By GAFM ® Management & Finance Certification ®
    GAFM Gold certified financial analyst ISO 9001 Accredited Certification Body Training
International Board of Standards - Professional Designations -  Accredited Training Education -  The World's Leaders in Management ™

CWM Chartered Wealth Manager ® - GAFM ® Charter 

CWM ®   Chartered Wealth Manager ®

An GAFM ® Owned and Issued Certification chartered in the United States of America since 1996.

The CWM ® Chartered Wealth Manager professional certification from the GAFM ®   Global Academy of Finance &  Management ® is the first graduate wealth management Charter & Board certification in the world as featured in the Investopedia, Forbes, China Daily, Financial Times, Black Enterprise, Wall Street Journal, and Money Manager [1] [2] that was created and founded by the GAFM American Academy of Financial Management [3] [4]. The US government trademarked CWM ® Chartered Wealth Manager ® Certification [5] and Certified credential is only available for wealth managers with an accredited masters degree, law degree, CPA, PhD or specialized executive training from an ABA accredited law school [6] or other approved program in Asia, Europe, India, Latin America or Africa.

The CWM Certified ( Chartered Wealth Manager )
[7] designation and post-graduate qualification is exclusively issued and conferred by the USA Board of Standards American Academy of Financial Management  ®  (AAFM) [8] [9] The CWM wealth management certification & designation is similar to financial planning certification but is as a graduate certification and curriculm in high net worth consulting and has always required a government recognized education and degree. [10] The CWM  ® Law School Curriculum has been approved for use with ABA Accredited Law School Programs. [11] Wealth Management is a profession and career that many bankers and investment professionals are entering. [12] Like any accredited law school graduate courses, the AAFM CWM certification courses[13] will count toward a post graduate degree such as a LLM or JSM, will count for continuing education for CPA and Law Licensing, and may count towards the CPA exam eligibility. 

The CWM Chartered Wealth Manager Board Certification
[14] from AAFM USA requires knowledge in 12 key areas: [15] and is referenced in the Global Designation Directory and on the FINRA US Government Regulatory Website [16] [17] 

1. Estate Planning and Trusts 2. Asset Management 3. Portfolio Management 4. International Taxation 5. Retirement Law 6. Economics 7. Investments 8. Money and Banking 9. High Net Worth Consulting 10. Relationship Management, Compliance, and Ethics 11. Business Entities & Organizations 12. Risk Management and Insurance 

Governmental &  Book References 

  1. ^ " Wall Street Journal - Is Your Wealth Manager Certifiable? features AAFM CWM Wealth Management Certification "  
  2. ^ "CWM Featured in The Money Manager  
  3. ^ AAFM Investopedia Dictionary Article  
  4. ^ "Investopedia CWM Article"  
  5. ^ "AAFM US Government Trademark Reference"  
  6. ^ "Post Graduate CWM Law School Certification Program"  
  7. ^ "RIA Compliance Solution book"  
  8. ^ AAFM CWM in Investopedia Dictionary  
  9. ^ "US Government Trademark Reference for CWM "  
  10. ^ "The ElderLaw Portfolio Series, Volume 1‎ - Page 25-16Harry S. Margolis"  
  11. ^ ABA Accredited TJSL LLM Graduate Program in Finance and Taxation offering CWM from AAFM  
  12. ^ "AAFM CWM in the Book Career opportunities in banking, finance, and insurance By Thomas P. Fitch Pg. 251"  
  13. ^ "AAFM Law School Certification"  
  14. ^ "Demystifying Wall Street"  
  15. ^ "AAFM US Board and Certifying Requirements"  
  16. ^ "Directory of Global Professional Accounting and Business Certifications By Lal Balkaran"  
  17. ^ "FINRA Governmental Regulatory Website Formerly NASD"  

AAFM ® and CWM ® External links 

About GAFM ®


The GAFM International Board of Standards is TUV Accredited and ISO Certified for Quality and ISO 29990 Certified for Training Standards


● Brand Update
● Benefits
● Home
● About
● Recognition
● Board
● Certifications
● Requirements
● Providers
● Events
● News
● Articles
● Contact
● Application
● In House Training
● Speakers
● CEO Message
● Verify Member
● Qualifying Degrees
● Global Advisors
● Membership
● Mission
● Ethics
● Guides
● Handbook
● Distribution
● TUV Accreditation
● CWM Chartered Wealth Manager
● Renew Certification
● Continuing Ed
● Trademarks
● Jobs
● CWM ® Chartered Wealth Manager ®


Validate and Verify Member Here


 TUV Accredited



Join our Linkedin Group

 Accredited Certified Financial Analyst Chartered Accountant

Top Certifications and Designations

  • AFA Accredited Financial Analyst ®
  • AMA Accredited Management Accountant  ®
  • AMC Accredited Management Consultant  ®
  • CRA Certified Risk Analyst ®
  • MFP Master Finanical Planner
  • CTEP Chartered Trust & Estate Planner
  • CIPM Certified International Project Manager ®
  • MPM Master Project Manager ®


The GAFM ® Board is the 1st Graduate Certification Body to Become Accredited  and Certified for: ISO 9001 Quality and ISO 29990 Training in the World. GAFM ® owns the former AAFM ® Certifications and Programs


IP/Rights Global