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AAFM ® American Academy of Financial Management  ®

AAFM ® Certifications

 

CWM ® Certified Chartered Wealth Manager ® - AAFM ® Charter  Apply Now

 

Click Here to Apply and Email Your CV and Resume for Review

CWM ®  Chartered Wealth Manager ®

An AAFM ® Owned and Issued Certification chartered in  the United States of America

The CWM  ® Chartered Wealth Manager professional certification from the AAFM ®  American Academy of Financial Management  ® is the first graduate wealth management Charter & Board certification in the world as featured in the Investopedia, Forbes,  China Daily, Financial Times, Black Enterprise, Wall Street Journal,  and Money Manager[1][2] that was created and founded by the AAFM American Academy of Financial Management [3][4]. The US government trademarked CWM ® Chartered Wealth Manager AAFM ®  Certification [5] and Certified credential is only available for wealth managers with an accredited masters degree, law degree, CPA, PhD or specialized executive training from an ABA accredited law school [6] or other approved program in Asia, Europe, India, Latin America or Africa.


The CWM Certified ( Chartered Wealth Manager ) [7] designation and post-graduate qualification is exclusively issued and conferred by the USA Board of Standards American Academy of Financial Management  ®  (AAFM) [8][9] The CWM wealth management certification & designation is similar to financial planning certification but is as a graduate certification and curriculm in high net worth consulting and has always required a government recognized education and degree.[10] The CWM  ® Law School Curriculum has been approved for use with ABA Accredited Law School Programs.[11] Wealth Management is a profession and career that many bankers and investment professionals are entering.[12] Like any accredited law school graduate courses, the AAFM CWM certification courses[13] will count toward a post graduate degree such as a LLM or JSM, will count for continuing education for CPA and Law Licensing, and may count towards the CPA exam eligibility.


The CWM Chartered Wealth Manager Board Certification [14] from AAFM USA requires knowledge in 12 key areas:[15] and is referenced in the Global Designation Directory and on the FINRA US Government Regulatory Website [16][17]

1. Estate Planning and Trusts 2. Asset Management 3. Portfolio Management 4. International Taxation 5. Retirement Law 6. Economics 7. Investments 8. Money and Banking 9. High Net Worth Consulting 10. Relationship Management, Compliance, and Ethics 11. Business Entities & Organizations 12. Risk Management and Insurance

Governmental &  Book References

  1. ^ " Wall Street Journal - Is Your Wealth Manager Certifiable? features AAFM CWM Wealth Management Certification "
  2. ^ "CWM Featured in The Money Manager
  3. ^ AAFM Investopedia Dictionary Article
  4. ^ "Investopedia CWM Article"
  5. ^ "AAFM US Government Trademark Reference"
  6. ^ "Post Graduate CWM Law School Certification Program"
  7. ^ "RIA Compliance Solution book"
  8. ^ AAFM CWM in Investopedia Dictionary
  9. ^ "US Government Trademark Reference for CWM "
  10. ^ "The ElderLaw Portfolio Series, Volume 1‎ - Page 25-16Harry S. Margolis"
  11. ^ ABA Accredited TJSL LLM Graduate Program in Finance and Taxation offering CWM from AAFM
  12. ^ "AAFM CWM in the Book Career opportunities in banking, finance, and insurance By Thomas P. Fitch Pg. 251"
  13. ^ "AAFM Law School Certification"
  14. ^ "Demystifying Wall Street"
  15. ^ "AAFM US Board and Certifying Requirements"
  16. ^ "Directory of Global Professional Accounting and Business Certifications By Lal Balkaran"
  17. ^ "FINRA Governmental Regulatory Website Formerly NASD"

AAFM ® and CWM ® External links

 

TUV Accredited 29990 9001 Master Financial Planner Accredited Finanical Analyst Society Certification Designation Credentials Charter Master Financial Planner Accredited Finanical Analyst Society Certification Designation Credentials Charter

Links

AAFM® Board Certified - CWM ® Chartered Wealth Manager CWM ®

"The First and Original International Wealth Management Certification"

Genuine CWM ® Certifications are only issued from the USA AAFM®

特許財富管理

AAFM Linked In global Network Society Accredited Financial Analysts

Qualifying Graduate Education which qualifies you to apply for CWM.  You must have 3 years of wealth management experience on top of having the graduate degree or courses.

 

Masters in Finance, Wealth Management, Tax or Economics from an ACBSP Accredited Double Business School.

Masters in Finance, Wealth Management, Tax or Economics from an AACSB Accredited Double Business School.

Masters with focus on Finance, Wealth Management, Tax or Economics from an ABA Accredited Law School.

Masters in Finance, Wealth Management, Tax or Economics from an EFMD EQUIS Accredited Double Business School.

Masters Degree in Finance from CUFE Beijing Business School

MBA or MSC from Shanghai Gradaute Program in Finance

Masters in Wealth Management from the Swiss Banking School

JSM or LLM from the Diamond Law School Wealth Management Program

MSC Finance University of Stirling

MSC International Accounting & Finance University of Stirling

MSC Investment Analysis University of Stirling

MA Financial Services Sheffield Hallam (1995-2001)

Postgraduate in Financial Services Sheffield Hallam (1995-2001)

MA Financial Services University of the West of England (1995-2001)

Postgraduate in Financial Services University of the West of England (1995-2001)

MA in Financial Services University of Bournemouth (1995-2001)

Postgraduate in Financial Services University of Bournemouth (1995-2001)

Certified Financial Analyst Certified Financial Planner Books Program Courses Exam Prep Chartered Financial Analyst Designation Get Certified Financial Planner Books Linked In Global Networking Financial Planner Certification Facebook Financial Analyst Certification

The AAFM was chosen by Dubai Financial Market (DFM) to conduct the seven week professional training component of the Kafa’at programme for graduates entering the brokerage and trading industry in recent years. AAFM also has formed alliances with the Accreditation Council for Business School Programs, President of India's Official Advisors, Arab League’s Arab Academy, Egyptian Investment Management Association, Dubai International Finance Exchange, Bahrain Institute of Banking and Finance, Capital Markets Authority Approved Training Programs of the Kingdom of Saudi Arabia, the United Nations Civil Society, Dubai Institute of Human Resource Development, the Ministry of Human Resources China Government, the Republic of China, Brazil Governmental Agencys, & approved training of the Monetary Authority of Singapore, Dubai Quality Group and many more. AAFM partners with SCA

 

HOME OF THE CHARTERED WEALTH MANAGER ®

 

Find Courses & Training in the UK and Europe on Findcourses.co.uk - Find Courses & Training in North America on Findcourses.com

 

 

 

AAFM ® Certifications - CWM ™  Chartered Wealth Manager  - AFA ™ Accredited Financial Analyst - MFP ™ Master Financial Planner - CAM ™ Chartered Asset Manager - CRA ™ Chartered Risk Manager - CPM ™ Chartered Portfolio Manager - CTEP ™ Chartered Trust & Estate Planner - CMA ™ Chartered Market Analyst - ChE ™ Chartered Economist - RFS ™ Registered Financial Specialist  - CITA ™ Certified International Tax Analyst - CCA ™ Chartered Compliance Analyst

 

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analyste financier agréé -  akkreditierten Finanzanalyst -    經認可的金融分析師 -  geakkrediteerde finansiële analis -  मान्यता प्राप्त वित्तीय विश्लेषक - प्रमाणित -  -  аккредитованных финансовый  -  аналитик - сертифицированный -  accrédité financiers analyste -  akkreditiert Finanz Analytiker - Master Finanz Planer -  maître financiers planificateur -  मास्टर वित्तीय योजनाकार - المحلل المالي المعتمد   maestro financiero planificador -  acreditado financiero analista 

 

 

特許財富管理  水煤漿

 

 

 

 

 

 

 

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