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A professional designation offered by the American Academy of Financial Management (AAFM). The prerequisites for the Chartered Wealth Manager (CWM) program are three years or more of experience in wealth management and an AAFM-approved degree or other approved program. The course focuses on topics such as relationship management, communication, sales and financial planning.

 
Our Affiliation and Recognition
Sikkim Manipal University (SMU) established in 1995. SMU has grown up to the world class institute of higher learning. It is ranked No 1 University for Distance Learning in India. SMU-DE is recognized by the University Grand Commission (UGC) and Ministry of HRD Government of India.
The American Academy of Financial Management TM is the international professional organization for wealth managers, portfolio managers, investment advisors, asset managers, project manager and trust and estate practitioners worldwide.
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board) in the United States, Financial Planning Standards Council in Canada and 22 other organizations affiliated with Financial Planning Standards Board (FPSB).
Financial Planning Standards Board is a Professional Membership & Certification organization – part of leading Global Confederation established by prominent financial service corporations with an objective to professionalize the concept of Financial Planning in India.
A professional designation offered by the American Academy of Financial Management (AAFM). The course focuses on topics such as relationship management, Portfolio Management, Equity Research, communication, sales and financial planning., Alternative Investment, International Taxation...etc
Sikkim Manipal University (SMU) established in 1995. SMU has grown up to the world class institute of higher learning. It is ranked No 1 University for Distance Learning in India. SMU-DE is recognized by the University Grand Commission (UGC) and Ministry of HRD Government of India.
The American Academy of Financial Management TM is the international professional organization for wealth managers, portfolio managers, investment advisors, asset managers, project manager and trust and estate practitioners worldwide.
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board) in the United States, Financial Planning Standards Council in Canada and 22 other organizations affiliated with Financial Planning Standards Board (FPSB).
Financial Planning Standards Board is a Professional Membership & Certification organization – part of leading Global Confederation established by prominent financial service corporations with an objective to professionalize the concept of Financial Planning in India.
A professional designation offered by the American Academy of Financial Management (AAFM). The course focuses on topics such as relationship management, Portfolio Management, Equity Research, communication, sales and financial planning., Alternative Investment, International Taxation...etc
Sikkim Manipal University (SMU) established in 1995. SMU has grown up to the world class institute of higher learning. It is ranked No 1 University for Distance Learning in India. SMU-DE is recognized by the University Grand Commission (UGC) and Ministry of HRD Government of India.
The American Academy of Financial Management TM is the international professional organization for wealth managers, portfolio managers, investment advisors, asset managers, project manager and trust and estate practitioners worldwide.
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board) in the United States, Financial Planning Standards Council in Canada and 22 other organizations affiliated with Financial Planning Standards Board (FPSB).
Financial Planning Standards Board is a Professional Membership & Certification organization – part of leading Global Confederation established by prominent financial service corporations with an objective to professionalize the concept of Financial Planning in India.
A professional designation offered by the American Academy of Financial Management (AAFM). The course focuses on topics such as relationship management, Portfolio Management, Equity Research, communication, sales and financial planning., Alternative Investment, International Taxation...etc
Sikkim Manipal University (SMU) established in 1995. SMU has grown up to the world class institute of higher learning. It is ranked No 1 University for Distance Learning in India. SMU-DE is recognized by the University Grand Commission (UGC) and Ministry of HRD Government of India.
The American Academy of Financial Management TM is the international professional organization for wealth managers, portfolio managers, investment advisors, asset managers, project manager and trust and estate practitioners worldwide.
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board) in the United States, Financial Planning Standards Council in Canada and 22 other organizations affiliated with Financial Planning Standards Board (FPSB).
Financial Planning Standards Board is a Professional Membership & Certification organization – part of leading Global Confederation established by prominent financial service corporations with an objective to professionalize the concept of Financial Planning in India.
A professional designation offered by the American Academy of Financial Management (AAFM). The course focuses on topics such as relationship management, Portfolio Management, Equity Research, communication, sales and financial planning., Alternative Investment, International Taxation...etc
Sikkim Manipal University (SMU) established in 1995. SMU has grown up to the world class institute of higher learning. It is ranked No 1 University for Distance Learning in India. SMU-DE is recognized by the University Grand Commission (UGC) and Ministry of HRD Government of India.
The American Academy of Financial Management TM is the international professional organization for wealth managers, portfolio managers, investment advisors, asset managers, project manager and trust and estate practitioners worldwide.
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board) in the United States, Financial Planning Standards Council in Canada and 22 other organizations affiliated with Financial Planning Standards Board (FPSB).
Financial Planning Standards Board is a Professional Membership & Certification organization – part of leading Global Confederation established by prominent financial service corporations with an objective to professionalize the concept of Financial Planning in India.
A professional designation offered by the American Academy of Financial Management (AAFM). The course focuses on topics such as relationship management, Portfolio Management, Equity Research, communication, sales and financial planning., Alternative Investment, International Taxation...etc
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