The Chartered Wealth Manager (CWM) certification, awarded to individuals who meet the rigorous standards set by the American Academy of Financial Management (AAFM), is the pinnacle of excellence in the global Wealth Management arena, boasting over 50,000 CWM Designation Holders.

Why Choose CWM with HSAE?

Global Recognition: The CWM designation is a prestigious mark of excellence acknowledged worldwide. It opens doors to careers as Financial Services Professionals, Wealth Managers, Customer Relationship Managers, Insurance Advisors, and Research Analysts, while also enabling career expansion in the realms of Wealth Management and Financial Advisory.

Authorized Education Provider: HSAE proudly stands as the only authorized education provider for AAFM in Kerala, delivering top-notch training that aligns with the exacting standards of the CWM certification.

Tailored Curriculum: Our comprehensive curriculum covers two levels with a total of 20 units, providing you with in-depth knowledge and expertise:

  - Level 1: Foundation Level (10 Units)
  - Level 2: Advanced Level (10 Units)

Accessible to All: The CWM program welcomes degree graduates from all backgrounds, and work experience is not mandatory for certification eligibility. Upon successfully completing the requisite examinations, you are ready to apply for the coveted CWM Designation.

Offline Session Format:

- Registration
- CWM live orientation session
- Recorded session videos
- Weekly group discussions
- Mock tests after each module
- Live individual mentoring sessions
- Internship opportunities in Wealth Management

100% Placement Guarantee to those who clear CWM Exam.


Your journey to becoming a Chartered Wealth Manager begins here at HSAE, where excellence meets opportunity. Join us and elevate your financial career to new heights.