The Chartered Wealth Manager® an GAFM ® Owned and Issued since 1996. A Certification chartered in the United States of America. The CWM ® Chartered Wealth Manager ® professional certification from the GAFM ® Global Academy of Financial 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 that was created and founded by the Board of Standards and the GAFM Global Academy of Financial Management. The CWM wealth management certification & designation is similar to financial planning certification but is as a graduate certification and curriculum in high net worth consulting and has always required a government recognized education and degree.
Prerequisite: Three years of financial experience in asset management and financial planning.
- An ABA AACSB, ACBSP or Equis Accredited Financial, Investment, Accounting, Tax or Economics degree
- Three years of professional experience
- A government recognized degree: licenses, degree, MBA/Masters or Law Degree, PhD, CPA, recognized designations and specialization work
- A related degree and exams from an GAFM-approved and accredited university program.