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AAFM ® American Academy of Financial Management  ®

AAFM ® Wealth Management Certification


CWM ® Certified Chartered Wealth Manager ® - AAFM ® Charter  Apply Now


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CWM ®  Chartered Wealth Manager ®

An AAFM ® Owned and Issued Certification chartered in  the United States of America

The CWM  ® Chartered Wealth Manager professional certification from the AAFM ®  American Academy of Financial Management  ® is the first graduate wealth management Charter & Board certification in the world as featured in the Investopedia, Forbes,  China Daily, Financial Times, Black Enterprise, Wall Street Journal,  and Money Manager[1][2] that was created and founded by the AAFM American Academy of Financial Management [3][4]. The US government trademarked CWM ® Chartered Wealth Manager AAFM ®  Certification [5] and Certified credential is only available for wealth managers with an accredited masters degree, law degree, CPA, PhD or specialized executive training from an ABA accredited law school [6] or other approved program in Asia, Europe, India, Latin America or Africa.

The CWM Certified ( Chartered Wealth Manager )
[7] designation and post-graduate qualification is exclusively issued and conferred by the USA Board of Standards American Academy of Financial Management  ®  (AAFM) [8][9] The CWM wealth management certification & designation is similar to financial planning certification but is as a graduate certification and curriculm in high net worth consulting and has always required a government recognized education and degree.[10] The CWM  ® Law School Curriculum has been approved for use with ABA Accredited Law School Programs.[11] Wealth Management is a profession and career that many bankers and investment professionals are entering.[12] Like any accredited law school graduate courses, the AAFM CWM certification courses[13] will count toward a post graduate degree such as a LLM or JSM, will count for continuing education for CPA and Law Licensing, and may count towards the CPA exam eligibility.

The CWM Chartered Wealth Manager Board Certification
[14] from AAFM USA requires knowledge in 12 key areas:[15] and is referenced in the Global Designation Directory and on the FINRA US Government Regulatory Website [16][17]

1. Estate Planning and Trusts 2. Asset Management 3. Portfolio Management 4. International Taxation 5. Retirement Law 6. Economics 7. Investments 8. Money and Banking 9. High Net Worth Consulting 10. Relationship Management, Compliance, and Ethics 11. Business Entities & Organizations 12. Risk Management and Insurance

Governmental &  Book References

  1. ^ " Wall Street Journal - Is Your Wealth Manager Certifiable? features AAFM CWM Wealth Management Certification "
  2. ^ "CWM Featured in The Money Manager
  3. ^ AAFM Investopedia Dictionary Article
  4. ^ "Investopedia CWM Article"
  5. ^ "AAFM US Government Trademark Reference"
  6. ^ "Post Graduate CWM Law School Certification Program"
  7. ^ "RIA Compliance Solution book"
  8. ^ AAFM CWM in Investopedia Dictionary
  9. ^ "US Government Trademark Reference for CWM "
  10. ^ "The ElderLaw Portfolio Series, Volume 1‎ - Page 25-16Harry S. Margolis"
  11. ^ ABA Accredited TJSL LLM Graduate Program in Finance and Taxation offering CWM from AAFM
  12. ^ "AAFM CWM in the Book Career opportunities in banking, finance, and insurance By Thomas P. Fitch Pg. 251"
  13. ^ "AAFM Law School Certification"
  14. ^ "Demystifying Wall Street"
  15. ^ "AAFM US Board and Certifying Requirements"
  16. ^ "Directory of Global Professional Accounting and Business Certifications By Lal Balkaran"
  17. ^ "FINRA Governmental Regulatory Website Formerly NASD"

AAFM ® and CWM ® External links


Accredited financial analyst master financial planner certified asset manager portfolio manager chartered designation credential Accredited financial analyst master financial planner certified asset manager portfolio manager chartered designation credential


AAFM Linked In Financial Institute Society Investment Analysts

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®  - 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