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Chartered Wealth Manager

The Chartered Wealth Manager ® is a designation awarded by the IBS International Board of Standards and GAFM. The Chartered Wealth Manager ® was the first US wealth management designation to be recognized in the Wall Street Journal and in the FINRA/NASD Guides in 2004. The global financial dictionary Investopedia recognizes the Chartered Wealth Manager ® also.

Chartered Wealth Manager ® – Chartered Designation Status is the distinction of a qualified industry professional.  The CWM Chartered Wealth Manager ® shows your professional competence to employers, colleagues and customers in the areas of: financial planning, investments, risk, economics, tax, retirement, estate planning, and money and banking.

Certification Requirements

Masters degree in finance, law, economics, maths, or wealth management and over 5 years of experience.  Professors, PhDs, CPAs and Lawyers may apply for individual exemptions.

Chartered Wealth Manager ® – Federal Trademark # 4553651 – All Rights Reserved

United Kingdom and European Union

EU Trade Mark No.   Mark Text   File Date   Status   Nice Classes    
EU010772176   CWM Chartered Certified Wealth Manager   03/03/2012   Registered   16 35 41    
EU012811063   CWM Charter Wealth Manager   23/04/2014   Registered   41  

GAFM Global Academy of Finance and Management ®
Box 293
1670F East Cheyenne Mtn. Blvd.
Colorado Springs, CO 80906