Chartered Wealth Manager - CWM

AAA

DEFINITION of 'Chartered Wealth Manager - CWM'

A professional designation offered by the AmericanAcademy of Financial Management (AAFM). The prerequisites for the Chartered Wealth Manager (CWM) program are three years or more of experience in wealth management and an AAFM-approved degree or other approved program. The course focuses on topics such as relationship management, communication, sales and financial planning.

INVESTOPEDIA EXPLAINS 'Chartered Wealth Manager - CWM'

The AAFM is a worldwide institution that offers candidates certification to improve their knowledge and credentials in financial management. The AAFM Board of Standards was originally founded in 1996 through a merger between Founders Advisory Committee of the Original Tax and Estate Planning Law Review and AmericanAcademy of Financial Management & Analysts.

RELATED TERMS
  1. Chartered Financial Consultant ...

    A professional designation representing completion of a comprehensive ...
  2. Associate In Management (AIM)

    A professional designation program that provides managers with ...
  3. Chartered Financial Analyst - CFA

    A professional designation given by the CFA Institute (formerly ...
  4. Chartered Alternative Investment ...

    A professional designation given out by the Chartered Alternative ...
  5. Credit Business Fellow - CBF

    A designation for achievers who have proven knowledge in intermediate ...
  6. Credit Business Associate - CBA

    A designation awarded to those who show mastery in financial ...
Related Articles
  1. Personal Finance

    A Guide To Financial Designations

  2. Professionals

    A Close Look At Certified Senior Designations

  3. Professionals

    An Introduction To The CFA Designation

  4. Retirement

    What's the difference between a financial ...

Hot Definitions
  1. Capitulation

    When investors give up any previous gains in stock price by selling equities in an effort to get out of the market and into ...
  2. Turkey

    Slang for an investment that yields disappointing results or turns out worse than expected. Failed business deals, securities ...
  3. Conduit Issuer

    An organization, usually a government agency, that issues municipal securities to raise capital for revenue-generating projects ...
  4. Financing Entity

    The party in a financing arrangement that provides money, property, or another asset to an intermediate entity or financed ...
  5. Hyperinflation

    Extremely rapid or out of control inflation. There is no precise numerical definition to hyperinflation. Hyperinflation is ...
  6. Gross Rate Of Return

    The total rate of return on an investment before the deduction of any fees or expenses. The gross rate of return is quoted ...
Trading Center