CWM® – Chartered Wealth Manager®
You’re a Relationship-Driven Finance Leader.
You enjoy guiding individuals and families in growing and preserving their wealth. Your strength lies in trust-building, financial planning, and delivering results that matter to clients.
The CWM® certification positions you as a high-impact wealth advisor trusted by top banks and private clients.
Ideal for: Wealth managers, private bankers, financial planners
Career Roles: HNI Advisor, Investment Counsellor, Financial Strategist
Outcome: Earn 27% more, handle complex portfolios, build a premium clientele
Start Your CWM® Journey Download the CWM® Program Guide
CTEP® – Chartered Trust & Estate Planner®
You’re a Legacy Architect.
You think beyond returns—you focus on continuity, peace, and planning for the next generation. With expertise in wills, trusts, and inheritance laws, you help families avoid conflict and preserve harmony.
The CTEP® certification empowers you to become an estate planning expert in high demand.
Ideal for: CAs, lawyers, financial advisors, family business consultants
Career Roles: Estate Planner, Succession Consultant, Will Architect
Outcome: Tap into a niche segment of law-meets-finance, serve HNI families
Build Your Legacy Advisory Practice Get the CTEP® Program Brochure
AFA® – Accredited Financial Analyst®
You’re a Data-Driven Market Strategist.
You love digging into numbers, forecasting outcomes, and uncovering the true value behind assets. Whether it’s equity research, investment analysis, or financial modeling—you thrive on precision.
The AFA® certification sharpens your valuation skills and positions you for high-paying analyst roles.
Ideal for: Analysts, traders, investment professionals, MBA finance students
Career Roles: Equity Analyst, Investment Banker, Valuation Expert
Outcome: Master valuation models, land roles in top IBs and AMCs
Become an Accredited Financial Analyst Download the AFA® Curriculum
Ch.E® – Chartered Economist®
You’re a Policy Shaper and Strategic Thinker.
You’re driven by ideas, policy, and the power of economic frameworks to change the world. Your vision is to interpret data and influence decisions at the highest level.
The Ch.E® certification is designed for professionals who want to lead in macroeconomic analysis and public strategy.
Ideal for: Economists, think-tank professionals, policy advisors, researchers
Career Roles: Policy Analyst, Economic Strategist, Government Consultant
Outcome: Build authority in macroeconomics, work with global institutions
Start Your Chartered Economist® Path Access the Ch.E® Syllabus
CFOM® – Chartered Family Office Manager®
You’re a Multi-Disciplinary UHNI Advisor.
You have a knack for managing complexity—family dynamics, wealth, tax, lifestyle, and governance. You’re the go-to person for ultra-wealthy families navigating generational wealth.
The CFOM® certification prepares you to manage single or multi-family offices with confidence.
Ideal for: Wealth managers, succession planners, private bankers, family office staff
Career Roles: Family Office Advisor, UHNI Portfolio Head, Legacy Consultant
Outcome: Handle 360° wealth affairs, advise multi-generational business families
Serve India’s Billionaire Families View Full CFOM® Curriculum
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