WeGyde

Certified Wealth Manager

American Academy of Financial Management India Private Limited, AAFM® India (AAFM) was established under the banner of American Academy of Financial Management (AAFM ), USA and started its operation in the year 2011 as its Indian Chapter with the objective to work in the Financial Services Domain as a knowledge and a certification body. AAFM® India works as a Standard Setting Body in India to promote Wealth Management and Financial Advisory Services. AAFM® India is responsible for establishing Curriculum Design, Certification of membership and licensing standards in India. AAFM® India offers various Certifications, Designations and other Educational Programs offered by AAFM including the prestigious and highest designation globally recognized in the Field of Wealth Management “CHARTERED WEALTH MANAGER”® (CWM ).

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Created by wegyde App Last updated Thu, 04-Dec-2025
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WHAT WILL I LEARN


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Curriculum for this course
0 Lessons 00:00:00 Hours
LEVEL 1- FOUNDATION LEVEL
0 Lessons 00:00:00 Hours Buy now Demo video
LEVEL 2- ADVANCED WEALTH MANAGEMENT
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Description

CHARTERED WEALTH MANAGER

CHARTERED WEALTH MANAGER® (CWM ) is unique and the only Wealth Management certification in India. This certification comprehensively deals with all the aspects of wealth management like Investment Strategies, Life Cycle Management, Intergenerational Wealth Transfer, Relationship Management, Behavioural Finance, Alternative Products, Real Estate Valuation and Global Taxation. This certification enables the candidates to meet the current skill set needed by the industry and stand out of the crowd.



CWM LEARNING TAKEAWAY’S


  • Expand your Wealth Management skills by adopting international best practices.
  • Become an expert in evaluation, diagnosis, and planning of Super High Net Worth Clients Wealth Management Requirements.
  • Understand the clients’ behavior and retain them for Generations by using behavioral & relationship mgt skills.
  • Gain ability to apply Wealth Enhancement, Wealth Protection, and Wealth Transfer Techniques.
  • Master Onshore and Offshore Wealth Management.
  • Learn Inter-Generational Wealth Transfer techniques using Private Trusts, Wills, Letter of Guardianships and Living Wills.
  • Get the ability to use all asset classes including Equity, Real Estate, Fixed Income Products as well as Alternative Investment
  • Products for Wealth Planning.
  • Learn key applied techniques in Wealth Management that will remain with you throughout your career.

WHY CWM?

  • #1 Global Designation in Wealth Management
  • Certification Presents Opportunities Worldwide
  • Approved under SEBI - RIA Regulations, 2013
  • Advise Middle Class Upper Middle Class, HNI & Ultra HNI
  • Expand Your Career in Banking & Financial Services Industry
  • Aim for Complete Wallet Share of the Client

LEVEL 1- FOUNDATION LEVEL

  1. Introduction to Wealth Management
  2. Investment Management and Planning
  3. Products in Wealth Management
  4. Laws on Wealth Management
  5. Applied Wealth Management

LEVEL 2 - ADVANCED WEALTH MANAGEMENT


  1. Asset Classes of Wealth Management
  2. Practice of Wealth Management
  3. Tools of Wealth Management
  4. Practising Wealth Management
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