American Academy of Financial Management (AAFM)

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Founded in 1996, The American Academy of Financial Management (AAFM) is an organization which offers widely accepted designations to financial professionals such as Wealth Managers, Private Bankers, Portfolio Managers, Investment Advisors, Asset Managers, Project Manager and Trust and Estate Practitioners who perform exceptionally well in their field of work.

Its primary role is to award internationally accepted financial designations and offer global financial and wealth management courses and other certifications. It makes it members eligible to take up higher position in international companies as well as opens various new employment opportunities.

Set up as a Standard setting body in India, American Academy of Financial Management India Pvt. Ltd. (AAFM India) is offering same opportunities as AAFM US. It has exclusive rights to offer various Financial Courses, International Financial Certifications, Designations and other Educational Programs offered by AAFM America. All participants in order to get these certifications and designations have to follow a rigorous curriculum and have to keenly observe the latest developments and changes in financial market.

AAFM also offers the highest and most prestigious designation in the field of wealth management and private banking which is CHARTERED WEALTH MANAGEMENT (CWM). It includes studying of portfolio management techniques and understanding them as well as its curriculum also includes Equity Analysis, PMS, Alternate Investment Products, Real Estate, International Taxation, Estate Planning etc. course can be pursued by Financial Advisors, Insurance Advisors, Stock Brokers, Customer Relationship Officers and individuals looking for a promising career in Wealth Management. It makes the participants job ready as per international standards.

Another program is ACCREDITED FINANCIAL ANALYST which is developed to equip the skills of Finance and Research Analysts to execute critical functions related to Financial Statement Analysis, Corporate Finance, Equity Research, Investment Analysis and Financial Modeling.

CHARTERED TRUST AND ESTATE PLANNER offered by AAFM is the only Real Estate and Trust Planning Certification in India. It is an international short term course. It deals with various aspects of estate planning such as Intergenerational Wealth Transfer, Wealth Preservation, Trust Planning, International Succession Planning and International Estate and Gift Taxation. The course enables the participants in meeting current needs set by the industry as well as makes them stand out of the crowd.

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