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FINRA has the following  about the Chartered Wealth Manager ®  Program

CWM Chartered Wealth Manager ® (CWM)

Chartered Wealth Manager Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Global Academy of Finance and Management (GAFM), formerly American Academy of Financial Management (AAFM)
Qualification and Educational Requirements
Prerequisites Candidates must have two of the following:
  • 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 AAFM-approved and accredited university program
  • Completion of online Executive Certification Training Programs
Education Requirements Submission of:
  • GAFM Certification Application showing education from an GAFM-qualified education provider
  • Good faith evidence of application, enrollment and completion of degree and exams from accredited or government-sanctioned program
  • Evidence of work experience and any diplomas, licenses, designations, certifications, government work/training, teaching work, research, or other awards
Examination Type Varies according to educational requirement above
Continuing Education Requirements 15 hours per year
Application and Complaints
Apply Online Email
Investor Complaint Process Online at Member Discipline and Complaints
Published List of Disciplined Designees None
Accredited By TUV Accredited & ISO 29990 Certified

About GAFM ®

  The GAFM International Board of Standards is TUV Accredited and ISO Certified for Quality and ISO 29990 Certified for Training Standards

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The GAFM ® Board is the 1st Graduate Certification Body to Become Accredited  and Certified for: ISO 9001 Quality and ISO 29990 Training in the World. GAFM ® owns the former AAFM ® Certifications and Programs



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