 |
| American Academy of Financial Management
™ |
 |
 |
AAFM
Board Certified - Chartered Wealth Manager CWM
"The
First and Original International Wealth Management Certification"

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
Click
Here to email a details of your credentials, degrees, experience
or qualifications: so that we can make a Review and Determination
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
|