International Boards

of Standards &
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Certification Brand

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Recognized
Certifications

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AMERICAN ACADEMY OF
FINANCIAL MANAGEMENT, USA
GLOBAL CERTIFICATIONS CORPORATE TRAININGS EDUCATION PARTNERS
MESSAGE FROM AAFM, USA GLOBAL CEO

Prof. Dr. George Mentz JD, MBA, CWM®, CPM®, MFP®, CAM®
Chairman & CEO
AAFM International Board of Standards, General Counsel & CEO
Doctor of Jurisprudence, International Law - Attorney & Notary Public

Being the first ISO 29990 Certified Graduate Professional Credentialing body is not an easy task, but we
achieved European accreditation and also were awarded ISO 9001 Certification in Europe/Internationally.
Professional credentialing and career development have transformed around the world. Because we have
paid attention to executives globally for over a decade, we are innovating with new methods of metrics,
technology, standards, accreditation, & pedagogy and educational styles. Because of our innovations and
standards, we can promote greater learning principles and new strategic thinking to professionals much
more efficiently than traditional methods.
While some in the business simply offer narrow choices of learning methods, the AAFM® was established
largely by innovators, experts, professors and leaders from the ‘real world’ by integrating top tier
certification, assessment, accreditation, professional development criteria, graduate and standards.
Rather than create a single, all-encompassing designation, the AAFM® has taken a research-based
approach to our charter and certification structures and created specialist designations for a wide
range of careers in the banking, management consulting, accounting, risk, and finance sector. Each
designation is targeted at a specific skill-set required to perform a role in the finance domain with
world-class expertise. Key advancements for Board have been made in the last 10 years.
Our Founding Global Entity, The AAFM® Board of Standards USA was originally chartered and is
based in the Americas, and AAFM® is still growing rapidly with increased disclosures, listings or
recognition with top educational & certification authorities such as: the US Department of Education,
US Dept. of Labor, Capital Markets Authorities, Ministries of Finance , United Nations Civil
Society, UAE Government, Chinese Governmental, and other international governmental and NGO
agencies
Graduate education and assessment for our core qualifications are possible through more than 800 of
the world’s leading government recognized business schools as a result of our mutual articulation
agreements with the ACBSP Accreditation Agency and the recognition of the AACSB. Member growth
is accelerating with AAFM® Members & Fellows in over 150+ countries as of the time of printing.
Our fastest growing regions are Latin America, China, the Middle-East, South Asia, Africa, and India at
this time, with several hundred members joining each month through our providers in California, New
York, Cairo, Beijing, Singapore, India, Hong Kong, UK, Africa, India, Mexico, and elsewhere.
While the AAFM does not offer training directly, we do have major training distribution partners
worldwide much like other leading certification bodies. The difference is that the AAFM® utilizes
accredited exams and courses as a path to certification.
In 2014, the AAFM® became the FIRST certification body in the world to offer online accredited
program exams for certification.
I welcome you to learn about our unmatched standards and accredited programs recognized by the
AAFM® Certifying Board. With each year, the value of having certification and master’s designations
grows. However, the best way for our network to expand is through word of mouth. Make sure you
use your designation and mark at every opportunity. Be proud of your certification, it makes you one
of the next-generation of global leaders
ABOUT AAFM, USA
AMERICAN ACADEMY OF FINANCIAL MANAGEMENT,
USA
(Now known as Global Academy of Finance & Management in USA)

GLOBAL
RECOGNITION

▪ AAFM® works with

more than 800
Universities worldwide
▪ 1st USA ISO 29990
PRESENCE Certified and TUV
Accredited Body for
Training and
Certification

▪ 151+ countries
▪ 50000 CWM® Certificant
▪ 3,00,000+Global Alumni
▪ Office in 17+ countries
SCOPE including USA, Hong
Kong, Beijing, India,
Dubai, Kuwait,,
Singapore & more

“
AAFM, USA confers
Board Certifications in:
▪ Wealth Management
▪ PMS & AIF MISSION
FOUNDATION ▪ Financial Analysis To serve its global membership and
▪ Trust & Estate Planning
▪ Economics stakeholders as a world leader in educating
▪ Real Estate, etc. and reinforcing the international knowledge
▪ Founded in 1996 of executives and potential leadership of
▪ Merger b/w the AAFMA financial based institutions
and the Founders
Advisory Committee of
the Original Tax and
Estate Planning Law
Review
 Truly Global Since 1996… & Global Presence - 150+ Countries
UNITED STATES OF AMERICA

Dubai, UAE
Doha, Qatar

Ghana, Africa

Hong Kong (SAR)

Athens, Greece

Taipei, Taiwan

Kuwait City

Mainland – China
CORPORATE TRAINING
Trusted Partner of Leading Companies from BFSI Sector

How does AAFM® India help companies be more profitable?

“ We developed highly specific programs to ensure your employees/associates thrive

and improve in the core areas which are fundamental to the growth of your business.

AAFM excels in evaluating an organization's existing learning function, identifying areas of

improvement in employee skills, and aligning strategic objectives. We create impactful learning
roadmaps and journeys that bridge the gaps and facilitate tangible business outcomes.

O U R A P P R O A C H
Our solutions are great for:
 Organizations with diverse partners & business models

 Organizations that engage with clients through its partners.

 Organizations that focus on fostering their talent's development.

OUR CLIENTS
 THE IMPACT WE CREATE - BENEFITS
❑ Align Your L&D Strategies to Business
Outcomes
❑ Increases Overall Productivity
OFFERINGS
❑ Improves Employee/Partner Performance GLOBAL CERTIFICATIONS
❑ Boosts Employee/Partner Retention Chartered Wealth Manger, (CWM®)
❑ Promotes The Organization’s Image Chartered Trust & Estate Planner, (CTEP®)
Chartered Portfolio Manager, (CPM®)
❑ Increase In Income Chartered Economist, Ch.E. ®
“ Accredited Financial Analyst, AFA®

REGULATORY CERTIFICATIONS
AAFM®
India has NISM VA & VC – Mutual Fund
NISM CPE Refresher Course

successfully trained NISM – XA & XB (RIA)

NISM XI A (PMS)
IRDA - IC 38 & 39
1,00,000+ candidates
BEHAVIOURAL
in BFSI Sector Behavioral Finance in Wealth Management
Communication and Presentation Skills
Customer Relationship Management
Negotiation and Influencing Skills
Problem-Solving and Critical Thinking
SOME ENGAGING TRAINING PROJECTS Time Management and Productivity

BANKING
LEADERSHIP
➢ SBI Bank Exclusif – Wealth Management Domain Training for setting up
the Wealth Department - 8 Day Specialized Training Team Building and Collaboration
➢ SBI Bank HNI & NRI Department – Financial Planning & Product Selling Strategic Thinking and Planning
➢ Union Bank of India - Financial Planning. Leading High-Performing Teams
➢ HDFC Bank – Estate Planning Training for Wealth employees Coaching and Mentoring
➢ Bank of Baroda – Wealth Management & Sales Training Crisis Management and Resilience
MUTUAL FUND
BUSINESS DEVELOPMENT
➢ Aditya Birla Sunlife Mutual Fund – Chartered Financial Goal Planner®
Certification & Advanced Financial Goal Planning® Client Acquisition Strategies
➢ Aditya Birla Sunlife Mutual Fund – Chartered Retirement Goal Planner® Value Proposition Development
➢ LIC Mutual Fund – Multi Level Training Consultative Selling Skills
➢ DHFL PRAMERICA Mutual Fund – One Day Workshop Estate Planning, Fact Finding & Prospecting in Wealth Management
Will, Trust, etc. Branding and Online Presence
➢ RELIANCE Mutual Fund – SMART SAVER Certification. Practice Management and Efficiency
Succession Planning and Business Continuity
INSURANCE
➢ Bajaj Allianz Life Insurance - Insurance & Goal Planning PRODUCT / TECHNICAL
➢ Bajaj Allianz Life Insurance - Estate Planning
➢ RELIANCE LIFE INSURANCE – Chartered Personal Financial Specialist Mutual Fund Portfolio Management
(CPFS) AIF- Types, Structure & Rationale
➢ TATA AIA Life Insurance – Goal & Estate Planning Training for MDRT’s PMS as an Investment Tool
Retirement Planning Including Scenario Analysis
BROKING Life Insurance for Succession Planning
Goal Planning Through Mutual Funds
➢ NSDL – Financial Mathematics
Estate & Succession Planning
➢ IIFL – Stock Markets
Fixed Income Instrument Analysis
Many other trainings …….. Private Family Trusts
Financial Mathematics made Easy
 WHY PARTNER WITH US
Get Exclusively Curated
Content based on your
specific needs and goals
Exclusive Content
YOUR SEARCH ENDS HERE
One Shop Stop
AAFM® is the only unique body
offering multiple certifications in
financial services domain &
Customized trainings for the
corporate
STUDY & LEARNING RESOURCES
E- Study Material
Affordable, Convenient,
Engaging, Interactive &
Tailored made content to meet
candidate needs
Flexible Learning
Have control over how, what,
when, and where to learn.
Flexibility to scale for any team
AAFM provides Globally Renowned
Certifications in the BFSI Sector
enabling to become of community
of Finance Professionals
Certifications
Global Certification Body
AAFM® is a global knowledge and
certification body offering
certifications in BFSI domain
Live & Recorded Training
Get trained from Domain
Specialist, Engage in real-time
discussions, Watch Later &
Ease of Use
AAFM LMS
Certification comes with
Designations and the participants
becomes the Brand Ambassadors
Designations
Competence
Professionals with a huge
track record of
experience, performance
& creditability
Online Assessment
Enables you to track your
progress, choose a time slot of
your choice, instant feedback
and access from any device
Time & Money Saving
Recipients learned 5X more
material through e-learning
than conventional method I
the same span of time.
ABOUT AAFM INDIA
AMERICAN ACADEMY OF FINANCIAL MANAGEMENT INDIA
AAFM India was founded on October 1, 2011 as the Indian Chapter of AAFM® USA as a Standard Setting
Body in India with the objective to promote Wealth Management and Financial Advisory Standards in the
country by actively engaging with all the stakeholders including the Government, Regulators, Educational
Institutes, Training Providers, Financial Services Companies, Banks, etc.

AAFM India is responsible for establishing Curriculum Design, Certification of membership and licensing
standards in India. AAFM India offers various Professional Certifications, Designations and other Educational
Programs offered by AAFM® including the prestigious and recognized designation, globally recognized in
the Field of Wealth Management “CHARTERED WEALTH MANAGER®” (CWM®).

MISSION

“ AAFM India’s mission is to serve its membership and stakeholders as a world

Leader in educating and reinforcing the Local and international knowledge of

”
executives and potential leadership of financial based institutions

WHAT WE OFFER

LEARNING & UPSKILLING & BRAND VISIBILITY &

TALENT RETENTION RESKILLING GROWTH
Globally Recognized AAFM INDIA provides the AAFM INDIA organizes events
Certifications followings: & seminars like:
▪ Corporate Partner conducts ▪ 4 Phygital Events in Year of
▪ Chartered Wealth Manager, various kinds of trainings or
CWM® ▪ Branding at AAFM India
workshops for its employees, Event Website & Magazine
▪ Chartered Trust & Estate associates or clients
Planner, CTEP® ▪ Speaker Opportunity to
▪ Partner with AAFM India as participate
▪ Accredited Financial Analyst, for conducting CPE Training
AFA® ▪ Leadership Board Quiz
for various certifications
▪ Chartered Economist, Ch.E® ▪ Polls on AAFM
▪ Conduct Investor Awareness
▪ Chartered Real Estate India/PlanetFP Website
& Financial Literacy Programs
Professional, CREP® ▪ Access to customized E –
▪ Listing at AAFM India
▪ Certified Personal Financial Learning Content website as a Platinum
Specialist®PRO, CPFS®PRO ▪ Partner to develop Member of AAFM India
▪ Access to short term course Courseware, Books or ▪ We offer exclusive &
at PlanetFP website Booklets privilege membership for
Finance Professionals, etc.
 COMPANY TIMELINE
▪ Globally Recognized Certification valid in
151+ Countries
▪ Equity Analysis, PMS, Alternate
Investment Products, Real Estate,
International Taxation, Estate Planning
▪ Real Estate Management, Estate
Development, Real Estate Advisory
▪ Sales, Communication and Core Real
Estate Advisory & Construct Optimal
Real Estate Portfolios
OUR
CERTIFICATIONS
▪ ACBSP Accredited & AACSB Accredited,
Preferred by US Department of Labour
▪ Equity Valuation, Corporate Finance,
Financial Analysis, PMS....
▪ Program Specially Designed by AAFM
India for Budding Economists
▪ To build up the analytical, functional and
interpersonal skills to do managerial
decision-making in complex economies
▪ Wealth Transfer is the Most Ignored
Area, Bridge the Gap with CTEP
▪ Wills & Power of Attorney,
Intergenerational Wealth Transfer
Business Succession Planning
▪ CPFS®PRO program is created for
Professionals who want to close the skill
gap b/w formal education and becoming
an expert Personal Finance Specialist
▪ Wealth Management, Debt, Equity,
Alternative Assets & Tax Planning
 CAREERS
"Demand for private bankers is making
wealth management the most sought-
after profession within the financial
services sector where a top banker
managing an active investment book in
excess of Rs 4,000 crore can
consistently earn a total annual
compensation of Rs 3-4 crore”
Source: ET Times, July 17, 2018
Reasons to opt for Wealth Management a
Career Options:
▪ Increase in Wealth Creation in India
▪ Lucrative pay package of Wealth Managers
▪ Growing awareness about Wealth Management
▪ Lack of quality talent in Wealth Management
▪ Increase in number of Wealth Management Firms
WEALTH MANAGER’S PAY SCALE
India’s wealth management services sector is largely
fragmented, which isn’t surprising given the industry is still in its
early days. The regulatory environment in the Indian wealth
management space is evolving, presenting opportunities for
aspiring & established wealth managers to innovate & expand
their offerings.
AAFM India has partnered with 35+ leading financial services
organization as Corporate members. The Corporate Members of
AAFM India that it is very important to contribute by acting as a
Corporate Member of AAFM India to endeavour towards:
▪ Promoting CHARTERED WEALTH MANAGER® (CWM®),
CHARTERED TRUST & ESTATE PLANNER® (CTEP®),
CHARTERED ECONOMIST®, (Ch.E®) & other certification at
the organizational level by encouraging the employees to
undergo the certification.
▪ Recognize the CWM®, CTEP®, Ch.E® & certification as an
eligible advantageous qualification in the financial domain
area at our organization.
JOB ROLES IN BFSI INDUSTRY
BANKING
Premier Banking, Private Clients, Wealth Management,
Investments, Liabilities, Financial Planning,
Bancassurance, Product Management, Client Servicing,
Operations
WEALTH MANAGEMENT
Wealth Management, Research, Relationship Managers,
Portfolio Manager, Investment Counsellor, Client Servicing
ASSET MANAGEMENT
Institutional Channel Sales, Fund Management, Retail
Sales, Investor Relationship, Marketing, Operations, Client
Servicing
BROKING
Investment Banking, Wealth Management, Equity Analyst,
Research, Institutional Sales, Retail Sales, Sub-Broker
Channel, Portfolio Manager, Operations
CORPORATE
PARTNERS
“Currently Indian Wealth Managers earns as much or even more than global private bankers –
UPTO 20 – 25% of the revenue generated (against 12 – 18% globally)”

“
Few Job vacancies posted by our Corporate Partners
Company Name – SBI Wealth Company Name – Alpha Capital Company Name – SBI Wealth
Management Department Job Title – Relationship Manager Management Department
Job Title – Central Research / Wealth Management Job Title – Investment Counsellor
Team (Fixed Income Analyst) Qualification – CWM® Certificant (IC)
Qualification – CWM® Certificant Salary Range – Best in the Qualification – CWM® Certificant
Salary Range – Grade Basis Industry Salary Range – Grade Basis

Company Name - Company Name – Bajaj Capital Company Name – SPA Capital
ASK Wealth Advisors Ltd. Services
Job Title – Advisory & Family Job Title – Senior Relationship Job Title – Business
Office Manager Development Manager
Qualification – CWM® Certificant Qualification – CWM® Certificant Qualification – CWM® Certificant

”
Salary Range – INR 6 lakhs to 18 Salary Range – Starting 3.6 lakhs Salary Range – INR 3 lakhs to 10
lakhs lakhs
 “ TOGETHER WE ARE
TRULY BUILDING THE
WORLDS FUTURE LEADERS

”
IN FINANCE

Office No – 403, ITL Twin Towers,

Plot No. B-9, Netaji Subhash Place,
Pitampura, New Delhi- 110034

Mobile: +91 97117 97800

Board Line: 011-45120800

vyas@aafmindia.co.in
info@aafmindia.co.in