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Chartered Wealth Manager

The Chartered Wealth Manager ® is a designation awarded by the IBS International Board of Standards and GAFM. The Chartered Wealth Manager ® was the first US wealth management designation to be recognized in the Wall Street Journal and in the FINRA/NASD Guides in 2004. The global financial dictionary Investopedia recognizes the Chartered Wealth Manager ® also.

Chartered Wealth Manager ® – Chartered Designation Status is the distinction of a qualified industry professional.  The CWM Chartered Wealth Manager ® shows your professional competence to employers, colleagues and customers in the areas of: financial planning, investments, risk, economics, tax, retirement, estate planning, and money and banking.

Certification Requirements

Masters degree in finance, law, economics, maths, or wealth management and over 5 years of experience.  Professors, PhDs, CPAs and Lawyers may apply for individual exemptions.

 

CWM ®  Chartered Wealth Manager ®
 
An GAFM ® Owned and Issued since 1996. A  Certification chartered in  the United States of America
The CWM  ® Chartered Wealth Manager ® professional certification from the GAFM ®  Global  Academy of Financial Management  ® is the first graduate wealth management Charter & Board certification in the world as featured in the Investopedia, Forbes,  China Daily, Financial Times, Black Enterprise, Wall Street Journal,  and Money Manager[1][2] that was created and founded by the Board of Standards and the GAFM Global  Academy of Financial Management [3][4].
 
The US government trademarked CWM ® Chartered Wealth Manager GAFM ®  Certification [5] and Certified credential is only available for wealth managers with an accredited masters degree, law degree, CPA, PhD or specialized executive training from an ABA accredited law school [6] or other approved program in Asia, Europe, India, Latin America or Africa.

 

The CWM Certified ( Chartered Wealth Manager ) [7] designation and post-graduate qualification is exclusively issued and conferred by the USA Board of Standards Global  Academy of Financial Management  ®  (GAFM) [8][9] The CWM wealth management certification & designation is similar to financial planning certification but is as a graduate certification and curriculm in high net worth consulting and has always required a government recognized education and degree.[10] The CWM  ® Law School Curriculum has been approved for use with ABA Accredited Law School Programs.[11] Wealth Management is a profession and career that many bankers and investment professionals are entering.[12] Like any accredited law school graduate courses, the GAFM CWM certification courses[13] will count toward a post graduate degree such as a LLM or JSM, will count for continuing education for CPA and Law Licensing, and may count towards the CPA exam eligibility.
The CWM Chartered Wealth Manager Board Certification [14] from GAFM USA requires knowledge in 12 key areas:[15] and is referenced in the Global Designation Directory and on the FINRA US Government Regulatory Website [16][17]

1. Estate Planning and Trusts 2. Asset Management 3. Portfolio Management 4. International Taxation 5. Retirement Law 6. Economics 7. Investments 8. Money and Banking 9. High Net Worth Consulting 10. Relationship Management, Compliance, and Ethics 11. Business Entities & Organizations 12. Risk Management and Insurance

 

Chartered Wealth Manager ® – Federal Trademark # 4553651 – All Rights Reserved

United Kingdom and European Union

EU Trade Mark No.   Mark Text   File Date   Status   Nice Classes    
                     
EU010772176   CWM Chartered Certified Wealth Manager   03/03/2012   Registered   16 35 41    

EU012811063

  CWM Charter Wealth Manager   23/04/2014   Registered   41  

 

GAFM Global Academy of Finance and Management ®
Box 293
1670F East Cheyenne Mtn. Blvd.
Colorado Springs, CO 80906