07/01/2014

6 January 2014, Singapore – The American Academy of Financial Management (AAFM™) is very pleased to announce the approval AAFM™ India’s CWM™ Program as an approved program for fulfilling the education criterion under the “Investor Advisor Regulations” of Securities and Exchange Board of India. Any individual or organization who wishes to provide investment advise services in India would need to be a CWM certificate holder. For details on the AAFM™ India CWM™ Program, please visit http://www.aafmindia.co.in/  

11/06/2013

11 June 2013 – AAFM announces with great pleasure, the establishment of the Chartered Wealth Manager Institute (CWM Institute). Globally, the wealth management industry is growing at a rapid pace. In Asia, the development of the wealth management industry is the fastest in the world. Today, both practitioners and clients are now expecting more from their wealth managers. While this is healthy and encouraging, there is also a need for a more focused, structured and disciplined platform for professional development. In response to the demands of wealth managers, the Board of Standards of the American Academy of Financial Management has established the CWM Institute to ensure a dedicated continuing professional development platform for wealth managers. To ensure alignment and the utmost integrity with global best practices in awarding professional designations, the CWM Institute will have these 5 pillars of professional standards: 1. Wealth Manager Capability Framework. CWM Institute has conducted an exhaustive research on best practices with leading private, priority and retail banks, as well as insurance and financial advisory organizations. The result is a comprehensive capability framework for today’s wealth manager. 2. Board of Standards. For over a decade, our world-class board and council has been assembled to advise on the capability framework, course ...

24/12/2012

For specialist financial controllers or management accountants responsible for optimizing internal performance on a cost basis, and implementing operational strategies at a cost centre level.