AAFM® Global Designation

Chartered Family Office Manager^®

Run the wealth of India’s richest families — properly.

A family office is the team that looks after everything for a very wealthy family — their investments, taxes, succession and more. The CFOM® trains you to run one, covering PMS, AIF, estate planning and offshore structures, online and globally recognised.

6Modules

HNI / UHNIFocus

NISMExam prep

151+Countries

Enquire & get the brochure Register now

CFOM^®

Chartered Family
Office Manager

What is the Chartered Family Office Manager (CFOM®)?

Here’s the opportunity. India’s wealthiest families don’t just want a banker — they want a single, trusted professional to run everything: their investments, their tax, their succession, even their offshore structures. These ‘family office’ roles are among the most senior and best-paid jobs in finance, and very few people are trained for them.

That’s where the Chartered Family Office Manager® comes in. It takes you deep into the tools a family office actually uses — Portfolio Management Services (PMS), Alternative Investment Funds (AIF), estate and succession planning, offshore and GIFT-City structures, family investment funds and taxation — so you can manage serious wealth with confidence.

And it’s built around real exams that matter. The programme prepares you for the relevant NISM certifications too — and it’s an AAFM® designation recognised in 151+ countries.

Family offices are the fastest-growing corner of Indian wealth management — and the talent to run them is scarce.— AAFM India, CFOM® Program

Who it’s for

Family-office professionals

People already working in or around family offices who want a formal, advanced credential.

Wealth managers & private bankers

Advisors to HNI/UHNI clients ready to step up to whole-family mandates.

Senior advisors & specialists

PMS, AIF, tax and succession specialists who want to lead the whole picture.

CA / CS & legal professionals

Qualified professionals moving into high-end family-wealth advisory.

Why the CFOM® pays off

The top of wealth management

Family-office roles are among the most senior and best-paid in finance.

Master PMS & AIF

The advanced investment vehicles UHNI families and offices actually use.

NISM exam-ready

Prepares you for the NISM certifications these roles require.

A global credential

An AAFM® designation recognised across 151+ countries.

CFOM® Course Curriculum & Syllabus

Six modules cover everything a modern family office runs — from advanced investments to succession and offshore structuring — with real cases and NISM exam preparation built in.

01Portfolio Management Services (PMS)+

How PMS works and how family offices use it to manage concentrated wealth.

02Alternative Investment Funds (AIF)+

Categories I, II and III AIFs — structures, strategies and suitability.

03Estate & Succession Planning+

Passing wealth across generations — wills, trusts and family governance.

04Offshore & IFC Structures+

Global structuring through IFCs such as GIFT City and DIFC.

05Family Investment Fund Setup+

Designing and setting up a family’s own investment fund.

06Taxation for Family Offices+

The tax framework that ties a family-office strategy together.

Skills you’ll graduate with

PMS managementAIF structuringEstate & successionOffshore / IFC structuringFamily investment fundsFamily-office taxationUHNI advisory

CFOM® Career Options in India

So where can this take you? CFOM® holders run and advise family offices, and step into the most senior wealth roles — managing the full financial life of India’s wealthiest families.

Family Office Manager

Senior UHNI mandates

Run the full financial picture for one or more wealthy families.

Private Banker / Senior RM

Competitive HNI / UHNI

Lead whole-family relationships at private banks and wealth firms.

PMS / AIF & Succession Specialist

High-value specialist

Lead advanced investments, structuring and succession for families.

Roles indicative; actual responsibilities and pay vary by employer and experience. Not a guarantee of employment or earnings.

Globally accredited & recognised

CFOM® Course Fees & What’s Included

Complete CFOM® courseware (6 modules)
Live & recorded sessions + online LMS
NISM exam preparation
Real family-office case studies
Globally recognised CFOM® charter

On request

personalised quote

Get fees & brochure Register now

CFOM® Course — Frequently Asked Questions

What is the Chartered Family Office Manager (CFOM®) certification?+

CFOM® is AAFM’s family-office management designation. It trains you to run the wealth of HNI and UHNI families end to end — investments through PMS and AIF, estate and succession, offshore and IFC structures, family investment funds and taxation — so you can manage serious family wealth professionally.

Who is the CFOM® for?+

Family-office professionals, wealth managers, private bankers and senior advisors who work with HNI and UHNI families. It is a professional, advanced programme rather than an entry-level student course.

What does the CFOM® curriculum cover?+

Six modules: Portfolio Management Services (PMS); Alternative Investment Funds (AIF — Categories I, II and III); Estate & Succession Planning; Offshore & IFC structures (GIFT City, DIFC); Family Investment Fund setup; and Taxation for family offices.

Does the CFOM® prepare me for NISM exams?+

Yes. The programme is built to prepare you for relevant NISM certifications, including NISM-Series-XXI-A (PMS), NISM-Series-XIX-A/B (AIF) and NISM-Series-XV (Research Analyst).

How is the CFOM® exam structured?+

The exam is MCQ-based — 3 hours, 85 questions, 50% to pass, with no negative marking, and held monthly.

How is the CFOM® delivered and how long does it take?+

It is a modular programme delivered online with live and recorded sessions across six modules, so you can study around a demanding role.

What does the CFOM® cost?+

CFOM® fees are shared on request, as the programme is positioned for professionals and corporate cohorts. Speak to an advisor for the current fee and any cohort options.

Is the CFOM® recognised internationally?+

Yes — it is an AAFM designation, backed by AAFM’s global recognition across 151+ countries and its ISO 29990 certification and AACSB/ACBSP recognition.

What roles does the CFOM® lead to?+

CFOM® holders work as family office managers, senior relationship managers and private bankers to UHNI families, and as PMS/AIF and succession specialists — among the most senior and best-paid roles in wealth management.

How is the CFOM® different from the CWM®?+

The CWM® is the broad wealth-management foundation. The CFOM® is a specialised, advanced programme focused on running a full family office for the wealthiest families — PMS, AIF, offshore structures, family investment funds and succession — so it suits professionals who already work, or want to work, at that level.

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