Designation Chartered Wealth Manager ™
Acronym and Post Nominal Letters: CWM ™

Prerequisites/Experience Required Candidate has three or more years of wealth management experience.

Educational Requirements: Eligible candidates must successfully complete at least one of the following:

• AAFM-approved Masters Degree in finance, tax, accounting, financial services, law, or CPA, MBA, MS, PhD or JD from an accredited school or organization
• 5 or more approved and related courses from an AACSB ; ACBSP , Equis or ABA accredited business school, law school, or AAFM sanctioned program
• AAFM Executive Wealth Management Certification Course: Online Approved Law Training
  
  *Examination Type Varies according to educational requirement above
  *Continuing Education/Experience Requirements 15 hours per year. See CE Rules

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CWM - Click to Pay For and Process Your Review For The Chartered Wealth Manager Board Certification

The CWM shows that you have completed graduate financial and wealth management education and/or you have substantial experience in relationship management with high net worth customers and entities. IWM Certified - International Wealth Manager