No matter what your aspirations are, Hedge School of Applied Economics (HSAE) has a program designed just for you!


CHARTERED WEALTH MANAGER® (CWM) 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, 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 Private Banking Family Offices has made it essential for a candidate to be well versed with all the aspects of Wealth Management and Private Banking. This certification enables the candidates to meet the current skill set needed by the industry and stand out of the crowd. AMERICAN ACADEMY OF FINANCIAL MANAGEMENT (AAFM, USA)

  • A worldwide Board of Standards and Financial professional organization
  • Member Presence in 151+ Countries
  • 50,000 + Chartered Wealth Managers® Globally
  • AAFM® works with more than 800 Universities
  • Global recognition agreement with AACSB and ACBSP Accreditation Agency.


  • International Wealth Management
  • Financial Advisory and Tax Planning
  • Financial advisory support to clients
  • Liasing with large corporate clients for debt syndication & structured equity advisory.
  • Developing higher level skills in financial analysis

Who should pursue a CWM®  certification?

  • Suitable for all those who wish to move into Wealth Management & Financial Planning Services
  • Product Heads & Managers who wish to learn or reinforce all the technical aspects of the financial services business
  • Professionals from Banks, Mutual Fund Houses, NBFCs, Wealth Management, Family Office, Advisory firms, etc
  • Relationship Managers in Wealth Management / Private Banking who wish to achieve a globally recognized certification
  • Independent Financial Advisors who manage HNI clients and wish to enhance their technical skills & competencies

To enquire about our available  opportunities, please contact us at +91 9745742222  / 9349512345 or email us at


Program Chartered Wealth Manager
Segment Investor / Students Programme
Amount Rs.59,000+28320(Reg Fees)+3540(Level 1 Exam Fee)+3540(Level 2 Exam Fee) = Rs.94,400
Duration 18 Days (Saturday’s)
Registration Fees Rs. 5000
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