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This program is designed for professionals at different career stages

A Professional

Aiming to upskill yourself and stay relevant in the industry.

A Finance Professional

Looking to accelerate career growth and leadership opportunities.

A Working Professional

Planning to enter the finance industry with confidence.

Do you face any of these challenges?

Having a tough time gaining clients' trust without recognised certifications?

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Struggling to match your skills with the trending finance careers?

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Unsure about a clear path to step into the finance world?

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Facing difficulty to keep up with the latest global finance regulations?

If yes, AAFM courses are designed to help you step by step.

Add Value to Your Future in Finance

Upskill Yourself

Get practical training programs with the help of workshops, webinars, and continuous professional development designed to enhance your skills and expertise. AAFM® India offers the assurance you need to adapt, lead, and make informed financial decisions.

Become a Part of Effective Network

Join AAFM® Alumni Network Association (AANA) to keep yourself updated with the latest developments in the BFSI Sector. AAFM® India provides you lifelong opportunities and gives you exposure to work with the leading financial firms.

Career Advancement

With AAFM® courses, stay up-to-date on changes to laws, rules, and money rules. Gain the trust of clients by demonstrating expertise in making plans for the future, keeping track of their money, and sticking to a budget.

Regulatory & Compliance Excellence

With AAFM® courses, stay up-to-date on changes to laws, rules, and money rules. Gain the trust of clients by demonstrating expertise in making plans for the future, keeping track of their money, and sticking to a budget

Start Your Professional Journey with AAFM®

In a fast-changing BFSI sector, AAFM® India's certifications and specializations give you global credibility and the required skills to succeed in wealth management, advisory, investment and beyond.

  • 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

Level Up Your Career Across Key Finance Areas

With AAFM® courses, master all the aspects of finance like wealth management, investment strategy, tax planning, and more.

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

Real Stories. Real Growth.

Hear how AAFM® finance certifications helped the professionals to grow in 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

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RG

Rohit R. Ganore

Chartered Economist® Certificant

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AS

Ashwathi Subramanian

Chartered Economist® Certificant

★★★★★
VS

Vivek Soni

CWM® Certificant

Read What Professionals Say

Read how AAFM® finance certifications helped professionals grow and accelerate their careers across the financial industry.

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 Mehta
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

Meet the Experts Building Your Finance Career

Our trainers who bring deep industry knowledge and real world experiences help you grow with clarity and confidence

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

Mr. S. Gururaj

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

ManishSaluja

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.

AAFM® - The Best Choice For Your Next Career Move
Develop Job-Ready Finance Skills
With our AAFM® courses, develop practical finance skills. The courses will help you to learn wealth management, financial planning, and analytical tools used by the leading firms. With the help of real world case studies and professional framework, you gain confidence right away.
Get Recognition Worldwide
Get recognition internationally with finance certifications online offered by AAFM®. These finance courses are designed to equip you with the skills that top firms look for in India as well as worldwide.
Career Growth
Be self assured, competitive, and well prepared for long term professional career growth and get regularly updated curriculum and exposure to changing market trends.
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Frequently Asked Questions (FAQs)

Find fast answers to frequently asked questions about certifications, courses, and support
What is the typical duration and fee of finance courses in India?

Finance courses in India can be as short as 2–8 weeks or as long as 3–12 months. The fees of the courses vary depending on the level of institute and course, typically the fees falling between ₹5,000 and ₹1,50,000 for professional or globally recognized programs.

The finance programs' durations generally range from 3–12 months, depending on the certification and learning pace, at AAFM® India. Fees are accessible and vary between ₹10,000 and ₹60,000, based on the level of specialization and study resources included. Each program is designed to offer strong industry value at an affordable cost.

Can I pursue finance courses without a commerce background?

Yes, many finance courses are structured for beginners, where you do not need a commerce or finance background. These finance programs are better for professionals and students because they begin with the basics and gradually move to the advanced levels.

Learners from all academic fields can do the courses at AAFM® India. Finance courses at AAFM® India, start with basic concepts and progressively move into advanced topics, making them suitable for students and professionals without a commerce or finance background.

Can I pursue finance courses while working?

Yes, many institutes in India provide online, weekend, or self-paced learning options which make it easy for working professionals to enhance their skills without interfering with their job schedule.

Professionals in the workforce can improve their financial literacy without interfering with their jobs thanks to AAFM® India's accessible learning options, which include online courses, weekend batches, and self-paced modules.

How do finance courses in India help in career advancement?

Finance certifications in India offer industry-relevant skills to help you meet regulatory requirements, and show your expertise to employers. These courses open doors to better roles in wealth management, research, financial analysis, and investment advisory—leading to faster growth and higher earning potential.

AAFM® India’s certifications improve your credibility, support regulatory requirements where applicable and open the opportunities in wealth management, financial planning, investment advisory, and other high-growth finance roles. Our industry-recognized courses help professionals build practical, job-ready finance skills.

What are the best finance courses available in India for beginners?

Courses in wealth management, equity markets, financial planning, mutual funds, and financial modeling are the best finance courses for beginners. In order to build a solid foundation, many students also begin with NISM certifications or foundational levels of worldwide recognized programs.

AAFM India offers best finance courses in Wealth Management, Financial Planning, and Investment Advisory for beginners level. These programs offer an organised introduction to key financial concepts. For aspiring professionals who want to work in the BFSI industries, these courses are great places to start.

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