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Chartered Personal Finance Specialist

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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 clients.

This is the most thorough and longest course and anyone can take it to see remarkable improvements in how competitive they are in the finance industry as a financial analyst or as an investor. This certification is offered by the American Academy of Financial Management India and is a stepping stone to a more comprehensive and intensive program like the Associate Wealth Manager (AWM®)and Chartered Wealth Manager® (CWM®).

The Chartered Personal Finance Specialist Certificate Program is the most comprehensive, dynamic, and practical course you will find online. 

In the world of specialization, a Wealth Manager requires broad and extensive knowledge. Wealth Manager must have a deep understanding of the client’s psychology, attitudes, and other intangibles that impact the relationship management with the clients along with the Financial Products and Personal Financial Planning. The Chartered Personal Finance Specialist Program provides the Financial Goal Planning Skills and other skills to the Financial Professionals including Wealth Advisors which is an important step towards Comprehensive Wealth Management.

Chartered Personal Finance Specialist Certification is created for ambitious Finance Professionals, who want to close the skill gap between formal education and becoming a world-class Personal Finance Specialist — one who is competent, confident, and poised to advance.

A Chartered Personal Finance Specialist is a specialty credential for Financial Professionals who are experts at helping individuals with all aspects of wealth management and it helps in displaying their expertise and knowledge as it relates to all aspects of financial planning. The viewpoint for wealth advisors is very positive as the numbers of individuals requiring specialized wealth advice are rising rapidly across India. Alongside this growth is an expected increase in competition found in this field where a professional needs to differentiate their skills and offering to the clients. Hence, people who want to stand out from the rest opt to earn a specialized certification to prove that they have what it takes to be worthy of the field. A certification also strengthens one’s prospects in the company they are in and can help them climb up the employment ladder. 

Spend your time wisely, and be confident that you’re gaining knowledge straight from the source. It’s one that will reap big rewards if you choose to pursue it. 


  • Professional Development and Differentiation
  • Proficient Investment Planning Skills
  • Knowledge of New Age Investment Products
  •  Improved Portfolio Management
  •  Proficiency in Security Analysis
  • Client-Centric Benefit


  • 33 Recorded Sessions of 90 Minutes each
  • Get Recording of the training for 1 Year
  • Program Duration – 50 Hours & 2.5 Months
  • Online Assessment & Mock Test
  • E- Study Material


  • Bankers, Wealth Managers & Private Bankers
  • Relationship Managers & Investment Counselors
  • Employees of Financial Services Sector Companies like Banks, AMCs, NBFCs, Insurance, Brokers, Sub-brokers, etc.
  • Mutual Fund Distributors, RIAs, Insurance Professionals
  • Finance Professionals like CA, CS, etc.
  • Finance Students