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A university or college that uses global certifications to enhance academic value

An institution that values employability and industry relevance

A training center or EdTech platform looking for global BFSI credentials

An academic partner exploring global certification integration

A learning provider aiming for distinction and worldwide recognition

Are you facing these challenges?

Finance curriculum not meeting industry expectations?

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Finding it hard to develop globally competitive graduates?

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Struggling to upgrade your faculty to Global Standards?

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Facing difficulty to connect institutions with the finance industry?

If yes, AAFM® courses are built to help you overcome these challenges.

Why Partner With AAFM® India?

AAFM® has set up its Indian chapter American Academy of Financial Management® (AAFM® Global, USA) - a leading international standard setting body in financial advisory, wealth management, and investment education.

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Working Professionals

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University Students

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Financial Advisors

From India’s top BFSI institutions, banks, and business schools.

Academic Collaboration Models

Obtain flexible partnership models that are appropriate for your university's curriculum, credit system, and student objectives

Value-Added Courses (Embedded Curriculum Programs)

  • Integrate top-tier certifications like CWM®, AFA®, Ch.E®, CTEP®, CFOM® directly into BBA, MBA, and finance specialization programs.
  • In compliance with NEP 2020, UGC, and NAAC
  • Credit-transferable and modular structure
  • Certification and co-branded delivery
  • Learning outcomes and integrated assessments
  • Perfect for professional diplomas, honors specializations, and flagship UG/PG programs.

Short-Term BFSI Certification Courses Based on Skills

  • Offer high-impact certification courses in classroom, online, or hybrid formats across semesters
  • Advisory & Financial Planning
  • AIFs, Mutual Funds, and Investment Products
  • Investor Psychology & Behavioral Finance
  • Ethics & Regulatory Compliance
  • These short courses improve campus placement results, strengthen resumes, and increase students’ employability.

Pathways for Global Certification (Dual Qualification)

  • Give your students a competitive edge by allowing them to earn internationally valued certifications in addition to their degree
  • Awarded by AAFM® Global (USA)
  • Worldwide Valid in 150+ Countries
  • Promoted by top BFSI recruiters
  • Exam support & placement-focused training
  • Wealth, Economics, Financial Analysis, Family Office Management, Trust, and more certifications.
Explore Career Pathways

Leading Institutions Toward Excellence

International BFSI Certifications

  • Meet Internationally Recognized Financial Standards
  • Improve NAAC/NIRF ranking
  • Improve Academic Accreditation and Credibility
Industry Curriculum

Industry-Aligned Curriculum

  • Make Students Ready for Real-World Careers
  • Bridge the Gap Between Industry and Academics
  • Improve Employability and Success of Graduates
Experiential Learning

Experiential Learning

  • Interactive Learning for Practical Skills
  • Real-World Scenarios to Engage Students
  • Competence-building Simulations and Projects
Faculty Development

Faculty Development (TTT)

  • Masterclasses of Train-the-Trainer
  • Encourage Trainers to Deliver Global Standards
  • Industry-Relevant Training to Upskill Faculty

Access to the National Finance Club

  • 7000+ student-industry connections
  • Exclusive Talent & Insights Networking
  • Support Collaboration Between Students and Professionals

Institutional Branding

  • Gain Marketing Advantage with Prestigious Collaborations
  • Showcase Your Institution on a Global Platform
  • Strengthen Brand Presence Through Global Partnerships

Advancing Finance Education Globally with AAFM®

Align your programs with international standards
Prepare graduates for careers in top 500 finance companies
Enhance your institution’s global reputation
  • CWM®
  • CTEP®
  • CPM®
  • Ch.E®
  • AFA®
  • CFOM®

Chartered Wealth Managers® (CWM®)

This world's most prestigious designation helps you develop profound theoretical knowledge and understanding of wealth by mastering all facets of wealth management, including advisory services, investments, and more.

Skills you will gain

  • Tax-efficient wealth strategy
  • Client relationship management
  • Risk mitigation and wealth protection

Chartered Trust & Estate Planner® (CTEP®)

Explore the only trust and estate planning course in India that focuses on the estate/trust area. This super specialized program helps you understand intergenerational wealth transfer, business succession planning, trust planning, family wealth governance, estate tax planning, and more.

Skills you will gain

  • Advise HNI clients on wealth transfer and succession strategy
  • Handle cross-border estate planning
  • Create and analyse estate planning
  • Apply Indian inheritance laws

Chartered Portfolio Manager® (CPM®)

Your career in investment and portfolio management starts here. The CPM® course provided by AAFM® is a professional certification program that trains you in the core competencies of portfolio and investment management.

Skills you will gain

  • Portfolio construction and asset allocation
  • Risk management
  • Performance evaluation
  • Financial market understanding

Chartered Economist® (Ch.E®)

Attain your globally recognised Chartered Economist® credentials — the world's first graduate economics designation developed by top economists. Advance your skills in key areas including micro and macroeconomics, quantitative and statistical analysis, and applied economics.

Skills you will gain

  • Core economic knowledge
  • Applied and research skills
  • Technical and quantitative skills
  • Communication and professional skills

Accredited Financial Analyst® (AFA®)

This worldwide recognized certification equips you with practical financial analysis, equity research, and investment modelling skills — perfect for starting a career in finance, banking, or investment management.

Skills you will gain

  • Analytical skills
  • Financial modelling
  • Decision making skills
  • Economic and market insight

Chartered Family Office Manager® (CFOM®)

Get expertise to manage and advise high-net-worth families on wealth preservation, succession planning, and family governance. This internationally recognised certification opens doors to leadership roles in family offices, private banking, and wealth management firms.

Skills you will gain

  • Family governance & succession planning
  • Investment and portfolio management
  • Estate planning and asset protection
  • International wealth management practices
  • AWM®
  • CREP®
  • CPFS-PRO®
  • CISP®

Associate Wealth Manager® (AWM®)

This worldwide recognised online finance certification prepares you to develop expertise in investment planning and client advisory services.

Skills you will gain

  • Global Wealth Management
  • Investment Vehicle Expertise
  • Portfolio & Risk Management
  • Wealth Planning & Allocation
AWM Certificate Sample

Chartered Real Estate Professional® (CREP®)

This is the highest global designation in real estate management and advisory.

Skills you will gain

  • Real-estate valuation & analysis
  • Legal & regulatory understanding
  • Development & investment strategy
  • Client advisory & communication
Explore Program CREP Certificate Sample

Certified Personal Financial Specialist® (CPFS-PRO®)

This globally recognised online certification helps you master essential wealth management skills.

Skills you will gain

  • Personal Finance & Wealth Management
  • Investment & Portfolio Planning
  • Tax & Retirement Planning
  • Client Advisory & Communication

Chartered Inheritance & Succession Planner® (CISP®)

This program strengthens your advisory expertise in wealth transition planning.

Skills you will gain

  • Estate Planning Expertise
  • Legal Interpretation
  • Trust Formation & Will Crafting
  • Client Advisory
  • AIF
  • PMS
  • ERA
  • CRA
  • GIFT City
  • NISM X-A & X-B

Alternate Investment Fund (AIF)

Succeed in the dynamic world of Alternate Investment Funds with our AIF certification training program.

Skills you will gain

  • Advanced investment strategies
  • Understanding SEBI regulations
  • Valuation methodologies and taxation
  • Portfolio management
Explore Program

Portfolio Management Services (PMS)

This program equips you with strategic, regulatory, and ethical tools to confidently manage client portfolios.

Skills you will gain

  • Personalized portfolio construction
  • Managing risk and return
  • Performance evaluation and compliance standards
  • Ethical and regulatory excellence

Equity Research Analyst (ERA)

This SEBI-aligned certification builds the credibility and analytical skills required to grow your career.

Skills you will gain

  • Financial market awareness
  • Financial statement analysis
  • Investment research and reporting
  • Evaluating investment risk and optimizing returns
ERA Certificate Sample

Certified Retirement Advisor (CRA)

This program enables you to guide clients through pension schemes while ensuring compliance.

Skills you will gain

  • Strategic retirement planning
  • Fund performance evaluation
  • Managing pension schemes
  • Understanding regulatory frameworks and ethical standards
Explore Program CRA Certificate Sample

GIFT City Certification

This certification prepares professionals to explore tax-efficient investments and global opportunities.

Skills you will gain

  • Analyzing global investment opportunities
  • Navigating compliance and taxation
  • Expanding and managing client portfolios
  • Business growth and expert market insights
Explore Program Gift City Certificate Sample

NISM X-A & X-B Certification

This certification empowers you to confidently advise clients and build a high-growth career.

Skills you will gain

  • Wealth management and financial planning
  • Portfolio strategy and investment analysis
  • Compliance expertise and taxation
  • Ethical practice and client advisory

Enhance Academic Education Across Finance Specialization

Strengthen your curriculum depth across wealth management, investment strategy, tax planning, and more with AAFM® certifications.

Maths for Wealth Management

Maths for Wealth Management - Financial Mathematics

Study hours - 2 hours
Maths for Wealth Management - Financial Mathematics
5

Level - Intermediate

coming soon

Behavioural Finance in Wealth Management

Behavioural Finance in Wealth Management

Study hours - 2 hours
Behavioural Finance in Wealth Management
5

Level - Intermediate

coming soon

Impact You Can See and Hear

Hear how our financial certification courses help our learners to transform their careers.

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M

Mausam

CWM® Certificant

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SS

Sritesh Seth

CWM® Certificant

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RS

Rajeshwari .S

CTEP® Certificant

★★★★★
RG

Rohit R. Ganore

Chartered Economist® Certificant

★★★★★
AS

Ashwathi Subramanian

Chartered Economist® Certificant

★★★★★
VS

Vivek Soni

CWM® Certificant

Read What Our Learners Say

Empowering careers through finance certifications.

It gave me a broad perspective of the entire financial markets. In depth course curriculum gave me better knowledge compared to the university course.
Rajash Sudhir Pedenker
CWM® Certificant
CWM ®certification has given me an edge and recognition globally in the field of Private Banking and Wealth Management after pursuing my MBA in Finance.
Sonal Chandragupt Sathe
CWM® Certificant
The CWM® Course is very good. I learnt a lot from the subject. A very good course covering various subjects. I am very happy of my decision to become a CWM®.
Rajesh J Mehra
Self Employed
CWM is truly a international qualification. Got very wide coverage of relevant financial topics. Will not hesitate to recommend anyone intending to make career in wealth management.
Ajay Garg
Executive Director, NR Corp Advisors Pvt. Ltd.
CWM ®is logistic approach to words comprehensive financial planning and wealth management. The curriculum is much wider and exhaustive compare to other well known financial services courses.
Rohit Warman
Trainer & Consultant, Warman and Associates
I am on verge of retirement. I am a CFPCM by holding this CWM® Certification I have a real Global Credential which has immensely helped me to develop as a practitioner. I would highly recommend this Designation.
Kanchan Zipa Ubale
Development Officer, LIC of India
Course Curriculum is very detailed & comprehensive & gives in-depth perspective on investment products. Helps in making effective client plans.
Manish Agarwal
AVP, ASK Wealth Advisors Pvt. Ltd.
Makes us understand various portfolio selection techniques and the importance of balancing the portfolio. Enhances understanding of wealth management.
Bomman Neelima Reddy
Relationship Manager, Kotak Securities
As product & advisory head of wealth advisory, this certification helped me understand client needs & keep updated with market trends.
Nishand Agarwal
Sr. Director, ASK Wealth Advisors Pvt. Ltd.
The CWM® Program exceeded my expectations. Well-organized, comprehensive and relevant to the industry's needs.
Viplove Naithani
Financial Process Specialist, Tawunyia
I have learned a lot from this course. Its wide curriculum helped in my college studies as well. Proud of my first chartered certification.
Neel Jain
CWM® Certificant

Learn with Expert Guidance

Acquire practical skills with financial certification courses under the supervision of our experts.

Deepakjain

Dr. Deepak Jain

Co-founder & Director - AAFM® India
20+ years of expertise in wealth, estate, and financial planning.

RomitBarat

Mr. Romit Barat

Executive Director, AAFM® India
25+ years of experience in wealth management, investments, and financial education.

S-Gururaj.jpg

Mr. S. Gururaj

Consultant Trainer, Birla Sunlife Asset Management Company
35+ years of experience in finance and training

ManishSaluja.jpg

Mr. Manish Saluja

Certified Financial Planner (CFPCM) & Corporate Trainer at AAFM®
25+ years of expertise in financial planning and wealth management.

Pandurang Patkar

Mr. Pandurang Patkar

BFSI Corporate Trainer, Consultant & Certified Financial Planner (AAFM® India)
19+ years in stock broking, wealth management, mutual funds & insurance.

Why Choose AAFM® India?
Enhance Campus Placements
AAFM® certified students are job-ready and highly valued by top 500 finance companies and leading banks, helping institutions significantly enhance campus placement outcomes.
Boost NAAC / NIRF Scores
Meet internationally recognized financial standards with our professional finance certifications to improve NAAC/NIRF rankings and strengthen academic credibility.
Mentorship & Networking
Connect, collaborate, and grow with a strong ecosystem of 7000+ student–industry connections while staying updated with the latest developments in the BFSI sector.
Faculty Upskilling
Enable your in-house faculty with masterclasses and certifications. Get trained by industry experts and enhance professional, technical, and teaching excellence.
Flexible Pricing Models
Choose pricing models tailored to your institution’s needs, with flexible options including revenue-share partnerships or direct student subsidy models.
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Frequently Asked Questions (FAQs)

Find fast answers to frequently asked questions about certifications, courses, and support
What are the benefits of a BFSI certification course for college students?

AAFM® India provides some of the best BFSI certification courses for college students in India. Students gain industry-relevant finance skills, improved employability in banking, international credentials, and exposure to wealth management and investment roles.

What are the benefits of partnering with a global finance certification body in India?

Institutions collaborating with a global finance certification body in India such as AAFM® Global (USA) through AAFM® India can offer globally recognized certifications, improve student placement results, and strengthen academic credibility.

Who can participate in institutional collaboration for finance education in India?

Universities, colleges, business schools, and EdTech platforms can participate in institutional collaboration for finance education in India through NEP-aligned academic partnership models offered by AAFM® India.

Who should opt for an embedded finance curriculum for MBA and BBA students?

Universities, colleges, and business schools offering BBA, MBA, or finance programs should opt for an embedded finance curriculum. By incorporating AAFM® certifications directly into the curriculum, institutions enable students to earn both a degree and a globally recognized professional credential.

Who can enroll in a dual degree finance certification program in India?

Dual degree finance certification programs in India are suitable for BBA, BCom, and finance-related students, postgraduate learners in MBA or PGDM programs, working professionals seeking a global finance credential, and students aiming for international exposure and long-term career opportunities.

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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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