investment products, and fund selection with our retirement advisor certification. This program helps you guide clients through pension schemes and ensure compliance with PFRDA regulations.
Skills you will gain
Learn insurance, estate planning, retirement, and risk profiling to become a legally qualified SEBI investment adviser. With the NISM X-A and X-B certification training program, you can confidently advise clients and start a high-growth financial career.
Skills you will gain
Develop strong expertise in Specialized Investment Funds by bridging the gap between syllabus knowledge and exam success.
Skills you will gain
Designed to help you crack NISM V-A in your first attempt with confidence through concept-driven, exam-focused learning.
Skills you will gain
Strengthen your curriculum depth across wealth management, investment strategy, tax planning, and more with AAFM® certifications - offering industry-relevant banking and finance courses.
Level - Intermediate
coming soon
Level - Intermediate
coming soon
Hear how our financial certification courses help our learners to transform their careers.
CWM® Certificant
CWM® Certificant
CTEP® Certificant
Chartered Economist® Certificant
Chartered Economist® Certificant
CWM® Certificant
Your Journey in the BFSI Sector Begins Here
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.
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.
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.
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.
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!
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!"
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! "
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.
Acquire practical skills with financial certification courses under the supervision of our experts.
Co-founder & Director - AAFM® India
20+ years of expertise in wealth, estate, and financial planning.
Executive Director, AAFM® India
25+ years of experience in wealth management, investments, and financial education.
Consultant Trainer, Birla Sunlife Asset Management Company
35+ years of experience in finance and training
Certified Financial Planner (CFPCM) & Corporate Trainer at AAFM®
25+ years of expertise in financial planning and wealth management.
BFSI Corporate Trainer, Consultant & Certified Financial Planner (AAFM® India)
19+ years in stock broking, wealth management, mutual funds & insurance.
Students get several benefits like gaining industry-relevance finance skills, improved employability in banking, international credentials, wealth management, and investment roles. These programs are also considered job-oriented courses after graduation, helping students secure roles faster.
Institutions collaborating with a global finance certification body in India such as AAFM® Global (USA) through AAFM® India can offer globally recognized certifications, improve student placement results, and strengthen academic credibility.
Universities, colleges, business schools, and EdTech platforms can participate in institutional collaboration for finance education in India through NEP-aligned academic partnership models offered by AAFM® India.
Universities, colleges, and business schools offering BBA, MBA, or finance programs should opt for an embedded finance curriculum. By incorporating AAFM® certifications directly into the curriculum, institutions enable students to earn both a degree and a globally recognized professional credential.
Dual degree finance certification programs in India are suitable for BBA, BCom, and finance-related students, postgraduate learners in MBA or PGDM programs, working professionals seeking a global finance credential, and students aiming for international exposure and long-term career opportunities.
Check Your AAFM® Certification Status and Validity
Join Us as a Trainer
Write a public review