The CWM Institute, under the auspices of the Global Academy of Finance and Management (GAFM), offers an elite educational pathway for professionals aiming to advance their expertise in wealth management. The Chartered Wealth Manager (CWM®) certification program is designed to equip financial professionals with the specialized skills and knowledge required to navigate the complex landscape of wealth management, financial planning, and investment strategy.
The CWM program, recognized globally, emphasizes key areas such as portfolio management, retirement planning, risk management, asset allocation, and estate planning. With a focus on ethics, fiduciary responsibility, and client-centric service, the CWM certification prepares individuals to cater to the needs of high-net-worth individuals and families, offering personalized and strategic financial advice.
GAFM is accredited by key international bodies, including IAOS Accredited ISO 29993 Certified Education, ensuring that its curriculum adheres to the highest standards of academic excellence. Through the CWM Institute, participants gain access to advanced resources, expert instructors, and global networking opportunities, enhancing their ability to serve clients in an increasingly competitive financial landscape.
The CWM Institute is tailored for professionals seeking to elevate their careers and join an exclusive group of certified wealth managers recognized worldwide for their dedication to excellence in financial services.
Go to FINRA to Review CWM | FINRA.org
Go To INVESTOPEDIA to Review Chartered Wealth Manager: Overview, Requirements, Duties (investopedia.com)
In 1996, the Academy of Financial Management (AAFM) launched the prestigious CWM® Chartered Wealth Manager Program, a key milestone in professional wealth management certification. This landmark initiative followed the merger of two influential organizations: the International Board of Standards and the Founders Advisory Committee of the Original Tax and Estate Planning Law Review. By combining expertise from the fields of financial management and tax and estate planning, this union set the stage for the creation of a globally respected credential that would shape the future of wealth management professionals.
The CWM® Program was designed to address the increasing need for highly trained specialists who could manage and preserve wealth in an era of growing financial complexity. With the merger, the AAFM sought to elevate standards within the industry, focusing on a comprehensive approach to financial planning, investment strategy, and estate preservation. The program aims to equip financial professionals with the tools and expertise necessary to navigate the intricate demands of high-net-worth individuals and family offices.
The Academy of Financial Management (AAFM) and the International Academy of Financial Management (IAFM.eu) led by Comm'r Dr./Jur. George Mentz JD MBA CWM and the Board of Presidents merged their expertise and global reach to form the Global Academy of Finance and Management (GAFM). This strategic unification brought together two prestigious organizations dedicated to advancing education and professional development in the finance and management sectors.
With a mission to uphold the highest standards of excellence in financial certification, GAFM now serves as a globally recognized body, offering certifications in areas such as wealth management, risk analysis, and financial planning. By combining the resources and international influence of both AAFM and IAFM.eu, GAFM has expanded its footprint across continents, providing professionals worldwide with access to high-quality training, credentialing, and career advancement opportunities. The formation of GAFM marks a new era of global leadership in finance and management education, empowering professionals with the skills and knowledge they need to succeed in an ever-evolving financial landscape.
The Global Academy of Finance and Management (GAFM), through its CWM Institute, has achieved extensive global recognition, accreditations, and endorsements, making its certifications some of the most respected in the finance and wealth management sectors. The CWM® Chartered Wealth Manager Program is built upon accredited standards, ensuring high-quality, globally recognized education and professional qualifications.
Recognitions and Accreditations:
ISO Certifications: GAFM is the first U.S. certifying body to achieve ISO 29990, ISO 21001, ISO 9001, and ISO 29993 certification. These international standards confirm the academy’s commitment to high-quality education, professional development, and management systems.
International Business School Alliances: The International Board of Standards (IBS) of GAFM has been a primary certifying body supporting ACBSP and AACSB accredited business schools for over two decades. Graduates from these programs can directly apply for GAFM certifications.
United Nations and Diplomatic Affiliations: GAFM is an official member of the Academic Council on the United Nations System and is recognized by the United Nations Civil Society Registry. It also holds several diplomatic alliances with organizations such as the Arab Academy for Banking and Financial Sciences (AAMBFS), a UN-recognized Arab League organization.
U.S. Department of Education and Labor Listings: GAFM certifications are referenced by the U.S. Department of Education and are recognized by the U.S. Department of Labor O*NET for key occupations in financial services and wealth management.
Global Educational Standards: GAFM certifications align with the CHEA International Quality Group (CIQG) standards, and the board is a signatory to the CHEA Memorandum on Academic Standards and Principles.
European and International Accreditations: GAFM holds accreditations from the International Accreditation Forum (IAF), International Association for Quality Assurance in Higher Education (QAHE), and is licensed through the Syndicate of International System Certifications in the EU, recognized by ISO and IAS.
Partnerships with Major Industry Bodies: GAFM collaborates with global organizations such as the Society of Professional Engineers (SPE UK), Pearson Education VUE Exam Centers, and Thomson Reuters Training Accreditation Alliance. Additionally, the Les Ingénieurs Professionnels de France and European Council of Leading Business Schools (ECLBS) recognize GAFM certifications.
These recognitions and accreditations highlight GAFM’s commitment to maintaining rigorous educational and professional standards, providing finance and management professionals worldwide with the credentials needed to excel in their careers.
CHARTERED WEALTH MANAGER ® is a Registered USA Trademark #4553651 - International Class #41 - Educational Services Worldwide
CWM Chartered Certified Wealth Manager ® is a Registered Trademark ® in the European Union #010772176. This mark is valid for advertising, designation, resume use etc under class 16, 35, and 41. https://euipo.europa.eu/eSearch/#details/trademarks/010772176
Print Page