The body that sets the standard for finance careers in India
AAFM India is the authorised Indian chapter of the American Academy of Financial Management® — the global organisation whose certifications are recognised in 151+ countries and awarded directly by AAFM® USA.
Who we are
A global standard, delivered for India
The American Academy of Financial Management® (AAFM®) is the international professional body for wealth managers, private bankers, portfolio managers, investment advisors, asset managers and trust & estate practitioners. It has set global standards for financial professionals since 1996 and is present in 151+ countries.
In 2011, AAFM established its Indian chapter — American Academy of Financial Management India — as a standard-setting body to raise the bar for financial advisory and wealth management across the country. AAFM India operates under the authority of AAFM® USA and holds the exclusive right to offer its internationally recognised certifications and designations in India.
In plain terms: we design the courses, run the exams and uphold the standards — and every charter you earn is awarded directly by AAFM® USA, so it counts anywhere in the world.
What AAFM India does
Three jobs, one goal — making sure an AAFM credential always means something.
Designs the curriculum
We build and maintain the syllabus for every AAFM certification in India, aligned to global standards and reviewed by doctorate-level academics.
Runs certification & membership
We administer exams and membership so every charterholder meets the bar on education, ethics and continuing development — with designations awarded by AAFM® USA.
Sets licensing standards
We define the competency benchmarks and ethical conduct expected of finance and economics professionals practising in India.
Part of a global body
A worldwide board of standards
AAFM® was founded in 1996, through the merger of the American Academy of Financial Management & Analysts and the Founders Advisory Committee of the Original Tax & Estate Planning Law Review. From that start it has grown into a worldwide board of standards with members in 151+ countries.
Its Global Board of Standards — chaired by Prof. George Mentz (JD, MBA, CWM®) — sets the curriculum, examination and ethics standards behind every AAFM designation, working through 800+ accredited schools, universities and training partners. AAFM recognises over 120,000 PhDs, lawyers, CPAs and master’s holders as members and requires an accredited degree to join — part of why the credential carries genuine weight worldwide.
Offices around the world
Globally accredited & recognised
A credential the world recognises
1st USA ISO 29990-certified & TÜV-accredited certification body
ACBSP accredited & AACSB recognised
Preferred by the US Department of Labor
ISO 9001 quality-certified
Awarded Best BFSI Global Leader in Financial Education by TV9
Recognised across 151+ countries, via 800+ partners
Member, CHEA International Quality Group (CIQG)
Recognised by the United Nations (DESA) & Harvard Business Review Advisory Council
AAFM® / GAFM official certification recognition — TÜV Austria accredited, ISO 9001 & ISO 29990 certified.
Trusted worldwide
Relied on by leading organisations
AAFM’s global training partners have delivered certified programmes to professionals at some of the world’s most respected institutions.
The team behind AAFM India
Experienced practitioners and academics guiding curriculum, certification and standards across the country.
Vyas Rai NagpalFounder Director
Dr. Deepak JainCo-founder & Director
Pulock BhattacharjiChief Executive Officer
Dr. K S RaoExecutive Director
Romit BaratExecutive Director
Jasneet Singh BindraCountry Head – Institutional SalesConvocation day at AAFM India
Our graduates receiving their charters on stage — the milestone every AAFM India journey is built around.
Who we work with
To keep our certifications relevant and industry-endorsed, we work closely with the people who hire and regulate finance professionals:
In India, AAFM has trained 1,00,000+ professionals across leading BFSI organisations including SBI, HDFC Bank, Bank of Baroda, Aditya Birla Sun Life, LIC MF, Bajaj Allianz, TATA AIA, NSDL and IIFL.
AAFM & its programmes have been featured in
Frequently asked questions
What is AAFM India?
AAFM India — American Academy of Financial Management India — is the authorised Indian chapter of AAFM® USA (also known as GAFM) and a standard-setting body for finance and economics in India. It holds the exclusive right to deliver AAFM’s internationally recognised certifications and designations across India. AAFM® has been setting global standards since 1996 and is present in 151+ countries; AAFM India was established as the Indian chapter in 2011.
Who awards the certifications — AAFM India or AAFM USA?
The designations are conferred directly by AAFM® USA through its Global Board of Standards, which owns the global intellectual property and standards. That’s why an AAFM India charter carries genuine international recognition across 151+ countries.
Is AAFM India officially accredited and recognised?
Yes. AAFM is the 1st USA ISO 29990-certified and TÜV-accredited body for training and certification, is ISO 9001 quality-certified, is ACBSP accredited and AACSB recognised, and is preferred by the US Department of Labor. It works through 800+ universities and training providers across 151+ countries.
What certifications does AAFM India offer?
AAFM India offers globally recognised designations including the flagship Chartered Wealth Manager (CWM®), plus AFA®, CPM®, CTEP™, Ch.E™, CREP®, CFOM®, AWM® and the CPFS®/CPFS PRO® personal-finance programmes — all 100% online and open to graduates.
How large is the AAFM community?
AAFM has 3,00,000+ certified professionals worldwide, including 50,000+ CWM® charterholders, with offices in 17+ countries. In India, AAFM has trained 1,00,000+ professionals across leading BFSI organisations.
Is AAFM the same as GAFM?
Yes — GAFM (Global Academy of Finance & Management) is the global name AAFM® operates under for its international certifications and ISO/TÜV accreditations. Both names refer to the same standards-setting body, and official recognition certificates may reference both.
Where in the world is AAFM present?
AAFM® has members in 151+ countries and representative offices including the USA (Colorado Springs), India, Hong Kong, Beijing, Dubai, Kuwait, Singapore, Latin America, the Caribbean and Europe — so your credential is recognised wherever your career takes you.
Where is AAFM India located?
AAFM India’s office is at Plot No. 30, 3rd Floor, Grover Tower-1, Main Najafgarh Road, Shivaji Marg, New Delhi — 110015. You can reach the team on +91 96501 59583 / 011-4512 0800 or at info@aafmindia.co.in.
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