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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 

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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. 
 

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