Personal finance course India, online money management course, learn money management skills.

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.

Awarded by American Academy of Financial Management® USA, (AAFM), the CWM® credential signifies that you have demonstrated the knowledge and skills required to effectively execute critical functions related to Onshore and Offshore Wealth Management including Wealth Enhancement, Wealth Preservation and Wealth Transfer. In today’s environment, companies are looking for proven and ethical professionals. They are looking for CWMs.

Plus, after earning the CWM, you are committed to keeping your knowledge current by meeting continuing education requirements. CWMs remain relevant throughout their career.

Being a CWM® says a lot about who you are. The credential gives you the backing, the education, the colleagues, the networking system, and the power to face your clients, your partners, your employers and your competitors.
The CWM® focuses on developing relationship management, sales, communication and core financial advisory skills to equip Students, Wealth Management and Private Banking Professionals with cutting edge knowledge in Wealth Management, Private Banking, Family Office, and Financial Advisory. The CWM® Program is a Federally Copyrighted Program founded in the United States with Wall Street Sector Trademarks owned by AAFM®.


With CWM®, you’ll be part of a globally recognized family of wealth management professionals. You’ll have access to our full spectrum of resources, industry events and networking opportunities. You could also form alliance with other CWM™ from different areas to serve your international clients.


This program is ideal for Students, Management Graduates, Finance Professionals, Bankers, Investment Advisors, Financial Advisors and Mutual Fund Advisors who want to make a career in the Wealth Management and Private Banking Arena which is one of the most respected and highest paid segments in Financial Services Industry.


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