You can edit almost every page by Creating an account. Otherwise, see the FAQ.

Chartered Wealth Manager

From EverybodyWiki Bios & Wiki


Chartered Wealth Manager (CWM) is a finance certification for wealth management professionals and banking professionals. The credential was formerly offered by the American Academy of Financial Management and currently by the Global Academy of Finance and Management, whose International Board of Standards has requirements that include an accredited degree, relevant experience, assessment, and abiding by the organizational ethics and continuing education. The program was established by the Academy in 1998 in the United States.

CREDENTIAL REQUIREMENTS

The specific requirements for certification included:

Once certified, the CWM was required to maintain membership in GAFM and complete 15 hours of continuing education annually.

The CWM certification is intended for wealth managers in the brokerage, hedge fund, mutual fund, ETF, banking and insurance industry. Thus the credential is specifically for bankers, insurance professionals, brokers, research analysts, lawyers, CPAs', investment bankers and those in the banking and financial industry.

ACCREDITATION

The GAFM is ESQ accredited in Europe, and is an ISO 21001 certified educational body. [1]

The GAFM International Board of Standards is a charter signatory of the CHEA Council of Higher Education Standards agreement. [2]

The GAFM has an accreditation agreement with the ACBSP where graduates of over 1000 business schools may achieve certification by taking accredited courses and exams. [3]

Notes[edit]

  1. "Recognition - Global Academy of Finance & Management". www.gafm.com. Retrieved 2020-10-02.
  2. "CHEA/CIQG Memorandum of Affiliation | Council for Higher Education Accreditation". www.chea.org. Retrieved 2021-08-31.
  3. ACBSP. "ACBSP GAFM Standards Agreement". ACBSP Accreditation Council for Business Schools and Programs. Unknown parameter |url-status= ignored (help)

External links[edit]


This article "Chartered Wealth Manager" is from Wikipedia. The list of its authors can be seen in its historical and/or the page Edithistory:Chartered Wealth Manager. Articles copied from Draft Namespace on Wikipedia could be seen on the Draft Namespace of Wikipedia and not main one.