American Academy of Financial Management

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International American Association of Finance & Management

IAAFM Board Certificates - Certificate of Wealth Managerial Professional CWMP 


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Certificate of Wealth Managemerial Professional (CWMP)

Prerequisites/Experience required candidate has three or more years of wealth management experience.

Educational Requirements: Eligible candidates must successfully complete at least one of the following:

1. IAAFM -approved Masters Degree in finance, tax, accounting, financial
  services, law, or CPA, MBA, MS, PhD or JD from an accredited school or organization.
2. 5 or more approved and related courses from an AACSB ; ACBSP , Equis or
  ABA accredited business school, law school, or IAAFMTM sanctioned program.

IAAFMTM  Executive Wealth Management Certification Course: Online Approved Law Training to email a detail of your credentials, degrees, experience or qualifications:so that we can make a review and determination

The CWMP shows that you have completed graduate financial and wealth management education and/or you have substantial experience in relationship management with high net worth customers and entities. IWM Certified - International Wealth Manager