Chartered Wealth Manager® (CWM)
CWM® is an international professional certification program in the field of Wealth Management, Private Banking, and Financial Advisory Services. It is a mark of excellence granted to individuals who meet the stringent standards set by American Academy of Financial Management. (AAFM) and is the highest level of Designation in the field of Wealth Management worldwide with over 50,000 CWM® Designation Holders. CWM® certification is for those interested in pursuing career options as Financial Services Professionals, Wealth Managers, Customer Relationship Managers, Insurance Advisors, Research Analyst, and also for those looking to expand their careers in the Wealth Management and Financial Advisory. All Certificates on successful completion of the exams and course work are issued by AAFM USA International Board of Standards, enabling the CWM® Designation holders to practice across the Globe. Hedge School of Applied Economics is the only authorized education provider for AAFM in Kerala. We regularly conduct training for those who aspire to achieve this coveted certification. Necessary steps you need to complete to,
- # Enroll in the training program at Hedge School
- # Register for the CWM® Program with AAFM
- # A chartered title along with your name within 7 months
- # 100% placements guaranteed after successful completion of CWM®
Education curriculum for the CWM Program The Curriculum of CWM® consists of two levels:
- Level 1: Foundation Level Consisting of 10 Units.
- Level 2: Advanced Level Consisting of 10 Units.
The candidate has to go through the above 20 Units through Hedge School of Applied Economics (Authorized education provider) and clear the 2 requisite exams as per the pathway chosen to complete the academic requirements of the Board of Standards. Minimum qualifications for a candidate to register for the CWM® Program he/she should be a degree graduate (any background). It is not mandatory to have work experience for the CWM® Certification, so once a student clears the required examination they are eligible to apply for the CWM® Designation
Enrolling for CWM online training module at Hedge School of Applied Economics
Step 1: We will be circulating a welcome mail which includes a registration link. You are requested to fill and submit the online registration.
Step 2: Pay the fees for training to Hedge School of Applied Economics.
Step 3: We will create a Whatsapp group to introduce our faculty team
Step 4: We will share the Bsynapse (Hedge online platform)ID, password via mail and instructions. Live sessions via Zoom application.
Step 5: Online session-Format
- # Registration
- # CWM live orientation session
- # Recorded sessions videos
- # Weekly group discussions
- # Mock test- after every modules
- # Live individual mentoring sessions
- # Internship in Wealth management
Step 6: Registering for CWM certification at the AAFM website To enquire about our available opportunities,
please contact us at +91 9349512345 / 91 9388175015
or email us at email@example.com