# AAFM India American Academy of Financial Management India > India's leading professional organization for globally recognized finance certifications and financial education. AAFM India advances professional excellence in wealth management, investment advisory, portfolio management, estate planning, and financial planning through globally accredited certifications. - Website: https://aafmindia.org - Phone: +91 9650159583, 011-45120800 - Email: info@aafmindia.co.in - Address: Plot No. 30, 3rd Floor, Grover Tower-1, Main Najafgarh Road, Shivaji Marg, New Delhi - 110015 - Global Head Office: AAFM Global USA, Box 293, 1670F East Cheyenne Mountain Blvd., Colorado Springs, CO 80906, USA - Regional Offices: New Delhi, Mumbai (BKC), Kolkata ## About AAFM India AAFM India is the official Indian chapter of AAFM Global USA (American Academy of Financial Management), an internationally recognized body establishing global standards for financial education and BFSI certifications. With over 2 decades of experience, AAFM India is trusted by 2 million+ global professionals and institutions. It is ISO 9001 and ISO 29990 certified and has been awarded Best Finance Certification Body by CMO Asia. Featured in Economic Times, TV9, Mid-Day, Business Standard, ANI News, and Investopedia. ## Key Statistics - 11+ Global Certifications - 40+ Professional Certifications - 300,000+ Certified Alumni - 7,000+ Active Students PAN India - 2M+ Global Professionals and Institutions Trusted - 4.9 out of 5 Rating with 12,000+ Reviews - Alumni working across 100+ countries - Recognized in 151+ countries ## Global Certifications (USA Accredited) - [CWM Chartered Wealth Manager](https://aafmindia.org/course/chartered-wealth-manager-cwm): One of the highest distinctions in wealth management. Covers financial planning, taxation, investment, retirement, and estate planning. 6779+ students enrolled. - [CTEP Chartered Trust and Estate Planner](https://aafmindia.org/course/chartered-trust-and-estate-planner-ctep): Certified expert in inheritance, wills, trusts, and succession planning. 648+ students enrolled. - [CPM Chartered Portfolio Manager](https://aafmindia.org/course/chartered-portfolio-manager-cpm): Advanced portfolio management expertise. 41+ students enrolled. - [Ch.E Chartered Economist](https://aafmindia.org/course/chartered-economist-che): Economic analysis and macro-economic career certification. 302+ students enrolled. - [AFA Accredited Financial Analyst](https://aafmindia.org/course/accrediated-financial-analyst-afa): Professional certification in financial analysis. 93+ students enrolled. - [CFOM Chartered Family Office Manager](https://aafmindia.org/course/chartered-family-office-manager-cfom): Manage wealth, investments, and operations for HNI families. ## AAFM India Professional Certifications - [CREP Chartered Real Estate Professional](https://aafmindia.org/course/chartered-real-estate-professional-crep): Real estate management, valuation, and investment advisory. 44+ students enrolled. - CPFS Chartered Personal Financial Specialist - CISP Certified Investment Strategy Professional - AFGP Accredited Financial Goal Planner - CFGP Chartered Financial Goal Planner - CRGP Certified Retirement Goal Planner - IBO Investment Banking Operations - [GIFT City Training](https://aafmindia.org/course/gift-city-training): Global finance roles at GIFT City, IFSC regulations and operations. 13+ students enrolled. ## Exam Preparation and Training Programs - [NISM Series V-A Mutual Fund Distributors Training](https://aafmindia.org/course/nism-series-va-training): Exam-focused training to pass NISM V-A. 43+ students enrolled. - [NISM Series V-A Secret Sauce](https://aafmindia.org/course/nism-series-va-training-secret-sauce): Focused exam preparation for NISM V-A. - [SIF Specialised Investment Fund Training](https://aafmindia.org/course/specialized-investment-fund-training): SEBI Specialised Investment Fund exam preparation. 15+ students enrolled. - [AIF Alternative Investment Funds Category III](https://aafmindia.org/course/alternative-investment-funds-category-iii): Training for AIF Category III fund management. - PMS Portfolio Management Services Training - ERA Equity Research Analyst Training - CRA Credit Research Analyst Training - NISM X-A and X-B Training - NISM VII-A Training - Commodities Training ## Who We Serve - [For Professionals](https://aafmindia.org/for-professionals): Finance professionals looking to build credibility, gain global certifications, and advance their careers in wealth management, advisory, and investment. - [For Students](https://aafmindia.org/for-students): Students looking for practical training, career guidance, and industry-relevant finance certifications. - [For Corporates](https://aafmindia.org/for-corporates): Companies seeking to upskill finance and investment teams with structured training programs. - [For Institutions](https://aafmindia.org/for-institutions): Colleges and universities looking to align finance education with global industry standards. - [For Government](https://aafmindia.org/government): Government bodies and public sector institutions seeking financial education partnerships. ## Career Paths Supported - Wealth Manager - Portfolio Manager - Research Analyst - Estate Planner - Family Office Manager - Economist - Real Estate Advisor - Mutual Fund Advisor (MFD) - Registered Investment Advisor (RIA) - International Finance Professional - Private Equity Analyst - Retirement Advisor - Equity Research Analyst - Banker - Broker ## Corporate Partners (Companies That Hire AAFM Alumni) Bharti AXA, Angel Broking, Karvy Private Wealth, Motilal Oswal, UTI Mutual Fund, Edelweiss, Axis Mutual Fund, Nippon India Mutual Fund, SBI Mutual Fund, HDFC Mutual Fund, ICICI Prudential, Kotak Mutual Fund, Aditya Birla Sun Life, Principal Asset Management, 360 ONE Wealth, Augmont, AMFI ## Partner With AAFM India - [Become an Authorized Education Provider](https://aafmindia.org/become-training-provider) - [Become a Channel Partner](https://aafmindia.org/become-channel-partner) - [Franchisee Program](https://aafmindia.org/franchisee) - [Author Partner Program](https://aafmindia.org/develop-finance-certification) - [Become a Guest Blogger](https://aafmindia.org/become-finance-guest-blogger) - [Become a Corporate Member](https://aafmindia.org/benefits-members) - [Join as a Professional Trainer](https://aafmindia.org/contact-us) ## Key Pages - [Home](https://aafmindia.org) - [All Courses](https://aafmindia.org/home/courses) - [About AAFM India](https://aafmindia.org/about-aafm-india) - [About GAFM](https://aafmindia.org/gafm) - [AAFM Accreditations](https://aafmindia.org/aafm-accreditations) - [Global Recognition](https://aafmindia.org/global-recognition) - [Global Board of Standards](https://aafmindia.org/global-board-of-standards) - [CWM at a Glance](https://aafmindia.org/cwm-india-at-a-glance) - [Our Team](https://aafmindia.org/home/our_team) - [Events](https://aafmindia.org/event) - [Wealth Alternates Business Summit 2026](https://aafmindia.org/pages/wealth_alternates_business_summit_2026) - [Blog](https://aafmindia.org/blog) - [FAQs](https://aafmindia.org/faqs) - [Downloads](https://aafmindia.org/downloads) - [Franchise Directory](https://aafmindia.org/aep-directory) - [Corporate Members](https://aafmindia.org/corporate-members) - [Contact Us](https://aafmindia.org/contact-us) - [Login](https://aafmindia.org/login) - [Register Free](https://aafmindia.org/sign_up) - [Verify Certification](https://aafmindia.org) ## Why Choose AAFM India - Official Indian chapter of AAFM Global USA - Globally accredited certifications recognized in 151+ countries - ISO 9001 and ISO 29990 certified education framework - Awarded Best Finance Certification Body by CMO Asia - 300,000+ certified alumni worldwide - 2 decades of experience in financial education - Partnered with leading universities PAN India - Trusted by top financial firms, banks, and institutions - Programs aligned with AIF, PMS, succession planning, and SEBI regulations - Career support, industry networking, and placement assistance ## Media Coverage - Mid-Day: Wealth Management Emerges as Premier Career Choice in India - ANI News: AAFM India organized 10th Annual Wealth Management Convention - Business Standard: 1 Finance collaborates with AAFM India - Investopedia: American Academy of Financial Management (AAFM) featured - Ahmedabad Mirror: SVGU and AAFM conduct seminar on Wealth Management careers ## Social Media - Facebook: https://www.facebook.com/aafm.in - LinkedIn: https://www.linkedin.com/company/aafmindia/ - Twitter/X: https://x.com/AAFMIndia - YouTube: https://www.youtube.com/c/AAFMIndiachannel - WhatsApp: https://api.whatsapp.com/send/?phone=919355233440 ## Frequently Asked Questions ### About AAFM India - Q: What is AAFM India? A: AAFM India is the official Indian chapter of the American Academy of Financial Management (AAFM) USA. It is a globally recognized professional body that offers finance certifications in wealth management, investment advisory, estate planning, portfolio management, and financial analysis. - Q: Is AAFM India globally recognized? A: Yes. AAFM India is accredited by AAFM Global USA and its certifications are recognized in 151+ countries. It is ISO 9001 and ISO 29990 certified and has been featured in leading publications like Economic Times, Business Standard, and Investopedia. - Q: How many students have been certified by AAFM India? A: AAFM India has over 300,000 certified alumni globally and 7,000+ active students across India. - Q: Where are AAFM India offices located? A: AAFM India has offices in New Delhi (head office), Mumbai, and Kolkata. The global head office is in Colorado Springs, USA. ### CWM Certification - Q: What is the CWM certification? A: CWM stands for Chartered Wealth Manager. It is one of the highest global distinctions in the wealth management profession. The program covers financial planning, taxation, investment strategies, retirement planning, estate planning, portfolio management, and behavioral finance. - Q: Who should do the CWM certification? A: CWM is ideal for wealth managers, financial advisors, bankers, mutual fund distributors, RIAs, and anyone looking to build a high-value career in wealth management or HNI client advisory. - Q: Is CWM recognized by employers in India? A: Yes. CWM certified professionals are hired by leading firms including HDFC, ICICI, Axis Bank, Motilal Oswal, Edelweiss, 360 ONE Wealth, Augmont, and many more. - Q: How many students have enrolled in the CWM program? A: Over 6,779 students have enrolled in the CWM program at AAFM India. ### CTEP Certification - Q: What is the CTEP certification? A: CTEP stands for Chartered Trust and Estate Planner. It is a globally recognized certification for professionals specializing in wills, trusts, inheritance, and succession planning. It is ideal for estate planners, lawyers, wealth managers, and financial advisors. - Q: Who should pursue CTEP? A: CTEP is ideal for professionals who advise clients on estate planning, succession, wills, trusts, inheritance tax, and wealth transfer including lawyers, CAs, wealth managers, and financial advisors. ### Other Certifications - Q: What is the AFA certification? A: AFA stands for Accredited Financial Analyst. It is a professional certification for financial analysts covering equity research, fund valuation, and financial modeling. - Q: What is CPM certification? A: CPM stands for Chartered Portfolio Manager. It is designed for professionals managing investment portfolios and covers advanced portfolio management strategies. - Q: What is CFOM certification? A: CFOM stands for Chartered Family Office Manager. It prepares professionals to manage the complete financial operations of high net worth family offices including investments, estate planning, and governance. - Q: What is the Ch.E certification? A: Ch.E stands for Chartered Economist. It is for professionals who want to develop expertise in economic analysis, macro-economic research, and economic forecasting. - Q: What is CREP certification? A: CREP stands for Chartered Real Estate Professional. It is designed for professionals in real estate advisory, property valuation, investment, and management. ### NISM and Exam Preparation - Q: Does AAFM India offer NISM exam preparation? A: Yes. AAFM India offers training for NISM Series V-A (Mutual Fund Distributors), NISM X-A and X-B, NISM VII-A, Specialised Investment Fund (SIF), and Alternative Investment Funds (AIF). - Q: What is the GIFT City training program? A: The GIFT City training program prepares finance professionals for roles at GIFT City IFSC, covering international financial services regulations, products, and career opportunities. ### Career and Placements - Q: What career opportunities are available after AAFM certifications? A: AAFM certifications open career paths in wealth management, portfolio management, equity research, estate planning, family office management, mutual fund advisory, retirement planning, real estate advisory, and international finance. - Q: Does AAFM India help with placements? A: Yes. AAFM India has corporate partnerships with leading financial firms and institutions that hire AAFM certified professionals. - Q: What salary can I expect after CWM certification? A: AAFM alumni report significant career growth and salary increases within 6 to 12 months of certification. Exact salary depends on experience, role, and employer. ### Partnerships and Institutions - Q: Can institutions partner with AAFM India? A: Yes. AAFM India offers partnerships for colleges, universities, and training institutes to integrate globally aligned finance certifications into their curriculum. - Q: Can I become a trainer or channel partner with AAFM India? A: Yes. AAFM India welcomes applications for professional trainers, channel partners, authorized education providers, franchisees, and guest bloggers. Visit aafmindia.org for details. - Q: Does AAFM India offer corporate training programs? A: Yes. AAFM India provides customized corporate finance training programs for banks, financial firms, and investment companies to upskill their teams. ### General - Q: How do I enroll in an AAFM India certification? A: You can explore and enroll in courses at aafmindia.org/home/courses or contact the team at info@aafmindia.co.in or call +91 9650159583. - Q: How do I verify an AAFM certification? A: You can verify any AAFM certification online through the certification verification tool on aafmindia.org. - Q: Is there a free career guide available? A: Yes. AAFM India offers a free Finance Career Guide with industry insights, salary trends, and a step-by-step roadmap. It can be downloaded from aafmindia.org. - Q: What events does AAFM India organize? A: AAFM India organizes the Annual Wealth Management Convention, the Wealth Alternates Business Summit, and various industry seminars and webinars. Visit aafmindia.org/event for upcoming events.