The Chartered Family Office Manager (CFOM) certification offers in-depth learning in Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Estate & Succession Planning. The program is designed to empower finance professionals with the expertise to manage high-net-worth clients’ investments, structure estate planning, and offer wealth preservation solutions.
About the course:
The
Chartered Family Office Manager (CFOM®) program is designed to help finance
professionals gain the specialized skills needed to manage and advise
high-net-worth families.
As
India's wealth landscape grows, there is a rising demand for experts who can
handle family office operations, alternative investments, and legacy planning. This
course follows global best practices, ensuring you stay ahead in the wealth
management industry.
The
program covers estate planning, philanthropic advisory, and multi-generational
wealth transfer, offering a global standard curriculum. It's ideal for wealth
managers, financial planners, and private bankers working with affluent
families to deliver comprehensive family office solutions like asset protection
and tax optimization.
Who this course is for:
- Family Office Professionals
- Financial Advisors and Wealth
Managers looking to upskill
- Portfolio Managers and Investment
Consultants
- Professionals working with HNIs
& UHNIs on estate and succession planning.
- Private Banking and Family Office
professionals aiming to enhance client advisory services.
Why become a CFOM® certificant:
- Gain specialized knowledge in PMS
and AIF domains.
- Become proficient in Estate and
Succession Planning.
- Enhance your profile with an
internationally recognized certification.
- Increase your ability to cater to
HNI & UHNI clientele.
- Skills and knowledge to advise
HNI and UHNI investors on the cross-border investments and its implication
on taxations. Special coverage on US taxation structure.
- Comprehensive understanding of
multi-generational wealth transfer and preservation through live case
studies with the leading experts in the field of Trust & Estate
planning.
- Expand career opportunities in
wealth management, private banking, and estate planning sectors.
Skills you will gain:
- Family governance and succession planning
- Investment and portfolio management
- Estate planning and assets protection
- International Wealth Management Practices
Global Accreditation
Jobs and targeted salary
What Will I Learn?
- Learn how to set up and manage family offices tailored to high-net-worth clients.
- Master risk and return strategies for customized investment portfolios.
- Deep dive into Category I, II, and III investments and regulatory compliance.
- Strategies for wealth transfer and intergenerational legacy planning.
- Navigate India’s tax laws, SEBI regulations, and global compliance requirements
- Learn how India’s financial hub (GIFT City) can help structure tax-efficient investment solutions.
- Candidates who have passed 12th standard are eligible to register for the course.
- Graduation is mandatory to be eligible for certification.
- Documents Required :
- Valid ID proof
- Address proof
- Highest qualification certificate
- Passport-size photograph
- Declaration form (mandatory; this will be shared by the AAFM® India team)
Eminent certificants
Subhradip Bhowmick
Founder
Esbee Sharpe Investment Service
Rohit Khatri
Manager
Motilal Oswal Financial Services Ltd
Mohit Chaudhary
Assistant Manager
IIFL Wealth Management Limited
Vishal Ahuja
Vice President
HDFC Bank
Laksh Vaish
Assistant Vice President
Axis Bank
Payal Maheshwari
Assistant Vice President
Anand Rathi Group
Deep Rakesh Gandhi
Business Consultant
Infosys Consulting
Girirajsinh Zala
Assistant Manager
HDFC Bank
About AAFM®
AAFM® India represents a global legacy in financial education, supported by international standards and global recognition. It is a Standard Setting Body in India with the objective to promote Financial Advisory & Wealth Management in the country.
- 1st Choice for Finance Professionals Seeking Global Credentials
- Among India’s Top-Ranked Financial Education Institutions
- 10+ Industry recognised certifications (CWM®, CTEP®, Ch.E®, and more)
- Featured in 3+ National Media and Education Platforms
- 300,000+ Certificants
- 21st Century Curriculum
- 8000+ Finance Professionals Empowered
- Certifications issued directly from USA
- 94% of our Students Say Training Helped Advance their Careers
- 74% of Our Faculty Holds International Financial Designation
- 35+ Industry Mentors and Trainers from Across the Globe
- 64% of AAFM® Certified Members See Career Growth Within a Year
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