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| American Academy of Financial Management
® |
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AAFM®
Board Certified - CWM ® Chartered Wealth Manager CWM
®
"The
First and Original International Wealth Management Certification"
Designation CWM ®
Chartered Wealth Manager ®
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
- AAFM ® CWM ® Executive Certification Course:
Accredited
Law Program - International Courses Online
*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
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