Certified Financial Planner Professional - Wealth Management Career

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Certified Financial Planner Professional
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• 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.

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• 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, lets 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.

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• 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 masters
  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.

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• 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.

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• 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.)
• Enrol 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 Bachelors degree in
  the relevant disciplines to sit for the course
• The course for wealth management career requires
  an enthusiastto hold a Bachelors degree in the
  relevant disciplines (finance, banking,
  insurance, investment, law, etc.)
• India is witnessing a new era of wealth formation
  and creation today

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• 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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Website https//www.aafmindia.co.in/Call
011-45120800
Thank You