Professional Education
& Certifications in Finance

AAFM India | Indian Chapter of the Global Academy of Financial Management

The American Academy of Financial Management India is really helpful for people who work with money like those in finance or investment. It also helps people who deal with wealth and estate planning. The American Academy of Financial Management India helps them to learn new skills and get recognized for their achievements. They offer courses and exams that follow a clear structure and have a good reputation.

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Established in 2011
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About AAFM® India

AAFM® India is an organization that assists people who work in finance to learn new skills and get credit for the work they do. The AAFM® India does this by making standards, giving tests, and offering training to help them learn.

AAFM® India, which is part of the Global Academy of Financial Management, is a group that helps other groups that teach about finance and business. The American Academy of Financial Management makes sure that the money and business education that people get is good. It has to be fair and useful. It does this by working with approved institutions and partners.

About AAFM India Team

HOW AAFM® INDIA WORKS?

Education Frameworks

Designs structured learning paths for finance and investment roles.

Professional Certifications

Awards recognized designations based on specific rules and criteria.

Approved Delivery Partners

Collaborates with approved organizations and training partners to run the program.

Ongoing Professional Learning

Supports continuous learning through programs, workshops, and events.

OUR MISSION

The American Academy of Financial Management India (AAFM India) helps people who work in finance and investment to do their jobs better and more consistently. It does this by offering courses, tests, and opportunities to learn new things about finance and investment. This way the people who work in finance and investment can learn things and get better at their jobs.

The main goal is to assist people and organizations in the financial services industry. They need to learn skills and develop good habits. The financial services industry needs people with values. These skills and habits should last for a time in the financial services industry. The people, in the financial services industry will benefit from this.

Our Mission

OUR PURPOSE

GAFM® operates within recognised global quality and accreditation frameworks:

Raise Professional Capability

AAFM India helps people learn new skills in finance, investing, and managing money.

Promote Structured Learning

AAFM India encourages defined learning paths rather than ad-hoc training.

Support Long-Term Professional
Growth

AAFM India enables continuous learning as careers evolve.

WHAT WE DO?

The American Academy of Financial Management India helps people and organizations learn about money and businesses in a structured way, get professional certificates, and stay connected with the finance community.

We do more than just teach classes and give out certificates. We also give chances for structured professional interaction, discussion, and learning through forums and engagement platforms.

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1. Building Professional Capability

In order to guarantee that learning outcomes are clear, we identify what finance professional need to know and do at various levels of their jobs.

2. Professional Certifications

We provide professional certifications with precise eligibility criteria and evaluation process that emphasizes on real-world application.

3. Facilitating High Quality Learning

To ensure that programs are consistently delivered and satisfy the required academic and professional standards, we work with approved institutions and training partners.

4. Encouragement of Continuous Learning

With the help of different kinds of workshops, seminars, refresher programs, and professional learning sessions, we assist you learn new things and improve your skill and knowledge.

5. Supporting Community Learning and Professional Interaction

We create websites for people who work in finance, study finance, or teach finance, so they can talk to each other, exchange ideas, and gain new skills. We do this by organizing events like meetings, workshops, and parties, and by supporting the AAFM Finance Club.

6. Creating Industry-Connected Learning Forums

We conduct conventions, seminars, and briefings that link learning with real-world practice and recent developments in investment and finance.

7. Promoting Knowledge of Finance

We are doing things to help people learn about money and how to handle it. This is through the initiatives of public education and financial literacy.

8. Working with Institutions

We work with universities and companies and professional groups to make sure education is useful and related to the jobs people do and what universities and companies need.

GLOBAL PRESENCE & INSTITUTIONAL REACH

AAFM India is part of a larger global academic and professional network in finance.

Through this network, AAFM India programs and certifications are offered and supported across many countries and institutions.

Global Presence

INTERNATIONAL FOOTPRINT

  • Presence in 150+ countries through members, learners, and partner institutions
  • 50,000+ Chartered Wealth Manager® (CWM®) professionals globally
  • 300,000+ learners and alumni across finance and investment programs
  • Administrative and partner offices in 17+ countries
  • Collaboration with 800+ universities and academic institutions globally

PROFESSIONAL & ACADEMIC ASSOCIATIONS

The American Academy of Financial Management works with known academic, professional, and standards organizations to help education quality, competency frameworks, and professional benchmarking.

These things are connected to:

Training and education quality frameworks
Competency-based certification practices
Academic and professional collaboration
Professional Associations
(AAFM operates as an education and certification body and does not act as a regulator or licensing authority.)

GLOBAL ACCREDITATIONS & ASSOCIATIONS

AAFM® India operates as part of an international professional and academic ecosystem that supports education quality, competency frameworks, and professional certification standards in finance.

These accreditations and associations relate to education frameworks, training quality, and professional standards, and do not represent regulatory or licensing authority.

Government, Labour & Regulatory
References

Department of Labor
  • Department of Labor, USA Referenced through occupational resources, registries, websites, brochures, and professional guidance frameworks.
NASD
  • NASD – National Association of Securities Dealers (2005–2009) Education and examination requirements were historically listed by the governmental regulatory group.
Department of Labor
  • US Department of Labor Occupational Handbook AAFM-related references have been listed as informational resources to members and professionals.

Higher Education, Accreditation & Academic Quality
Associations

CHEA CIQG
  • CHEA CIQG – Council for Higher Education Accreditation, International Quality Group, USA AAFM® & International Board of Standards recognized in professional association context.
ACBSP
  • ACBSP – Accreditation Council for Business Schools and Programs Connected through accreditation-related pathways and certification-aligned educational recognition.
AACSB
  • AACSB International AAFM has recognized the relevance of AACSB-accredited business education since 2003.
EAIE
  • EAIE – European Association for International Education Board of Standards approved as member.

Standards, Competency &
Certification Bodies

NOCA
  • NOCA – National Organization for Competency Assurance International Board of Standards associated as a certifying organization member.
Demo Standards
  • ANSI – American National Standards Institute International Board of Standards associated as a professional member.

Education, Banking &
Professional Bodies

NBEA
  • NBEA – National Business Education Association
American Bankers Association
  • American Bankers Association Continuing education system relevance.
AABFS
  • AABFS – Arab Academy of Banking and Financial Sciences AAFM–AABFS alliance.
RSOF
  • RSOF – Royal Society of Fellows Board of Standards

International Training &
Program Alliances

MOHRSS
  • Ministry of Human Resources, People's Republic of China AAFM® professional development programs approved in training program context.
MOHRSS
  • Ministry of Human Resources, People's Republic of China AAFM® professional development programs approved in training program context.
MOHRSS
  • Ministry of Human Resources, People's Republic of China AAFM® professional development programs approved in training program context.

WHO WE WORK WITH?

AAFM India works with individuals and institutions and helps them in the financial services field to learn things, get certified, and become better at what they do. AAFM India does this to support professional learning and capability building for individuals and institutions, in the financial services ecosystem.

Our programs and platforms are designed to be relevant across different career stages and organizational needs.

INDIVIDUALS

  • Students preparing for careers in finance and investment
  • Working professionals seeking structured professional growth
  • Senior professionals pursuing specialised certifications

INSTITUTIONS

  • Universities and academic institutions
  • Training and education providers
  • Financial services organisations

ORGANISATIONS & INDUSTRY

  • Banks and financial institutions
  • Wealth and investment firms
  • Corporate learning and development teams

Meet Our Leadership - THE TEAM BEHIND AAFM® INDIA

Top industry professionals with hands-on experience

Dr. Deepak Jain

Dr. Deepak Jain

Co-founder & Director

Vyas Rai Nagpal

Vyas Rai Nagpal

Founder Director

Dr. K S Rao

Dr. K S Rao

Executive Director

Romit Barat

Romit Barat

Executive Director

Pulock Bhattacharji

Pulock Bhattacharji

Chief Executive Officer (CEO)

Jasneet Singh Bindra

Jasneet Singh Bindra

Country Head – Institutional Sales

JOURNEY & MILESTONES

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The Beginning of
Institutional Wealth Education
Regulatory Recognition &
National Expansion
Expansion of Financial
Education Initiatives
Strategic Banking
Partnership
National Training
Authority Status
Certification &
Network Expansion
Mutual Fund Industry
Collaboration
Building the Professional
Community
National Industry
Presence
Major Public Sector
Banking Partnership
National Recognition for
Financial Education Leadership
Leadership in Regulatory
Education
Global Recognition &
Academic Collaborations
  • Launch of the AAFM® Annual Wealth Management Convention, bringing together finance professionals, advisors, and industry leaders to discuss evolving trends in wealth management.
  • First Chartered Wealth Manager® (CWM®) Convocation Ceremony organized at the Bombay Stock Exchange (BSE).
  • Establishment of a Financial Literacy Advisory initiative aimed at strengthening investor awareness and financial education across India.
  • CWM® Certification accredited under SEBI Investment Adviser (IA) Regulations, 2013, marking an important milestone in aligning professional certification with regulatory standards.
  • Strategic partnership with Pearson VUE and NSE India, enabling certification examinations across 400+ cities in India.
  • AAFM® certifications gained growing recognition and adoption within the Indian financial services industry.
  • Financial literacy initiatives expanded across India, reaching more than 30,000 investors.
  • 6,000+ finance professionals trained nationwide through structured education and certification programs.
  • Launch of NexGen Estate Planning Solutions, enabling finance professionals to provide Will writing and succession planning services under a B2B advisory model.
  • Partnered with State Bank of India (SBI Wealth Department) to conduct training programs supporting the launch of SBI Wealth Services, strengthening professional wealth advisory capabilities.
  • AAFM India recognized as an Approved National Continuing Professional Education (CPE) Provider for NISM Certifications.
  • Delivered Continuing Professional Education (CPE) programs to more than 1,00,000 finance professionals across India, strengthening professional competency in financial markets.
  • Launch of the Chartered Inheritance & Succession Planner (CISP®) certification in association with Aditya Birla Sun Life Mutual Fund.
  • Introduction of a Franchise Network for AAFM Certifications, expanding professional education reach across multiple cities.
  • Launch of live online training programs for professional finance certifications, improving nationwide access to financial education.
  • Trained more than 12,000 CFGP Certificants in association with Aditya Birla Sun Life AMC Ltd.
  • Expanded investor awareness initiatives, educating over 2,00,000 investors and training 15,000+ finance professionals across India.
  • Launch of the Certified Personal Financial Specialist (CPFS®) Certification.
  • Launch of the AAFM® Finance Club, forming a professional community of 6,000+ finance professionals.
  • Strategic partnerships established with 35+ leading financial services institutions as corporate partners.
  • Launch of Regional Wealth Conventions across four zones of India, covering major financial centers including Delhi, Mumbai, Kolkata, Chennai, and Bangalore.
  • AAFM India featured and recognized in leading business publications including Economic Times, Outlook India, Mid-Day, Business Standard, and other national media platforms.
  • Partnered with Bank of Baroda to deliver wealth management training programs for the bank's Wealth Management teams across India.
  • AAFM India awarded "Best BFSI Global Leader in Financial Education & Certification" by TV9 Network Group, recognizing its contribution to professional financial education and certification programs.
  • Launch of Regulatory Training Programs for Financial Market Professionals, including:
    • Portfolio Management Services (PMS)
    • Alternative Investment Funds (AIF)
    • Credit Rating Analyst (CRA)
    • Other advanced capital market certification programs.
  • Recognized as an APMI Recommended Trainer for regulatory market programs.
  • Economic Times (ET) honored AAFM with the Excellence in Financial Independence & Employability Global Leadership Award.
  • CMO Asia Award – Most Admired Education Partner in the BFSI Sector.
  • Expansion of strategic academic partnerships with universities across India to promote financial education among emerging finance professionals.

AAFM® India Corporate Partners

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