CHARTERED WEALTH MANAGER® (CWM®)

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 and advanced skills required by a Wealth Manager in performing his tasks and duties as a Wealth Manager, Private Banker and Wealth Advisor.

THE PROGRAM HELPS IN

Acquiring core understandings in and across the disciplines that contribute to the domain of Wealth Management including Wealth Creation, Wealth Enhancement, Wealth Preservation and Wealth Transfer.

Relating these conceptual frameworks to dimensions of practical areas on the ground.

Providing candidates with opportunities to encounter and critically engage with instances of both challenging problems and attempted interventions by a Wealth Manager.

Engage with the complex financial markets, human attitudes and investment life cycles.

Explore the ethical and personal dimensions of Wealth Advisory and understand the fiduciary responsibilities of a Wealth Manager.

THE CURRICULUM OF CWM® CONSIST OF TWO LEVELS

1. LEVEL 1- Foundation Level consisting of 10 Units
2. LEVEL 2- Advanced Level consisting of 10 Units

The candidate needs to master the above 20 Units and clear the requisite exams as per the pathway chosen to complete the academic requirements of the Board of Standards. The completion of the academic criterion ensures that the candidate has the requisite knowledge and skills to work as a Wealth Manager.