CWM Certified/Chartered Wealth Manager AAFM: Financial Management Certification Dubai UAE : Arab Institute for Accountants & Legal (AIAL)

Accounting Certifications

Chartered Wealth Manager (CWM)

The CWM wealth management certification & designation is similar to financial planning certification but is as a graduate certification and curriculum in high net worth consulting and has always required a government recognized education and degree. Wealth Management is a profession and career that many bankers and investment professionals are entering. "

Certification Issued By:

IFIS logo International Financial Institution Society (IFIS - USA) IFIS is a global network of professional services organization providing Financial, Client Solutions, Assets Management and Accreditation services. We have 62,000 outstanding professionals working together to deliver value in 15 countries.

Membership By:

hacca logo HIGH AUTHORITY COUNCIL FOR CHARTERED ACCOUNTANTS (HACCA) HACCA is a world leading professional membership organisation that promotes, develops and supports chartered accountants worldwide. We provide qualifications and professional development, share our knowledge, insight and technical expertise, and protect the quality and integrity of the accountancy and finance profession.


You are qualified to take certification if you have any of the below requirements:

  • Must have at least one year experience in wealth management, accounting, finance or anything related
  • Bachelors or Masters Degree

Course Parts:

  • Estate Planning and Trusts
  • Asset Management
  • Portfolio Management
  • International Taxation
  • Retirement Law
  • Economics
  • Investments
  • Money and Banking
  • High Net Worth Consulting
  • Relationship Management, Compliance, and Ethics
  • Business Entities & Organizations
  • Risk Management and Insurance

How to Register?

  • Register Online or
  • Fill-up the registration form and visit the Institute, with the following requirements then pay the necessary fees.
    • passport copy
    • 1 copy of passport size photo
    • eligible certificate copy

Download CWM Details

Download full details of this course.