The majority of professionals find it difficult to succeed in roles including family office and private wealth roles not because they lack ability, but because:
- Wealth management is viewed as product selling instead of full family strategy
- Investment decisions are made without keeping in mind tax, estate, and succession planning
- Alternative investments are made without proper risk and governance frameworks
- Financial, legal, and legacy goals are still disconnected
- There is no clear roadmap connecting wealth creation, preservation, and intergenerational transfer
How we help you succeed:
We prepare you to think like family office professional, not just a financial adviser. This course provides an organized, real world career pathway aligned with real family office practices. The program combines alternative investments, wealth structuring, family office governance, and succession planning into one unified framework—so you learn not just what to do, but how and when to do it.
The
Chartered Family Office Manager (CFOM®) program gives you the practical skills required
to manage the entire financial life of high-net-worth families. In order to
handle difficult investment and wealth structuring requirements, you will need
expertise in Portfolio Management Services (PMS), Alternative Investment Funds
(AIFs), and Estate & Succession Planning.
This
program trains you to provide true family office solutions, including wealth
preservation, tax efficiency, philanthropic planning, and multi-generational
wealth transfer. Designed for wealth managers, financial planners, and private
bankers, the CFOM® certification assists you move beyond product selling and
become a trusted advisor to wealthy families.
By
completing the CFOM® program, you position yourself as an expert capable of
managing dynastic wealth and advising affluent families with confidence,
credibility, and global-standard knowledge.
Trusted & Recognised Worldwide
The
program is ideal 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.
Our Alumni(s) Placed at
Knowledge You Will Gain
- 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.
- Family governance and succession planning
- Investment and portfolio management
- Estate planning and assets protection
- International Wealth Management Practices
- Candidates who have passed 12th standard are eligible to register for the course.
- Graduation is mandatory to be eligible for certification.
Trusted by Industry Professionals
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
AAFM® India: A Global Leader in Professional Education
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.
Learners choose AAFM® India because of:
- Strong focus on career-oriented education
- Industry-relevant curriculum
- Professional credibility
- Practical learning approach
- Commitment to learner success
- 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
- Gain
specialized knowledge in PMS and AIF domains.
- Join AAFM® Alumni
Network Association – a strong professional network
- 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.
Learn from experienced practitioners
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