CHARTERED WEALTH MANAGERTM (CWMTM) is unique and the only Wealth Management certification in India. This certification comprehensively deals with all the aspects of wealth management like Investment Strategies, Life Cycle Management, Inter-generational Wealth Transfer, Relationship Management, Behavioral Finance, Alternative Products, Loan & Debt Management, Real Estate Valuation and Global Taxation. In the recent times, the mandatory requirement posted by the financial services industry towards the skillful and knowledgeable candidates in the field of personal financial advisory services including wealth management has made it essential for a candidate to be well versed with all the aspects of wealth management. This certification enables the candidates to meet the current skill set needed by the industry and stand out of the crowd.
Benefits of CHARTERED WEALTH MANAGERTM (CWMTM):
Use of Board Certified Designations after your name on your Business Card and on your Promotional Materials.
Global Certification in true sense and no territorial examination required
CWMTM is awarded directly by American Academy of Financial Management, US.
Protect your job and be recognized by an independent and global authority.
Get the designation that illuminates your professional education, hard work and experience.
The AAFM Credentials and Board Certifications are for those who want to rise above the rest.
You can add AAFM to your Resume, Degree or Professional Licenses & Improve your image and salary potential.
Publish on our site as a Certified Member.
Be part of Large Members Network of 50,000+
Members in more than 151+ Countries with Global AACSB Alliance.
Compulsory Pathway – Rs. 11,236/- (10,000/- + 12.36% Service Tax) (For > 3 years of experience)
Experience Pathway – Rs. 5,618/- (5,000/- + 12.36% Service Tax) (For < 3 years of experience)
AAFM India Courseware Fee – Rs. 5,618 /- (5,000/- + 12.36% Service Tax) (For both the Level 1 & Level 2)
The Examinations Fee for Level 1 & Level 2 examination: Rs. 2,000/- each per Examination. Experience Pathway candidate is exempted from Level 1 Examination. Payable at the time of examination.
There is an additional fee to be charged by the education provider. You are requested to kindly check the same with the authorized education of AAFM India. The base fee for DLP is Rs. 5,000/- (plus 12.36% service tax) which includes all the administration support, email query, etc.
· 7 years ago