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CWM ™ Chartered Wealth Manager
AAFM Board Certification |
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| The CWM ™ Chartered Wealth Manager Board Certification is for individuals who have: |
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Successfully completed: |
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- Accredited Masters Degree or
- masters in finance, tax, accounting, financial services, law, or
- who have a CPA, MBA, MS, PhD or JD, you may be pre-qualified if you have the substantial experience that can be shown in your resume.
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Engage in 15 flexible hours of continued education per year & Abide by the AAFM ethics guidelines. See CE Rules |
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You may take our approved AAFM™ CWM ™ Chartered Wealth Manager Course if you do not have the experience or education. |
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If you meet these requirements, please send a resume or CV to resume@financialanalyst.org |
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If you desire online study, please take our Approved Online Wealth Management Training in conjunction with Dearborn Financial/Kaplan |
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CWM – Click here to pay for and Proceed to Process Your Review For The Chartered Wealth Manager CWM ™ |
