Course Details

The CWM designation and qualification is exclusively issued and conferred by the USA Board of Standards American Academy of Financial Management® (AAFM). The CWM wealth management certification & designation is similar to financial planning certification but is as a graduate certification and curriculum in high net worth consulting and has always required a government recognized education and degree. The CWM ® Law School Curriculum has been approved for use with ABA Accredited Law School Programs. Wealth Management is a profession and career that many bankers and investment professionals are entering.