Chartered Wealth Manager - Explained
What is a Chartered Wealth Manager?
Written by J. Mance Gordon
Updated at April 22nd, 2024
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What is a Chartered Wealth Manager (CWM)?
Chartered Wealth Manager (CWM) is a professional designation awarded by the IBS International Board of Standards and the Global Academy of Finance and Management (GAFM), formally the American Academy of Financial Management (AAFM), to individuals who have a bachelor's degree, have wealth management experience, and have completed the three-year CWM program.
Functions of a CWM
The functions and responsibilities of a Chartered Wealth Manager (CWM) to his clients are:
- Financial Analysis
- Providing advice on the Finances of clients.
- Offer investment advice and creating investment strategies.
- Management of clients investments.
- Strategic reviews of clients decisions through frequent meetings with the client.
- Acting as a teacher, financial advisor, and guardian.