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FINRA has the following  about the Chartered Wealth Manager ®
 Program
CWM Chartered Wealth Manager ® (CWM)
    
        
            
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                | Chartered Wealth Manager Designation Essentials | 
             
            
                
                | Currently offered and recognized by the issuing organization. | 
             
            
                
                | Global Academy of Finance and Management (GAFM), formerly American Academy of
                   Financial Management (AAFM) | 
             
            
                | Qualification and Educational Requirements | 
             
            
                
                
                    Candidates must have two of the following: 
                    
                        - An ABA AACSB, ACBSP or Equis Accredited Financial, Investment, Accounting,
                        Tax or Economics degree
 
                        - Three years of professional experience
 
                        - A government recognized degree: licenses, degree, MBA/Masters or Law Degree,
                        PhD, CPA, recognized designations and specialization work
 
                        - A related degree and exams from an AAFM-approved and accredited university
                        program
 
                        - Completion of online Executive Certification Training Programs
 
                     
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                    Submission of: 
                    
                        - GAFM Certification Application showing education from an
                           GAFM-qualified education provider
 
                        - Good faith evidence of application, enrollment and completion of degree and
                        exams from accredited or government-sanctioned program
 
                        - Evidence of work experience and any diplomas, licenses, designations,
                        certifications, government work/training, teaching work, research, or other awards
 
                     
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                | Varies according to educational requirement above | 
             
            
                
                | 15 hours per year | 
             
            
                | Application and Complaints | 
             
            
                
                | Email info@gafm.org | 
             
            
                
                | Online at Member Discipline and Complaints | 
             
            
                
                | None | 
             
            
                
                | TUV Accredited & ISO 29990 Certified | 
             
        
     
 
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