GAFM / AAFM (via AAFM India)
CWM — Chartered Wealth Manager
Wealth & AdvisorySecondary
Reality check
- Official fees
- ₹75k–₹1.1L
- AAFM India programme fee (₹42k self-paced or ₹70k instructor-led, plus 18% GST), Level I and II exam fees (₹7,080 + ₹9,440) and a USD 100 certification fee
- Months to complete
- 6–12
- Pass rate
- Not published
- Training
- None mandatory
- None
Recommend when: A quicker wealth-management credential alongside NISM
Hold back when: You want the globally recognised planning mark (CFP)
Official fees in INR (registration, exams, membership — coaching excluded), realistic months including any mandatory training, and the awarding body's published pass rate. Verify with the awarding body before you register.
- Who it is for
- Graduates and bankers targeting wealth management and private banking.
- Structure
- Level 1 (fundamentals, MCQ) + Level 2 (advanced, case-based: portfolio management, risk profiling, tax, retirement and estate planning, client management).
- Eligibility
- Bachelor's degree in any field, or 3 years of relevant experience.
- Duration
- 6–12 months.
- Exam windows
- Via Pearson VUE / Prometric.
- Experience requirement
- —
- What comes next
- CFP for planning depth.
Facts last reviewed: 2026-10-23