AAFM Board Certified Wealth Management Designation and Financial Planner Association Chartered Certification & Training Worldwide
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American Academy of Financial Management ™

AAFM Board Certified - Chartered Wealth Manager CWM ™

The CWM™ Board Certification is for individuals who meet these requirements:

1. If you have successfully completed an Accredited Masters Degree or masters in finance, tax, accounting, financial services, law, or who have a CPA, MBA, MS, PhD or JD, you may be pre-qualified if you have the substantial experience that can be shown in your resume.

2. Engage in 15 flexible hours of continued education per year & Abide by the AAFM ethics guidelines. See CE Rules

3. You may take our approved Fast Track US AAFM™ CWM ™ Chartered Wealth Manager Executive Training Course if you do not have the experience or education

If you meet these requirements, please send a resume or CV to resume@financialcertified.com

CWM - Proceed to Process Your Review For The Chartered Wealth Manager Board Certification

AAFM™ CWM Listing & Information Disclosed to various agencies™

CWM ™ Chartered Weatlh Manager - Courses


What prerequesites or experience are required to obtain this designation? Education, 3 years of Industry Experience, Continuing Education, Accredited College Degree,Testing, & Abide by Ethics Criteria based on Ibanez US Supreme Court Decision.

What educational requirements does this designation have? Completion of a finance degree or concentration from one of 435 AAFM board registered and recognized AACSB business schools worldwide or an MBA, CPA, CFA, PhD, DBA, or Masters Degree, or Law Degree from an accredited university or college along with relevant experience. Managers or executives may take our 5 day on-site executive training courses with exit exams to secure designation in 10 different nations.

What examinations must be passed to receive this designation? Candidates must pass testing and exams required to secure a finance major in an MBA, PhD, Masters, Doctorate, CPA, CFA or AACSB accredited business program or other relevant International graduate professional exam.

If you meet these wealth management requirements, submit a resume that shows your specialization, education, experience, and testing that you have completed. Click Here to Submit a Resume If you are unsure, please send official copies of transcripts, designations, degrees and references for review.

CWM - Click to Pay For and Process Your Review For The Chartered Wealth Manager Board Certification

The CWM shows that you have completed graduate financial and wealth management education and you have substantial experience in relationship management with high net worth customers and entities.





















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The American Academy of Financial Management™

The American Academy of Financial Management ™ is an worldwide financial professional organization with members in 100+ countries hosting and organizing conferences worldwide. AAFM is in alliance with the top 560 business schools in the world. If you desire to be recognized by our worldwide academic & professional organization and improve your education, resume, or credentials, then, you are taking the best step to a better career and achieving graduate financial designations. You can gain board certification and a charter as a financial professional, wealth manager, market analyst, financial and investment planner, asset manager, trust and estate planning analyst, or economic policy analyst.© AAFM offers several industry recognized graduate designations to qualified professionals. To see a list of our certifications, click here. To view our requirements, click here.

To apply for a portfolio review to see if you pre-qualify, please email your resume or CV using our application form

As for AAFM Global Certification Board - Approved Training, The AAFM has promoted qualified certification training and wealth management training in conjunction with AACSB Schools, ABA Accredited Schools, ACBSP IQPC, IBS, BISYS International, Dearborn, Kaplan, Royal Society, TWEN, Westlaw, Thomson Reuters, and The IBS International Board of Standards. This is the largest consortium of business educational institutions in the world which support the delivery of qualified AAFM Certification Education.

Read about our worldwide recognition.

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