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Chartered Wealth Manager ®

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The Chartered Wealth Manager ® is a designation awarded by the AAFM and GAFM. The Chartered Wealth Manager ® was the first US wealth designation to be recognized in the Wall Street Journal and in the FINRA/NASD Guides.

The global financial dictionary Investopedia recognizes the Chartered Wealth Manager ® also.

Chartered Wealth Manager ® – Chartered Designation Status is the distinction of a qualified industry professional. The Chartered Wealth Manager status should be added by your name on business cards and resumes and letterhead. The CWM Chartered Wealth Manager ® shows your professional competence to employers, colleagues and customers.

If you have a masters degree and over 5 years of experience, email us with your resume and we will review your application.  Thanks, The Board of Standards

Chartered Wealth Manager ® – Federal Trademark # 4553651 – All Rights Reserved

United Kingdom and European Union

https://www.ipo.gov.uk/tmcase/Results/4/EU012811063

https://www.ipo.gov.uk/tmcase/Results/4/EU010772176

 

 

EU Trade Mark No. Mark Text File Date Status Nice Classes Image
EU010772176 CWM CHARTERED CERTIFIED WEALTH MANAGER 30/03/2012 Registered   16 35 41
 
EU012811063 CWM Chartered Wealth Manager 23/04/2014 Registered     41
Image for EU012811063
 

Chartered Wealth Manager

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Top Certifications and Designations

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Get Certified Financial ANalyst Books
 
A financial analyst  securities analyst, research analyst, equity analyst, or investment analyst is a person who performs financial analysis for external or internal clients as a core part of the job. Financial analysis (also referred to as financial statement analysis or accounting analysis or Analysis of finance) refers to an assessment of the viability, stability and profitability of a business, sub-business or project. It is performed by professionals who prepare reports using ratios that make use of information taken from financial statements and other reports. These reports are usually presented to top management as one of their bases in making business decisions. Certification as a financial analyst requires accredited education in finance 
 
Management consulting is the practice of helping organizations to improve their performance, primarily through the analysis of existing organizational problems and development of plans for improvement. Organizations may draw upon the services of management consultants for a number of reasons, including gaining external (and presumably objective) advice and access to the consultants' specialized expertise. Becoming certified in management consulting requires proper education experience and credentials. 
 
Management accounting or managerial accounting is concerned with the provisions and use of accounting information to managers within organizations, to provide them with the basis to make informed business decisions that will allow them to be better equipped in their management and control functions. Cost accounting is a process of collecting, analyzing, summarizing and evaluating various alternative courses of action. Its goal is to advise the management on the most appropriate course of action based on the cost efficiency and capability. Cost accounting provides the detailed cost information that management needs to control current operations and plan for the future. Certification in management or cost accounting requires education and expertise in accounting. 
 

CWM Chartered Wealth Manager ® AFAAccredited  Certified Financial Analyst ® AMA Accredited Certified  Management Accountant  ®CAM Certified Asset Manager CTEP Chartered Trust and Estate Planner ®RFS Registered Financial Specialist CMA Chartered Market Analyst  FAD Financial Analyst Designate CPM Chartered Portfolio Manager MFP Certified Master Financial Planner  ® 

 
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