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Home > Definitions & Designations > Chartered Wealth Manager (CWM)

Chartered Wealth Manager (CWM)

Money Manager | Monday, September 1st, 2008

This designation is offered by the American Academy of Financial Management.  The candidate must:

  • complete one approved designation training course
  • have a college decree in a finance-related area
  • have at least seven years experience in wealth management or high net worth client consulting experience.
To maintain the designation, fifteen hours of continuing education must be completed each year.
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