Benefits Of Cwm Certification

Benefits-of-CWM^® Certification

The Chartered Wealth Manager^® (CWM^®) designation offered by AAFM^® USA sets the global standard in the finance profession especially wealth management & private banking and is a symbol of excellence.

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Why should you earn the CWM^®?

Higher Salaries (Higher salaries. Earn up to 27% more than your non-certified peers.)
Increased Job Security (Increases job security. Validates your competency in wealth management, investment planning, portfolio management, capital and risk management functions.)
Better career flexibility (Prepares you for Better on-the-job responsibilities)
Improves marketability Stand out against other applicants in a tough job market.
Boosts relevancy ( Stay current in the profession with continuing education requirements.)

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There are 300,000 CWM^® Designation
Holders in 151+ Countries.

Top 500 Finance Companies Globally
Employ CWM^® Designation Holders.

9 out of 10 CWMs would recommend the
certification to colleagues / More than two-thirds of CWMs believe the certification has benefited them.

The Chartered Wealth Manager^® (CWM^®) designation serves as a benchmark of competency in the Finance profession and is recognized as the leading credential in Wealth Management and Private Banking worldwide.
Awarded by American Academy of Financial Management^® USA (AAFM), the CWM^® credential signifies that you have demonstrated the knowledge and skills required to effectively execute critical functions related to Onshore and Offshore Wealth Management including Wealth Enhancement, Wealth Preservation and Wealth Transfer. In today’s environment, companies are looking for proven and ethical professionals. They are looking for CWMs.
Plus, after earning the CWM, you are committed to keeping your knowledge current by meeting continuing education requirements. CWMs remain relevant throughout their career.
Whether you’re looking to safeguard your career or seeking a promotion, earning the CWM certification opens a variety of doors. The 2018 AAFM Compensation Survey shows that CWMs earn 27% more than their non-certified peers.

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300K+ CWM Globally

151+ Countries Presence

Top 500 Companies Employ CWM

Globally Valid Designation

World-Class Wealth Management Skills

Learn via USA-ACER E-Learning

CHARTERED WEALTH MANAGER (CWM^{^®}) Certification

Chartered Wealth Manager^® Designation Program is the Highest Global Designation in Wealth Management, Private Banking and Wealth Advisory.
Chartered Wealth Managers are revered for their skills and expertise by top Wealth Management Organizations across the Globe. Top Global Banks, Wealth Management Boutique Firms, Private Banks give preference to CWM^® Designation Holders in their recruitment process.
Being a CWM^® says a lot about who you are. The credential gives you the backing, the education, the colleagues, the networking system, and the power to face your clients, your partners, your employers and your competitors.
With CWM^®, you’ll be part of a globally recognized family of wealth management professionals. You’ll have access to our full spectrum of resources, industry events and networking opportunities. You could also form alliance with other CWM™ from different areas to serve your international clients.
The CWM^® focuses on developing relationship management, sales, communication and core financial advisory skills to equip Students, Wealth Management and Private Banking Professionals with cutting edge knowledge in Wealth Management, Private Banking, Family Office, and Financial Advisory. The CWM^® Program is a Federally Copyrighted Program founded in the United States with Wall Street Sector Trademarks owned by AAFM^®.

Elevate Your Career in Wealth Management

Join a network of over 20,000+ certified professionals leading the industry worldwide and shape the future of finance

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Value of the CWM^® Designation!

Chartered Wealth Manager^® Designation Program is the Highest Global Designation in Wealth Management, Private Banking and Wealth Advisory.

Develop your Expertise

Master the fundamentals of modern Wealth Management with a program built for today’s dynamic markets. The CWM^® Exam delivers practical, job-ready expertise in Wealth Advisory and Investment Planning.

Stand out to Employers

Employers around the world realize that the CWM^® Program prepares candidates with the specialized knowledge and skills necessary to succeed in the financial services industry.

Join an Elite Group

More than 3,00,000 professionals from 151+ countries have passed the CWM^® Exam, making you part of an elite global community.

Demonstrate your Leadership

Completing the CWM^® Certification represents a strong commitment to professional excellence and leadership in wealth management.

Confirm your Achievements

Real-world applied skill building is a core part of the CWM^® certification, making it far more than just an exam.

Enhance your Reputation

Certified CWMs^® follow the highest ethical standards, helping safeguard employer reputation and promote client interests.

Benefits of CHARTERED WEALTH MANAGER^{^®} (CWM^{^®}):

Use of Board-Certified Designations after your name on your Business Card and on your Promotional Materials.
Global Certification in true sense and no territorial examination required.
CWM^® is awarded directly by American Academy of Financial Management, US.
Protect your job and be recognized by an independent and global authority.
Get the designation that illuminates your professional education, hard work and experience.
The AAFM Credentials and Board Certifications are for those who want to rise above the rest.
You can add CWM^® to your Resume, Degree or Professional Licenses & improve your image and salary potential.
Publish on our US website as a Certified Member.
Be part of Large Members Network of 3,00,000+.
Members in more than 100 Countries with Global AACSB Alliance.

Key Learning from the CWM^{^®} Program:

Explore the latest advances in wealth management strategy and law.

Expand your wealth management skills by adopting international best practices.

Develop a checklist of key applied techniques in wealth management that will remain with you throughout your career.

Become an expert in evaluation, diagnosis and planning in working with Super High Net Worth Clients.

Integrate optimum products and services in your wealth management development strategies.

Maximize the impact of your client communications and reporting.

Appreciate the complexities of investing in global markets and develop strategies for managing risk and maximizing returns.

This program is ideal for Students, Management Graduates, Finance Professionals, Bankers, Investment Advisors, Financial Advisors and Mutual Fund Advisors who want to make a career in the Wealth Management and Private Banking Arena which is one of the most respected and highest paid segments in Financial Services Industry.

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Benefits-of-CWM^® Certification

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