CWM Chartered Wealth Manager® – The Chartered Wealth Manager Certification is a credential that is almost 20 years old. It is specifically for Wealth managers. Wealth Management Certification education is important in banking, risk management, insurance, investment banking, Wall Street firms, and brokerage. This Investment Banking and Wealth Manager certification are offered by the GAFM which is an accredited and ISO certified body.
Listed on FINRA Education Directory: https://www.finra.org/investors/professional-designations/cwm
Currently offered and recognized by the: GAFM Global Academy of Finance and Management (GAFM), formerly American Academy of Financial Management
Qualification and Educational Requirements Prerequisites
Three years of Wealth Management experience in investment banking, insurance, stock brokerage, wealth management, or financial planning
CWM Chartered Wealth Manager ™ – Education Requirements – Complete at least one of the following:
- Approved degree (graduate or undergraduate) in related subjects, law or a CPA, MBA, MS, Ph.D., DBA, or JD from an accredited school or organization
- Five or more approved and related courses from an ACBSP or AACSB accredited business school or GAFM/AAFM sanctioned program
- Executive Certification training course with INFORMA CHEA recognized program, Thomson Reuters Golden Finance EuroMoney or one of the GAFM Training partners.
- APPROVED Courses hosted by EdX Coursera Futurelearn, Udacity, or Udemy
Examination or Assessment
Exams/Courses: Applicants may take courses and exams at recognized colleges and business schools. ACBSP.org or AACSB.edu or CHEA recognized business school courses and education count toward certification eligibility and not further exams are needed. If you complete a qualifying course or certification course and assessment, then you need not take further exams.
Continuing Education Requirements: 15 hours per year
Apply for Certification or Check Designation Status Online: Email mailto:[email protected] You simply need to submit your qualifying resume to determine if you are eligible to GAFM.com
Published List of Certification Holders in Good Standing: Online Database for Verification
Accredited By: Accredited by the TUV in Europe – Not subject to BREXIT
Certified By:: GAFM holds ISO 9001 and ISO 29990
~ Chartered Wealth Manager ® is a registered trademark within the USA and registered in a sovereign nation, and a copyrighted educational and training program.