From Wealth Management, Investment Planning, and Offshore Wealth Advisory to mastery of Holistic Wealth Plans
Our Certifications are recognized by Employers, Institutions, and Regulators Worldwide.
Traditional financial education is theoretical, not practical. We bridge the gap between academic knowledge and real-world wealth management expertise.
AAFM®’s Wealth Management & Investment Advisory Certification Chartered Wealth Manager® was created for ambitious Wealth Advisors, who want to close the skill gap between formal education and becoming a world-class Wealth Managers — one who’s competent, confident, and poised to advance.
Based on our experience working with some of the world’s leading financial institutions, we know that traditional financial education is theoretical, not practical.
In fact, 75% of our students said they needed additional training after earning their degree, in order to get a job or to serve their clients.
Your formal degree only partially prepares you for your career, leaving out the hands-on experience employers & client's demand and leaving you with a dilemma… It’s the biggest struggle facing Wealth Advisors today. We call it the “skill gap.”
There are 3,00,000 CWM® Designation Holders in 151+ countries.
Top 500 Finance Companies Globally Employ CWM® Designation Holders.
Top 500 Companies in BFSI and AMC's Employs CWM® Designation Holders.
CWM® Certificants work in Banks, Mutual Fund Companies, Wealth Management Companies, Brokerage Houses and other leading financial firms.
You could spend years trying to:
All of these methods typically lead to years of frustration, student debt, and wasted time and effort. Our students are not the type to waste time and tens of thousands of dollars on training methods that simply don’t work for them.
Instead of years of frustration and sacrifice, you'll find the CWM® Certification Program is designed for today's financial professionals
20 Modules, 100+ Hours of Video, Extensive PPTs covering the entire gamut of Wealth Management
100% online, self-paced learning with active support from AAFM® experts
Learn in-demand skills from instructors with 31+ years of Wealth Management experience
Our mission is to make world-class Wealth Management training accessible to all professionals
AAFM®'s Chartered Wealth Manager® Certification is the bridge between where you are now and where you want to be – from a beginner to an experienced world-class Wealth Manager with the confidence and skills to match.
An online program for driven financial professionals who want to sprint ahead of the competition.
AAFM®’s Chartered Wealth Management Certification Program gives you a competitive edge — advanced knowledge, real-world analysis skills, and unmatched career confidence.
Think of it like training with an Olympic-level coach — you become a specialist in a fraction of the time.
Earn your CWM® Certificate in as little as six months by learning from world-class instructors. Fast-track your career growth with specialist-level knowledge.
Avoid years of slow learning and frustration — the CWM® Certification puts you on the fast road to financial expertise and high-earning roles.
Because advanced knowledge + real-world wealth skills = career confidence & career growth.
You don't have to spend years studying. AAFM® experts have made the learning process faster, simpler and smarter.
Learn at your pace, refresh anytime, go deeper as your career grows. You get lifetime access to CWM® India Portal.
When you’re investing resources in career advancement, you want courses that are proven to help you acquire the real-life skills to get you recognized and moving up the career ladder. AAFM®’s Chartered Wealth Manager® (CWM®) Certification is designed by instructors and practitioners with over 31+ years of Financial Professionals training experience. They’ve earned the credentials working at some of the largest and most well-known global banks and Wealth Management Organizations.
It’s a big advantage to learn from practitioners and trainers who obtained their experience training employees at these elite institutions. There are trainers who know what it’s like to perform these skills on the job – not just prepare you for passing a test. Passing tests is critical, but that doesn’t help you when you’re back at your job, needing to advise an ultra-rich client.
AAFM® courses have been delivered to tens of thousands of students at the top universities, global banks, wealth management organizations, and financial companies across the world. AAFM® is accredited by US Department of Labor and FINRA and many other Statuary Global Bodies. In India National Institute of Securities Market an Institution set by Securities & Exchange Board of India (SEBI) has accredited the CWM® Certification under the SEBI RIA Regulations.
AAFM® India is Trusted by leading banks, wealth firms, and financial institutions across India.
We know what skills and knowledge employers are looking for, and we deliver them to you.
Whether you’re new to Wealth Management or an experienced professional, our courses are designed to help you advance your career.
We deliver Wealth Management & Investment Planning training for the real-world.
When you complete the CWM® Certification training you’ll possess the in-demand industry knowledge, hands-on practice, and confidence it takes to stand out and become a truly world-class Wealth Manager.
The best part? You’ll put yourself on the “career express track”. In only a few months, you’ll gain on-the-job skills and knowledge that might take years of experience to learn.
Our comprehensive curriculum covers all aspects of wealth management to make you a complete financial professional
The CWM® Program covers a critical body of knowledge required to become a world-class Wealth Manager. The core curriculum includes the following key areas:
Hear from professionals who have transformed their careers with the CWM® certification
Executive Vice President - India Infoline Group
"CWM® Certification is very relevant to the industry as these are hardly any certifications in India for Wealth Managers. The course content is quite extensive & covers all the areas. I am confident that this course will help in getting better Jobs."
CEO & Managing Partner - Ask Wealth Advisors
"CWM® is an internationally renowned certification. The program is comprehensive and customized to Indian Wealth Management requirements. It enables candidates to meet current skill sets needed to become knowledgeable and trusted advisors."
Senior Manager (Sales) - HDFC Asset Management
"CWM® course is very well designed. It gives a complete view and important risk factors overlooked while investing. It has given me a complete picture and new perspective on how to design and manage investor portfolios."
Take the next step in your wealth management career with a globally recognized certification
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Choose the learning path that best fits your needs and career goals
Chartered Wealth Manager® Certification Program is Affiliated and Accredited from Global Academy of Finance and Management (GAFM), TUV ISO 9001 Certified Quality Management Program, TUV ACCREDITED - ISO 9001:2008 Certified Quality Standards.
Find answers to common questions about the CWM® certification program
Compulsory Pathway: Minimum time period is 5 months.
Experience Pathway: Minimum time period is 2 months.
Maximum time allowed to complete the program is 3 years, subject to registration being renewed by the student. If a student is unable to clear the program within 3 years, credits for exams cleared during that period will not be granted.
Candidates need to apply for the CWM® Certification within 90 days of clearing the Level 2 exam. If a candidate fails to do so, they will have to reappear for the Level 2 exam.
Yes. A physical copy of CWM® study material can be obtained by paying a fee of Rs. 6,500 + GST.
The Chartered Wealth Manager® designation is widely accredited globally by various government bodies and international accreditation organizations.
In India, the Chartered Wealth Manager® is accredited by the National Institute of Securities Market (NISM) under the Securities and Exchange Board of India (SEBI) Investment Advisor Regulations (Clause 7(2)).
There is no hidden or additional fee charged beyond the published options. Below is the fee structure for the two pathways:
| Item | Compulsory Pathway | Experience Pathway |
|---|---|---|
| Experience Requirement | Less than 3 years of Financial Services | More than 3 years of relevant Financial Services |
| Fees (options) | Registration + Online Courseware = Rs. 25,000 + 18%
GST Or Registration + Online Courseware + Paperback Books = Rs. 35,990 |
Registration + Online Courseware = Rs. 25,000 + 18%
GST Or Registration + Online Courseware + Paperback Books = Rs. 35,990 |
| Examination | Both Levels 1 & 2 | Only Level 2 |
| Minimum Qualification to Register | Intermediate (for registration). For certification, must be graduate. | Graduate |
| Days to First Exam | 60 Days | 30 Days |
| Validity of Examination | Validity of Level 1 Exam is 3 years subject to renewal of registration | N.A. |
Important: Candidates must apply for Certification within 90 days of clearing the Level 2 exam; otherwise they will need to clear the Level 2 exam again.
AAFM®'s courses are priced in INR and USD only.
If you are a working professional with more than 3 years of relevant sector experience, you are eligible for the CWM® Experience Pathway and may only need to clear Level 2.
The number of exams depends on the pathway you choose:
| Level | Level Type | Duration | Examination Type | Examination Pattern |
|---|---|---|---|---|
| 1 | Foundation Course | 3 hrs | MCQs (Objective) | 1 Mark – 40 MCQs; 2 Marks – 30 MCQs; 4 Marks – 15 MCQs; Total Marks – 160 |
| 2 | Advanced Wealth Management | 3 hrs | MCQs (Objective) | 1 Mark – 40 MCQs; 2 Marks – 30 MCQs; 4 Marks – 15 MCQs; Total Marks – 160 |
Note:
After successful completion of the required exams (both Level 1 & 2 for Compulsory Pathway), submission of any required project work, and payment of the certification fee, you will be awarded the CWM® Certificate.
Yes. For academic queries you can reach out to: academicsupport@aafmindia.co.in and acadecsupport@aafmindia.in.
Wealth Management is one of the fastest growing and high-paying segments in Financial Services. The CWM® designation focuses on building the technical expertise and client-facing skills required to succeed in this field.
No. We do not offer a monthly payment plan.
We accept multiple payment methods including Cash, Demand Draft (DD), Cheques, Bank Transfer, and Credit/Debit Card payments.
The CWM® program is ideal for professionals and graduates seeking in-depth knowledge of advising High Net-Worth Individuals (HNI's) on managing, growing and transferring their wealth. It is suited to Financial Services Professionals, Wealth Managers, Relationship Managers, Insurance Advisors, Research Analysts, and graduates aiming for a globally recognized credential.
In India, and globally, Banks, NBFCs, Brokerage Houses, Asset Managers and Financial Services companies maintain Wealth Management divisions and actively seek trained professionals. Wealth Management is rapidly growing and offers challenging and rewarding career paths with strong demand for skilled advisers.
AAFM® Certifications are also recognized by regional bodies (for example the Arab Academy of Banking & Financial Sciences) in multiple countries.
The Chartered Wealth Manager® designation is a global credential: the curriculum mixes Indian and international content so certificants can practice across borders without additional cross-border registration or exams. Certificates are issued by AAFM® USA International Board of Standards.
Have more questions? Contact our support team
