Posted in financial planning courses, real estate training

Unlock Your Potential in the Financial Sector With AAFM India’s Certification Programs

Financial Analyst Course

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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Choosing the Best Personal Financial Management Training | Financial Training

Personal Financial Management Training

The software that enables numerous distinct personal finance and mobile banking solutions is personal financial management or PFM. Users of PFM can frequently group transactions into different categories and add accounts from various institutions to a single screen. In PFM, data visualizations of spending patterns, budgets, and net worth are also frequently included.  

The Personal Financial Management training aims to equip participants with the knowledge they need to manage their personal finances sensibly and effectively. With this course, a professional or retail investor can become confident in their capacity to increase return on investment. 

Why is financial planning important?

Whether or not a person receives a salary, financial planning is one of the most critical measures they can take. Many people have learned about the value of financial planning through financial training courses. Having control over your income, expenses, and savings is easier with a financial plan, which can serve as a guide for the future. The following list outlines some of the most significant benefits of financial planning.

Making Financial Progress:  Everybody has financial objectives. You will set aside money each month without a financial plan for these objectives, but your savings will be inaccurate. The amount of money you will need to reach a goal is fixed in stone by a financial plan. You may organize your finances appropriately when you build a plan to include your goals with proper financial training. Doing this can prevent you from using the funds before you reach your goal. It can assist you in spending less and making wise financial decisions.

A better understanding of finances:  A financial plan will guarantee that you are constantly aware of your financial situation, where your money is invested or saved, and how much of it is available. This enables you to approach opportunities and crises with a completely open mind. Whether you’ve discovered an investment opportunity or a chance to launch your own company, these circumstances demand that you come up with money quickly.

Financial security: Everyone wants to be financially secure. A monthly salary provides financial security that business owners and self-employed individuals do not. Due to this, it may be challenging to secure your family’s financial future. You may protect your family’s finances and relieve yourself from these limitations with the aid of Personal Financial Management training. You may set aside enough money with a sound financial plan to pay for your monthly needs. A proper financial plan can help you manage your finances if your business experiences an increase in sales.

Financial Independence:  Most people are bound by their families or personal debts. Complete financial control is attainable with the aid of good financial training. These challenges can prevent you from pursuing your objectives or pursuing alternative career paths. With a reasonable financial plan, moving, changing employment, or starting a new business are all choices that are not dependent on your financial condition. It could help you eliminate debt and achieve financial security.

Greater Living Standards: A financial plan is more than just a way to save money. It can also aid your financial growth when planned and carried out effectively. You may allocate your funds to the appropriate investment with careful financial planning. For your family, this can produce a supplementary or even tertiary source of income. You can raise your standard of living by using this revenue. You can utilize the cash to pay off any loans without worrying about compromising your everyday needs or goals. If you suffer additional costs, it can ensure you are free from having to worry about your household’s needs.

Why do we need personal financial training certification?

An understanding of the basics of financial planning, such as cash flow, investment strategy, and retirement savings, is what the Personal Finance Professional Certificate is intended to help people achieve. The online Personal Financial Management training Certificate, which consists of three self-paced courses, gives you the practical knowledge required to develop a safe financial plan and achieve your financial objective.

Anyone wishing to gain financial control should enroll in this Specialization. Financial security is guaranteed with the aid of financial training courses. You can stabilize and boost savings and investments while lowering borrowing and debt by balancing the mix of financial factors. An individual’s financial literacy will rise when they thoroughly understand the financial elements. Your long-term financial prospects for actions like investing or retirement planning will be more excellent the faster you gain control over your finances.

Conclusion:

Every person will need to practice personal finance skills s, which include budgeting, saving, and investing one’s possessions. The most recent research and statistics about personal finance show that this skill benefits a stable financial future and a happy lifestyle. By receiving the proper financial training, you may better understand your goals and how they affect other areas of your life and finances.

Posted in financial planning courses, wealth management career

Is Chartered Wealth Management The Best Professional Course In Finance

wealth management course

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.  

  • Traverse through the most advanced approaches in wealth management strategies
  • Brush and groom your abilities in wealth management by adopting the most reliable global practices
  • Create a checklist of all the primary techniques applied in wealth management, worldwide 
  • Establish skills that will remain with you everywhere throughout your career
  • Grow into a specialist who knows the art of evaluation, analysis, and mapping when operating finance-related states with Super High Net Worth Clients
  • Combine excellent services when building your wealth management strategies
  • Learn to master and solve the complexities related to investments in global markets
  • Produce approaches for controlling risks to maximize profits

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? 

  • With AAFM, you will get a chance to use Designations that are certified by the Board after your name on your Business Card
  • You will also get a chance to boost your designation on your Promotional Materials to attract independent clients 
  • CWM is a global Certification in the true sense
  • Chartered Wealth Management Certification requires no regional examination
  • CWM certificate is awarded shortly post the completion of the certification by the American Academy of Financial Management, US
  • You will get a golden opportunity to save good job opportunities 
  • You will be recognized easily by all autonomous, self-governing, and global authorities 
  • The CWM will grant you a designation that will highlight your professional achievements, education, persistence, and knowledge
  • You can easily add the certification by AAFM to your Resume, Cover-Letter, Degree, etc and increase your salary potential
  • You can also become a prized member of an extended network of 50,000 and more 
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. 

Posted in financial planning courses, wealth management career

The Best Finance and Wealth Management Courses

Certified Financial Planner

Certified Financial Planner

It’s a digital era. Most of the Millennials are looking for several courses to upskill 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.

Posted in wealth management career

Choosing the Wealth Management Career Path – AAFM

Wealth Management Career Path

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.

Creating and managing a detailed review of their client’s financial status and situation to draft advice

Understand the goals of the client and the potential thought process to build their business further

Offer the client general investment advice, or advice for college tuition, or retirement, whatever the client needs

Involve the client in discussions related to the possible investments

Lay-out the potential risks for the drafted investment plans, if any

Recommend investment options that best suit the client’s requirements, demands and match their risk tolerance.

How to Become a Financial Advisor

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.

For more information, visit us & call us on 09599445568.

Posted in financial planning courses, wealth management career

How to become a CFP Professional and is it better then CWM

Wealth Management Career

Wealth Management Career – CFP Course

Wealth management career has slowly become an exclusive and most opted career in the world today. There was a time when the only rewarding option in this field was Investment banking. Times have changed now and young graduates are slowly drifting to considering wealth management career. You will be surprised to know that a wealth management career has landed a place in the top 10 fastest-growing career options in the country today. It is high time now that financial and wealth management enthusiasts look for options to land training in wealth management, apart from Investment Banking to get the most flourishing and lucrative jobs available in the country. With the evolution of career opportunities, greater thinking abilities, excessive awareness of wealth creation, and various other economic factors, Wealth Management career is at the top of its game.

If you stumbled across this piece of content, you must be looking for ways to become a Chartered Wealth Manager or a Certified Financial Planner. Before learning more about how to become a wealth manager (Chartered Wealth Manager) and how it is far more beneficial from a Certified Financial Planner, let’s concentrate on the difference between a Chartered Wealth Manager and a Certified Financial Planner.

Who is a Certified Financial Planner (CFP) Professional?

A Certified Financial Planner (CFP) Professional is responsible for working with a varied set of clients to plan and build strategies for meeting long term financial goals of an individual. These long-term financial goals include retirement, business start-up, home, college tuition, and many others. The Certified Financial Planner Professionals are required to work in large insurance and financial firms. Some Certified Financial Planner Professionals can also choose to run their businesses. The candidate who becomes a Certified Financial Planner Professional is required to hone proper expertise and experience in the field of financial planning. This in turn prepares them for a wealth management career. The roles and responsibilities of a Certified Financial Planner Professional can be divided into the following elements.

• Making connections and defining the client relationship
• Gathering client data with set plans and goals
• Examining and assessing the financial status of the client
• Introducing recommendations and alternatives for financial planning and wealth management
• Achieving the suggested recommendations for financial planning
• Monitoring the working of the recommendations for financial planning

Who is a Chartered Wealth Manager?

CWM for chartered wealth manager is the designation given to professional issued by the renowned Global Academy of Finance and Management. The Global Academy of finance and Management formally the American Academy of financial management (AAFM) aims to certify the understanding, expertise and knowledge held by Wealth Management experts and professionals. The chartered wealth manager is equally efficient in areas of financial planning, risk management, economics, retirement, banking, tax, investments, etc. Applications who wish to become a chartered wealth manager are required to hold a master’s degree in disciplines like law, economics, wealth management, finance, etc. The candidates are also required to possess over 5 years of experience. However, candidates who are currently working as a professor for lawyers are considered as exceptions for the chartered Wealth Management program.

CFP Course vs. CWM; which one is better for wealth management career

Now, you must be well acquainted with the importance and benefits of the CFP course and the chartered wealth manager program. Certified financial planner and Chartered wealth manager program are the two most sought after certifications all around the world. The general question that most people ask is the difference between the CFP course and the chartered wealth manager program. A set of people also enquire whether they should pursue the CFP course are the chartered wealth manager course first. The truth is the decision lies in your perspective or you can first take up the certified financial planner course and follow it up with the chartered wealth manager program. But this can only be done without a gap. However, the most beneficial arrangement would be to opt for the chartered wealth manager course as it covers additional topics and not just the fundamentals. Unlike the CFP course, the chartered Wealth Manager program trains the Wealth Management career enthusiasts in topics that are advanced in nature and wider in concepts. The CWM course prepares the individuals into experts and professionals way quicker than the CFP course that only cover the foundation topics who wishes to enter the world as a fresher.

How to become a wealth manager?

If you have been looking for an answer to how to become a wealth manager? You as a candidate must fulfill a given set of steps. The following steps are necessary if you wish to choose wealth management career.

Complete a registered education program

The course should be registered under the board. There are plenty of coursework providers available online that offer assistance to individuals in the completion of the wealth management or CWM, and CFP Courses but you ought to opt the one that you can trust. AAFM India offers several courses for finance enthusiasts to gain proper training and rich experience in the subject. AAFM India offers the Chartered Financial Goal Planner (CFGP) course, Advanced Financial Goal Planner (AFGP) course, Certified Financial Goal Planner Lite (CFGP-Lite.) and many more. AAFM however is known for its CWM (Chartered Wealth Management Course.)

Enroll for the examination after undergoing the course

Once your education under a professional organization like AAFM is done, the Board will be notified of the completion of your course. As a mandatory step, you will be required to sit for an examination that will conclude that you have taken proper training through a registered course.

You should hold or earn a Bachelor’s degree in the relevant disciplines to sit for the course

The course for wealth management career requires an enthusiastto hold a Bachelor’s degree in the relevant disciplines (finance, banking, insurance, investment, law, etc.)

India is witnessing a new era of wealth formation and creation today

A recent report conducted by Oxfam stated the shocking revelation that India recently added more than 17 fresh billionaires last year. This addition of new billionaires raised the number of billionaires to 101 billionaires. The report further intimated that the wealth of those fresh billionaires rose from Rs 15.78 lakh crore to more than Rs 20.67 lakh crore in the world in 2017-2018. The rise in the number of billionaires can be a result of budding entrepreneurs marketing their businesses, and a significant rise in investment in the new-age asset groups, etc. With the increase in wealth creation in the country, aspirants are readily considering a Wealth Management career.

If you are a fresh entrepreneur or wish to build an empire by using your financial planning skills, you can check out the American Academy of Financial Management in India that is a Standard Setting Body in India which aims to promote Financial Advisory & Wealth Management in the country.

For more information, visit us & call us on 011-45120800.

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Best Finance Courses After Graduation Explore the Best Options

Economic Course In India

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.

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Posted in financial planning courses, real estate training

Online Real Estate Short Courses

online real estate short courses

Real Estate Training

Ways to climb out of a stagnant wage rate can be few and far between, but owning your own business is one that can provide a lifetime of benefits. Unfortunately, starting a new business can be expensive. The good news of real estate is that after becoming a real estate agent can get one started on the path to their own business at a little relative cost. The cost of a license exam course and the test is all one needs. There are many online real estate short courses. By doing online real estate short courses, one can obtain their degree, and the person will also be provided with real estate training. Real estate training is an important aspect.

Real Estate Certificate Programs

Real estate certificate programs are also there for real estate agents. The real estate certificate programs are important to obtain a real estate certificate. Most real estate agents are independent contractors. It means they can set their work schedules, develop their client bases, decide on their marketing methods, and grow their business as their own. There are no limits to the growth of your real estate business, and you can realize fantastic rewards if you couple the right attitude with a superior work ethic. You’ll have to incorporate excellent business skills and develop effective marketing methods as well, but it’s all in your hands. One overlooked facet of the real estate profession is that your status as an independent contractor means you’re in business for yourself. The broker you choose to work with will often supply you with office space, support, training, and prospects, you should always think of it as your own business to grow and move as you see fit. Studies have shown that the majority of home buyers say they would use their real estate agent again or recommend the agent to others. It’s a massive benefit of this business to be able to reap future business rewards from the goodwill of past clients. Pay as much attention to the nuts and bolts of the job and customer service as you do to marketing. You’ll see great results later. Your time is yours, so take that vacation! Develop relationships with other agents in your office. When you find someone with a similar style and work ethic, you can work with each other to set up time off knowing that your clients will be handled the way that you want. Your business can be as large as you want it to be. As an agent, your income is controlled in large part by the time you invest, but you can grow your business by adding an assistant or several assistants. Or get your broker license and build a brokerage, sponsoring agents to leverage your potential.

financial planning courses

Financial Planning Courses

One can also do financial planning courses and become a financial advisor. Financial planning courses are one of the best short courses that are available online. Develop a plan to provide yourself with the “good life” later. If you decide to develop a brokerage business, it’s possible to structure it for sale at some point in the future. The value of your brokerage business will grow and be a marketable retirement asset if you use good business practices.

For more information you visit us & call now 011-45120800.