Become a Chartered Wealth Manager (CWM®) - Advance Your Finance Career Globally

Recognized by AAFM® USA | Boost Your Career in Wealth & Investment Management

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CWM: A Global Designation

The Chartered Wealth Manager (CWM) Designation Program offered by the American Academy of Financial Management USA is the highest Global Designation in Wealth Management, Private Banking, and Wealth Advisory.

There are over 50,000 CWM Professionals present in 151+ Countries. Top 500 Financial Companies Globally Employ CWM.

The 2018 AAFM Compensation Survey shows that CWMs earn 27% more than their non-certified peers. After completing the Chartered Wealth Management (CWM) Course, you’ll be part of a globally recognized family of over 300,000+ wealth management professionals.

Whether you’re looking to safeguard your career or seeking a promotion, earning the CWM (Chartered Wealth Manager Course) opens a variety of doors.

Why Choose Chartered Wealth Management?

Global Recognition

Prestigious certification from AAFM® USA

Career Advancement

Open doors to banking, advisory, and portfolio management

High Demand Skills

Wealth planning, estate management, strategy

Networking

Join an elite global network of wealth managers

Who Should Apply?

Finance Professionals

Bankers & Advisors

CA / MBA / CFP

Entrepreneurs

Course Curriculum

Learn the core principles of wealth creation, preservation, and client relationship management.
Explore portfolio diversification, risk-return trade-offs, and asset allocation models.
Understand private banking services and how to manage HNI & UHNI clients effectively.
Gain expertise in succession planning, inheritance laws, and estate preservation strategies.
Master tax-efficient investment strategies and retirement solutions for clients.

Benefits of Becoming a CWM®

Globally respected professional title

Higher earning potential

Gain trust & credibility with clients

Exclusive access to resources

Certification & Accreditation

Success Stories

Student

Arjun Mehta

Private Banker

“CWM® helped me secure a senior role in private banking within 6 months.”

Student

Neha Sharma

Wealth Advisor

“This program gave me global credibility and recognition among clients.”

Student

Rahul Khanna

Financial Planner

“The CWM® certification gave me practical skills to attract and retain HNI clients.”

Student

Priya Kapoor

Investment Consultant

“With CWM®, I was able to shift my career internationally and build client trust.”

Student

Priya Kapoor

Investment Consultant

“With CWM®, I was able to shift my career internationally and build client trust.”

Student

Priya Kapoor

Investment Consultant

“With CWM®, I was able to shift my career internationally and build client trust.”

Student

Priya Kapoor

Investment Consultant

“With CWM®, I was able to shift my career internationally and build client trust.”

Career Opportunities After CWM®

Wealth Manager

Private Banker

Financial Advisor

Portfolio Manager

Estate & Trust Planner

Investment Consultant

Our Pricing Plans

Choose the plan that best fits your needs.

Basic

Perfect for individuals just starting out

19,000
  • Access to core features
  • Email support
  • 5 GB storage
  • Community access
  • 1 user account

Standard

Best for growing teams

49,000
  • Everything in Basic
  • Priority email support
  • 50 GB storage
  • Advanced analytics
  • 5 team accounts
  • Integration with 3rd party tools

Premium

Ideal for enterprises & large teams

59,999
  • Everything in Standard
  • 24/7 priority support
  • 500 GB storage
  • Advanced security features
  • Unlimited team accounts
  • Custom integrations & APIs
  • Dedicated account manager