Become a
CHARTERED WEALTH MANAGER®
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
. For Individuals and Corporates
Do you want to become
Chartered Wealth Manager?
Globally Renowned
Work in US, Canada, UAE, Singapore or India
In-Demand Job
Jobs with Top 500 Finance Companies & MNCs
Members
3 Lac Certificants in 151+ Countries Globally
That’s why we created
A Master Program
to help you become a CWM
Learn how to become a CWM in 6 Months
Highest Paying, Top Ranked
Internationally Accepted Certification
Why become a CWM
- CWM is the world’s highest, most accepted Wealth Management Certification.
- Worldwide Wealth Managers, Private Bankers hold this designation.
- Recognized in more than 150 countries across the world.
- Corporate Members of AAFM India give first preference to CWM Certificants in recruitment.
- Enhanced career and employment opportunities with Financial Services companies.
Who should do CWM Program
- Students pursuing / completed B.Com / BNS / BBA / BBI/ BAF / BFM / M.Com
- Other Graduates looking for a career in Finance
- MBA / CA / CA Inter
- Professionals working in Banking & Financial Services Industry
About AAFM
The American Academy of Financial Management is the international professional organization for Wealth Managers, Private Bankers, Portfolio Managers, Investment Advisors, Asset Managers, Project Manager and Trust and Estate Practitioners Worldwide.
Learning Method
We are an Authorized Education Partner for AAFM. We train students for CWM program in Online mode. Feel free to reach out to us if you want to pursue this program.
What will you learn ?
Level 1
Foundation Course
Level 2
Advanced Wealth Management
How to become a CWM?
Step 1
Start preparing with our E-Learning Systems. Check your preparation by appearing for Mock Tests & Level Exams
Step 2
Complete project work for CWM Program
Step 3
Once your preparation is complete you can register for CWM Exam
Step 4
On clearing CWM Exam, apply for the CWM Certification and AAFM Membership. All certifications are issued by AAFM USA
Different Pathways to become a CWM
Various Pathways
The candidate may also register for the CWM Certification through a special route of Corporate Membership Pathway
Sunita Rao, CFA CWM
Founder at SunYta | Wealth Coach
Meet your Mentor
Sunita Rao a Chartered Financial Analyst ,
Fellowship in Life Insurance and an
Arbitrator by profession with an
experience of over 15 years in the
field of financial consulting and
training. She have trained over 5000+
students including senior bankers,
CFO, investment bankers from top
organizations across the world.
Qualification
- Chartered Financial Analyst
- Fellowship in Life Insurance
- Arbitrator empaneled with Indian Council of Arbitration
Subject Matter Expert
- Financial Planning (CFP)
- Wealth Management
- Alternate Investment Funds
- Portfolio Management Services
- Investment Advisory
- Mutual Funds
6000+
Students Trained
15+ years
Experience
20+
Programs
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- Warren Buffet