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AAFM India

About AAFM India

AAFM India was set up as the Indian Chapter of American Academy of Financial Management USA (now Global Academy of Financial Management) in 2011 to establish new standards and benchmarks for Indian wealth management and financial advisory industry.

AAFM® has set up its Indian Chapter American Academy of Financial Management India Private Limited., (AAFM India) (AAFMI) as a Standard Setting Body in India with the objective to promote Financial Advisory & Wealth Management in the country. AAFM India is responsible for establishing Curriculum Design, Certification of membership and licensing standards in India. AAFM India has exclusive rights to offer various Financial Courses, International Financial Certifications, Designations and other Educational Programs offered by AAFM® including the prestigious and highest designation globally recognized in the Field of Wealth Management and Private Banking Chartered Wealth Manager (CWM®).

What AAFM® India Offers

Globally Recognized Certifications
  • Chartered Wealth Manager® (CWM®)
  • Chartered Trust & Estate Planner® (CTEP®)
  • Chartered Economist® (Ch.E®)
  • Accredited Financial Analyst® (AFA®)
  • Chartered Portfolio Manager®(CPM®)
  • Chartered Real Estate Professional® (CREP®)
EVENTS & CLUBS
  • Annual Wealth Management Convention
  • AAFM® Finance Club
  • Investor Awareness & Financial Literacy Programs
World Class Financial Trainings & Content
  • Wealth Management Workshops
  • Estate & Succession Planning Workshops
  • Financial Goal Planning Workshops
  • CPE Training Provider (NISM)
  • E-Learning Content
  • Courseware Books & Booklets
  • Corporate Trainings
Join AAFM® Finance Club Today

A global community of finance professionals brought together on a single platform by AAFM® to open up learning and growth opportunities brought to life by engaging with local and global industry peers, access to top-tier learning resources and programs to upgrade and sharpen industry skills.

Founded on the philosophy of LEARN, INSPIRE NETWORK & CONNECT, this exclusive club offers an indispensable opportunity for wealth managers, financial analysts, researchers, financial advisors, portfolio managers, investment managers, mutual fund distributors and others from financial industry to come together and work towards their collective growth.

AAFM® Global Footprints

Global Presence
  • Member Presence in 151+ Countries
  • 50,000 CWM Certificants
  • 3,00,000 Global Alumni
  • Offices in 17+ Countries
  • AAFM works with more than 800 universities worldwide.
Global Recognition
  • 1st USA ISO 29990 Certified and TUV Accredited Body for Training and Certification
  • FINRA Certified
  • AABFS Arab Academy of Banking and Financial Sciences
  • RSOF Royal Society of Fellows Board of Standards.
  • NOCA National Organization for Competency Assurance
  • ANSI American National Standards Institute -AAFM IBS International Board of Standards
Global Accreditation
  • AAFM Board of Standards USA
  • US Department of Labor
  • AACSB and ACBSP Accreditation Agency
  • Accredited by NISM under SEBI (Investment Advisers) Regulations, 2013

AAFM Achievements

Founded by Mr. Deepak Jain and Mr. Vyas Rai Nagpal with a dedicated team of professionals, AAFM® India offers globally accredited finance and wealth management programs and designations for wealth managers and financial advisors and is dedicated to imparting financial education to students and industry professionals alike.

Apart from conducting specialized training programs and offering certifications, AAFM India constantly strives to spread financial awareness among the masses through its non-profit initiative F-Lab (Financial Literacy Advisory Body India), regularly conducting several financial literacy campaigns. These campaigns and initiatives are a means to helping reduce inequalities in wealth distribution across Indian society.

Some of the key achievements and milestones set by AAFM India in the last 10 years are summarized here.

Apart from conducting specialized training programs and offering certifications, AAFM India constantly strives to spread financial awareness among the masses through its non-profit initiative F-Lab (Financial Literacy Advisory Body India), regularly conducting several financial literacy campaigns. These campaigns and initiatives are a means to helping reduce inequalities in wealth distribution across Indian society.

Some of the key achievements and milestones set by AAFM India in the last 10 years are summarized here.

AAFM Certification Letter

The AAFM main role is to award international certifications in finance, offer global finance courses like the Chartered Wealth Manager Certification (CWM®) and other designations, which are delivered as per global standards in partnership with associate organizations worldwide. AAFM India programs combine state-of-the-art knowledge and skills in wealth management, private banking, family office management, financial and equity analysis with practical experience and insights into the functioning of the financial sector. All AAFM India certifications and education events have an intense and pragmatic curriculum. Participants are exposed to the latest developments within the financial services sector.

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  • At AAFM® India, we are not just building careers, but we are building a worldwide community of finance professionals who lead with expertise, integrity, and global perspectives.
  • Join 300,000+ professionals who began their global career in financial education with AAFM® India.
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