| Chartered Wealth Manager Designation Essentials |
| Currently offered and recognized by the issuing organization. |
| Global Academy of Finance and Management (GAFM), formerly American Academy of
Financial Management (AAFM) |
| Qualification and Educational Requirements |
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
|
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
|
| Varies according to educational requirement above |
| 15 hours per year |
| Application and Complaints |
| Email info@gafm.org |
| Online at Member Discipline and Complaints |
| None |
| TUV Accredited & ISO 29990 Certified |