Introduction: In a fast-developing world of today where nothing is impossible and everything is achievable with unbreakable dedication and perseverance, all this has happened and will continue to happen because of technological advancements and bringing the world as one nation under globalization. This resulted in infinite possibilities which include learning the knowledge of your true interest from the best in the whole world. AAFM or the American Academy of Financial Management provides expert financial training to individuals worldwide including India, the AAFM India, has set up a tangible presence and has provided a competent workforce to revolutionize the financial sector of India like never before. By meeting the rising demand for internationally certified professionals in wealth management, financial analysis and financial planning AAFM India has helped countless individuals achieve their dreams in the thriving financial sector of India. As individuals and organizations of today need to make complex financial decisions to keep up with the latest demands, the ability to find and employ competent financial experts who can offer strategic advice as well as problem-solving solutions is very crucial. This is what AAFM India (American Academy of Financial Management, India) seeks to do by introducing its worldwide recognized selection of diverse certification programs like Wealth Management Certifications, Financial Analyst Courses, financial planning courses, financial advisors courses and many more that are known to provide the necessary knowledge and practical skills required in the real world of the evolving finance industry. Wealth Management Certifications: Wealth management is a specialized field as well as highly required by all businesses which demands a profound knowledge of several investment strategies, risk management techniques and the professional financial relationship with clients. AAFM India’s finance management certifications also include the Chartered Wealth Manager (CWM) certification, which enjoys almost the same level of respect among wealth managers as the Chartered Financial Analyst (CFA) professionals among financial funding managers. These certifications are aimed at equipping curious financial learners with a proper understanding of sophisticated wealth management procedures and client relationship management practices of the global world that empower them to earn high salaries and deliver personalized financial services. Financial Analyst Course: For some individuals, who are looking forward to a rewarding as well as lucrative career in financial analysis, AAFM India provides a globally recognized as well as accepted Accredited Financial Analyst (AFA) course with lots of important financial knowledge and practical skills to learn and implement in professional career ahead. This program delves into understanding the fundamental as well as advanced areas of finance like precise financial statement analysis, accurate investment valuation, and expert portfolio management. By working with real financial data through business training and real-world practically used strategies, the participants are able to develop useful skills in analysing financial information in the correct way and effectively make wise decisions in demanding financial situations when the markets are continuously evolving Financial Planning Courses: Financial planning is considered one of the most crucial and important elements that make every individual and organization reach their desirable financial positions and become profitable over the course of time. The financial planning courses of AAFM India make the participants competent to craft high-quality financial plans for maximum returns in the future that include retirement planning, estate planning, and tax optimization strategies. These courses include the Independent Financial Product Provider Program (IFPP) which is designed for those professionals who aspire to serve as independent financial services providers and deliver advanced financial planning to their numerous clients. Professional Course in Finance: AAFM India offers several professional courses in finance like Chartered Portfolio Manager® (CPM), Chartered Digital Advertiser (CDA), Certified Personal Financial Specialist (CPFS-PRO), Associate Wealth Manager(AWM), Chartered Real Estate Professional(CREP) and many more for those who want to gain comprehensive knowledge in different financial areas all at once, including corporate finance, investment management, and risk analysis to become more valuable in the field of finance. The module of these courses is designed expertly to provide students with the knowledge and skills that they require to appropriately find as well as understand financial problems and develop their skills to eliminate them by offering concrete solutions to succeed in their careers with flying colours. Some Benefits of Being Certified By AAFM:- 1. Higher Salaries: One of the main benefits of obtaining AAFM certification is that certification holders around the globe have the chance to get higher pay impacting up to 27% income increase compared to other similar professionals. Such certification authenticates that certified individuals are proficient in key areas of wealth management, investment planning, portfolio management, and risk management. 2. Increased Job Security: The AAFM certificate ensures one’s capabilities in key areas of financial management, which serves as an assurance of job stability and being a valuable asset to the company. 3. Greater Career Flexibility: With AAFM certification, individuals have the necessary skills they need to take on more leadership roles and pursue various career paths in the finance field. 4. Improved Marketability: AAFM certification increases the likelihood of being hired by top companies against other applicants who are not certified by AAFM. Employers always acknowledge and value AAFM accreditation over other degrees in financial education. 5. Global Recognition: AAFM certification is respected and recognized by the top 500 financial institutions and companies across the globe. This widely recognised certification from AAFM, will surely open new job opportunities overseas and boost one’s financial profile as well. Conclusion: AAFM India Certification can Help you Achieve your Ambitions In summary, the AAFM’s numerous programs in Wealth Management Certifications, Financial Analyst Courses, financial planning courses, financial advisors courses and portfolio management among many others, give individuals ample opportunity to move forward in their successful careers, by sharpening their abilities, redefining their capabilities and ultimately leaving a significant impact on the finance industry. Acquiring industry-relevant financial education with international recognition can be accomplished effectively with AAFM India’s authorization. You will have the ability to grab every financial opportunity that knocks on your door and leads you to achieve career success in the financial sector of India.
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Wealth Management Course
Wealth Management is one of the most sought-after careers in the world today. With a growing number of professionals graduating from fields that direct towards finance analysis, management, and planning, wealth management is slowly turning into the field that offers some of the most lucrative and rewarding designations globally. Wealth Management is a unique field that deals with all aspects of wealth management including, strategies for investment, Life Cycle Management, Wealth Transfer (Intergenerational,) Real Estate Valuation, Relationship Management, Behavioural Finance, and Global Taxation, etc. Wealth management is a vast field, and it opens a wide range of career options for professionals. Wealth Management as a field and role comes with a lot of exciting responsibilities. If you are an avid enthusiast of finance, you will enjoy working as a wealth management professional with a reputed organization. The Chartered Wealth Manager designation i.e. the CWM designation is a widely held and appreciated appointment that is provided to excellent wealth managers on completion of the CWM certification by the American Academy of Financial Management (AAFM.) However, one question that always crosses minds is if the CWM course and certification is worth all the time, effort, and money? To understand this better, let’s dive into learning more about the profession of Chartered Wealth Management, differentiating it from other professional courses in finance, and understanding the process to grab an opportunity as a financial advisor, analyst, or wealth manager. Understanding Chartered Wealth Management as a Professional Course in Finance The Chartered Wealth Manager is a popular and appreciated professional designation issued by the American Academy of Financial Management (AAFM) that is aimed to declare the experience, expertise, and skill of wealth management professionals as sound professionals. The CWM program gives professionals with experience of more than three years an advanced exposure in all facets of wealth management. Moreover, the CWM course is best done after any master’s degree in the field of finance. Chartered Wealth Management accredits expert proficiency to managers, partners, associates, and consumers in the areas of financial planning. The areas included for exposure with CWM include investments, tax, risk, retirement, economics, estate planning, and banking. Further, the Chartered Wealth Manager certification program concentrates mainly on subjects like relationship management, sales, communication, and financial planning. The CWM certification also needs 15 hours per year of recommencing learning qualifications. With a Chartered Wealth Management certification program with AAFM, you will master the following skills demanded based on the current industry trends.
Is the wealth management course worth it? Indeed! Wealth Management course is worth all efforts, time, and money. Getting a Chartered Wealth Management certification will help you showcase your abilities and proficiencies as a qualified wealth manager. Apart from getting lucrative job opportunities and a comparatively rewarding salary in a reputed organization, you will be considered a master of wealth management. Learners will gain knowledge to build result-oriented strategies that boost investments. They will also get the acumen to analyze vast quantities of financial data and gives the clients a nonpartisan estimate of the information. How is the wealth management course i.e. the Chartered Wealth Management certification beneficial?
How should one become a financial advisor? Once you complete the Chartered Wealth Management certification from AAFM, you will get a chance to choose the designation of your preference based on your abilities. Based solely on your preference and skills imparted during the certification, you will easily get a chance to work as a wealth manager, financial advisor, financial analyst, relationship manager, and portfolio manager. The choice of professional courses in finance like the wealth management course available at AAFM will make all the difference in your career. The Chartered Wealth Management certification offered by the American Academy of Financial Management will certify you as a wealth management professional who is fit to serve giant recruiting companies and organizations. Best Finance Courses
It’s a digital era. Most of the Millennials are looking for several courses to up skill their knowledge and understanding to get fast access to a lucrative future. Today, if you have the certificate, you have the job. This clearly explains that there is no shortcut to success. There are only short courses and certification programs that can help you attain the success you desire. These certification programs in your desired industry can help you accentuate your chances to speed past your competitive peers. Finance and wealth management is the most sought-after career option, today. Short term best finance courses and certifications through a wealth management course are very much in trend, right now. These best finance courses and wealth management courses like the CFP India certification offers candidates the skills and knowledge required to conveniently pursue a promotion with an existing job or a job after studies. If you are one of the millennials who have been actively looking for the best finance courses and wealth management courses to upskill your understanding in finance and wealth management, here is a list of the best finance courses available in the country. The list also includes the most promising wealth management courses that have been rated 5 by leading wealth management corporations. Mandatory and Best Finance Courses and Wealth Management Courses for Professionals • CFP India (Financial Advisor Course) CFP India course or the Chartered Financial Goal Planner Certificate Program is specially designed for candidates who are looking for a lucrative future as Wealth Advisors or Financial Advisors in a leading Wealth Management Organisation. Prominently referred to as the financial advisor course, the CFP or CFGP course initiates to develop the basic skills expected of a financial advisor. They impart the knowledge to execute all the functions related to Financial Planning, Goal Planning & Investment Planning for clients. The certification is offered by AAFM (American Academy of Financial Management India) which is a leading financial literacy initiative running with a motive to create a Financially Aware and Empowered India. Who can take the CFP India course? Candidates holding Intermediate (10+2) certificates from a recognized board of education Any aspiring Financial Advisor who wishes to begin offering client-oriented, process-driven, and Goal-based Financial Advisory Services of their own • CWM (Chartered Wealth Manager) Chartered Wealth Manager certification course gives a clear knowledge of all advanced and prevalently practiced Wealth Management Strategies of the real world. The course also covers all the High Net-Worth Client Management skills that are required to be understood by all Wealth managers in the current world. The CWM program as designed by AAFM is a self study program that is supported by AAFM’s Proprietary E-Learning System USA-ACER. It is divided into two levels of exams that are required to be completed by the candidates along with the assigned projects to become a CWM holder. Awarded by AAFM (American Academy of Financial Management,) the CWM course certificate denotes that you have acquired the skills and knowledge to efficiently perform critical duties related to Wealth Management, Wealth Preservation, Wealth Enhancement, and transfer. The CWM credential opens plenty of doors to opportunities for candidates interested in a rewarding future in wealth management. Who can take the CWM (Chartered Wealth Manager) course? Candidates who have cleared the 10+2 Examination from a recognized board of education are eligible to pursue the CWM Program Candidates need a graduation degree in any stream to secure the CWM certificate • AFA (Financial Analyst Course) AFA included in the best finance courses is another promising Certificate Program that is designed especially for candidates who are willing to build a career as Financial Analysts, Research Analyst, or Equity Analysts. The certificate program helps the candidates learn the methodologies to execute critical functions related to Financial Statement Analysis, Equity Research, Corporate Finance, Financial Modelling, and Investment Analysis, seamlessly. This course is offered by AAFM (American Academy of Financial Management USA) and has more than 3,00,000 successful certified Financial Analysts, Research Analyst, or Equity Analysts globally. The program helps candidates learn more about the global financial markets and investment trends. The course also helps candidates gain more insight into methods to monitor financial and operational risks along with employing working capital approaches and using tools to manage assets and liabilities for an organization. Who can take AFA (Financial Analyst Course)? The candidates are required to hold at least an Intermediate (10+2) degree from a recognized board of education Conclusion: The tremendous scope of finance and newly updated courses in the field to suit the requirements of the current market are increasing the scope of finance and wealth management, worldwide today. Short term best finance courses and wealth management courses are becoming popular, day by day, as people are embracing options like CFP India, CWM and AWM, etc., over commonly known finance courses like CFA and CA. Sticking to short-term courses like the CFP India or the financial advisor course will give you an edge over your peers. For more information, visit us & call us on 011-45120800. Wealth Management Career Path
Choosing the wealth management career path is amongst the best business jobs, today. The career of a financial advisor is one of the most paid and sought after jobs in the world. According to several types of research and studies carried out on career rankings, a wealth management career path has evolved from a sales and product-driven career path to a career option that is centered solely on producing meaningful financial advice for businesses around. The president of Wealth Management at D.A. Davidson (Management Services Company) states that a wealth management career path is the most astonishingly rewarding career option. With the evolvement of the financial industry, financial advisor as a career has become the most opted for a career. Especially, if you are an individual who loves to interact with people and have an inclination towards success as a trusted counselor, the career as a financial advisor shall be the best for you. But, how to become a financial advisor? Before we get into that, let’s brush up some basics related to the wealth management, wealth management career path, and the responsibilities of a financial advisor. What is wealth management? Wealth management is an advisory service that uses other financial services to address the needs of well-to-do, potential, and prosperous clients. It is a consultative process where the person in charge of wealth management, which is the financial advisor keeps a note of the requirements of the client and designs a strategy. The financial advisor works with the most suitable and relevant financial products and services to bespoke a strategy for the client. If you might be mistaken about wealth management as investment advice, you might be wrong. Rather, wealth management includes guiding the potential client with their decisions related to finance and accounting, utilizing products and services in a holistic approach. Career of a wealth manager Wealth management career is slowly becoming a seriously sought-after career path in the country. Now, most individuals interested in finance look for wealth management career path to hold the responsibilities of a wealth manager. As most people may exclaim, wealth management is not entirely and only about helping rich people get richer but it also involves accessing the financial assets of an individual (client) and assist them with decisions on investment, goals for future, retirement plans, etc. Financial advisors also assist their clients with the planning of short-term and long-term goals related to educational expenses for their kids, savings for retirements, wealth management strategies to maximize business, etc. The advisors assist their clients to invest money, offer advice related to tax or even sell insurance as a part of their repertory. Summing up, a wealth manager is responsible for the following culpabilities.
Is Wealth management career path good? Based on several estimates and data that have been collected worldwide, various HR Managers and domestic wealth managers from wealth management companies have concluded that there is a growing requirement of wealth managers in the country and worldwide. India, in fact, is in a dire need of professional and quality wealth Managers as compared to the requirement of standard profiles like investment bankers, equity researchers, etc. Wealth management career path is an extremely good option in the world today. To be more precise, there are plenty of reasons that have added up to making a wealth management career path as the most strived for a career option, today. India is witnessing a constant increase in wealth creation With the digital era constantly expanding, awareness of wealth management and wealth management career path is also on a rise Wealth managers are getting paid the highest. They get to sign lucrative pay packages with leading wealth management companies Most of the wealth management companies are looking for promising candidates in the form of resources to hire There is a constant emergence of successful wealth management firms in the country How to become a financial advisor? To take up a career as a financial advisor, an individual must have the appropriate education in the field for finance, accounting, and management. Candidates must have a bachelor’s degree in the field of finance. To be eligible, one can also take up the profession of a financial advisor with specializations in the field of accounting and finance or financial management. To begin with, you can register for a financial certification program that is designed especially for candidates who wish to build their life as a financial advisor. AAFM India (American Academy of Financial Management) offers several certification courses for wealth management. Their Chartered Wealth Manager (CWM) Program is best suited for individuals who hold a Graduation degree in any stream. Having a graduation degree in related subjects (accounting and finance) will be a plus. You will have an edge over the others. Earning the CWM certification will open a variety of doors in wealth management. AAFM also offers an Associate Wealth Manager Program which can be your stepping stone to the CWM Program. Best Finance Courses
Every other individual with graduation in economics, Commerce, or finance goes for an MBA in finance to accomplish being recognized as a professional expert. But, you will be surprised to know that there are several other courses related to finance that are available for fresh graduates and working professionals to inculcate leading and the most trending knowledge about the field of finance. An individual always looks for professional courses after graduation in economics, finance, and Commerce that can help them find their knowledge and understanding of the subject and attract more lucrative and rewarding opportunities in life. These best finance courses as available in the country for finance enthusiasts can be listed in three broad categories. The economic courses in India that are considered to be the best finance courses for young graduates and working professionals with a graduation degree include Masters in Business Administration (MBA,) statutory courses and several specialized certification courses. While most students go for a Master’s in Business Administration to refine a graduate into a professional expert in accounting, financial management, statistics, account management, etc., there are several specialized courses available in the country also. These specialized courses also popularly referred to as certification programs include all the subject-specific, and skill set specific certification courses that are developed for a particular industry. The specialized courses available in the country include the chartered financial analyst degree course, the certified financial planner certification, the most spoken about economics degree, and certifications in statistics. The certified specialization courses also include the chartered wealth manager course, the accredited financial analyst course, chartered economist certification, and Chartered trust and estate planning certification. If you are looking for the best professional courses after graduation in economics and other disciplines related to finance, AAFM i.e. American Academy of financial management based in New Delhi offers the best economic course in India and several other courses related to finance that help candidates polish themselves into professional experts with globally recognized certifications. Below mentioned is a list of all the courses related to finance that are provided by AAFM, India for inspired aspirants. Chartered Wealth Manager Course (CWM) The education program opens gates for candidates to the industry of wealth management where they can enjoy the responsibilities of the Chartered Wealth Manager designation. The course revolves around educating the graduates further advanced Wealth Management Strategies and real-world High Net-Worth Client Management skills. Designed and developed as a self-study program, the Chartered Wealth Manager certification is supported by the e-learning system of AAFM. The course qualifies the candidates based on two examinations along with assigned projects that help the applicants excel in wealth management. The Chartered Wealth Management course is considered one of the best finance courses available in the country for aspirants who wish to make big in the finance industry. Eligibility Criteria to pursue CWM: Candidates having to clear the 10+2 Examination and to earn the Charter degree, the candidate is required to be at least a Graduate in any stream. NO work experience is required for CWM certificate. Accredited Financial Analyst (AFA) Considered as one of the most valuable qualifications available in the country, the Accredited Financial Analyst program is one of the best courses related to finance. The AFA certificate is considered as a symbol of professional excellence. With financial professionals as faculties with experience as Research Analysts, Equity Analysts, Portfolio Managers, Investment Bankers etc., gaining the Accredited Financial Analyst certificate will help you showcase your abilities of executive-level skills and knowledge of baking, fund management, investment advice, insurance, etc. Recognized as one of the best finance courses available all over the world, the AFA certificate gives you an edge over the other competitors with expertise that are highly demanded in the cutting edge world. Chartered Economist (Che) A symbol of professional excellence, Chartered Economist Certification is internationally recognized as the most looked up to Economic Course in India. A qualification that shapes a graduate into a professional Research Analysts, Investment Bankers, and Professional Consultants, Chartered Economist Certification is counted amongst the most professional courses after graduation in economics for aspirants who wish to step in the ever-changing market of the world as an expert economist. The Chartered Economist Certification course builds an aspirant into a professional who understands the current economic conditions of the world and analyses them to use as a strength of the business. The certification course helps aspirants develop decisive economic models to aid businesses in their growth. Known as an eminent course in the list of paramount professional courses after graduation in economics, C.H.E. educates and shapes top-notch experts who pose real-world economic knowledge. Chartered Trust and Estate Planner (CTEP) CTEP, an eminent course on wills, trust, and succession planning is the best choice for aspirants who are looking forward to a future as an advisor. Dealing with the major aspects of trust and estate planning, the Chartered Trust and Estate Planning course helps graduates get an in-depth understanding of succession law, power of attorneys, and trusts/wills. The areas of learning covered under the Chartered Trust and Estate Planning course are what the current market requires. The course educates aspirants in the wealth transfer techniques, international wealth management, estate tax planning, etc. For more information you visit us & call now 011-45120800. Certified Financial Planner - Financial Planning Courses
Financial planning is an obvious necessity. Without our ability to plan our finances, we wouldn’t be able to save, invest, and improve our situation while it is important to understand the importance of certified financial planner, that the person often fails to meet their own financial planning needs. It leads to a feeling of hopeless as if we are incapable of managing our own money. Working with a certified financial planner is one way to aid yourself in accomplishing your business goals. It is someone who has their best interest in mind and can help one sort out their income, expenses, needs, wants, and financial ambitions. Upon leaving a certified financial planner, most individuals feel a sense of empowerment and happiness, knowing they have taken a significant step in moving forward with their lives. Best Finance Courses - Courses Related to Finance There are many best finance courses to become a certified financial planner. One needs to find out the courses related to finance and choose the best finance course to complete it. One will choose from the courses related to finance. Not every financial planner is certified. A CFP is a person who has dedicated themselves to the four E’s of financial planning. Education- CFP India professional must pass a comprehensive series of 6 complex financial planning courses to complete it. Also, the person must have already obtained their Bachelor’s Degree from an accredited and nationally recognized college from anywhere. The education is based only on practical and theoretical knowledge to give them a broad understanding of the history and also the importance of financial planning. The CFP board is the one who must approve the curriculum of the school or institution. Examination – All financial certified planners must pass the CFP Certification Exam. This is a test which is specially designed to see how the individual reacts to the real-life scenarios that require financial planning knowledge. The exam held by CFP examination is very extensive and also covers taxes, the process behind the retirement, estate planning, financial planning, benefits, investments, and even insurance. Experience – A CFP India professional must have a minimum of experience of 3 years before they are considered for the certification. This experience provides practical and also hands-on knowledge in financial planning. Ethics – A CFP India is held to a very high standard and also has guidelines for conducting themselves professionally. They are required to maintain the universal principles and even moral codes such as integrity, professionalism, competence, fairness, objectivity, confidentiality, and diligence. A system of conduct for CFP is that he must place the interests of their client ahead of their own. If found that a CFP is violating this rule, they are subject to Board sanctions where they could have their certification removed. A Certified financial planner is specially trained to help their clients in as many ways as it is possible. They want to ensure that all aspects of the financial planning that are covered and to do this, they have to specialize in every area of importance of CFP. For more information visit us & call now 011-45120800. how to become a financial advisorThe main point that arises in the mind of a person is how to become a financial advisor and what qualifications do you need to become a financial advisor. It very important for people who are interested and want to know how to become a financial advisor and what qualifications you need to become a financial advisor. All the aspects are mentioned in this article. The purpose of a financial advisor is to ‘advise’ clients to handle their money better, that is, to channelize cash for higher returns and monetary growth. These channels may be insurance options, retirement planning, and various investment strategies. The important thing that a financial advisor needs to possess is an excellent understanding of the stock market performances and other related fields. As a financial advisor, one can either work with a company or can become a private consultant. In either case, a bachelor’s degree in any of the finance field is required, and the relevant certification is mandatory. The answer to the question “what qualifications do you need to become a financial advisor” that you want to know is: The first step for a person is to complete a Bachelor’s Degree program in business administration or some specialized fields like financial management and accounting. After that joining a business administration program will cover most of the subjects like operations management, marketing, finance, and accounting. One needs to join a finance-focused program that will cover specific subjects related to investments, financial planning, and risk management. While pursuing a Bachelor’s Degree, take advantage of support resources made available to students through the university. These resources include guidance, writing cover letters, job assistance, resume writing, and getting interview leads. Sometimes the universities also recommend their own students based on their performance. Moreover, if one intends to become a self-employed financial planner, one needs to develop marketing skills too while when they are studying because it will be their responsibility to connect with the clients by marketing their own financial advising services in seminars, workshops, and networking avenues. Begin to form a marketing strategy in the early stages of studying. It will benefit you a lot once you complete the course. The important step of how to become a financial advisor is getting the license. Depending on the state and country of residence, one is required to get some certification and permits. The licensing requirement that one has to obtain varies based on the kind of asset an advisor is willing to handle. For instance, if you want to sell securities like corporate bonds, you need to pass the Series 7 licensing exam by the Financial Industry Regulatory Authority (FINRA). If you are in the US, you need to be registered with the US Securities and Exchange Commission (SEC), which will enable anyone seeking your service to verify license and education before conducting business with you. Some of the people want to know how to become a wealth manager. The answer to the question “how to become a wealth manager” is that one has to become financial advisors that typically need a bachelor’s degree. After that, a master’s degree and the certification can improve one’s chances for advancement in the occupation. For more information visit us & call now 011-45120800. |