Real students. Real careers.
From classrooms to private banks, wealth firms and family offices — here’s how AAFM-certified professionals turned a credential into a career. These are their words.
This could be you next
Real AAFM India students walking the stage to collect their charters. Put in the work, and convocation day is yours too.
AAFM India CWM® convocation — charters awarded on stage
Hear it from our alumni
Watch how the CWM® certification helped students and professionals advance their finance careers.
CWM® success stories
How Chartered Wealth Manager alumni advanced at India’s leading wealth and banking firms.
“I’m thrilled to have chosen the CWM® program from AAFM® to certify my wealth management skills. Highly recommended!”
Saurabh ParekhExecutive Vice President, 360 ONE Wealth“Completing the CWM® was an amazing experience — I gained valuable insights, and the AAFM® team was incredibly supportive.”
Antalin JeniferBurgundy Private Partner, Axis Bank“The CWM® certification builds real expertise in financial planning, taxation, investment and retirement — and opens up genuine career opportunities in finance.”
Akash SharmaHead – Strategic Alliances, Augmont“CWM has added a multiplier effect to my profile. I feel quite empowered and am thankful to AAFM for their support at every step.”
Tamanna KejriwalHead – Financial Planning, Trustner Asset Services“The certification has significantly enhanced my understanding of wealth management, improved my client advisory skills, and bolstered my professional credibility.”
Achintya ChattopadhyayFounder, Blue Invest“An enriching journey — extensive knowledge across financial planning, wealth management, taxation, estate planning and investments. Grateful for the AAFM® team’s support throughout.”
Zoheb KhanQuantum CatalystCTEP™ charter-holder stories
What estate-planning professionals say about the Chartered Trust & Estate Planner.
“Highly recommend this course to anyone who wishes to understand the domestic & international estate-planning landscape. The material is very comprehensive and well thought through — a great perspective on inheritance laws in Singapore, UK & USA.”
“CTEP™ is a fantastic course — it gives deep insight into trust and estate planning. I’m very happy to find an in-depth, well-recognised course on the subject from AAFM India.”
“A very comprehensive curriculum that introduces you to the newness of estate planning in India. It truly helped me develop a deep understanding of the subject.”
“CTEP will help me scale up my business in the Super-HNI segment. It’s definitely relevant — financial planning is incomplete without estate planning.”
AAFM India 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.
Your success story starts here
Talk to an AAFM advisor for free, personalised guidance on the right certification for your goals.