AAFM ® Board Certified Wealth Manager ® Designate and Financial Planner Association Chartered Certification & Financial Planning College & Training Worldwide
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NOTICE & WARNING - The AAFM ® CWM ® Chartered Wealth Manager ® Certification and Designations must be issued by the AAFM ® Board of Standards in the USA. See Fraud Alert

 
AAFM ® American Academy of Financial Management ®

AAFM® Board Certified - CWM ® Chartered Wealth Manager CWM ®

"The First and Original International Wealth Management Certification"
Genuine CWM ® Certifications are only issued from the USA AAFM®

AAFM ® Designation CWM ® Chartered Wealth Manager ®
AAFM ® Acronym and Post Nominal Letters: CWM
®

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


CWM ® Certified Chartered Wealth Manager ® 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 in Asia
  • AAFM ® CWM ® Executive Certification Course: Accredited Law Program - International Courses Online or AAFM ® CHINA Courses www.aafmchina.org

    *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