How to Become a CWM® Charterholder?

Becoming a CWM® charterholder is a defining moment for many wealth professionals and showcases a strong understanding of advanced wealth advisory, investment selection and real-world portfolio management skills.

We outline everything you need to know to prepare for CWM® Program, so you can feel confident when enrolling.

CWM Charterholder

How to Earn the CWM® Charter?

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Enroll in the CWM® Program

There are enrolment requirements.

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Study using the USA-Acer System

CWM® E-Learning System.

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Pass the Level 1 Exam

Only if you register through Compulsory Pathway.

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Pass Level 2 Exam

Compulsory for all Pathways.

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Complete all Project Works

Compulsory for all Pathways.

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Join AAFM® as a Regular Member

Candidates should become AAFM Members to obtain the Charter.