Chartered wealth manager - global certification

Dear Friends,

Greetings !

Information for friends who are interested in upgrading their skill set in Wealth Management and Financial Planning :

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AAFM ® has set up its Indian Chapter American Academy of Financial Management India, AAFM India (AAFMI) as a Standard Setting Body in India with the objective to promote Financial Advisory in the country. AAFM India is responsible for establishing Curriculum Design, Certification of membership and licensing standards in India. AAFM India has exclusive rights to offer various Certifications, Designations and other Educational Programs offered by AAFM^® including the prestigious and highest designation globally recognized in the Field of Wealth Management “CHARTERED WEALTH MANAGER” (CWM^TM). AAFM India promotes Financial Advisory and Wealth Management Advisory Standards in the country by actively engaging with all the stake holders including the Government, Regulators, Educational Institutes, Training Providers, Financial Services Companies, Banks, etc.

Currently, they have launched CHARTERED WEALTH MANAGER^TM (CWM^TM). The CWM^TM certification focuses on developing relationship management, sales, communication and core financial advisory skills to equip the Financial Advisor & Wealth Management Professionals with graduate education. The AAFM CWM^TM Program is a Federally Copyrighted Program founded in the United States with Wall Street Sector Trademarks owned by AAFM.

Need for Qualified Advisors!

v  The Current Indian Financial Advisory Market is looking for Brand building through its “Qualified Advisors” as Brand Ambassadors

v  Qualified Advisors shall develop trust with the clients on a better footings

v  Qualified advisors will be the best brand ambassadors for new firms seeking to gain a competitive edge against established players

v  Advisor platforms that offer lead management, portfolio management, financial profiling, asset allocation and transaction management capabilities can integrate multiple touch points and improve advisor experience

v  IFA’s require a qualification to equip themselves with the required skill set and knowledge to call themselves as “Qualified Advisors”

CHARTERED WEALTH MANAGER^TM (CWM^TM) is unique and the only Wealth Management certification in India. This certification comprehensively deals with all the aspects of wealth management like Investment Strategies, Life Cycle Management, Intergenerational Wealth Transfer, Relationship Management, Behavioral Finance, Alternative Products, Loan & Debt Management, Real Estate Valuation and Global Taxation. In the recent times, the mandatory requirement posted by the financial services industry towards the skillful and knowledgeable candidates in the field of personal financial advisory services including wealth management has made it essential for a candidate to be well versed with all the aspects of wealth management. This certification enables the candidates to meet the current skill set needed by the industry and stand out of the crowd.

Benefits of CHARTERED WEALTH MANAGER^TM (CWM^TM):

v  Use of Board Certified Designations after your name on your Business Card and on your Promotional Materials.

v  Global Certification in true sense and no territorial examination required

v  CWM^TM certification is awarded directly by American Academy of Financial Management, US.

v  Protect your job and be recognized by an independent and global authority. 

v  Get the designation that illuminates your professional education, hard work and experience.

v  The AAFM Credentials and Board Certifications are for those who want to rise above the rest.

v  You can add AAFM to your Resume, Degree or Professional Licenses & Improve your image and salary potential.

v  Publish on our site as a Certified Member.

v  Be part of Large Members Network of 50,000+

v  Members in more than 100 Countries with Global AACSB Alliance.

In case of any query please feel free to visit the website www.aafmindia.co.in and fill in the Contact us Form at https://www.aafmindia.co.in/ContactUs.aspx

Thanks you.

With Best Regards

Vyas Rai Nagpal, CWM^TM, BA.LLB.