Chartered Wealth Manager - CWM

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.

The AAFM is a worldwide institution that offers candidates certification to improve their knowledge and credentials in financial management. The AAFM Board of Standards was originally founded in 1996 through a merger between Founders Advisory Committee of the Original Tax and Estate Planning Law Review and American Academy of Financial Management & Analysts.


Investment dictionary. . 2012.

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