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| American Academy of Financial Management
™ Wealth Management |
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AAFM
Board Certified - Chartered Wealth Manager CWM ™
Designation Chartered
Wealth Manager ™
Acronym and Post Nominal Letters: CWM ™
Prerequisites/Experience Required Candidate
has three or more years of wealth management experience.
Educational Requirements: Eligible candidates
must successfully complete at least one of the following:
- AAFM-approved Masters Degree in finance, tax, accounting,
financial services, law, or CPA, MBA, MS, PhD or JD
from an accredited school or organization
- 5 or more approved and related courses from an AACSB
; ACBSP
, Equis or ABA accredited business school, law school,
or AAFM sanctioned program
- AAFM Executive Wealth Management Certification Course:
Online Approved
Law Training
*Examination Type Varies according
to educational requirement above
*Continuing Education/Experience Requirements 15 hours
per year. See
CE Rules
Click
Here to email a details of your credentials, degrees,
experience or qualifications: so that we can make a Review
and Determination
CWM
- Click to Pay For and Process Your Review For The Chartered
Wealth Manager Board Certification
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