Chartered Wealth Manager® (CWM®) The Chartered Wealth Manager® (CWM®) designation offered by AAFM® USA sets the global standard in the finance profession especially wealth management & private banking and is a symbol of excellence. The objective of the Chartered Wealth Manager® Program is to equip candidates with both basic...
Read MoreDescription The Chartered Personal Finance Specialist Certificate Program is designed to develop the basic skills required by Finance Professionals including Wealth Managers, MFDs, RIAs, IFAs, etc. to execute critical functions related to Investment Alternatives, Wealth Planning, Equity Analysis, and Capital Markets, Investment Management & Tax Planning to assist their...
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